Estate Planning in Pembrokeshire

Protect Your Home, Your Family, and Your Future With Expert Estate Planning

Whether you are safeguarding your family home, protecting a holiday property, or planning ahead for your loved ones, having a clear and reliable estate plan is essential.

At 1st Line Future Planning, we support individuals and families across Pembrokeshire and West Wales with straightforward and professional estate planning designed around real-life needs.

From Wills and Trusts to Lasting Powers of Attorney, we are here to help you protect your home, your assets, and your future with confidence.

Why Estate Planning Matters?

Estate planning gives you control over what happens to your home, savings, and possessions, ensuring they pass to the people you choose in the way you intend. It can help reduce inheritance tax, protect your property from care costs, and prevent family disputes.

A complete estate plan also prepares for the unexpected. If you are ever unable to make decisions yourself, it ensures someone you trust can manage your affairs without delays or court involvement.

We make the process clear, supportive, and stress-free so you can plan with peace of mind.

Learn more about our Estate Planning services and how we can help you get started.

Our Estate Planning Services in Swansea

We offer a full range of estate planning services, each designed to protect your assets and make sure your wishes are respected.

Will Writing in Pembrokeshire

A professionally drafted Will ensures your wishes are carried out and your loved ones are protected. We will help you create a clear, legally binding Will that sets out exactly how your estate should be handled, giving you and your family complete peace of mind.

Lasting Power of Attorney (LPA)

A Lasting Power of Attorney allows someone you trust to make important decisions on your behalf if you cannot do so yourself. It ensures your financial and health matters are handled smoothly by people who understand your wishes.

Trusts & Asset Protection

Trusts are an effective way to protect your property, savings, and investments from tax and future care costs. They help you control how and when your assets are passed on so you can support your loved ones in the best possible way

Probate Support & Guidance

Probate can be difficult to deal with, especially when grieving. We provide clear and professional support to families dealing with probate, helping them manage paperwork, distribute assets, and carry out a loved one’s wishes with accuracy and care during a difficult time.

What our customers say...

Why 1st Line Future Planning Is the Best Choice for Estate Planning in Pembrokeshire

We are committed to helping families, homeowners, and individuals across Pembrokeshire protect their future with confidence.

We also provide estate planning services in Swansea, Llanelli, Carmarthen, and across South Wales.

Estate Planning FAQ's

Do I need estate planning if I already have a Will

A Will is important, but estate planning goes further by protecting your home, reducing tax, and ensuring your wishes are followed if you lose capacity.

Can a Trust protect my home from future care fees

Yes. Certain Trusts can help safeguard your home and ensure it is passed on to the people you choose rather than being used to pay for care.

Who should have a Lasting Power of Attorney

Everyone over the age of 18 can benefit from an LPA. Life is unpredictable and an LPA ensures your affairs are handled by someone you trust.

How often should I review my estate plan

We recommend reviewing your Will or estate plan every few years or whenever your personal circumstances change.