Estate Planning

Estate planning is an important part of our practice.  It is easy to underestimate the value of your assets and the effect that tax liabilities can have on your future financial security.  Our experts will work with you to help you plan ahead to minimise liabilities, protect important family and business assets and ensure the smooth transfer of wealth from one generation to the next in accordance with your wishes.

We act for private individuals both within and domiciled outside the UK. Our services include: 

  • Relevant property and other trusts i.e. fixed interest or flexible trusts
  • Associated tax issues
  • Inheritance tax and retirement planning
  • Offshore trusts
  • Residence and domicile status
  • Advice on lifetime gifts