Estate Planning

Protect your legacy, preserve your intentions

Estate planning is not just about passing on wealth. It is about ensuring that everything you have worked for is preserved, protected, and shared in a way that reflects your values and your vision. At Patterson-Mills, we help you define what truly matters and translate that into a clear, effective plan.

Every family is different. That is why we take the time to understand your relationships, responsibilities, and long-term goals before recommending any course of action. Whether your focus is on providing for future generations, reducing exposure to unnecessary taxation, or safeguarding vulnerable beneficiaries, our approach is tailored and methodical.

Our service brings together legal structures, financial strategies, and compassionate planning. We work alongside your legal and tax advisers where needed, ensuring that your estate plan is fully integrated, compliant, and built to last.

You deserve the reassurance of knowing your affairs are in order. With our guidance, you can move forward with confidence, knowing that your legacy will be managed with care, clarity, and continuity.

How we work with you – Crafting your plan with care and precision

Your estate plan should reflect your values, protect your family, and support the outcomes that matter most to you. At Patterson-Mills, we take a structured yet personal approach, ensuring that every element is aligned with your intentions and thoughtfully executed.

We begin by gaining a clear understanding of your family, your assets, and your long-term wishes. Whether your priorities include supporting future generations, reducing tax exposure, or managing complex family dynamics, our work begins with listening.

From there, we build a tailored plan that brings together legal frameworks, financial structures, and personal priorities. We collaborate closely with your solicitor and other professional advisers where appropriate, ensuring every component fits together seamlessly.

Your estate plan is not static. As life changes, we are here to keep your arrangements up to date, responsive, and always in line with your evolving needs.

How to get started

This service is ideal for individuals and families who wish to take a proactive, structured approach to passing on their wealth and protecting those they care about most.

Our process is simple, sensitive, and effective. Here is how we begin:

Start the conversation — We begin with an initial meeting to understand your family structure, your financial position, and your hopes for the future.

Review your estate planning options — Based on your needs, we will explore the most suitable tools and strategies, from wills and trusts to tax planning and asset protection.

Implement and maintain your plan — Once agreed, we help implement your estate plan in collaboration with your solicitor or tax adviser, and offer regular reviews to keep it up to date.

What are the key aspects of estate planning?

Estate planning involves multiple moving parts, each of which plays a critical role in preserving your wealth, supporting your family, and fulfilling your long-term wishes. Below are some of the most common elements we help clients manage as part of a complete estate plan:

Every plan we build at Patterson-Mills is designed with care, precision, and a deep understanding of your unique circumstances.