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Wills and succession planning

Expert advice on wills, succession planning and business structuring to protect our clients’ wealth for future generations.

We understand the importance of certainty for our clients that their wealth will pass as they wish.

Our team of estate planning lawyers provide comprehensive and personalised advice on all aspects of succession planning.

From drafting tax-efficient wills and asset protection on divorce, to trust administration and business structuring, we ensure that our clients’ assets are protected for future generations.

Our team guides and advises a diverse range of clients including business owners, professionals, entrepreneurs, landowners, farmers, and international individuals with assets in multiple jurisdictions, on all aspects of succession and tax planning.

This includes trusts, efficient structuring for business and land ownership, and passing wealth between generations.

We also provide advice on a range of tax matters, including inheritance tax and capital gains tax reliefs, and pride ourselves on our pragmatic and clear advice on the practical steps to take in an ever more complex tax and regulatory environment.

Our succession planning services encompass a wide range of solutions designed to address your unique challenges. From tax planning to will writing, you will benefit from our comprehensive support and guidance.

Services

Tax planning

Providing tax planning advice to maximise exemptions and reliefs, ensuring your estate is managed efficiently.

Wills

Advising on wills to fulfil your wishes and protect your family’s interests, and working with complex cross border ownership arrangements to ensure succession to your assets works as intended.

Creation and management of trusts

Establishing and managing trusts to hold a range of assets, including land and business interests, as well as advising on existing trusts and their part in overall succession planning.

Alternatives to trust structures

Advising on the establishment of family investment companies, partnerships and other structures that can work as an alternative to, or alongside, trust structures.

Off-shore trusts and structures

Advising international individuals on the UK implications of their trusts and other structures established in other jurisdictions, working with our network of overseas preferred firms.

Examples of our work

Drafting wills

Drafting wills to maximise the benefit of tax reliefs, including agricultural property relief, business property relief and inheritance tax rate through charitable gifts, ensuring that nil-rate bands are best utilised.

Reviewing wills

Ensuring that wills fit with the wider ownership structure of a family’s wealth, whether that is shares in a family company, or interest in a partnership, land, investment portfolios and pensions.

Establishing trusts

Establishing trusts to ensure business and heritage assets are protected for future generations to fit wider wealth structures, including trusts to hold business shares or interests in development land.

Family investment companies to manage assets

Using family investment companies to manage a range of assets, from traditionally managed portfolios and property holdings to entrepreneurial investments in start-up businesses.

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What others say

“This practice is unique due to the high level of expertise and dedication of team members. As a client, I have complete confidence in any advice given, in the knowledge it will be delivered swiftly. I have yet to find any practice that comes anywhere near the level of service that this team provides.”

Legal 500 UK 2024

“Market leading personal tax, trusts and probate practice.”

Legal 500 UK 2024

“Their opinions are written in a clear and precise manner that is easy to understand. They have a very good appreciation of UK tax laws and can communicate this in a way that is easy to understand.”

Chambers UK 2023

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