ESTATE PLANNING TRUSTS
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Dedicated Estate Planning Solicitors in Gerrards Cross
Planning for the future isn't just about finances — it's about peace of mind, protecting your loved ones, and making sure your wishes are respected. At MDW Solicitors, our specialist estate planning solicitors in Gerrards Cross are here to guide you through every step of the process with clear and logical advice.
Whether you want to protect your family home, minimise inheritance tax, or ensure vulnerable beneficiaries are provided for, we offer bespoke estate planning solutions tailored to you.
What is Estate Planning?
Estate planning is the process of legally organising your assets, finances, and personal wishes to ensure they are handled according to your instructions when you pass away or become unable to manage them yourself.
Proper estate planning ensures that:
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Your family is protected financially.
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Your estate is passed to chosen beneficiaries.
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Tax liabilities, including Inheritance Tax, are minimised.
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Future disputes are avoided.
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Assets are preserved for future generations.
Our Estate Planning Services in Gerrards Cross
As trusted estate planning solicitors in Buckinghamshire, we provide an extensive range of services designed to give you complete peace of mind.
Will Writing & Updates
Having a professionally drafted Will is the cornerstone of any estate plan. We help with:
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Writing a new Will
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Updating existing Wills
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Appointing Executors and Guardians
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Ensuring tax-efficiency
A clear Will helps avoid disputes and ensures your wishes are legally binding.
Find Out More About Our Will Writing Services
Lasting Powers of Attorney (LPAs)
Planning for the unexpected is essential. We can help you:
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Create LPAs for Property & Financial Affairs
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Set up LPAs for Health & Welfare Decisions
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Appoint trusted Attorneys
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Ensure your wishes are respected if you lose capacity
Trust Creation & Management
Trusts are valuable tools for protecting assets and providing for loved ones. We advise on:
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Lifetime Trusts
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Discretionary Trusts
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Will Trusts
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Trusts for vulnerable beneficiaries
These can help reduce tax liabilities and provide flexibility for how assets are used.
Protecting Vulnerable Beneficiaries
If you have family members who are unable to manage their own finances, we can assist with:
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Setting up Protective Trusts
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Appointing Trustees
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Ensuring funds are used appropriately
Inheritance Tax (IHT) Planning
Effective estate planning involves reducing the tax burden on your estate. Our solicitors provide advice on:
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Tax-efficient gifting
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Setting up Trusts to minimise IHT
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Maximising tax allowances and exemptions
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Navigating complex IHT laws
Learn More About Our Inheritance Tax Planning Services
Estate Administration & Probate Support
After a loved one passes, our team can support executors with:
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Applying for Probate
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Valuing the Estate
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Paying Debts and Inheritance Tax
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Distributing Assets
When Should You Speak to an Estate Planning Solicitor?
You should seek expert estate planning advice if:
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You want to protect your family home or other assets.
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You are concerned about Inheritance Tax liabilities.
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You have children or vulnerable beneficiaries to provide for.
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You want to ensure your estate is distributed exactly as you wish.
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You need to appoint someone to manage your affairs if you lose capacity.
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Early planning gives you the most options and peace of mind.
Why Choose MDW Solicitors for Estate Planning in Gerrards Cross?
At MDW Solicitors, we offer professional, personal estate planning advice delivered with care and clarity. Led by Debra Williamson, who personally handles every client interaction, we provide a bespoke service tailored to your family’s needs.
Our Credentials:
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STEP Member
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30+ Years Legal Experience With Qualifications
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Accredited Duty Solicitor
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Member of Brunel University Advisory Panel
We are proud to support the local Gerrards Cross community and offer home visits for clients unable to travel.
Frequently Asked Questions
What happens if I die without a Will? If you pass away without a Will (intestate), your assets will be distributed according to strict intestacy laws, which may not reflect your wishes or family circumstances. Can I reduce Inheritance Tax with estate planning? Yes, strategic estate planning can significantly reduce Inheritance Tax liabilities using tools like gifting, trusts, and allowances. Is estate planning only for wealthy people? No, estate planning is beneficial for anyone who owns property, has savings, or wants to provide for loved ones. It's about protecting what matters most — regardless of wealth.
Contact Our Estate Planning Solicitors Today
Secure your family’s future with trusted estate planning advice from MDW Solicitors.
Call us now on 01753 390500 or email debrawilliamson@mdwsolicitors.com to arrange your confidential consultation.
We’re here to help you plan with confidence and protect what matters most.
“I was very grateful to receive this service in my own home, since I am not able to travel easily. The attention was efficient and orderly with no problems. This is particularly important to the elderly and infirm and very welcome.”
Mrs B (Jordans)