Plan for success
- Navigating a range of challenges and complexities
- Giving clients peace of mind, creating a smooth transition
- Preparing a path for the next generation to succeed
As regulation and reporting continue to increase, investment choices are becoming ever wider and client priorities more divergent. When successive generations grow progressively wealthier, estates are also becoming more complex.
In this challenging environment for private wealth and succession planning, we work with clients to understand exactly what they want to achieve so that we can provide the best specialist advice in navigating these complexities.
This particularly applies in estate and inheritance tax planning. We advise on all aspects of family wealth management, including estate planning and succession to provide a smooth transition, putting our clients in the strongest financial position and giving them peace of mind.
We advise on issues ranging from probate and succession planning to retirement and asset protection. Our contentious wills and probate team can also help in the management of any dispute which may arise.
We advise on:
- Charity law
- Codicils
- Deputyship orders
- Discretionary settlements
- Inheritance Tax
- Lasting powers of attorney
- Planning wills
- Succession plans
- Trusts
