UK based individuals and families will often have two main objectives when managing their estate: sufficient funds to support their current lifestyle, and reassurance that their estate will be distributed according to their wishes after they die.
Clients come to us as we are able to provide the full range of services needed to achieve these objectives.
Our market leading UK Private Client team works with clients to help them to grow, preserve and distribute their wealth through the generations during their lifetime and after their death. Our integrated private wealth offering takes a client’s business, family and personal requirements into consideration to address both their short and long term objectives and with wealth preservation as our focus, we go beyond considering pure tax and estate planning issues.
We are able to provide this breadth of service because we can deploy specialists in areas such as private property, rural business & landed estate, family law and trusts and estates; as well as experts in corporate and investment structures, if required.
Typical areas we advise on include:
- estate planning including tax efficient Wills, Inheritance Tax planning and strategies for lifetime giving
- Lasting Powers of Attorney (LPAs) and Mental Capacity
- gifts to charity & philanthropic giving
- the acquisition and disposal of UK residential property
- family advice including divorce, children, pre and post nuptial agreements, and
- contentious advice following a trust or estate dispute.
Our clients range from the moderately well off to ultra-high net worth individuals. They include directors of leading companies, entrepreneurs in the property, media and financial services sectors, as well as many other individuals in The Sunday Times and Forbes Rich Lists.
We also work closely with our international private client team for clients who have assets with an international dimension.
News & Insights
Non-resident CGT changes re UK real estate: the beginning of the end, or the end of the beginning?
Further changes to the taxation of UK real estate have been made, with effect from 6 April 2019.
Place of taxation of brokerage commissions
The new version of Article 21 the Cantonal and Communal Income Tax Harmonisation Act (CCITHA) will enter into force on 1 January 2019.