You create the memories and we will protect your future

Kalon Estate Planning offers a first-class personal service that is totally focussed on helping people achieve their own individual goals through their financial planning. We work with people and businesses across the UK, you can be assured we’ll be available when you need us.

Our mantra is ‘enriching lives and futures’ stemming from our ethos of keeping our client’s financial wellbeing at the heart of everything we do.

We recognise that each client’s situation is unique and we therefore focus on providing bespoke solutions tailored to our client’s individual needs and objectives.

Above all we know that the relationships we build with our clients today is what sets us apart tomorrow.

Our services include Wills & Estate Planning, mortgages, pensions, investments, home insurance, personal protection, business finance, business insurance or commercial mortgages, corporate solutions and more.


KALON Estate Planning is a professional legal firm, provides comprehensive planning when it comes to Wills and Estate Planning.

Our aim is to go extra mile to support our clients’ journey and provide bespoke solution towards their Family Wealth for the next generation.

- Wills
- Trusts
- Lasting Power of Attorney (LPA)

Contact us today to arrange a No obligation Consultation :


Your Will lets you decide what happens to your money, property, and possessions after your death.

Making a will can help protect your loved ones after you die, and ensure your estate is dealt with in the way you choose.

Reasons to make a Will

  • To appoint people you trust to carry out the terms of your Will, called Executors
  • To appoint Guardians for children under 18 years, people you trust to look after your children.
  • To name the people or charities you want to benefit from your estate, called Beneficiaries
  • To leave gifts of specific items or fixed sums of money, called Legacies.
  • To make provision for an unmarried partner or cohabitant
  • To Avoid family disputes after the death
  • To create Trusts based Wills to help preserve wealth for future generations or help vulnerable or disabled beneficiaries
  • To make a provision for pet(s)
  • To state your funeral wishes or organ donation

Making a Will is the only way to ensure that your wishes are carried out after your death.

Dying without a Will

If you die without a will, the law decides who gets what and not you!

Without a Will, your wishes could be completely ignored. Failing to make a valid Will essentially means that in the event of your death, it is the laws of intestacy that govern ‘who gets what’. This situation rarely provides adequately for many modern families.

Contact us to find out, How KALON Estate Planning Can help!



A Trust is a legal structure which can be included as part of your Will and can offer increased asset protection for your loved ones. These types of Wills are called Trust Wills.

They are most commonly seen in the following circumstances:

  • where you prefer that your estate doesn’t go directly to the beneficiaries when you die, but rather, it is held on behalf of those beneficiaries in a particular way.
  • who benefits from your share of the property if your surviving partner:
    • Remarries after you die (marriage automatically invalidates any existing Wills)
    • Writes a new Will after your death, changing their original wishes
  • Can help reduce the potential impact of residential care fees on the property value for the benefit of future generations.
  • Allows a nominated person to benefit from the income generated from your investments if you die, whilst protecting the capital value for future generations.
  • you have a spouse or partner but children from a previous relationship
  • you wish to leave some of your estate to a vulnerable or disabled person
  • where your beneficiary is too young to inherit your assets

There are many types of trusts, each designed for the specific purposes. The team at KALON Estate Planning can guide you which trust would be the most appropriate based your circumstances and preferences.



Every year, many people lose capacities to make decisions themselves. Not having a lasting of attorney means that your family, or any dependants will have to go through the court of protection. This can be a needlessly lengthy and expensive process.

LPA is a legal document that allows a person ( a donor) to choose a person or multiple people (known as Attorney) that they trust to make decisions on their behalf.

We advise that an LPA is put into place at the same time as your Will. Both are crucial parts of Estate planning and can help to alleviate stress and worry for loved ones during the donor’s lifetime.

They are two types of LPA and both are separate legal documents.

  • LPA – Property & Finance affairs
  • LPA – Health & Welfare

Once you have a Lasting Power of Attorney in place you can have peace of mind that there is someone you trust to look after your affairs if you became unable to do so yourself during your lifetime. This may occur, for example, because of an illness or old age or an accident.

What happens without a Lasting Power of Attorney?

Without a Lasting Power of Attorney (LPA) in place there is no one with the legal authority to manage your affairs, for example, to access bank accounts or investments in your name or buy/sell your property on your behalf. Unfortunately, many people assume that their spouse, partner or children will just be able to take care of things but the reality is that simply isn’t the case.
In these circumstances, in order for someone to obtain legal authority over your affairs, that person would need to apply to the Court of Protection and the Court will decide on the person to be appointed to manage your affairs.

*The information on this website is for use of residents of the UK only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.