Estate and succession planning
Our private wealth team is one of the largest in the UK and includes tax, trust, succession and probate experts.
Often acting as the client’s key strategic adviser, we provide bespoke solutions for trust and family business restructuring, philanthropy, succession planning, property matters, and complex inheritance tax planning.
Within our broad range of services, we have agriculture and estates sector specialists, family business experts, a mental capacity team as well as professionals focusing on tax for international clients and cross-border succession. Key areas of expertise include:
Wills, trusts and probate
Every family is different. Therefore our wills, trusts and probate legal services are shaped around your specific, individual needs.
Our specialist team can advise on (click on each one to find out more):
- Making a Will We will work with your clients to ensure their wishes are clearly documented, providing peace of mind that their estate will be handled according to their intentions and from the most tax-efficient perspective.
- Estate planning We help your clients organise your assets and structure their estate to mitigate Inheritance Tax and ensure their loved ones are well provided for.
- Trust planning Our team can guide your clients in setting up trusts, offering flexibility and protection for your assets.
- Trust management We provide professional assistance in managing trusts, ensuring they are administered efficiently and in accordance with your client's wishes.
- Probate & estate administration Our solicitors handle the complexities of obtaining probate, inheritance tax filings and administering estates, ensuring the process is as smooth and stress-free as possible.
- Cross-border tax and succession planning for international clients Our expertise in international tax and succession law ensures your client’s global assets are managed efficiently and passed on to their beneficiaries.
Supporting the vulnerable
If you are responsible for, or are a vulnerable person, it's reassuring to know a trusted professional is just a phone call away.
Areas we can advise on include:
- Court of Protection We offer support in making applications to the Court of Protection to include gifting applications and statutory Wills for those individuals who lack the capacity to manage them themselves.
- Powers of Attorney We assist in setting up Lasting Powers of Attorney for both Health and Welfare and Property and Financial Affairs, enabling trusted individuals to make decisions on your behalf if you become unable to do so.
Meet the team
“They have the ability to handle all my needs. They understand the big picture of my personal and financial affairs, and are willing to work with my financial advisers to ensure tax efficiency and consistency with my long-term financial planning.”
Chambers HNW Guide