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
Our Team


More Knowledge
Warning for will-holders as expat succession rules could change after Brexit

As talks continue surrounding Brexit and the UK’s formal departure from the EU, expats are being urged to update some of their important legal paperwork before the exit deadline.

Solicitor’s pet uncovers curious will that dismisses copy-cat claim in court

You couldn’t make it up, but it seems that a mischievous moggy was solely responsible for unravelling a mystery and helped solve a family feud over a £2m will battle.

Attorneys: are you doing all you can to prevent bank fraud?

Of course, no one plans to intentionally become a victim of fraud but, the fact is, scams are becoming so clever many of us fall for them without realising - and if you are an attorney acting on behalf of someone else, you need to be extra vigilant.

Cobham

15A High Street
Cobham
Surrey
KT11 3DH

T: 01932 589599
F: 01932 867587

DX: 46102 COBHAM

Dorking

156 High Street
Dorking
Surrey
RH4 1BQ

T: 01306 880110
F: 01306 502283

DX: 57300 DORKING

Godalming

The Tanners
75 Meadrow
Godalming
Surrey
GU7 3HS

T: 01483 861848
F: 01483 861856

DX: 58308 GODALMING 1