What is Estate Planning?

Estate Planning is the process of deciding how your assets will be managed, protected, and passed on after your death or if you become unable to manage them yourself.

It combines legal and financial strategies to:

Protect your wealth
Minimise Inheritance Tax
Ensure your wishes are followed
Make things easier for your family

A strong Estate Plan can include:

A legally valid Will
Trusts to manage how assets are used or distributed
Lasting Powers of Attorney for financial and health decisions
Efficient tax planning to preserve more of your estate
Support with Probate and Estate administration
Plans for charitable giving or passing on values and legacies

Estate Planning gives you control, clarity, and peace of mind. It helps reduce stress, avoid legal delays, and protect what matters most – now and in the future.

How Can We Help?

Thinking about death and writing a Will isn’t easy – but planning ahead means your wishes are known, your assets are protected, and your loved ones aren’t left to deal with uncertainty.

At Toucan Law, we make Estate Planning straightforward, supportive, and personal.

We’re here to:

Help you record your wishes clearly
Protect your estate and legacy
Make life easier for the people you care about most

Our team brings decades of specialist experience in Wills, Trusts, Probate and Powers of Attorney. You’ll get clear, honest advice – with no confusing legal jargon – and a tailored solution that suits your personal circumstances and goals.

Estate Planning doesn’t have to be overwhelming. With the right guidance, it’s a simple step toward peace of mind.

Look after your loved ones

Ensuring that your loved ones are taken care of after you pass away is an important part of estate planning. We can work with you to create a personalised plan that addresses your unique needs and goals. This may involve creating legal documents such as Wills, Trusts, and Lasting Powers of Attorney. Overall, we can help you create a plan that provides peace of mind and ensures that your loved ones are taken care of after your passing.

Record your wishes

We can help you ensure that your assets are distributed according to your wishes after your passing. We can also help you plan for the management of your assets in the event of your incapacity. Estate planning is not just for individuals with significant assets. Even if you have a modest estate, an estate plan can still provide important protections for you and your loved ones and help ensure that your wishes are carried out after your passing.

Protect your assets

We can provide guidance on how to protect your assets from potential creditors or legal challenges, as well as create unique strategies to safeguard your assets and ensuring that these pass to your chosen beneficiaries. You can also provide protection for vulnerable beneficiaries and for those who may be having a difficult time in their own lives and it would be better that they did not inherit outright.

Minimise tax liabilities

We can help you minimise the tax implications of transferring your assets to your family and loved ones. We can provide guidance on strategies such as gifting, trusts, as well as charitable giving. It is important to note that certain types of gifts, such as those gifted to a spouse or civil partner, are exempt from Inheritance Tax. In addition, there are various reliefs and exemptions available that can help reduce the amount of tax that is due.