See how your Will, property, family and assets fit together
A wider look at your circumstances before anything is drafted — with clear, measured advice.
What an Estate Planning Review covers
An Estate Planning Review is for people who would also like Marshall Wills & Trusts to consider property, family circumstances, investments, business interests, inheritance-tax considerations and whether additional planning may be appropriate.
- How your home and any other property are owned
- Family structure, including children from previous relationships and dependants
- Savings, investments and pensions, and how they are nominated
- Business or agricultural interests
- Assets held outside the UK
- Lifetime gifts and inheritances received or expected
- Whether a Will Trust may be worth discussing
Trust planning
Will Trust / Trust Planning starts from £400 following review. We do not recommend a trust from questionnaire answers alone — the review comes first.
What we do not do
We do not claim that a trust guarantees protection from care fees, creditors, divorce, tax or any other future event. Trusts can be useful estate-planning tools in appropriate circumstances. Their suitability depends on your objectives, family circumstances, assets and applicable law.