Everyone has different priorities when it comes to their family’s future. Whatever your goal, our estate planning team will recommend the most prudent course of action for inheritance planning.
With our experience of wills and trusts, and our understanding of inheritance tax laws and property succession, we make sure your wishes are fulfilled and all necessary arrangements made.
How we can help
Trusts are an excellent way to pass down assets to future generations. They are flexible, allowing trustees to alter provisions and beneficiaries. They prevent life assurance proceeds from becoming part of your estate where they could be exposed to inheritance tax.
The type of trust we recommend depends entirely on your circumstances and whether you would like your family to enjoy their inheritance (or part of it) during your lifetime or as part of your will.
Flexible life interest trusts, nil rate band discretionary trusts and full discretionary trusts, all have different advantages. For example, lifetime trusts allow you to pass on property to your children in a way that reduces inheritance tax liability while keeping you in control.
To ensure we understand your wishes, we sit down with you, discuss your affairs at length, and explain your options clearly. Forming a relationship is important. Clients trust us with their family wealth because we know them well and understand their situation.
Whether you live in the UK or abroad, our team has a wealth of inheritance planning expertise. We utilise every ounce of our experience while also using new approaches to safeguard your family’s future.
Our estate planning team can advise on:
- Tax-efficient trusts
- Restructuring trusts
- Property succession
- Negotiating with HMRC
- Cross-border tax and succession planning
- Structuring your assets
Partner and Head of Private Wealth, London +44 (0)20 7591 3324 firstname.lastname@example.org
Partner +44 (0)1892 506 019 email@example.com
Partner +44 (0)1892 506 341 firstname.lastname@example.org
Probate Manager +44 (0)1892 506 252 email@example.com
Senior Associate +44 (0)1892 506 213 firstname.lastname@example.org
Acted as an executor and trustee in the administration of large complex estate where the deceased died before finalising his succession planning or business planning.
Advising on inheritance tax planning and maximising business and agricultural property reliefs in relation to a substantial landed estate with trust and personal ownership.
Adviser to a number of families owning private companies, landed estates, property portfolios, farming interests, works of art, collections, royalties and listed share portfolios.
Executor and trustee of a substantial estate including interests in a private trading company and a Lloyds NameCo, and property in London and Scotland.
Advised the executors of an estate worth in excess of £150 million working with others in the team on deeds of variation for the large number of beneficiaries.
Advised the trustees and owners of a landed estate on the winding up of a trust and reorganisation of ownership amongst the family members then entitled.
The firm's background has led to a really strong team in this sector, combining traditional values with modern delivery, and able to deliver really good value for money. Jeremy Curtis is a deep thinker, with skills way beyond those just of a lawyer: his deep experience gives him some great abilities to see things from the client's point of view, and find solutions that work for everyone.
Legal 500 2022
Jessica had a completely constructive approach to our estate planning with a commitment to achieve what we wanted, even if unusual. Her attention to detail was totally reassuring and her obvious in-depth knowledge applied in a concise and easily understandable way gave us full confidence. Highly recommended.
A private client
The planning advice was very thorough and comprehensive and great pains were taken to ensure that we fully understood the advice being given.
Chambers HNW Guide 2019