Need an Experienced Estate Planner?
Welcome to Xcelentra’s Estate Planning Services. Writing a Will can be a sensitive process, but an essential process – towards protecting your assets, securing your family's future, and ensuring your wishes are honoured. Without a Will, the court decides how your assets are distributed, potentially sparking conflicts and inflicting unnecessary stress and uncertainty on your loved ones.
To guarantee that your final wishes are carried out exactly as you intended, our team of experienced Estate Planning Consultants are here to support you. Whether you need advice on how to even start, or have everything figured out and just need someone to legally guide you, we are here to help.
Xcelentra’s Expertise
Will Writing
Protect your assets for generations to come
Severance of Tenancy
From Joint Tenants to Tenants In Common
Will Reviews
Professional and legal opinion on Wills
Trust Planning
Reduce the tax for you & your beneficiaries
Power of Attorney
Decisions about financial affairs, or your health/care
Will Storage
Document is protected from damage and loss
Will Writing
We offer both individual and joint bespoke Will writing services. Our estate planning experts will work closely with you to create a legally binding will that clearly outlines your wishes for the distribution of your assets and the care of your dependents.
Will Reviews
We periodically review your Will in order to adapt it to changes in your personal life, and align it with any changes from the legal standpoint (including Taxation). The idea is to ensure lawful compliance, minimised surprises, and provide you maximum benefits of the prevailing framework.
Power of Attorney
We can greatly assist in the preparation of legal documents known as Living Wills or Advanced directive that defines your healthcare and end-of-life care preferences, ensuring that your medical preferences are respected. Xcelentra can also help you establish a Lasting Power of Attorney (LPA), enabling a trusted individual to make financial and legal decisions on your behalf if you become incapacitated.
Severance of Tenancy
If you own joint property, we can assist you in converting from Joint Tenants to Tenants In Common, which will provide you better control and protection of your share. This is particularly useful when using a protective property trust. Meaning you can specify through your Will to whom your ownership interest should pass, instead of your sharing passing only to the other owner.
Trust Planning
Putting a Trust structure in your Will can greatly benefit select loved ones who cannot adequately manage their financial affairs. One of the best methods to financially protect a dependent beneficiary is to include protective testamentary trusts in your Will. Our experts can assist you with the Trust planning for Disabled/Vulnerable Persons, Protective Property Trusts, Asset Protection Trusts, and Flexible Life Interest Trusts.
Will Storage
In partnership with ‘The National Will Archive’, we offer secure Will storage services. Your original documents are stored securely and are accessible free of charge at any time. For more information on The National Will Archive its facilities and services, please visit their website - https://www.thenationalwillarchive.co.uk.
Why Xcelentra
Experienced Team
Our experienced & qualified accountants help businesses in a variety of industries
Streamlined Processes
Our simplified approach saves you time, allowing you to concentrate on core business
Accurate & Efficient
We ensure accurate compliance and control in line with statutory requirements & laws
Cost Efficiency
Cost savings by lowering overhead costs and avoiding expensive mistakes
Custom Solutions
Flexible, practical, and customised solutions for all types & sizes of business
Comprehensive
Management Accounts for critical insights into financial & accounting affairs