Creating and preserving your legacy.
Considering estate and succession planning during your lifetime gives you the opportunity to structure your affairs in a flexible and tax-efficient way for the short and long term. You may be looking to provide for children or grandchildren without them having control too soon, preserve business assets, or protect a disabled child. To ensure that your wealth is structured in line with your priorities, you need an expert adviser to provide you with creative and individually tailored advice. While the scope for people domiciled in the UK to create new trusts tax-efficiently is more restricted than in the past, there are still a number of planning options.
Our team will guide you through the available tax and succession planning opportunities and provide effective strategies to deal with issues which could impact the transfer of wealth including marital breakdown, financial immaturity, mental incapacity and providing for disabled beneficiaries.
We support individuals, families and trustees in the establishment and administration of trusts and other estate planning structures. We also advise on the ongoing management of existing trusts, including changes of trustees, restructuring and taxation.
We know that each and every client is unique so we spend time gaining a thorough understanding of your specific circumstances and what is important to you and your family with regards to succession. We will then work with you to manage your estate in a way that is tax-efficient and fulfils your wishes for your family’s future.
Why might a trust be of benefit?
A trust is a relationship in which one or more people (the trustees) holds and manages assets for the benefit of one or more other people (the beneficiaries). There are many reasons and many circumstances where a trust might be of benefit.Download guide
Tax & Estate Planning: Decrypting a digital world
Understanding how cryptoassets work, how they will be taxed and how they will pass from generation to generation has never been more important as individuals branch out into these new investments. In this guide we provide an overview of cryptoassets, their legal treatment in the UK, and how they should be considered in tax and estate planning.Download guide