Wills, trusts & estate planning · St Albans
Plan ahead for the people you love
Wills, lasting powers of attorney, trusts, probate and inheritance tax planning, from the sister company of Omni Financial.
Why it matters
Don’t leave it too late
- Do you need a will?
- Need advice regarding setting up trusts?
- Want to make sure your children's inheritance is protected?
Omni Lifetime Planning can support you in all these critical decisions and more. As a sister company of Omni Financial, we have grown from an understanding of the importance of financial planning. All too often people leave their wills and inheritance planning too late, when a simple call to us can start the ball rolling in ensuring that your loved ones are adequately provided for. Our head office is in St Albans, Hertfordshire and we have qualified consultants covering the whole of the UK.
We have a comprehensive range of estate planning services, including will writing, asset protection and inheritance planning, probate, and power of attorney. Our experienced team can guide you through these complicated areas and make sure that you have the plans in place to meet your needs.
Your first meeting with us is free. It’s a chance to discuss your specific needs, and for you to find out more about the advice we can offer. We can meet you at our offices or at your home.
Our services
How we can help
Wills
Make sure your estate goes to the people you choose, and name guardians for young children.
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Lasting power of attorney
Choose who can make decisions for you if you ever lose the capacity to make them yourself.
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Trusts
Protect family assets, provide for children and blended families, and guard against sideways disinheritance.
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Fixed-cost probate
Experienced, impartial help to administer an estate, at a fixed percentage fee.
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Inheritance tax planning
Understand your inheritance tax position and the legitimate ways to reduce it.
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Asset protection
Plan ahead so that what you have worked for passes to your beneficiaries intact.
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Latest articles
From our blog
Average inheritance tax bill hits £62k
The freeze on the main inheritance tax (IHT) threshold since 2009 has pushed more estates into the tax net, costing bereaved families almost…
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Estate planning for new parents: What to consider in your will when you have young children
Estate planning for new parents: What to consider in your will when you have young children
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Estate Planning: How to talk about your legacy with your family
Estate planning is a sensitive topic of conversation, but a necessary one when it comes to making provisions for the future, for both you an…
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Financial advice from Omni Financial
Our sister company Omni Financial are independent financial advisers: pensions, investments, mortgages, protection and later-life planning.
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Accreditations and memberships
Q&A
Questions & answers
What does Omni Lifetime Planning do?
We help families plan ahead: wills, lasting powers of attorney, trusts, probate, inheritance tax planning and asset protection. We are the sister company of Omni Financial, the independent financial advisers in St Albans.
Is the first meeting free?
Yes. Your first meeting is free and without obligation. We can meet you at our office in St Albans or at your home.
Do you only work in St Albans?
Our head office is in St Albans, Hertfordshire, and we have qualified consultants covering the whole of the UK.
Are you regulated?
We are members of The Society of Will Writers and follow its code of practice. Will writing, trusts, probate and lasting powers of attorney are not regulated by the Financial Conduct Authority. Any investment, pension or protection advice is given by Omni Financial Ltd, which is authorised and regulated by the FCA.
Your first meeting is free
Talk to our estate planning team in St Albans. Call 01727 220053 or send us a message.