Wills Trusts & Estate Planning
Our expert Will, Trusts, and Estate Planning Solicitors can help you plan for the future, ensuring your family and your loved ones are taken care of. Our legal advice is effective, straightforward, and based on decades of experience.
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Regional & National Award Winners
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Our Estate Planning Lawyers & Estate Solicitors are specialists, creating tailored plans for succession and distribution of assets.
We are here to help if your thoughts are turning to the future and you want to ensure your interests are protected.
Knowing that you’ve done everything you can for your loved ones at a future time when you will not be there will give you great comfort and confidence that your loved ones are on a sure financial footing, knowing that your possessions, wealth, and property will be divided out and shared in the way that you have always intended.
Our Estate Planning Lawyers can help. We understand the significance of planning and preparing for any eventuality. We expertly provide the full range of legal services and will advise you on creating a plan with all the necessary legal provisions to successfully plan the future of your estate including effective tax mitigation strategies.
We have helped families and friends deal with the process of planning their affairs or those of a loved one before their passing. We are recognised for providing pragmatic and commercially astute advice on wealth protection, especially where business assets are included in an estate.
We always go the extra mile for our clients. Our professional and sympathetic approach will be a source of great reassurance for you. We will help ensure your legacy is protected and the right decisions are made.
Get in touch with our Wills, Trusts, and Estate Planning Solicitors in Cheshire for more information.
Estate planning is the process of documenting the value of your assets, and how you would like them to be distributed or managed after your death. Making sure you have a solid plan for the passing and distribution of your estate is crucial, as it can save a lot of time, money, and stress for your family and loved ones.
You can also devise ways to protect your assets in preparation for the future. This will ensure that the beneficiaries you choose are the one who are going to benefit from your plan, and keep animosity to a minimum.
We understand that planning for the division of your estate after your passing can be an emotional process. This is why having the support of specialists with decades of experience in the field is vital. Rowlinsons Solicitors can ensure you receive tailored legal advice that suits your needs and protects your interests throughout the planning process.
We offer expert legal advice regarding:
Many people are put off making a Will because they feel they do not have significant assets or perhaps that it’s too expensive. However, not planning for the future can create difficulties at an already distressing time and may result in your estate not being distributed in the way you would like. If it is time for you to plan, then making a Will offers full, legal provision and peace of mind that your assets will be divided and shared out in the way that you intended. Call our friendly team to talk about our fixed fee will writing services.
A Lasting Power of Attorney is a legal document which allows someone to act on your behalf, providing them with authority to make decisions about your health and welfare, or your property and finances if you are unable to do so. This can provide you with peace of mind and also make life a lot easier for your family and loved ones.
Our Lifetime Planning Solicitors can help you make decisions that protect your interests now and in the future. Rowlinsons Solicitors have decades of experience supporting individuals to express and carry out their wishes with effective planning during their lifetime.
The Court of Protection makes decisions for individuals who have lost the capacity to manage their finances or welfare. They may appoint deputies to make decisions for a person or allow a deputy to act on behalf of someone else on a per-case basis. We can support you to ensure you make the best of what can become an upsetting legal situation.
Trusts in wills can be very useful to ensure your assets are protected and managed the way you wish. They can be used to protect property or to provide financial support for children, with trustees overseeing the management of these.
Elderly clients often face particular legal challenges as they plan the division of their assets or may fall under the jurisdiction of the Court of Protection. This is why we offer tailored legal advice for elderly clients, covering all aspects of asset protection and planning.
The team at Rowlinsons have many years’ experience in advising on the practical steps you should take to mitigate your inheritance tax liability so you can ensure that your assets are distributed effectively.
Rowlinsons Solicitors are an award-winning law firm in Cheshire. Our dedicated Wills, Trusts and Estate Planning team has, over the years, helped thousands of people in Cheshire and across the North plan effectively for the future. If you want effective and practical help to best support your planning, please get in touch with our dedicated team.
Our Wills and Trusts Solicitors have years of experience in helping families and individuals across England & Wales in planning for their passing - or that of a loved one. The unparalleled expertise we show in this area has gained us the Excellence in Private Client Award by the National Law Society in 2018. Rowlinsons Solicitors was also awarded Highly Commended in the Boutique Private Client Team of the Year category at the British Wills and Probate Awards 2023.
Our team includes some of the most prominent and renowned Wills, Trusts, and Estate Planning Solicitors in Cheshire and members of STEP (the Society of Trust and Estate Practitioners) further reflecting our technical know-how and expertise in this specialist area of law.
Rowlinsons is a leading full-service law firm in the UK, ideally placed to provide you with the very best legal support at what is likely to be one of the most challenging times you will ever face.
We specialise in the preparation of wills, trusts and estate planning for the full spectrum of estates from simpler smaller estates to the more complex estates of high-net worth individuals, entrepreneurs, and property investors.
You will have the dedicated support of a qualified solicitor throughout the entire process, and you will always have direct access to that individual when you need to talk.
It might seem overwhelming to begin the process of estate planning but breaking it down into manageable steps can make all the difference. Some of the key parts of the estate planning process include:
Begin by cataloguing everything you own that's of value, be it property, investments, or even family heirlooms. Knowing precisely what you have helps set the stage for an effective estate plan.
Look at your family's unique situation. Do you have young children who will require guardianship? Does one of your relatives have a disability? An estate plan can and should account for these considerations.
One of the perks of estate planning is the control it offers over who inherits your wealth, and how. Rather than leaving it to the legal system to decide, you can specify your chosen beneficiaries, from family and friends to charitable organisations. Whether you want your assets to be disbursed immediately upon your death or over time through trusts, your estate plan can facilitate this.
Estate planning can get complicated. For a tailored approach and peace of mind, consult with our expert solicitors at Rowlinsons. We provide a personalised service that caters to your unique needs and situation.
A brilliant estate plan is of no use if it's not accessible when needed. Consult with us on how to securely store these essential documents and who should have access to them.
It’s vital to keep your estate plan up-to-date to reflect life events like marriages, divorces, or the arrival of grandchildren. A stale estate plan can create more problems than it solves.
Ready to get your estate plan in order? We're just a call away. Let us help you build a future that gives you peace of mind and takes care of your loved ones long after you're gone.
When planning your estate and the distribution of assets, it pays to be thorough.
The very first step should always be to make a precise inventory of your possessions and assets. This will include:
You may choose a specific beneficiary for a specific item or asset. It’s important to include and value assets such as bank accounts and insurance policies, and consider debts.
Estate planning does not only include plans for after your death, but will often include actions you can take earlier. For example, you may decide to use lifetime gifts and trusts to pass assets on in a tax-efficient way.
Tax is a crucial consideration when planning the distribution of an estate. If your assets are valued above the nil rate band of £325,000, you could be liable to pay up to 40% in inheritance tax.
By crafting a meticulous plan, our Estate Planning Solicitors can ensure a tax-efficient process that ensures your family, loved ones, and other beneficiaries you choose do not miss out because of excessive taxes.
Estate planning isn't a one-size-fits-all process. It's as diverse as the people it serves. Our team of expert solicitors at Rowlinsons is highly skilled at tailoring plans to fit various life situations and financial standings. We have supported clients and their families through the estate planning process, including the following.
No matter your connection to the estate or the complexity of your needs, Rowlinsons offers expert legal advice tailored to your situation. Trust us to deliver a client-focused, responsible, and knowledgeable approach to secure your future and that of your loved ones.
If you are ready to start planning your future, contact us. Rowlinsons Solicitors is a specialist law firm with years of experience in estate planning and estate administration for all situations, from small families to owners of international companies.
At Rowlinsons Solicitors, we’re proud to be one of the leading firms of solicitors in Runcorn & Cheshire (Frodsham) with a reputation for excellence in Estate Planning and client service.
Whether you need a professionally drafted Will, advice on setting up a Trust, or a comprehensive plan to safeguard your assets for future generations, our experienced and award-winning Estate Planning Solicitors are here to guide you every step of the way.
With the LEXCEL accreditation for service excellence, and national recognition for our expertise, our Wills, Trusts and Estates specialists deliver clear, practical advice tailored to your exact circumstances and hopes for the future.
From our offices in Runcorn and Frodsham, we help individuals and families across Sutton Weaver, Warrington, Widnes, St Helens, Chester, Northwich, Wrexham, & Liverpool take control of their future with confidence.
As a full-service firm offering a personal approach and forward-thinking solutions, we’re committed to ensuring your wishes are protected and your loved ones provided for—wherever you live in England and Wales.
We will always be on your side, and by your side. Contact us today to find out more about our Estate Planning services.
We also have meeting facilities in North Wales.
Call us today for an initial no obligation call or click here for a call back. We also have meeting facilities in North Wales by appointment.
Tom Parkinson, Director and Head of Property at Rowlinsons Solicitors, has been recognised as one of the top influencers in the UK’s conveyancing sector by the well regarded TwentyConvey platform. This recognition underscores Tom’s significant...
A team of 8 volunteers from Rowlinsons Solicitors had a great day volunteering at the Spirit of the Herd Pony Sanctuary in Helsby on 23rd April. They were able to see first-hand just how important the work they do is and offered their support with the day...
Lauren Power, Associate Solicitor and Head of Family Department looks at a new pilot scheme which may give rise to a change in how court applications are dealt with. Currently if one party issues an application to court for a financial order, there are...
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