Estate Planning Solutions & Advice

Planning your estate

We provide personalised and thorough Inheritance Tax and succession planning advice. We can ensure that your estate is organised in the most appropriate way for you and your family.

In most circumstances, this will mean that a will is simply one of the tax and succession planning tools we review with you. Many of our clients wish to discuss inheritance tax planning, and we will advise you on the options available to mitigate this liability, both in your lifetime and on your death. This advice often includes the creation of trusts, which are frequently used as a method of protecting your wealth for future generations. Another topic commonly discussed is the creation of a family investment company. This can sometimes provide more flexibility than trusts. Many clients and members of their families face domicile or multi-jurisdictional issues caused by living, working or owning property in different countries.

Comprehensive services

Our comprehensive range of services aim to assist in navigating the complexities of your finances, allowing you to make the most of your money.

Global support

With dedicated offices worldwide, we can provide advice across the globe – helping you go anywhere.

Recognised by eprivateclient

Progeny Law and Tax have been selected as one of the Top Law Firms by eprivateclient which recognises the top private wealth law firms and departments across the UK.

Regulated by solicitors regulation authority

Progeny Law & Tax are authorised and regulated by the Solicitors’ Regulation Authority, meaning we are dedicated to upholding professional standards within the industry.

Our specialist advisory services

Our knowledgeable and friendly estate planning specialists work closely with our financial and tax planning teams to ensure a comprehensive service throughout.

Trusts

Trusts can easily become quite complicated so it’s important to speak to a professional to discuss your own circumstances if you are considering using one. The legal wording of a trust needs to be correct, so using an expert is very important.

Wills

Choosing how to write your Will is important. A professional will provide you with advice and will be well informed about the latest tax and estate planning legislation.

Executor services

We have worked with many families over the years to provide a range of services for executors. It is important to choose a professional executor who is properly capable of managing your affairs.

Power of Attorneys

We have had extensive experience in helping set up Powers of Attorney and our team of specialists can help you navigate the entire process.

Frequently Asked Questions

What is estate planning?

Estate planning in simple terms refers to preparing your estate and assets in the event of your death. This includes Wills, trusts and much more.

Why is estate planning important?

Estate planning is often put off or even forgotten about, but leaving things too late can result in surprising or unwanted consequences for your loved ones. We know this area of planning needs care and tact to ensure that your wishes will be properly fulfilled throughout your life and beyond.

How does inheritance tax impact estate planning?

Achieving your estate planning goals and minimising the impact of IHT go hand in hand and involve a range of actions. This starts with writing your all-important Will and also potentially including, trusts, gifts, life assurance and more.