estate planning

🏡 Estate Planning Services

Secure your legacy. Protect what matters most.

At The London Tax Company, we understand that estate planning is more than just numbers—it’s about ensuring peace of mind for you and your loved ones. Whether you’re planning for the future or managing the affairs of a loved one, our estate planning experts are here to guide you every step of the way.

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Why Estate Planning Matters

Estate planning allows you to take control of your personal and financial affairs, ensuring that your assets are distributed according to your wishes—while minimizing tax liabilities, legal challenges, and family stress.

Without a clear plan, your estate may be subject to lengthy probate processes, excessive taxes, or unintended distribution. Our role is to help you plan wisely, with clarity and care.

Our Estate Planning Services Include:

✅ Will & Trust Planning

We work closely with your legal advisors to ensure your will is tax-efficient and legally sound, and help establish trusts to protect assets and manage inheritances.

✅ Inheritance & Tax Strategies

Minimize estate and inheritance tax liabilities through strategic planning, gifting, and wealth transfer techniques tailored to your financial goals.

✅ Business Succession Planning

Own a business? We’ll help you design a succession plan that ensures a smooth transition, whether to family members, partners, or third parties.

✅ Charitable Giving

Leave a lasting impact through charitable trusts or planned giving strategies that align with your values—and benefit from associated tax relief.

Business succession planning

If you are a business owner, you will need to decide how to pass on your business interests to your beneficiaries. If it is already run as a family business, this may just be a case of sharing out equity and determining who should take over your job responsibilities. However, if your business affairs are kept separate from your family or any beneficiaries, you may need to consider a variety of other factors, such as:

  • Who will take over the running of the business?

  • Can your beneficiaries exercise any sort of control over the business - if so how?

  • Should a share of profits be ploughed back into the business or divided up amongst beneficiaries?

  • How will your death affect any partnership agreement?

  • Should any shares be held in trust?

If you decide that it would be better to sell your business in the event of your death, instead of passing it on to the next generation, putting in place a capable executor who understands how to tackle a business sale is crucial.

Trusts

A trust is essentially a way of managing money or other assets on behalf of one or more beneficiaries. There are various types of trusts which provide an alternative to direct inheritance or transfer of certain parts of an estate.

If you would like to know more about our estate planning services please click here and complete our contact form .