Wills and Estate Planning in Brentwood
Wills, trusts and estate planning for families and homeowners in Brentwood, Shenfield and Ingatestone.
Prepared by BestQuote
Steve Tappin prepares your documents
Reviewed by Patron Law
Approved by an SRA-regulated law firm
Fee agreed in writing
You know the cost before any work starts
With higher-value homes, estates in Brentwood and Shenfield may be affected by inheritance tax, so planning ahead can matter. A will and lasting powers of attorney are the starting point for any family.
We explain the options, including trusts, and prepare the documents with you.
Wills and estate planning in Brentwood
Inheritance tax may be due on larger estates, and the value of a home can bring an estate near or above the thresholds. The rules and allowances change, so we explain how they work in general terms and encourage you to take advice from a qualified tax adviser on your own position. We do not promise that any arrangement will reduce the tax your estate pays.
Trusts can be useful for some families, for example to protect an inheritance for children from a first marriage, or for a vulnerable beneficiary. They are also complex, and they need to be set up carefully. We explain how they work and what they cost, so you can decide whether one suits you. We also recommend you review your will after any major event, such as a move, a marriage or a birth.
How it works
Initial conversation
We talk about your family, your home and what you want to achieve.
Fee confirmed in writing
We confirm the work and the fee in writing before we start.
Documents prepared
Steve Tappin prepares your documents based on what you have told us.
Review and approval
Patron Law reviews and approves the documents.
Signing
We explain how to sign and witness your documents correctly, so they are valid.
Registration and safe keeping
Lasting powers of attorney are registered, and we explain where to keep your documents safe.
For the full guide, see our Wills & Estate Planning page.
Frequently asked questions
Will a trust save inheritance tax on my Brentwood home?
Not necessarily. Tax treatment depends on your circumstances and the rules at the time, and we do not promise any saving. A qualified tax adviser can look at your position.
When should I review my will?
After major changes, such as a move, a marriage or divorce, a birth, or a significant change in your finances. It is also sensible to check it every few years.
Is this regulated by the Financial Conduct Authority?
No. Writing wills and estate planning are not regulated by the FCA. Your mortgage advice from BestQuote is a separate service, and having one does not depend on the other.
Who reviews my documents?
Patron Law Ltd, a law firm regulated by the Solicitors Regulation Authority, reviews and approves the documents prepared by Steve Tappin. You can check Patron Law on the SRA register at sra.org.uk.
Important information
- Writing wills and estate planning are not regulated by the Financial Conduct Authority.
- Patron Law Ltd is authorised and regulated by the Solicitors Regulation Authority (SRA number 633376). BestQuote Group Ltd is not a law firm.
- The information on this page is general and is not tax advice. Tax treatment depends on your individual circumstances and may change.
- Trusts and inheritance tax planning can be complex. We do not promise that any arrangement will reduce the tax payable on your estate.
The information on this page is general and is not advice. Advice depends on your personal circumstances.
Wills & Estate Planning in other areas
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