Advising a client who was unsure exactly when and how he wanted his family to benefit on death. He made a will with a discretionary trust of the residue which gave his executors the flexibility to wait until the client’s death to set up the trusts in line with a letter of wishes from the client.
Advising clients on a second marriage and who have children by a first relationship, how to make their will so as to provide financial protection for the new spouse but, at the same time, ensuring that the children are the ultimate beneficiaries.
Advising clients who are non-domiciled in the UK and who own property both here and abroad how best to structure their wills. This often involves complex issues covering a number of difference jurisdictions.