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Wills and Succession Planning Lawyers
Our Wills and succession planning lawyers sit at the heart of our Private Client practice and work with our clients to structure, protect and pass on wealth from one generation to the next - often within complex family and financial circumstances.
Our clients are entrepreneurs, trustees, family offices, individuals and families with significant assets. Our Wills and succession work goes beyond drafting the crucial documents; we provide long-term legal advice to preserve our clients’ wealth in line with their values and priorities.
By developing and implementing a careful succession strategy, we provide certainty in moments of vulnerability and ensure that control passes in accordance with our clients’ wishes.
Legal advice on Wills and succession planning
Succession planning is sensitive and strategically important - particularly where complex family structures and ownership arrangements are involved and assets are held across multiple jurisdictions. Clients’ succession planning needs are also rarely static: family dynamics change, personal and business interests evolve, and our clients may broaden their horizons internationally.
Against this changing backdrop, we continuously reevaluate our clients’ plans to ensure the frameworks we put in place together remain true to their long-term objectives. We work with many of our clients over years and decades, providing continuity and clarity, as their circumstances evolve.
Wills within wider private client planning
Our Wills and succession planning lawyers have been advising UK and international clients for well over a century, focusing on asset preservation, minimising disputes, and protecting family wealth across borders and successive generations.
In matters involving scale, discretion and lasting consequences in relation to trusts, property, tax and family governance, we act as trusted advisers, providing succession planning that is carefully coordinated and integrated within a broader private client framework.
Our Wills and succession planning services
Our experienced team of Wills and succession planning lawyers can advise on:
Drafting and reviewing UK and international Wills and Letters of Wishes
Drafting and reviewing UK and international Wills and Letters of Wishes
We have significant expertise in will drafting for wealthy individuals and families as part of wider inheritance and succession planning.
Succession planning for individuals, families and business owners
Succession planning for individuals, families and business owners
Our personalised advice supports the orderly transition of wealth and responsibility across generations. This includes succession planning for business owners, where personal relationships and business interests overlap.
Inheritance planning and asset protection
Inheritance planning and asset protection
We ensure that trust structures, governance and wider financial planning are coordinated and legally sound to accommodate change and future proof family wealth.
International succession and overseas assets
International succession and overseas assets
We help internationally mobile and connected individuals and families navigate complex personal and financial arrangements, where assets and beneficiaries span multiple jurisdictions.
Lasting Powers of Attorney
Lasting Powers of Attorney
We advise clients on putting Lasting Powers of Attorney in place so trusted individuals can manage financial and personal affairs if capacity is lost. Our lawyers help ensure these arrangements are clear, appropriate and aligned with wider succession planning.
Deputyships
Deputyships
Where no powers are in place and an individual has lost capacity, we advise on deputyship applications and ongoing responsibilities. We support families and deputies through the Court of Protection process and provide guidance on managing affairs in line with legal duties.
Disabled persons’ trusts
Disabled persons’ trusts
We advise on the establishment and management of disabled persons’ trusts to support beneficiaries with specific needs. Our advice focuses on providing long‑term financial security while ensuring arrangements integrate effectively with wider succession and tax planning.
Meet our wills and succession planning lawyers
Related pages
International Wealth Structuring
We advise international individuals, and their trustees and advisers, on the establishment and administration of asset holding structures.
Mental Capacity & Court of Protection
For those preparing documents to help protect finances and welfare when you no longer have the capacity to act.
Private Client Property
For those with personal property assets or those looking to purchase them.
Private Wealth
We enable people to make the most of their wealth now and in the future. No other private wealth law firm has the scale, reach and breadth of services.
Reputation Management
Our team of experienced media dispute specialists is highly attuned to advising private individuals on ‘reputation management’ issues.
UK Wealth Structuring
For those wishing to draft a Will to distribute their assets through efficient structures.
Our thinking
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Why domicile still matters after the 2025 IHT changes
Harriet Betteridge
Insights
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Nicola Saccardo speaks to Spear's on cross-border divorce and succession in Italy
Nicola Saccardo
In the Press
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Planning roadmap for expats in Switzerland (2026) Part Two
Sophie Hart
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Planning roadmap for expats in Switzerland (2026) Part One
Sophie Hart
Insights
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New Swiss succession law on the transfer of businesses
Grégoire Uldry
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Protecting what matters: Your guide to wills and Powers of Attorney
Abbie Hook
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Stéphane de Lassus quoted in Décideurs Patrimoine on the importance of structured family dialogue for succession planning
Stéphane de Lassus
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Family Investment Companies Explained: How Control Shapes Succession Planning
Edward Robinson
Quick Reads
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Erell Bauduin comments in VOGUE Business on how leading companies approach succession strategy
Erell Bauduin
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QFC Structures for Family Business Succession and Governance
Ahmad Anani
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The Daily Telegraph quotes Tamasin Perkins on the rise in families challenging ‘invalid’ wills
Tamasin Perkins
In the Press
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Ownership of family businesses and handing over the reins
Edward Robinson
Insights
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Tamasin Perkins writes for IFA Magazine on what financial advisers need to know about The Law Commission’s recent report: Modernising Wills Law
Tamasin Perkins
In the Press
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The Telegraph quotes Tamasin Perkins on the Law Commission’s recent report: Modernising Wills Law
Tamasin Perkins
In the Press
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The Law Commission: Modernising Wills Law Report - a disputes perspective
Lydia Kember
Quick Reads
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Family Offices and Succession Planning – handing over the reins
Graeme Kleiner
Quick Reads
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The Financial Times quotes Sally Ashford on predatory marriage and claims against wills
Sally Ashford
In the Press
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Tamasin Perkins writes for the Financial Times’ Your Questions column on succession planning
Tamasin Perkins
In the Press
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