Intelligent Estate Planning - protecting your hard earned assets

Your home, savings and business are all vulnerable to substantial loss or falling into the wrong hands after your death. Whether you want to secure a specific legacy with a children’s trust fund, or reduce inheritance tax for the next generation, Panthera Estate Planning is here to help.

Panthera’s expert succession and estate planning advice will help safeguard your hard-earned assets using simple but effective strategies. Effective estate planning ensures your wishes will be followed and inheritance flows down the bloodline as you want it to.

Our estate planning solutions are tailor-made to suit every set of personal circumstances and every pocket.

Call Us for personal, bespoke and independent advice on:
Wills & Trusts
Bloodline Planning & Keeping Assets in the Family
Powers of Attorney
Business Succession and Continuity
Funding Future Long Term Care

Writing your will

Have you made a will yet? Do it now! Making a Will ensures your estate passes to those you want to receive it. Protect your assets, your family and your peace of mind with our cost-effective will writing service.

Family succession planning

A large proportion of any inheritance gets lost or diluted in future divorce settlements, bankruptcy or unnecessary taxation. Protect your legacy with an effective succession plan that maximises your families inheritance and minimises inheritance tax.

Business succession planning

You have worked hard to build your own business into the valuable asset it is today. Yet without proper business continuity and succession planning, your spouse/partner and children may not inherit your share of the business.

Powers of Attorney

If you become unable to manage your financial affairs or personal welfare due to illness or incapacity, a Lasting Power of Attorney (LPA) allows a reliable person to manage your affairs. It’s a practical solution that offers you peace of mind for you at a difficult time.

Planning for long term care

Beyond retirement, you might need more help to live an independent and enjoyable life in your senior years. Long term care planning now is essential to pay for the lifestyle you want for the next 30 years or so.

Latest Blog

14/11/2024
We need to talk about care. Time for an honest discussion about your potential long term care requirements.

Protect your future and your family's. Discover the importance of long-term care planning and how it can safeguard your financial security.

Client Guides and Digital Magazines

07/05/2020
Business Lasting Power of Attorney (BLPA)

A BLPA is a powerful legal document which allows a Business Owner (Donor) to appoint persons of their own choice (Attorneys), to look after their business affairs.

Download Business Lasting Power of Attorney (BLPA) Guide

Having looked around and contacted several professional organisations who would prepare my somewhat complicate will, I chose Panthera on a recommendation and sincerely believe I could not have found a better organisation.