Our award winning private client team ensures your private wealth passes to future generations of your family in the most tax efficient and practical way.
Our succession and tax planning legal advisors are proud of the long-term relationships we have built with clients over many years and develop a detailed knowledge and understanding of the individual’s needs as well as those of their family in order to provide specialist and bespoke advice.
Succession and tax planning is extremely important as personal circumstances can change quickly. Your death can have dire financial implications if no advice has been sought in advance as to how best your estate is to be dealt with.
Reducing the burden of tax on the family is often the primary focus for many clients. Planning may involve measures as simple as making lifetime gifts or gifts out of surplus income, along with having tax-efficient Wills in place. Additionally, it can extend to the reorganisation of existing trusts or the creation of brand-new ones.
Our specialist team can provide advice in relation to philanthropy and how best to maximise your support for your chosen charities both during your lifetime and on your death.
We know succession planning can be a daunting task, but our advice is designed to give you all the options and enable you to make a reasoned decision as to how to go about providing for your family and friends in the best way, taking into account your unique circumstances. We understand the need to provide this advice in a straightforward way, free of jargon, both face to face and in all other communications.
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Our award winning legal advisors specialise in helping individuals and families manage their legal affairs.
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Our aim is to make the process as easy and uncomplicated as possible for you.