Planning what happens to your estate can be a sensitive subject. Whether you are planning alone or as a couple, the Whitehead Monckton inheritance and succession planning services team is here to offer you the practical, pragmatic and empathetic advice you need to protect and share your wealth – now and for future generations.
Our experienced team of lawyers with expertise in estate and succession planning, inheritance tax planning and will-writing will guide you through the process of deciding how your wealth should be distributed during your lifetime and after you die, and give you the reassurance of knowing that everything is in place to protect you and your loved ones.
If you are concerned about loved ones who are, through age, illness or accident becoming less able to make their own decisions, (or are worried about how to manage if this happens to you), we can guide you through your options and give you peace of mind.
For families who have recently lost someone and need help to manage their estate – as an executor or trustee – our empathetic and supportive estate administration lawyers will provide as much expert support as you need to reduce the burden at this difficult time. If managing the estate is challenging, we can act as independent administrators.
Many of our Succession Planning Services team are members of the Society of Trust and Estate Practitioners (STEP), offering specialist expertise.
Across Whitehead Monckton’s extensive, multidisciplinary legal team, we have expertise in commercial and residential property, corporate law and dispute resolution. So no matter how complex an estate, we can take the weight off your shoulders – whether you need to sell a property, deal with business matters, or resolve a dispute between executors, trustees or beneficiaries.
At Whitehead Monckton, we’ve been focussed on the future for generations. Many of today’s clients are the children, grand-children or even great-grandchildren of our original clients – families who have stayed with us for generations because they trust our expert advice and know that we care about them, their family and their future.
Creating, building and preserving your personal, family or corporate wealth is an essential part of inheritance and succession planning.
For your investment advice, we refer you to the team of investment advisers at Raymond James Investment Services Limited, Weald of Kent branch, who will be able to offer you comprehensive investment advice. The Raymond James Weald of Kent team is headed by Mark Beaney, Branch Principal, who has worked with this firm for many years.
Meet the Raymond James team.
Our empathetic, discreet and professional team of lawyers with specialist experience of Wills, succession planning and estate management provides tailored support to clients across Kent and the South East.
With offices in Canterbury, Maidstone, Ramsgate and Tenterden, and the option of meeting in London, we offer convenient locations for face-to-face meetings, or the option of secure online meetings.
At Whitehead Monckton we offer a range of Wills packages, based on your needs. Whether drafting your first Will or updating an existing one, we start by understanding your financial and family circumstances. You can begin this process through our comprehensive online questionnaire, saving time ahead of our consultation.
Simple Wills start at just £475+ VAT, or £675+VAT per couple.
To help you decide which option is right for you, read our Succession planning brochure or view our Succession planning fees here.
