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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Make Enquiry

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
Karen Wagner
Karen Wagner
1710341450
We used Mounteney's, Cheadle Branch for the sale of our home in 2022 and purchase of a new home. The service was great, from the front of house Reception team right through to Anna Beavers our Conveyancer.Fast forward to 2023, and we sadly needed to sell a family property,. We didn’t hesitate going back to Anna, knowing the service we would receive would be first class. Again, we weren’t disappointed considering the challenges the second sale brought. Anna kept us informed throughout and answered any questions/queries swiftly. Would highly recommend the whole team.
Johanna Keane
Johanna Keane
1708553957
Katie Reade provided an excellent service when selling my apartment. She made what was a complicated process much easier with efficiency, excellent communication, knowledge and skills. Highly recommend.
I only have good things to say about Mounteney Solicitors, who I sold my house with. My contact was Anna, she was friendly, got back to me straight away with all correspondence, helped me with questions I had. I found the process to be very smooth, there were no issues for me and I would definitely use again.Thank you to Anna and to the team.
Ramtin Sedghi
Ramtin Sedghi
1706576261
Anna made the sale of my property as quick and straightforward as possible. The whole firm was very transparent from the beginning and always available when I needed them.
notrelevant 2
notrelevant 2
1706574623
I bought a property three years ago and the conveyancing (from a local company I won’t name) was chaotic and always seemed detached and impersonal. What a relief then to receive a five star, professional service from the team at Mounteney in Cheadle for my recent property sale and purchase. I had a single point of contact for my sale -Katie- (loves dogs!) and purchase - Amanda- which made the whole process very smooth and much less stressful than it can be. Both ladies were always available and any queries I had were answered fully and promptly. Highly recommend these folks to anyone looking for a reliable conveyancing service.
Gasan Alabedi
Gasan Alabedi
1706553325
We used Mounteney Cheadle office three times so far and as always we have a smooth and fast process. Anna was very professional, knowledgeable and updated us on timely manner throughout the purchase process. Surely, we will use them again in the future and we highly recommend them as reliable and professional solicitors.
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