Estate Planning in Cleeve Near Cleeve Cricket Club

Putting plans in place for the people who matter most is one of the kindest things you can do. We are a family-owned estate planning company that has been helping people do exactly that since 2023. Our base is at 6 Tollhouse Road, Churchill, Winscombe, BS25 5AN.

If you have been looking into estate planning in Cleeve, you will not need to come to an office to see us. We offer appointments in the comfort of your own home at a time that suits you, or online via Teams if you prefer. Our service is friendly, professional and personalised. We take the time to understand your circumstances, explain your options in plain English, and leave every decision with you. The aim is straightforward: peace of mind for you and your loved ones.

Cleeve Cricket Club has been part of village life for generations. Cricket was played in Cleeve before the war, and the club was re-formed in 1948 at the King George V Playing Fields on Meeting House Lane, off Main Road. Today it fields 1st and 2nd XIs in the Bristol and District Cricket League, along with junior teams, and it has hosted Somerset boys' and girls' matches as a Ground Partner Club of Somerset County Cricket Club. The field itself is a fine example of planning ahead: Sir Robert Sinclair bought the land in 1939, and in 1948 it was vested in the National Playing Fields Association. More than 75 years on, it is still the village's playing field. Estate planning follows the same idea of deciding now what should happen later. Whether you live a short walk from the ground or elsewhere in Cleeve, we can visit you at home to talk about what you want to pass on, and to whom.

As a family-run business, we understand that thinking about the future can sometimes feel overwhelming. Some people come to us to put plans in place for the first time. Others want to review arrangements they made years ago. Either way, we will guide you through each step with care.

Our Will Writing and Estate Planning services cover a wide range of needs. These run from a single Will for one person to trusts set up to look after your beneficiaries. The services we offer include:

• Will writing, including Last Will & Testament, Single will, Simple will, Mirror Wills and Trust Will
• Online wills
• Wills for business owners
• Family Trusts and Discretionary Trust
• Vulnerable Person's Trust
• Property Protection Trust
• LPA documents and BLPA Business Lasting Power of Attorney
• Estate planner services
• Secure storage

We also offer a fully managed Lasting Power of Attorney service. That means we handle the LPA work with you rather than leaving you to manage the paperwork alone.

For couples, we can advise on severing a property tenancy. In plain terms, this changes the way you jointly own your home. Doing so can make it possible to include a Property Protection Trust in your Wills, if that is something you want.

Please treat this page as general information rather than personal advice. The right combination of services depends on your own situation, and talking that through with you is exactly what your first appointment is for.

If you have never made a Will or a Lasting Power of Attorney before, it helps to know what to expect. We keep things straightforward and in plain English, so you always know where you are and what comes next. Here is how it works with us, step by step.

• Step one: we arrange an appointment to talk through your needs and your family's circumstances.
• Step two: we write to you and set out the options available to you, with clear, transparent pricing.
• Step three: you decide which services, if any, you would like to go ahead with. There's no pressure.
• Step four: we draft your documents and make any amendments needed.
• Step five: when you are happy with everything, we produce the final documents and oversee their signing.

This is an advice-led service, and you stay in full control. Our role is to explain your options clearly. Which services suit you and your loved ones is always your decision.

You can also feel reassured about who is helping you. We are a Full Member of the Society of Will Writers. We follow the Society's professional Code of Practice, so you are protected by industry-recognised standards throughout. All advice we give is fully insured and indemnified up to £2,000,000.

Estate Planning is for everyone, and some family situations need a little more thought. Alongside Single Wills and Last Will & Testament documents, we offer Family & Property Trusts and other specialist arrangements. Mirror Wills are matching Wills for couples. A Property Protection Trust is an option for couples who own their home. Where wanted, we advise on severing a property tenancy so that this kind of trust can be included.

A Vulnerable Person's Trust lets you plan ahead for a beneficiary who may need extra support. Family Trusts and Discretionary Trusts are other ways to safeguard what you leave behind for the people you care about. If you run a business, we also offer Wills for business owners and a BLPA (Business Lasting Power of Attorney). A BLPA lets someone you trust make decisions about your business if you are unable to.

We also believe in being honest about what we don't do. That way you can get the right help from the start.

We don't represent anyone in contested Wills, inheritance disputes or court proceedings. These matters need a specialist contentious probate solicitor. Complex cross-border or international estates, with significant assets, property or beneficiaries in more than one country, should go to a solicitor who specialises in international estate law.

We can explain how Inheritance Tax may affect an estate as part of Will Writing. However, we are not a substitute for independent financial advisers or tax specialists when it comes to complex tax planning or investment advice. Making a Will also requires you to have the mental capacity to give us instructions. Where that is in doubt, we may need to involve a GP or another professional for an assessment before going ahead, in line with Society of Will Writers guidance.

Please remember that this page is general information rather than personal advice. Everyone's situation is different, so we will always talk through your own circumstances with you before recommending anything.

Once you have a sense of how we work, the next step is a conversation. You do not need to have everything worked out first. Many people come to us with a few questions and a general feeling that it is time to put things in place. That is a perfectly good place to start.

Futura Planning Ltd is based at 6 Tollhouse Road, Churchill, Winscombe, BS25 5AN. You can call us on 01934 442030, or visit our website at futuraplanning.co.uk to find out more about what we do.

You will not need to travel to an office. We hold appointments in the comfort of your own home, at a time that suits you. If you prefer, we can meet online via Teams instead. Either way, you get the same friendly, one-to-one conversation in plain English, with plenty of time for your questions.

Your first consultation carries no obligation. It gives you the chance to talk openly about your family and what matters to you. Afterwards, you can decide in your own time whether to go ahead.

In the BS25 postcode district, where we are based, the average age of residents is 49. This compares with a UK average of 40.7. Even so, Estate Planning is for everyone, not only for older people or those with significant assets.

Life events are often a good prompt to start, such as a new baby, buying a home, marriage or divorce, a health diagnosis or retirement. Without a Will, the intestacy rules decide who inherits, and that may not reflect your wishes. Putting a Will and Lasting Power of Attorney in place is a caring way to look after the people who matter most.

If you already have a Will, it is worth reviewing it as your life changes. Families grow, homes change and relationships move on. A review helps make sure your plans still protect your loved ones and the beneficiaries you have chosen.

Please keep in mind that this page is general information, not personal advice. Every family's situation is different. The right way to find out what suits you is to talk it through with us directly.

Call 01934 442030