Estate
Planning Services

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Why
Choose Us?

KS Estate Planning offers a unique service. We are not just a typical Will writing service, helping clients with their Wills and Lasting Powers of Attorney (LPAs) for example.

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We provide:

  • A comprehensive estate planning service covering Inheritance Tax advice.

  • Trust advice to ensure your assets pass to those who you wish to benefit.

  • Legacy planning advice that can help you structure your estate in such a way that your family benefits by inheriting in a tax efficient manner.

  • Business advice, or specifically business succession advice, that helps you, your family and your business partners, should anything happen to you, that could adversely affect the day- to-day management and successful continuation of your business.

Our advisors have a combined 50 plus years of experience in financial services and Will writing, dealing with Inheritance Tax issues, Pension and Investment advice, Estate Planning and Legacy planning.

We combine the financial services advice, experience and knowledge with comprehensive lifetime and death planning (the appropriate Wills and Trusts) to ensure clients receive the best advice possible, tailored to their individual circumstances. This enables clients to effectively pass their wealth within the family and to mitigate any tax issues that may arise due to the size of their estate or to complement their personal views, wishes and requirements.

Download the Guide to Laws of Intestacy

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KS Estate Planning
Services

Wills

Wills

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Lasting Powers of Attorney

Lasting Powers of Attorney

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Trusts

Trusts

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Inheritance Tax (IHT) Planning

Inheritance Tax (IHT) Planning

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Business Succession Planning

Business Succession Planning

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Probate <br> Services

Probate
Services

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What
our clients say

Really good service, great knowledge and explained in a way that I could understand!!! I’ve already recommended Karl to a friend and he’s been out to see her and her mom and they are also very impressed. He just makes it easy, simple and puts people at ease…thank you!

Mrs B, Pattingham

We have been using the expert and professional services of KS Estate planning to assist us with and advise us on our estate planning. We have built a trusting relationship based on integrity, high standards and attention to our current and future needs and preferences. We now have complete peace of mind regarding our financial and estate plans and can enjoy the benefits of protecting what is important to us.

Dr TMC and SLS – Tamworth

We found Karl, relatable and he explained what felt like complex planning and made it simple, thankyou.

Lee and Amanda Penkridge

We found the service first class and would recommend anyone for help to contact KS Estate Planning to help secure and protect their assets

Mr R and Mrs A Hunt

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Our
Latest Blog
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What is a trust – and should you use it to avoid inheritance tax?

Trusts are surging in popularity as a way to avoid inheritance tax, according to new government figures and financial advisers on the frontline of estate planning.
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person's hand

Food for thought re LPAs

A lasting power of attorney (LPA) enables you to appoint someone you trust
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Lasting Powers of Attorney – it really should be a proactive decision!

There’s all sorts going on with the Office of the Public Guardian; internal process changes, new scanners and the long muted MLPA.
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Wills

A Will is a vitally important document, one of the most important documents you’ll ever create as it’s concerned with not only all of your personal assets and possessions but it’s about your personal decisions and wishes. Without a Will, your estate may not be distributed according to your wishes, the “right” people may not inherit and it may prove costly and stressful to your family.

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Lasting Powers of Attorney

A Lasting Power of Attorney is a hugely important document and critical for your later life planning needs. They are legal documents (there’s two types: Property & Financial Affairs for you day to day personal account and financial dealings and Health & Welfare for any future medical and care requirements) that allow you to appoint the people that you trust to look after you, your affairs and any decisions that need to be made, when you are unable to, whether that’s because of physical or mental incapacity. We specialise in LPAs, having successfully completed hundreds over the years. Talk to us at KS Estate Planning and see if we have any special deals for Power of Attorney applications.

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Trusts

A trust is a vehicle for asset owners, such as those with money, a house, or investments, to transfer them to others. In the UK, families have used trusts for centuries to plan their financial legacies. They are not just for the wealthy; even ordinary families can benefit. A trust ensures that assets are passed to the “right” person without direct ownership, aiding in IHT planning and tax mitigation. It can help prevent a disabled adult on benefits from losing their support if they inherit. Even a modest sum can create challenges in this situation. A trust provides peace of mind that complications won’t arise, allowing assets to be passed tax-free to intended beneficiaries.

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Inheritance Tax (IHT) Planning

Inheritance Tax Planning is the strategic and legal arrangement of an individual’s assets and affairs to eliminate, or reduce, the amount of tax payable on their estate upon their death. Would you rather your estate and wealth pass to beneficiaries of your choosing (family or charities) or to HMRC? You can structure your Will correctly, make gifts through your lifetime, make charitable donations, make gifts from your regular income (without affecting your own standard of living) to name a few strategies. Placing assets into a Trust removes them from your estate for IHT purposes and can allow you to control how and when beneficiaries access, and benefit from, those assets.

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Business Succession Planning

What happens to your business if you cannot manage it? If you lose capacity, who will make daily decisions and pay salaries? A Sole Trader relies on family, while a partnership depends on fellow owners, and a Ltd Company on its directors. In cases of death or incapacity, it’s essential to have a plan. You need a Will outlining who inherits your shares and manages your business. Additionally, a Business LPA allows partners and directors to keep operations running without interference from third parties like the Court of Protection. Consider how your family can liquidate your business shares. Talk to us at KS Estate Planning for solutions to these concerns.

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Probate Services

Probate is the process every estate goes through upon death (there are exceptions and financial limits, but if you own a property, for example, Probate will be required). We can help with your probate application to make this process painless and efficient; let’s not forget this is a difficult time, having just lost a loved one; leave this to the professionals for a speedy and efficient service. We outsource our Probate business to a firm of legal experts with a vast amount of experience dealing with these matters. For any Probate enquiries please talk to us at KS Estate Planning.

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