Wills & Estate Planning
Wills & Estate Planning
Protecting your legacy with expert guidance
Estate planning is about more than deciding who inherits your assets. It’s about ensuring your wishes are honoured, your loved ones are provided for, and your estate is passed on in the most efficient way possible.
We understand that estate planning can be complex — involving legal, tax, and financial considerations. That’s why we work closely with specialist estate planning professionals to provide our clients with a complete, joined-up service. Together, we help you safeguard your wealth and create a lasting legacy.
Why Estate Planning Matters
Without proper planning, your estate could face unnecessary tax bills, legal disputes, or delays in distribution. Estate planning helps you:
- Minimise Inheritance Tax (IHT) liabilities.
- Ensure your assets are distributed according to your wishes.
- Protect vulnerable or young beneficiaries.
- Provide clarity for your loved ones during difficult times.
- Avoid costly and time-consuming probate complications.
- Maintain control over charitable donations or legacy gifts.
Our Collaborative Approach
Our role as accountants is to understand your full financial picture, highlight potential risks, and work with trusted estate planning specialists to implement the right solutions for you.
- Initial Review – We look at your personal and business assets, liabilities, and future intentions.
- Identify Planning Opportunities – We highlight areas where you could reduce tax, protect assets, or make your estate more efficient.
- Specialist Collaboration – We introduce you to carefully chosen estate planning experts, ensuring your plan is legally sound and tax-efficient.
- Ongoing Support – We review your estate plan regularly to keep it aligned with changes in your circumstances and legislation.
Services Available Through Our Estate Planning Specialists
By working with our trusted partners, you can access:
- Will Writing – Ensuring your wishes are legally documented and enforceable.
- Lasting Power of Attorney (LPA) – Appointing trusted individuals to make decisions on your behalf if needed.
- Trusts & Asset Protection – Protecting assets for future generations and controlling how they are used.
- Inheritance Tax Planning – Reducing the IHT burden for your beneficiaries.
- Business Succession Planning – Ensuring your business interests are passed on smoothly.
- Probate Support – Guidance for executors in administering your estate.
Secure Your Legacy with a Partnership Approach
Integrated Estate Planning for Peace of Mind and Tax Efficiency
Through our partnership approach, Apollo Accounting ensures your accountant and estate planner work in harmony to provide joined-up, tax-efficient solutions tailored to your personal and financial situation. By coordinating every aspect of your estate planning, we help reduce the tax impact, safeguard your legacy, and provide you with peace of mind. It’s never too early to start planning — the sooner you begin, the more options you have to protect your family and your assets. Contact Apollo Accounting to arrange a consultation and take the first step towards securing your family’s future.
Driven by our values. United by integrity, excellence, and purpose.
Our Values
Partnership
We believe in working side-by-side with our clients. Your goals become our goals, and we’re committed to supporting you every step of the way.
Clarity
Finance doesn’t have to be complicated. We explain everything in plain language so you can make confident, informed decisions.
Integrity
We act with honesty, transparency, and professionalism in every interaction. Trust is at the heart of everything we do.
Innovation
We embrace technology and fresh ideas to deliver efficient, modern solutions that make your life easier.
Results
We measure our success by your success – whether that’s achieving growth, improving profitability, or securing your future.
Ready to get started?
Let’s talk about your goals and how we can help you achieve them.
Software Integrations & Partners
