Estate Planning

Our areas of expertise

Wills and Trusts

Planning your future can be daunting, but a personalised Will can streamline everything, ensuring your wishes are legally upheld.

Power of Attorney

A Lasting Power of Attorney (LPA) allows you to appoint a trusted person (attorney), who is able to make decisions for you if you’re unable to do so.

Probate Services

Probate grants legal rights for the management of your assets after you pass away. Your appointed executors in your Will oversee this process.

Your legacy

Sadly, Inheritance Tax can represent a hefty and very unwelcome bill for your loved ones; but this bill could be avoided. The right plan can maximise the amount of wealth which stays within your family upon your death.

Having worked hard all your life you no doubt want to be sure that your wealth is passed on to the right people. Our estate planning experts can identify solutions that match your circumstances and objectives.

A holistic approach

Our team believes in a holistic approach, integrating estate planning into financial planning to help you live your desired life and ensure asset transfer according to your wishes upon death. Qualified advisers review your assets comprehensively, crafting a tailored plan.

We prioritise understanding your objectives and recommend investment, retirement, and protection strategies tailored to your circumstances.

Trusts

An appropriate Trust can help protect your assets for the benefit of your chosen Beneficiaries. The right Trust can give you much greater control of what happens with your hard-earned wealth after you have passed away.

A Trust can protect your assets and manage tax liabilities on behalf of the family and friends who are important to you. Blueberry Wealth Management are here to lay out the very best options for you and your estate and to make sure that the right trust arrangements are recommended.

There are not many of us who would want to be thinking about their mortality.