It has been said that the only certainties in life are death and taxes, so it is smart to prepare for both.

With effective estate planning you can protect your wealth, ensuring that you and your family are provided for now and in the future.

Whether your assets are held in the UK, overseas or split between continents, we can help to devise the most effective means of retaining and passing on wealth to the next generation, or meeting your philanthropic aims. We can also help to protect your wealth from unexpected events like incapacity and claims from third parties.

Disputes regarding wealth are often complicated and highly stressful, especially if you are grieving.  Whether you are making or defending a claim against an estate or trust, we will always act with sensitivity and discretion, keeping your private matters out of Court wherever possible. 

We can support you at every decision-making stage of your life, assisting you personally as well as where you act as a trustee or executor.

We can advise you on:

  • Preparation of tax efficient Wills including Business Wills
  • Inheritance and capital gains tax planning such as gifting, lifetime settlements and advice on ownership of a second home in UK or overseas
  • Protection of wealth from claims by adverse third parties
  • Protection of privately owned businesses (Private Business Preservation Package)
  • Probate and administration of UK and international estates
  • Creation and administration of Trusts
  • Power of Attorney, Deputyship Applications and Lasting Powers of Attorney
  • Applications to the Court of Protection
  • Disputes regarding Wills, trusts and probate including incapacity, undue influence and Inheritance (Provision for Family and Dependents) Act 1975 claims.

For an initial discussion about your situation, please call us on +44 (0)20 7993 2936 or select Get Started Online to prepare your free Estate Planning roadmap.

Get Started Online