Loading
Menu
Phone :
020 8515 1200
Address :
Congress House, 14 Lyon Road, Harrow, Middlesex, HA1 2EN
Email :
info@dukegodley.co.uk
CLIENT LOGIN
Copyright 2025 Duke Godley. All Rights Reserved

Estate
Planning

​We all have goals, dreams, ambitions for the future, for ourselves and our families, but how do we achieve them?

BOOK A CONSULTATION

Securing the next generation

It is a fact that most of us create and build wealth and assets for our children. It’s what we spend the sleepless nights for; it’s what we spend long working hours for and it’s why we make sacrifices in our life.

Protecting your assets and your wealth so that your children and grandchildren can benefit from them is one of the most valuable gifts you can give your loved ones. We understand this completely. We’ve done it for our own families.

There are a number of ways we can help you plan so that your wealth does what you want it to do for your loved ones including :

Inter-generational planning

It is becoming increasingly important to help ensure the smooth transition of your wealth to the next generation in accordance with your wishes and plans. Planning ahead is especially important today, where families can be much larger and more complex than those in previous generations. When doing this we’ll look at tax-efficiency, control, timing, access, sustaining your standard of living, and protection.

Wills

We believe it’s vital for everyone to have a will. Wills can distribute your property, name an executor, name guardians for children, forgive debts and more. Having a will also means that you decide who gets your property when you die. There is absolutely no downside to making a will.

View Case Study

Lasting Power of Attorney (LPA)

A lasting power of attorney is a legal document that allows you to appoint one or more people to make decisions on your behalf for health-related and financial matters. An LPA lets you choose people to look after your affairs if you lose mental capacity.

Inheritance Tax Planning (IHT)

Whenever someone dies the value of their estate becomes liable for IHT. If you are domiciled in the UK, your estate includes everything you own, including your home and certain trusts in which you may have an interest. IHT explores ways of reducing the tax burden of your estate on the next generation.

Trusts

A trust is a legal way to hold and protect your assets for the future. A document called the trust deed is the set of rules for the operation of the trust. There are several types of trusts, suitable for different families with different needs and circumstances. The key to estate planning is to find combinations of a variety of the above-mentioned tools to meet your goals with regards to your estate and your children. The Duke Godley team has experience working with people from different generations of families that vary financially and culturally. We are always sensitive to your needs, aspirations and circumstances and this is what makes us stand out.

The Financial Conduct Authority does not regulate taxation and trust advice or Will Writing and Lasting Power of Attorney.

You probably know what you are doing when it comes to your finances. We get that.

But we also know that we are at the top of our game when it comes to the latest financial information, market trends and regulations. Moreover, with our years of experience in the field, we’ve learned how to find creative solutions to complex situations and we’ll tailor our approach to your unique circumstances.

Give us a call on 020 8515 1200 or email us if you’d like to discuss how we can help with your investment strategy,
whether it’s for you personally or your business.

Get in touch

Duke Godley Financial Services Limited is authorised and regulated by the Financial Conduct Authority
The Financial Conduct Authority does not regulate taxation and trust advice, cash flow modelling, wills and power of attorney.
We are entered on the Financial Services Register No 629938 at https://register.fca.org.uk/
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
For unbiased advice and information regarding your finances, you can rely on 'MoneyHelper', which is the FCA's consumer site.
Your capital may be at risk when investing.

Newsletter Signup

Don’t miss out on our latest blog articles and advice. Get your newsletter straight to your mailbox each month.

Duke Godley Financial Planning Limited

Congress House | 14 Lyon Road | Harrow | Middlesex | HA1 2EN

Registered in England No. 02268794
Registered Address: As above.

Linkedin
Contact Info
Opening Hours
  • Mon-Fri, 9:00 am to 5:30 pm
VAT Number
  • 481430601
quick link
About Us
Our Services

Copyright 2025 Duke Godley. All Rights Reserved

The content of this website is for information purposes only and does not constitute financial advice or a recommendation to a suitable product or service. You should seek advice before embarking on any course of action.

If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.

Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’). Please see the following link for further details: http://financial-ombudsman.org.uk/

Your capital may be at risk when investing.