Our unique combination of financial and legal services…

Are you looking for support with your Inheritance Tax and succession planning?

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 legal options available to mitigate this liability, both in your lifetime and on your death. This advice often includes the creation of trusts, which are also frequently used as a method of ensuring protection of 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. We can help with this.

Specifically, we advise on:

  • Wills
  • Inheritance tax planning
  • Domicile and multi-jurisdictional issues
  • Trusts
  • Family investment companies

If you would like to learn more about how our team can support you and your family, please get in touch. 

The complete guide to estate planning