Property Ownership
Structuring property ownership correctly.
Property is often one of the most valuable assets in an estate. How it is owned can significantly affect inheritance outcomes and tax exposure.
Officium Legacy helps property owners understand and structure ownership in line with their estate planning goals.
Tailored advice for property owners.
Whether property is held individually, jointly, or within trusts, we provide guidance that supports long-term protection and clarity.
Why ownership structure matters
Property ownership impacts:
- Inheritance tax
- Asset protection
- Succession planning
- Control and decision-making authority
These measures reduce uncertainty and protect both family and business interests.
Don’t Leave Your Legacy to Chance
Take our free estate planning assessment to help you understand how prepared you are.
Our Estate Planning Client Journey
01
free consultation
We start with a complimentary consultation to understand your needs and objectives. This allows us to provide clear, tailored guidance from the outset.
02
Onboarding
Once our services are agreed, we’ll onboard you as a client and go through a simple fact find to gather information such as your beneficiaries, and executors.
03
Document creation
Our team will then draft your documents using our specialist software ready for you to review.
04
Review
Draft copies of your documents will be sent to you via email for you to double check the information and spelling are correct.
05
Signing & Storage
Our documents will then be printed on official paper and sent to you for signing along with signing instructions. If you have paid for storage you will be given instructions on where to send your completed documents.