Estate Planning Services

Estate Planning in Hampshire – Secure Your Legacy

Estate planning is a crucial part of long-term financial planning that is often overlooked. However, it plays a vital role in preserving your assets and financial legacy. At Sterling Law – Hampshire, our local estate planners are here to steer you through the complex world of estate planning to help ensure your wishes are carried out after you are gone.

We understand the significance of securing your assets and protecting your loved ones’ future. Our expert team of estate planners is dedicated to guiding you through every step of the process, ensuring peace of mind and a lasting financial legacy.

Experienced Estate Planners You Can Trust

At Sterling & Law – Hampshire, we provide the highest level of customer service to our clients.

As one of VouchedFor’s Top Rated Advisers for 2023, our Practice Principal, Ian Batterbee has secured dozens of 5-star reviews.

If you are looking for a trusted, local independent estate adviser, with Sterling & Law – Hampshire you will be in safe hands.

Preserving assets & reducing taxes

By working with our advisers, you could maintain the value of your estate by employing our proven strategies for asset preservation and tax reduction.

Our experts will work diligently to create a customised plan that ensures your hard-earned assets remain intact and minimise tax burdens, leaving more for your beneficiaries.

Your expert estate planning advisers

Many of us worry about our financial future but are unsure on the best mix of investments to achieve the one we desire.

Our fully estate planning and financial advisers will help you plan for your future, alleviating the worry and enabling you to relax and enjoy your life knowing you are in safe hands.

Laura Bailey, IHT Advice Specialist

Contact Laura

E: laura.bailey@sterlingandlaw.com 

P: 01329 550190

Frequently asked questions

Please find below a concise selection of questions we are often asked by those looking for an estate planner.

What does an estate planner do?

Their expertise ensures that your estate is handled according to your wishes, while minimizing taxes and legal complications for beneficiaries. An estate planner assists in managing and distributing assets effectively. They provide advice on wills, trusts, inheritance tax strategies, and asset protection.

What is the estate planning process?

The estate planning process involves assessing assets, defining goals for asset distribution, and preparing legal documents like wills and trusts. It includes tax planning, designating beneficiaries, and possibly setting up powers of attorney. Regular reviews and updates ensure the plan remains aligned with changing circumstances and laws.

Are Wills part of estate planning?

Yes, wills are a fundamental component of estate planning. They provide clear instructions on how assets should be distributed after your death, helping to ensure that your wishes are respected. Wills can also appoint guardians for minors and executors for the estate, playing a crucial role in effective estate management.

Do you provide advice on inheritance tax?

Yes, we have an inheritance tax advice service. Our IHT advice specialists will work with you to help reduce taxes and preserve your financial legacy.

What do I need to bring to a meeting with you?

When meeting with an estate planner, bring a list of your assets (property, investments, savings), debts, insurance policies, and any existing wills or trusts. Also, have an idea of who your beneficiaries will and any specific wishes for asset distribution to facilitate a comprehensive discussion.