Estate Planning.

Estate Planning Lawyers.

Lanyon Bowdler has a team of highly experienced lawyers who can guide you when planning your estate and succession.

Estate planning is the process of preparing for the management and distribution of your estate after your death. Estate planning involves employing various legal and financial tools to arrange a person’s financial affairs in a tax-efficient manner so that they are able to enjoy their hard earned wealth into retirement and provide a meaningful inheritance for their family.

We’ll help you plan for the best protection of your assets and business interests, and use our best endeavours to see to it that  that the effect of tax on your beneficiaries’ entitlement is mitigated as far as possible.

Estate planning also includes making arrangements should you become unable to make decisions for yourself. This is done through a Lasting Power of Attorney, which is a document to appoint one or more people to handle your affairs on your behalf, should you lose the capacity to do so yourself through old age or injury.

The ultimate goal of estate planning is to provide control, peace of mind and efficiency for you and your heirs by eliminating uncertainties and, where possible, reducing taxes and other expenses.

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Why should I plan my estate?

Making sure you have a strategic plan for your estate succession is crucial. This is not only helpful to pass on assets to relatives, friends, or organisations, but can also help you:

  • Make sure your assets are passed in a safe and legally sound manner
  • Set up trusts to ensure your assets are protected and administered the way you want
  • Fund education and expenses for your children and grandchildren
  • Protect your funds and assets from excessive tax, creditors, or other entities who may otherwise claim parts of them
  • Help to provide financial support for relatives that are disabled, injured, or otherwise vulnerable.

Every estate is different, and requires specific legal support and advice. You may decide to plan your estate for a variety of reasons. At Lanyon Bowdler, we can help you achieve your goals and protect your estate, ensuring it is held and administered as per your wishes.

Our Estate Planning Expertise

The Estate Planning Solicitors at Lanyon Bowdler have years of experience dealing with estate planning for all situations, from individuals to multi-national business owners. Contact us today for expert and tailored legal advice.

How can Lanyon Bowdler Solicitors help?

Over many years, Lanyon Bowdler has built up a proud reputation of providing a service our clients can trust, and our firm is home to legal professionals in all areas of law.

Our experience in the area of estate planning extends to advising banks, trust companies, wealth managers and financial advisers.

Podcast - Understanding the NHS Pension

In this episode you’ll hear from Jack Fallows from Herald Wealth Management. Jack’s talking with private client solicitor David Pugh about NHS pensions and estate planning. If you have a current or frozen NHS pension, this episode is essential listening.

When financial planning, please consider that your capital is at risk. Tax legislation is subject to change and depends upon your personal circumstances.

Podcast - 'Private Client' What It Is And What We Do.

This episode talks about “Private Client” it is a term used in the legal profession, but the average person doesn’t really know what it means. We chat about several aspects, including trusts, Lasting Powers of Attorney, along with the process around wills and why it’s so important to make one.

Testimonials

What our clients say.

Since dealing with Lanyon Bowdler they have been diligent, efficient and at all times very helpful along with being structured in dealing with matters, fees and clarity on all levels. Thank you.

Michael
via ReviewSolicitors

I was clearly informed of progress step by step. The service you provided was very good.

Peter Weston
Shrewsbury

All work carried out effectively and efficiently.

Hubert Jones
via ReviewSolicitors

I felt safe that Lanyon Bowdler understood both my concerns and requirements. I would use again and recommend.

Anonymous
via ReviewSolicitors

An excellent service with solicitors that you can talk to and who give you a clear understanding of all necessary legal implications and interpretations.

Eric
via ReviewSolicitors

A fluent welsh speaking solicitor from an agricultural background, provided an in depth assessment and good advice in distributing the inheritance of the family farm.

Mr & Mrs Owen
Conwy

From start to finish we had excellent service. Friendly, approachable and professional.

Carl Gittins
via ReviewSolicitors

Very clear, concise advice and guidance, easy to understand.

Ian Jamieson
Telford

Good service provided throughout with clear communication throughout with all options explored.

Lee

I can thoroughly recommend the highly professional and supportive service received over the last few months.

Heather
via ReviewSolicitors

Responsive, supportive, approachable, clear and empathetic.

Lisa Thacker

Professional and prompt communication. Supportive and client focused.

Lisa Thacker
Jennifer M Whittall Ltd

Whenever I have had need to contact Lanyon Bowdler I have always received a fast, concise and friendly response.

Lee Mortimer
UK Case Management

Definitely would use Lanyon Bowdler again if I need the use of a solicitor.

Mark Bowkett
via ReviewSolicitors

Smooth and efficient service from very professional firm.

Tim
via ReviewSolicitors

We were particularly impressed with the quality of work, the speed and excellent communication.

Allenby Douglas Ltd
Oswestry

Very friendly and approachable. Very good advice

Ivor Brown
via ReviewSolicitors

Very professional and approachable. I was updated as to progress regularly. The final costs reflected good value for the service provided.

David Fedrick
via ReviewSolicitors

Great Service; Lanyon Bowdler were excellent from the outset. Straightforward and easy process. I just sat back and waited.

Paul Rowe
via ReviewSolicitors

Everything has been professional, efficient and courteous throughout and we are very pleased, both with the service and with the eventual outcome of our case. Everything was first class and exceeded our expectations. Thank you again for providing such splendid service. It is really appreciated.

Mr N J & Dr S J Browne
Llanfyllin

What services do we offer?

Planning for the future can be a complex matter. With our team of Estate Planning Solicitors at Lanyon Bowdler by your side, the process is made simple. We can help you in all areas of estate planning, including:

Writing a will

Dying without a will could create a series of problems for those left behind. Many people assume that their closest family and/or loved ones will automatically inherit their estate, but if you die without a will (known as ‘dying intestate’), that may not necessarily be the case. Once the rules of intestacy take over, your assets may not be divided in the way you would have wanted, or your wealth could be reduced through inheritance tax.

The only way you can ensure your estate is distributed properly, is to plan ahead during your lifetime.

It’s easy to put off, but writing a will it’s one of the most important things you can do.

Creating a trust

When you put assets in a trust, they are held under the control of appointed people called ‘trustees’. The trustees then manage the trust according to your instructions, even after your death.

There are many reasons why you might use a trust and our experienced team will help put the right structure in place for your circumstances. You might want to support someone who is unable to manage their money themselves due to a brain injury, a mental health condition or a learning disability.

Some other ways a trust can be used include:

  • To pass assets on to the next generation safely and tax efficiently
  • To fund education for your children in certain circumstances
  • To fund education for your grandchildren
  • To provide for children and partners from different relationships
  • To manage personal injury compensation
Inheritance tax planning

Put simply, tax planning means arranging your legal affairs in the most efficient way to minimise the tax burden which fall on your family when the time comes.

It is a very specialised area and can be a daunting prospect, which is why it’s vital to have a team of experienced professionals on your side.

Our friendly and approachable inheritance tax planning lawyers can advise you in all areas of financial planning, including the use of trusts, which can help lower the burden of inheritance tax and capital gains tax.

Private wealth inheritance tax planning

The Estate Administration Lawyers at Lanyon Bowdler regularly act for clients with business interests at home and abroad, including agricultural land owners, family businesses, entrepreneurs and estates, devising unique solutions to suit individual needs with the focus always on delivering the best service available.

We assist with a wide range of tax, asset protection and succession issues as well as anticipating and preventing family disputes, including:

  • Estate planning
  • Tax and legal issues on creating, implementing, overseeing and termination of trusts
  • Transfer of trusts and wealth businesses
  • Inheritance tax and procedures
  • Legal and tax implications for clients involved in commercial and residential real estate

Over many years, Lanyon Bowdler has built up a proud reputation of providing a service our clients can trust, and our firm is home to legal professionals in all areas of law.

LPA

Lasting Power of Attorney (LPA) is a legal document which appoints a person of trust to make decisions on your behalf, regarding property, financial or health affairs, at a time in the future when you may no longer be able to make those decisions yourself.

The specialist lawyers here at Lanyon Bowdler have a wealth of knowledge and experience regarding Lasting Power of Attorney law, and will be able to guide you through the process in a sensitive, caring manner.

Business LPA

An LPA for your business will ensure the people you have chosen to do so, can step in to deal with your affairs in the short or long term if you are suddenly and without warning struck down by something like a stroke, brain injury, Alzheimer’s, dementia or Parkinson’s.

There may be other occasions where an LPA will be of benefit – a short-term illness or injury where you may be physically incapable of attending an appointment or are abroad on holiday or business.

The specialist team at Lanyon Bowdler is ready to help and advise you on all aspects of drafting a Lasting Power of Attorney which will ensure the day-to-day business of your company can continue efficiently without you, should the worst happen

Court of Protection

If a relative or loved-one is no longer able to manage their affairs, and a power of attorney was not put in place beforehand, we can help you to make an application to the Court of Protection to obtain the permissions you need.

The Court of Protection can make decisions, and can appoint other people to make decisions, for those who lack the mental capacity to do so themselves. Principally these decisions involve health, financial affairs, property and personal welfare.

We pride ourselves on being one of the very few firms in the area with a department dedicated exclusively to working on Court of Protection cases for people with a degenerative condition, such as Alzheimer’s Disease or Dementia, and those with a brain injury (acquired or not).

Our Court of Protection department manages approximately 55 deputyships and trusts with assets of approximately £100 million, putting it on a par with other nationally recognised Court of Protection practices.

We can also support you with:

  • Estate planning, the use of investment companies and partnerships.
  • Tax and legal issues on creating, implementing, overseeing and termination of trusts.
  • Transfer of trusts and wealth businesses.
  • Inheritance tax and procedures.
  • Cross-border multijurisdictional estates and the laws of succession.
  • Legal and tax implications for British and overseas clients involved in commercial and residential real estate.
  • Tax issues relating to offshore trusts and the structure of companies.

The estate planning services we will offer you are always tailored to your situation. No two estates are identical, and our solicitors are highly skilled at providing legal advice that fits you and your needs.

Get in Touch with Lanyon Bowdler Solicitors

Whatever your requirements, Lanyon Bowdler has the right legal professional you need to look after your financial affairs. Give us a call or use the online enquiry form and a member of the team will get in touch directly.

Lanyon Bowdler have offices with expert teams of solicitors in Shrewsbury, Hereford, Bromyard, Ludlow, Oswestry, Telford, and Conwy in North Wales.

We are one of the most recognised law firms in Shropshire, Herefordshire, Mid and North Wales, Birmingham and the Midlands. We are able to offer a wide range of pricing options including fixed fees and service level guarantees.

As a leading law firm, we regularly assist clients with inheritance tax planning. We can represent you wherever you live in England or Wales.

Our people

Meet the team.

Edward Rees
Edward Rees
Partner
Wills & Probate | Estate Planning | Lasting Powers of Attorney
David Pugh
David Pugh
Partner
Wills & Probate | Estate Planning | Lasting Powers of Attorney
Karl Beckett
Karl Beckett
Partner
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Kevin Thomas
Kevin Thomas
Partner
Wills & Probate | Estate Planning | Lasting Powers of Attorney
Louise Browne
Louise Browne
Legal Assistant
Wills & Probate | Estate Planning | Lasting Powers of Attorney
Dani Sharma
Dani Sharma
Legal Support Assistant
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Chloe Michie
Chloe Michie
Legal Assistant
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Clare Jones
Clare Jones
Legal Support Assistant
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Kelly Hughes
Kelly Hughes
Legal Support Assistant
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Emma Deering
Emma Deering
Associate Legal Executive (FCILEX)
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Mai Lewis
Mai Lewis
Solicitor
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Georgina Hughes
Georgina Hughes
Associate Solicitor
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Vanessa Ford
Vanessa Ford
Legal Assistant
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Hollie Daniels
Hollie Daniels
Legal Support Assistant
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Clare Boote
Clare Boote
Legal Secretary
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Sophie Burgoyne
Sophie Burgoyne
Solicitor
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Charles Almond
Charles Almond
Consultant
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Sioned Williams
Sioned Williams
Solicitor
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Liane Helies
Liane Helies
Legal Support Assistant
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Nicola Smith
Nicola Smith
Legal Support Assistant
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Sam Russell
Sam Russell
Trainee Solicitor
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Julie Langford
Julie Langford
Legal Assistant
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Kate Lawson
Kate Lawson
Associate Solicitor
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Jan Hope
Jan Hope
Legal Secretary
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Val Howard
Val Howard
Legal Secretary
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Aimee Johnson
Aimee Johnson
Solicitor
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Helen Jones
Helen Jones
Legal Secretary
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Angharad Hird
Angharad Hird
Associate Solicitor
Wills & Probate | Lasting Powers of Attorney | Estate Planning
Knowledge

Case studies.

Knowledge

Latest knowledge.

Podcast icon Podcast

Mutually Irrevocable Wills and Why You Should Never do Them – Edward Rees and Claire Vale

Mirror wills allow for updates and amendments, which better reflects how lives can change....
Published • 17 Apr 2024
Podcast icon Podcast

Should I be a Trustee for a Trust? – Edward Rees and Aimee Johnson

Edward & Aimee discuss the various types of trusts, pointing out what you'd potentially be responsible for as a trustee....
Published • 09 Apr 2024
Podcast icon Podcast

I Just Want a Simple Will! – Emma Deering and Sioned Williams

People often contact us saying "I just need a simple will!" But often it turns out not to be the case. ...
Published • 25 Mar 2024
Podcast icon Podcast

Understanding The Probate Pathway – Edward Rees and Aimee Johnson

Aimee and Edward discuss the probate process and the administration of someone's estate after death....
Published • 29 Jan 2024
Podcast icon Podcast

Myth Busters: Death! – Edward Rees and Aimee Johnson

Edward and Aimee dispel common misconceptions relating to wills, administration of estates and lasting powers of attorne...
Published • 08 Jan 2024
Blog

Private Client – Myth-busting

In many cases, clients have preconceived ideas about the law. This is especially the case when it comes to planning...
Sioned Williams • 08 Jan 2024
Podcast icon Podcast

How Investment Managers Work with Solicitors – Sioned Williams, Robert Daily and Aled Jones (Canaccord Genuity Wealth)

Sioned Williams chats with investment managers Robert Daily and Aled Jones from Canaccord Genuity Wealth. ...
Published • 06 Nov 2023
Podcast icon Podcast

Sut mae Rheolwyr Buddsoddi yn gweithio gyda Chyfreithwyr – Sioned Williams gyda Aled Jones

Yn y podlediad canlynol, dwi Sioned Williams, Cyfreithwyr yn ein adran Cleient Preifat, yn trafod gyda Aled Jones o Cana...
Published • 06 Nov 2023
Blog

Life as a Trainee Solicitor in Private Clie...

Before joining the private client department, I had never really thought that private client would be an area that ...
Miriam Homer • 19 Nov 2021
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