Nisa Estate Planning — Services

Complete Family Protection
for Every Life Stage

Start with a technical Will analysis to reveal your vulnerabilities, then build a Trust strategy for complete protection.

Find Your Protection Plan

The Smart Family Protection Journey

Most families need more than a basic Will, but the journey to complete protection starts with understanding what you actually need

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Estate Planning

Comprehensive estate planning strategies that protect your family's future and ensure your wishes are carried out exactly as intended.

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Technical Wills

Advanced Will drafting that goes beyond basic templates, ensuring complete legal protection and tax optimization for your estate.

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Inheritance Tax Planning

Strategic planning to minimize inheritance tax liabilities while maximizing what your loved ones receive from your estate.

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Powers of Attorney

Legally secure documents that ensure trusted individuals can make important decisions on your behalf when you cannot.

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Trust Strategies

Sophisticated trust structures that provide enhanced asset protection, tax benefits, and flexible wealth transfer solutions.

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Probate

Expert guidance through the probate process, ensuring efficient estate administration and minimizing delays for beneficiaries.

Complete Estate Planning for Modern UK Families

Protect what matters most with a comprehensive estate plan tailored to your family's unique needs.

Your family deserves more than a basic will. Our expert estate planning service creates a complete protection strategy that safeguards your assets, minimises inheritance tax, and ensures your loved ones are cared for exactly as you intend.

What's included:

  • Comprehensive asset review and protection strategy
  • Tax-efficient estate structuring
  • Family protection planning
  • Digital asset management
  • Regular plan reviews and updates
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Complete Family Protection

Discover how we can protect your family's future with a comprehensive estate planning strategy designed specifically for your unique circumstances.

Tax Optimization Asset Protection Family Security Peace of Mind

Why choose professional estate planning? With UK inheritance tax receipts hitting £8.25 billion in 2024, and 67% of families lacking proper protection, expert guidance isn't just valuable—it's essential.

Expert Will Writing Services - Clear, Legal, Unbreakable

Don't leave your family's future to chance. Get a professionally drafted will that stands the test of time.

While 56% of UK adults don't have a will, and inheritance disputes hit record highs in 2024, you can ensure your wishes are crystal clear and legally bulletproof. Our technical will writing service combines legal expertise with plain English clarity.

What makes our wills different:

  • Drafted by qualified legal experts
  • Plain English Promise - you'll understand every word
  • Covers all assets including digital property
  • Includes guardianship provisions for children
  • Witness and storage service included
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Legally Bulletproof Wills

Secure your family's future with a professionally drafted will that is clear, valid, and reflects your exact wishes, preventing disputes before they begin.

Dispute Prevention Clarity & Control Guardianship

Why professional will writing matters: DIY wills often fail when families need them most. Our technical expertise ensures your will is valid, comprehensive, and reflects your exact wishes.

Inheritance Tax Planning - Protect Your Family's Wealth

Keep more of your hard-earned wealth in the family with strategic inheritance tax planning.

With inheritance tax receipts at a record £8.25 billion and the £325,000 threshold frozen until 2030, smart families are taking action now. Our inheritance tax planning service helps you legally minimise your tax liability while maximising what you leave to your loved ones.

Our IHT planning includes:

  • Comprehensive tax liability assessment
  • Gift and exemption strategies
  • Trust-based tax planning
  • Business and agricultural relief optimisation
  • Regular reviews as laws change
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Strategic Tax Mitigation

Legally reduce your family's inheritance tax bill and ensure more of your wealth is preserved for your beneficiaries through expert planning.

Tax Reduction Wealth Preservation Gifting Strategy

The cost of inaction: The average London home now exceeds the inheritance tax threshold. Without proper planning, your family could face a 40% tax bill on everything above £325,000.

Powers of Attorney - Protect Your Decisions and Your Family

Ensure your wishes are respected and your family is protected if you can't make decisions yourself.

Life is unpredictable. A Powers of Attorney gives someone you trust the legal authority to make decisions on your behalf if illness or injury prevents you from doing so. It's not about age—it's about being prepared for life's uncertainties.

Our Powers of Attorney service covers:

  • Lasting Power of Attorney for Property & Financial Affairs
  • Lasting Power of Attorney for Health & Welfare
  • Expert guidance on attorney selection
  • Clear instructions and safeguards
  • Registration with the Office of the Public Guardian
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Secure Your Future Wishes

Appoint a trusted person to make decisions for you, ensuring your financial and healthcare wishes are followed, no matter what happens.

Decision Protection Family Support Future Proofing

Why this matters: Without a Power of Attorney, your family may need expensive court proceedings to make decisions for you during an already difficult time.

Trust Strategies - Advanced Wealth Protection and Tax Planning

Sophisticated trust solutions for families who want maximum protection and tax efficiency.

Trusts aren't just for the ultra-wealthy. Modern trust strategies offer powerful benefits for UK families: asset protection, tax efficiency, privacy, and control over how your wealth is distributed. Our expert guidance makes complex trust planning accessible and understandable.

Our trust services include:

  • Discretionary and fixed interest trusts
  • Life interest and protective trusts
  • Charitable trust planning
  • Trust administration and management
  • Tax-efficient trust structures
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Advanced Asset Protection

Use powerful legal structures to protect assets, reduce tax liability, maintain privacy, and ensure your wealth benefits future generations as you wish.

Asset Protection Tax Efficiency Privacy & Control

Trust benefits: Protect assets from creditors, reduce inheritance tax liability, maintain privacy, and ensure your wealth benefits future generations according to your wishes.

Probate Services - Compassionate, Expert Estate Administration

Navigate probate with confidence. We handle the complexity while you focus on what matters most.

Dealing with probate during grief is overwhelming. With inheritance disputes at record highs and average probate taking 6-12 months, you need expert guidance to ensure everything is handled correctly, efficiently, and with sensitivity.

Our probate services include:

  • Complete estate administration
  • Probate application and court liaison
  • Asset valuation and collection
  • Debt settlement and tax returns
  • Distribution to beneficiaries
  • Dispute resolution support
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Efficient Estate Administration

Let our experts handle the complex legal and tax requirements of probate, ensuring a smooth, efficient, and sensitive process for your family.

Expert Guidance Reduces Stress Efficient Process

Why choose professional probate help: Probate involves complex legal and tax requirements. Mistakes can be costly and delay distribution to beneficiaries. Our expertise ensures smooth, efficient administration.

Still Not Sure?

Frequently Asked Questions

Clear, straight answers to the most common questions families ask before they choose us.

Do I really need more than a basic Will?

If your home, pensions and savings together exceed £325,000 (which is most UK homeowners), a basic Will can leave your family exposed to 40% inheritance tax, creditor claims and family disputes. Our Technical Will pinpoints your exact exposure and shows where additional protection adds real value for your situation.

Aren't Trusts only for wealthy families?

That's the biggest myth in estate planning. With IHT starting at £325k and property values continuing to rise, mainstream families benefit from trust protection. Our average client saves ~£47,000 through proper planning while creating clarity and harmony for their loved ones.

Can't I just sort this later when I'm older?

The best strategies work before problems appear. Waiting often limits options and increases costs. Families who plan early access solutions that those who wait simply can't use—and they get peace of mind immediately.

How do I know your Technical Will is worth the extra cost?

Our Technical Will includes a comprehensive analysis of inheritance tax exposure, asset protection needs and family security gaps. Most clients uncover risks worth £10,000–£100,000+ that basic wills miss. The analysis alone typically saves families far more than the Will costs.

What if I get the Will and later decide I don't need Trust protection?

That's fine. Our Technical Will stands alone as complete, professional protection. There's never any obligation to implement additional strategies. Many clients choose trusts only after they understand their specific vulnerabilities and the potential savings.

Will my family lose the house if I need care?

Under current UK rules, your home can be assessed to pay for residential care fees—often more than £60,000 per year. Property protection trusts can help ring-fence your home so it passes to your family as intended. The key is setting this up before care is required.

How does Nisa's process work and how long does it take?
  • Discovery: We listen to your family's goals and concerns.
  • Analysis: Clear report on IHT exposure, risks and opportunities.
  • Design: A tailored plan—no jargon, everything explained.
  • Implementation: We prepare compliant documents; you sign with confidence.

Most families complete everything in 2–4 weeks depending on complexity.

What does a consultation include—and is it really no obligation?

Your consultation is a focused, practical conversation about your family's situation. You'll get clarity on your exposure, your options and the likely impact of each route. It's completely no-obligation—the goal is to help you make an informed decision, not to sell you something you don't need.