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Make your wishes clear
Record how you would like your property, money and possessions to be handled.
CMME estate planning services help you put clear plans in place for your family, your property and your future.
From preparing your will to considering lasting powers of attorney, trusts and inheritance planning, our team will help you understand your options and make informed decisions.
The right arrangements help ensure your wishes are understood and your loved ones know what should happen.
Record how you would like your property, money and possessions to be handled.
Put appropriate arrangements in place for your family, children and dependants.
Appoint executors, guardians and attorneys who understand your wishes.
Consider your assets, liabilities and potential inheritance tax exposure as part of the wider picture.
Use our inheritance tax calculator to get a quick estimate of your estate’s potential Inheritance Tax liability and see how your property, assets and allowances could affect the result.
Our estate planning services consider your family, property, savings, responsibilities and plans for the future, rather than focusing on a single document in isolation.
We’ll explain the available options clearly and help you identify which arrangements may be appropriate for you.
Set out who should inherit your estate, appoint executors and record important wishes for your family.
Appoint trusted people to make certain financial, property, health or welfare decisions if you lose capacity. Read the official GOV.UK guide to lasting powers of attorney .
Consider how an inheritance could be managed for younger or vulnerable beneficiaries.
Understand your potential inheritance tax position and consider it alongside your wider estate planning needs.
Consider how property ownership, company interests or other business assets could form part of your wider estate.
Discuss your family, property, assets, responsibilities and what you would like to achieve.
We’ll explain the available arrangements and answer your questions in straightforward language.
Your documents and arrangements can then be prepared and you will be guided through the next steps.
Speak to CMME about putting clear and appropriate estate planning arrangements in place.
A will records how you would like your estate to be distributed. It can also appoint executors and nominate guardians for children or dependants.
Your estate may be distributed according to intestacy rules, which may not reflect your personal wishes or family circumstances.
Whether Inheritance Tax could be due depends on the value and structure of your estate and the allowances and exemptions available to you. You can use our Inheritance Tax Calculator to get an initial estimate.
No. Estate planning can be relevant to anyone with property, savings, children, dependants, business interests or specific wishes for the future.
A lasting power of attorney allows you to appoint trusted people to make certain decisions on your behalf if you lose mental capacity.
Consider reviewing your will after major life changes such as marriage, divorce, having children, buying property or a significant change in your finances.
Complete the form below and a member of the CMME Estate Planning team will contact you to discuss your requirements.