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

24/09/2024
Relatively speaking: using family and friends as attorneys for your LPAs

All change: why using family and friends as attorneys for your LPAs is a good idea, so long as you have sufficient relations!

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

During our initial discussion Panthera (Paul) fully explained the Will making process. We were made aware that our assets could be exposed to various risks such as Care Costs. Panthera (Paul) advised on how we could protect these assets by setting up Family Trusts. Having decided to go down this route Panthera (Paul) provided all the legal documentation in a timely manner despite having to work within the constraints of Covid-19 restrictions.