UK Estate Planning Decision Trees

Answer a few plain questions and follow the arrows to your outcome. Clear, structured logic for the most common estate-planning decisions in England & Wales.

E&OE — errors and omissions excepted. This page is general information about the law of England and Wales, drawn from the sources it cites; it is not legal, tax or financial advice and ClearLegacy is not a law firm. Rules, figures and fees change, and we re-check them on the review dates recorded in our claims register. Check the primary source, or take advice, before relying on it for your own circumstances.