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:
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:
Tax advice
UK tax can be eye-wateringly complex. We will find a path through the maze for you.
Areas we can advise on include:
- Wealth preservation
- Property tax
- Capital gains tax
- Income tax and pre-owned assets tax
- Annual return service
- Compliance and advisory
Wealth structuring
How you choose to own and hold your wealth is vitally important. It will need to evolve as your life, and your family’s lives progress.
Areas where we can help:
- Family Investment Companies and Partnerships
- Funds
- Luxury Assets
- Tax structuring
- Wills and Trusts
Wills, trusts and probate
Every family is different. Therefore our wills, trusts and probate legal services are shaped around your specific, individual needs.
“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