Estate Planning Services in Medway & Kent

Estate Planning


 About Our Estate Planning Services

Estate planning services is the process of anticipating and arranging for the disposal of an estate during a person’s life. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.

Estate planning is important for everyone, regardless of how wealthy they are. For Ladies, however, it is even more crucial. Ladies, on average, live longer than men and will often need to manage financially for many years after their partner has died.

Your estate is made up of everything that you own including property, investments, insurances and cash.  A proportion of anything you jointly own is also included in your estate and some gifts that you may have made within the last seven years are also considered to be part of your estate for tax purposes and so identifying the size and scope of your estate is the first step for any good financial adviser.

A great deal of estate planning can be carried out in your Will or with the use of lifetime trusts.  However there are occasions when planning involves investments and sometimes selling and/or rearranging your assets.

Investment advice is regulated so I recommend qualified IFAs who have access to the whole of the financial market. I work closely with an IFA, who I recommend to my clients.

Davies Legal is able to discuss estate planning services over the telephone initially and thereafter set out our discussion in an advice letter as well as further information that will help you understand the process and procedures at Davies Legal.  We then come to visit you at your home, whether it’s in Medway, (where we are based) or anywhere in Medway and Kent. I also undertake Skype meetings for my travelling clients! We are willing to accommodate our clients wishes and needs in any way possible!

Estate Planning FAQs

Estate Planning ~ FAQs

You can read up further on this subject with our Estate Planning  FAQs. If you don’t find an answer to your question we’d be happy to help you if you contact us.

Contact Davies Legal Today

If you’d like to discuss our Power of Attorney services further contact us today.

Medway & Kent Service Area

Medway & Kent

Davies Legal is based in Medway and provides home visit services throughout all of Medway & Kent