Property & Investor Planning
Estate planning for property investors: you built the portfolio, what happens next?
Estate planning for landlords, developers and property investors, covering ownership structure, succession, business continuity and the practical information your family would need to take over.
Book a Property & Legacy ReviewWhat we look at
Estate planning is more complex for property investors.
Multiple properties
Portfolio ownership, structure and what happens to each property.
Buy-to-let arrangements
Mortgages, tenancy, management and succession planning.
Ownership structures
Personal, partnership or company ownership, and the implications.
Mortgages
Who the mortgage is with, how it's secured, and what happens on death.
Family inheritance
How properties pass, to whom, and in what structure.
Business continuity
Who runs the portfolio if you can't? Who has authority to act?
Trust planning
Where specialist planning may be appropriate for investors.
Documentation
The practical information your family or business partner would need to take over.
The question property investors avoid
"We own four properties. I have no idea what would happen to the portfolio if something happened to me."
It's a more common situation than people admit. Without clear documentation and planning, a property portfolio can become a significant burden for a family who have no context, no authority and no information.
Quotes
Agreed following your review.
Get in touch for a quote
Investor Trust Planning
Get in touch for a quote
Investor Trust + Specialist Trust Planning
Complex planning is individually quoted following your What If? Test. Third-party fees may apply.
Book a Property & Legacy Review.
We'll start with the free What If? Test and review your full property and business picture before making any recommendations.