Succession Planning and Wills

When the stakes are high: Trusted, personal advice you can rely on

Succession Planning and Wills

Do you want to avoid paying additional Inheritance Tax and ensure your relatives and loved ones are sufficiently provided for?

It may seem like a rhetorical question but only 38% of UK adults have made a will. Effective estate planning is essential to ensure that both assets and dependents are adequately protected. A tax efficient and up-to-date will ensures your assets will be distributed in accordance with your wishes at the point of inheritance and that loved ones are protected.

Our team has a considerable breadth of experience working for a range of clients from private clients to business professionals, entrepreneurs and landowners, providing practical advice on all matters relating to the planning and administration of estates, wills and taxes.

Whether advising on inheritance tax reliefs, the use of trusts for tax planning and asset protection purposes, preparation of complex wills and other succession documents, administering an estate or managing succession issues for clients with family businesses, our teams work quickly and effectively to remove complexity and to manage and protect wealth for future generations.