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Welcome to Wills & succession planning

Planning for the future can give great peace of mind for the present.

Our extensive and experienced Private Client team will help you to make the best preparations to safeguard your future and that of your family.

Deciding what happens to your assets and how your family should be provided for is one of the most important decisions anyone can make but is often forgotten or avoided.

That is why we believe in getting to really know and understand you and your situation before we offer our advice.

Our experienced team includes some of the most highly rated Private Client experts around who can guide you towards the most appropriate steps to ensure your wishes are met.

We have significant expertise when it comes to succession planning and Inheritance tax planning and we are trusted by a wide range of entrepreneurs, high net worth individuals, landed estate and business owners and their families to advise them on their personal affairs.

Working with our colleagues in the Family and Matrimonial, Property and Corporate departments, we provide a discreet, professional and personal service to clients, using our skill and discretion to handle even the most sensitive and complex matters.

Succession planning and Inheritance tax planning can be carried out through the careful drafting of Wills, the creation of lifetime and Will trusts and tax-efficient lifetime giving.

Where business interests are involved, we work closely with our colleagues in the Corporate department to ensure that each piece of the jigsaw fits together perfectly.

To put your future affairs in safe hands, please get in touch.

Making a will

Trusts and Settlements

Related news

28 Jul 2015

“Whose inheritance is it anyway?”

Many people have been scratching their heads about an Appeal Court ruling made yesterday, awarding an estranged daughter a portion of her mother's estate despite clear instructions in the mother's will to the contrary.

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