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Estate Planning & Succession

When managing their wealth, individuals and families usually have two main objectives - to have sufficient funds to support their lifestyle, and to ensure that their estate is distributed according to their wishes after they die.

A Will is perhaps the most important document a person ever signs. If you die without making a Will, then it is left to the law to determine who inherits your property and in whose hands the responsibility for administering your estate and distributing your property will fall, which may have unwanted and/or uncertain succession and tax consequences. The process of preparing a will ensures that loved ones are provided for in the manner you want, and offers great peace of mind, as well as giving you the opportunity to consider the tax effectiveness of post-death arrangements and whether any other lifetime planning is appropriate for your circumstances.

We work with clients to help them to grow, preserve and distribute their wealth amongst the generations during their lifetime and after their death. We advise on tax-effective strategies for lifetime giving and on the holding of assets through the use of trusts and other asset protection structures.

Clients include UK resident and non-UK resident (or domiciled) high net worth individuals, families, trusts, landowners and business owners, with their assets in either the UK or abroad. Clients value our ability to consider their concerns in the round and to find pragmatic and commercial solutions to complex situations.