Estate Planning in Cardiff
Secure Your Legacy with Expert Guidance & Estate Planning You Can Trust
Your future deserves more than guesswork, it deserves a plan.
At 1st Line Future Planning, we work with individuals and families across Cardiff and South Wales to help them take control of their finances, property, and peace of mind through clear, professional estate planning.
Whether you’re looking to make your first Will, set up Trusts, or arrange a Lasting Power of Attorney, our experienced team in Cardiff can help you protect what matters most.
Why Estate Planning Matters?
A Will is a crucial part of planning, but it’s only one piece of the puzzle. Proper estate planning ensures your assets are protected, your wishes are followed, and your loved ones are cared for without stress or uncertainty.
It can help you reduce inheritance tax, safeguard your home from future care costs, and give you full control over how your estate is managed.
Estate planning isn’t just about preparing for the unexpected, it’s about making sure your family’s future is secure, whatever happens next.
Our Estate Planning Services in Cardiff
We provide a complete range of estate planning solutions, tailored to your circumstances and delivered with care and clarity.
Will Writing in Cardiff
Your Will is the cornerstone of your estate plan. Our team will help you create a clear, legally valid Will that ensures your assets are distributed exactly as you intend, giving your loved ones the reassurance and protection they deserve.
Lasting Power of Attorney (LPA)
A Lasting Power of Attorney allows you to appoint someone you trust to make important decisions about your finances or health if you become unable to do so yourself. It’s a safeguard that ensures your affairs are always managed by people who have your best interests at heart.
Trusts & Asset Protection
Trusts can help you manage how your wealth is passed on while protecting it from unnecessary tax or future care costs. They’re a powerful way to keep your home, savings, and investments secure for you and your family’s benefit.
Probate Support & Guidance
We offer professional guidance through the probate process, helping families manage legal paperwork, distribute assets, and carry out their loved one’s wishes accurately. Our team makes it straightforward and stress-free during what can be a difficult time.
What our customers say...
Why Choose 1st Line Future Planning in Cardiff
- Experienced estate planners you can trust
- Friendly, jargon-free advice
- Tailored packages to suit every need and budget
- 0% finance options to make planning more affordable
- Secure Will storage for long-term peace of mind
- Proud members of the Best Foundation
- Rated 5 stars by over 2,600 happy customers and counting
Our mission is simple: to make estate planning approachable, understandable, and accessible for everyone.
Our Cardiff advisers are ready to help you protect your estate and your family’s future. We work with clients across Cardiff, Penarth, Newport, and the wider South Wales area.
Estate Planning FAQ's
A Will is essential, but estate planning goes further, protecting your home, reducing tax, and ensuring your wishes are followed if you’re unable to make decisions in future.
Yes. Certain Trusts can help lower your tax liability and make sure more of your estate goes to the people you choose, not the taxman.
No. Anyone over 18 can set up an LPA. Life can be unpredictable, and having one in place ensures your affairs are always handled the way you’d want.
It’s best to review your Will or plan every 3–5 years or after major life events such as buying a property, getting married, or starting a family.
Find Estate Planning Packages & advice that's right for you...
Download our FREE brochure now & see how we can help guide you with our affordable estate planning options!
