How our estate planning solicitors can help
Our comprehensive range of tax and estate planning advice and services include:
Succession planning
Effective succession planning goes beyond writing a Will. Our expert solicitors can help you put the right structures in place to ensure your estate delivers maximum benefit for children, grandchildren, and vulnerable beneficiaries if needed. We can also address the more nuanced needs of blended families.
International estate planning
We help you plan the inheritance of foreign assets in a way that is tax efficient and maximises benefits for future generations. This includes the best strategies for holding and transferring assets, as well as business succession planning involving overseas interests.
UK tax planning
Our advice covers all aspects of UK taxation – capital gains, income, inheritance and property – including compliance, HMRC enquiries and tax returns.
We advise family businesses on effective structuring to help maximise available reliefs, prevent cascading taxation and unlock the advantages of charitable giving.
We can also advise and support your beneficiaries, post-death.
International tax planning
With assets spread across borders, different regimes and regulations can create complexity. Our specialist solicitors design bespoke strategies to stay compliant while minimising tax. We advise on conflicting inheritance regimes, trusts, Brussels IV, double taxation issues, and ensure all required UK returns are prepared.
Specialist Wills
We draft specialist Wills for high-value estates and complex family arrangements, ensuring overseas assets and spousal rights are protected. Our expertise covers forced heirship, local Wills for foreign jurisdictions, advance decisions, powers of attorney, trusts, foreign probate, and re-sealing ‘colonial’ grants.
Creating and managing trusts
We create and manage onshore and offshore trusts, including those for personal injury settlements, and advise on alternatives such as family investment companies or limited partnerships where these may be more effective.
International asset protection
We guide you on safeguarding global assets, navigating UK reporting, and maintaining control in cross-border divorce or disputes. Our support also extends to managing the financial affairs of elderly or vulnerable family members.
Family business succession planning
We help families navigate succession with minimal stress, recognising the distinct needs of first-generation founders through to long-standing businesses. Our advice covers tax-efficient structures, retirement and succession, exit and sale planning, and family business agreements – always aligned with your priorities and other professional advisers.
