Request a call
Your Legacy, Our Expertise

Estate Planning Made Simple

At HeirPlan, we believe that protecting your family’s future starts with clear, proactive planning today. Our mission is simple: to help individuals, families, and business owners across the UK safeguard their wealth, reduce inheritance tax, and pass on assets in the most efficient way possible.

  • HeirPlan stands out by combining specialist UK tax expertise with a modern, client-first approach to estate planning.
  • We offer comprehensive estate planning solutions, including asset protection and tax mitigation, tailored to your unique needs.

Unlike traditional firms that focus narrowly on wills or one-off tax advice, we provide end-to-end estate planning solutions – from wills and trusts to Family Investment Companies (FICs) and bespoke inheritance tax strategies. Every plan is tailored to your unique circumstances, ensuring your wishes are honoured while maximising available tax reliefs.

With a commitment to transparency and a modern, client-first approach, HeirPlan makes complex financial planning simple, jargon-free, and stress-free. Whether you are a high-net-worth individual, a business owner, or a family looking to protect generational wealth, we’re here to guide you every step of the way.

 

Our Team: Estate Planning Experts

Our team is committed to delivering expert advice across all areas of estate planning. With a partner-led team of estate planning solicitors, we have the experience and insight to address even the most complex family circumstances. We work closely with each client to understand their personal circumstances, financial position, and family wealth, ensuring our advice is always bespoke and relevant.

Our expertise covers inheritance tax, capital gains tax, and a wide range of tax reliefs, allowing us to craft solutions that protect your estate and support your family’s unique needs. Whether you’re facing a complex family situation or simply want to ensure your wealth is preserved, our private client team is here to guide you every step of the way.

Sumit Agarwal

Founder & Managing Director

Siddharth Agarwal

Senior Tax Manager - Trust, IHT, LLP

Owais Bombaywala

Tax Senior and Client Manager - CGT, SDLT, IHT

Pritesh Patel

Senior Tax Manager - Trust & IHT

Karen Nally

Property Tax, Trusts & IHT Adviser

Plan Your Legacy. Protect Your Wealth.

Expert Guidance for High-Net-Worth Individuals

Expertise

Our private client team offers a wealth of experience in estate planning, tax planning, and asset protection. We provide expert guidance on all aspects of estate planning, from drafting wills and establishing trusts to setting up powers of attorney. Our services extend to international estate planning and family investment companies, making us a trusted advisor for clients with complex family structures or cross-border assets. We also specialize in post-death tax planning, helping beneficiaries navigate inheritance tax and maximize the benefits they receive. No matter your family circumstances or the complexity of your estate, our team is dedicated to advising you on the best strategies to protect your assets and ensure your wishes are fulfilled.

Estate Planning Services

Our estate planning services are designed to give you confidence and peace of mind about the future. We offer a comprehensive range of solutions, including wills, trusts, and powers of attorney, to ensure your estate is managed efficiently and in a tax-effective manner. Our specialist team provides expert advice on inheritance tax, capital gains tax, and available tax reliefs, helping you minimize liabilities and maximize the value of your estate. We also assist with planning ahead for succession, asset protection, and strategies to preserve wealth for future generations. With our guidance, you can be sure your estate is structured to benefit your loved ones and reflect your wishes.

International Expertise

For clients with assets held in more than one country, international estate planning is vital to protect global wealth and ensure smooth succession. Our estate planning solicitors have extensive experience advising on cross-border estates, foreign jurisdictions, and the application of the residence nil rate band. We work closely with clients facing complex family circumstances to develop bespoke solutions that address the challenges of international tax reliefs and compliance. Whether you need advice on structuring assets for tax purposes or navigating the rules of multiple countries, our team provides expert guidance to ensure your estate is protected and distributed according to your wishes.

Vision & Mission

How about

To give every family clarity and confidence about their legacy through transparent, tax-smart estate planning.

Our Mission

We design and then coordinate UK estate-planning strategies such as FICs, discretionary trusts, lifetime gifting and Business Relief, tailored to each client, and designed to help reduce or defer tax, where appropriate