Estate Planning Solicitors in Cheshire

Estate Planning can be a daunting task, as it can seem like there is a lot to think about. But it is vital to ensure that your family and loved ones are protected in the future. Our solicitors are experienced in these matters and can help you to structure your finances in a tax-efficient way to reduce any added stresses, should the worst happen.

Our team of dedicated solicitors have years of experience in helping clients with Estate Planning. Since 2005, we have delivered a reliable, professional, and responsive service whilst building good relationships with clients. Transparency is very important to us, which is why we offer fixed fees for many of our services, to ensure that you are clear on costs from the outset.

We have offices across the Stockport area, in Cheadle, Heald Green and Bramhall. We can also support you across England and Wales, by using online consultations for your convenience.

At Mounteney, our expert solicitors are experienced in planning for complex estates, with international aspects. We understand that everyone’s circumstances will be different, and each estate is of a different size and complexity. We can tailor our service to your specific needs, so if you would like us to help with your Estate Panning, do not hesitate to get in touch today.

What is Estate Planning?

Estate Planning is a way in which you can plan for the future, through passing on your wealth and assets to family and other beneficiaries. The process by which this occurs varies from person to person, as each case will be different, based on factors such as the size of the estate and whether assets are abroad.

Our team of knowledgeable solicitors can guide you through the process, having the expertise to give you all the options available with planning your Estate. We will always deal with matters in a clear, prompt, and sensitive manner. If you have any queries, get in touch today and a member of our team would be more than happy to help.

Estate Review

Professionals tend to like to work within the comfort of their own professional remits – lawyers tend to stick to legal work, accountants to accountancy, tax adviser to tax, Financial Advisers to investment advice, etc.

Our Terms and Conditions certainly seek to limit the remit of our advice as lawyers to legal work only – see clause 2(b) that seeks to exclude our advising on taxation (especially S.D.L.T. / W.L.T.T.), accountancy, finance / investment, insurance, valuation, survey, planning, building regulations, and environmental liabilities and obligations.

This general professional tendency to “stream” services, narrowly, can render it difficult for clients to get general advice across professional disciplines, when that is required. Our Estate Review service attempts to address this issue: the product is for our engagement with you to assess what professional services, including legal services, you might need to engage efficiently and appropriately to structure your affairs, and in particular tax, accounting, finance, investment and insurance – and we may also make any recommendation you request as to such services that could be co-ordinated with any legal services you might require for us, or from legal experts we might recommend be engaged for you.

This product is for spending a couple of hours on your behalf, taking instructions to understand your criteria, and making basic recommendations of “next steps”. Actioning our recommendations beyond our review but as a result of it would then be quoted and charged, extra, as appropriate.

The Estate Review is a service that we can undertake in less a few hours once we can schedule it in our workflow, that can depend on how busy we are at any particular time. We would not usually take-on a job for which we could not engage within about a working week.

Family protection

This is a complete Estate Planning Package to which there are three parts – a Trust Will if required, otherwise Simple WillLPAs and Family Protection Trust. This package is designed to avoid the complications of modern family structures and therefore the numerous threats that can prevent your estate from reaching your chosen beneficiaries.

Carefully considered planning of the financial affairs of your estate is essential to ensure that you can pass on the maximum benefit to your beneficiaries. There are now many ways in which your family’s inheritance can be diluted or even lost; from expensive legal fees to divorce, financial problems and Inheritance Tax. All of these can be avoided with carefully considered planning.

Money Matters: Estate Review

We are SRA-regulated Mounteney Solicitors, that charges VAT some customers may be able to reclaim

We charge £600 + VAT = £720

There is more about our fees on our website here

If you have any questions or require any further information, please don’t hesitate to Contact Us.

Money Matters: Family Protection

Your supplier is SRA-regulated Mounteney Solicitors, that charges VAT some customers may be able to reclaim

£3125 + VAT = £3750 for an individual (which includes Family Protection trust, 2 x registered LPA’s, and a Trust will)

£4583.34 + VAT = £5500 for a couple (which includes Family Protection trust, 4 x registered LPA’s, and mirror Trust wills)

There is more about our fees on our website here

If you have any questions or require any further information, please don’t hesitate to Contact Us.

Related Services

Clients might find the following legal links useful.

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Mary Ireland

Head of Estate Planning Section / Director
Head of Bramhall office
Licensed Probate Practitioner
Bramhall, 0161 440 0131
Get in Touch

Alice Higginbottom

Estate Planning Associate
Bramhall, 0161 440 0131
Get in Touch

Michelle Foster

Estate Planning Senior Assistant
Bramhall, 0161 440 0131
Get in Touch

India Downes

Estate Planning Support
Bramhall, 0161 440 0131
Get in Touch

Jo Brown

Estate Planning Support
Bramhall, 0161 440 0131
Get in Touch
Katie at the Cheadle branch oversaw conveyancing for us in an efficient and informative way.We were able to arrange appointments that were convenient and Katie kept us in the loop with all the necessary steps that needed to be taken.I would definitely recommend this solicitors.
Chery Wilde
Chery Wilde
1715781450
Fantastic experience ✔️and our sale and was the most difficult ever with a chain of 3 awkward salesUs being at the top.Katie handled every step and hurdle with professionalism and expertiseWe have no hesitation in recommending her and the cheadle branch to anyone elseCheryl & Paula xx
Mk Cdn
Mk Cdn
1715696021
Despite living and working outside of the UK, everything always felt in good hands each step of the way; thanks to the superb, professional service and great communication. Particularly Katie, who was dealing with my house sale, was extremely knowledgeable, thorough and pro-active in getting everything sorted. I highly recommend - many thanks!Mark
Tom Linton
Tom Linton
1715343104
Highly recommended. Anna Beavers helped me with buying my first home. Her knowledge was excellent and she responded quickly to every email I sent. Thanks Anna!
Nick Gabriel
Nick Gabriel
1714151398
Katie was superb, constant contact, very smooth process and transactions immediate. We cannot rate the whole process as less than 5*+++. Thankyou all for the fantastic experience.
Ann Walker
Ann Walker
1713952684
We recently completed on the sale of my late brother's house. Thank you to all the staff, especially Katie, who guided us through the procedures at a very stressful time for us. Katie was very professional and knowledgeable and answered all our queries quickly. She was very friendly, considerate and supportive in what turned out to be a protracted and complicated sale.I have no hesitation in recommending Mounteney's Solicitors and Conveyancers, Cheadle.
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