Notes from a private client practice.
Considered writing on Wills, Trusts, Inheritance Tax and the quiet discipline of protecting family wealth across generations.
Inheritance Tax, the basics
How the 40% rate, the £325,000 Nil Rate Band and everyday allowances actually work, and where careful planning changes the outcome.
Bloodline Planning, explained without jargon
A quiet architecture that keeps wealth within your direct family line, generation after generation.
The quiet role of a Lasting Power of Attorney
What an LPA is, why every adult should have one, and the cost of leaving it too late.
Care home planning and the family home
How lifetime Trusts and gifting can help protect what has been built, and why timing matters.
Trusts are not only for the very wealthy
A persistent misconception worth correcting. Trusts have a role in almost every considered plan.
Written by the team who does the work.
Every article is authored by a member of our private client practice, not a marketing desk. If a piece raises questions, the person who wrote it is the person you would meet.
- Mark InsleyFounder, Ascot Estate Planning3 articles
- Laura GoultEstate Planner, Ascot Estate Planning3 articles
Turn a helpful read into a considered plan.
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