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Estate planning in London

Estate planning coordinates wills, property ownership, beneficiary nominations and decisions about incapacity. It starts with your family priorities and a review of assets and liabilities. Tax planning is one consideration, not the only reason to put a plan in place.

Property, international connections and people who depend on you

London estate planning can involve a main home, investment property, pensions and business assets held in different ways. Start with ownership and beneficiary information rather than assuming all assets pass under a will. A coordinated review can identify issues that one document alone would miss.

If you or your beneficiaries have assets or connections outside England and Wales, say so at the outset. Overseas property, residence and existing foreign wills can require specialist advice in more than one jurisdiction. Do not assume an English will or LPA is automatically effective everywhere.

Trust discussions should begin with a specific objective: supporting someone vulnerable, managing an inheritance for younger beneficiaries or balancing family needs. Trustees take on real responsibilities, and trusts can create tax and reporting obligations. Compare the options and costs before deciding.

Questions to discuss before deciding

• Which documents already exist and need a review?
• What would your family need after a death or loss of capacity?
• Do business interests or overseas assets need specialist input?

Prepare for your consultation

• UK and overseas assets, with ownership and residence details
• Pension nominations, insurance policies and existing wills
• Any beneficiaries needing extra support or managed inheritances
• Executors and attorneys able to act when needed

Our process

• In-depth consultation to understand your goals
• Complete asset and liability assessment
• Custom estate planning strategy development
• Implementation of recommended solutions
• Documentation and legal formalities
• Ongoing review and adjustment service

What is included?

• Holistic review of your entire estate
• Tax-efficient wealth transfer strategies
• Protection for vulnerable beneficiaries
• Business succession planning
• Multi-generational wealth preservation
• Peace of mind for you and your family

See indicative guide prices; ask for a quote confirming scope and separate third-party charges.

More estate planning guidance for London

Speak to Inherita

Our published local office: 2 York House, Langston Road, Loughton, Essex, IG10 3TQ. Call to arrange an appointment. Telephone and video consultations are available.

Call 020 8798 0270 · Ask about your estate plan · Request a free 45-minute consultation

Nearby service areas

• Will writing and estate planning in Essex
• Will writing and estate planning in Loughton
• Will writing and estate planning in Chigwell
• Will writing and estate planning in Buckhurst Hill

Official guidance

• GOV.UK: making a will
• GOV.UK: lasting powers of attorney
• GOV.UK: inheritance tax thresholds and allowances
• GOV.UK: trusts and taxes
• GOV.UK: applying for probate
• GOV.UK: inheritance when someone dies without a will

General information for England and Wales, not personalised legal or tax advice. Prepared by Inherita; content reviewed 7 October 2026.

Frequently asked questions

Can I arrange an estate-planning consultation in London remotely?

Yes. Inherita offers telephone and video consultations for London clients. Our published local office is in Loughton, Essex; we do not list a branch in every London borough.

Does making a will remove inheritance tax on a London property?

No. Inheritance tax depends on the estate, available allowances, beneficiaries and other circumstances. A will records your wishes and may form part of planning, but does not itself make the estate tax-free.

Can one will cover property in more than one country?

Sometimes, but cross-border estates need careful advice. Different countries may have different succession, tax and document requirements. Explain overseas assets and any existing foreign wills before changing your plan.

What is the difference between a will and estate planning?

A will sets out wishes for assets that pass under it after death. Estate planning is a wider review that may also cover LPAs, ownership, pensions, insurance, trusts and tax considerations. The documents should work together.

What is estate planning?

Estate planning is the process of arranging your affairs to protect your assets, minimise tax, and ensure your wishes are carried out after your death or incapacity.

When should I start estate planning?

The best time is now. Whether you're young with a growing family or retired, having a plan protects those you love.

Is estate planning only for the wealthy?

No. Everyone with assets, property, or dependants benefits from estate planning. It's about protection, not just tax.

How often should I review my estate plan?

We recommend a review every 3-5 years, or whenever significant life changes occur such as marriage, divorce, birth of children, or changes in assets.