Wills & succession planning

Protecting your wishes beyond your lifetime.

Creating a will can seem like a daunting prospect, raising questions of mortality which you may prefer not to contemplate.  However, it is one of the most significant things you can do to provide for your loved ones beyond your lifetime.  Without an up to date and well-drafted will, you are at risk of the distribution of your estate not reflecting your true wishes.  Whether your circumstances and wishes are relatively straight forward or more complex, you need a trusted adviser to support you to prepare a tax efficient will and to document precisely how you would like your assets to be managed on death.

Our team has the expertise to guide you through the process of making and updating your will, providing you with advice that is tailored to your unique circumstances.  Many of our clients have complicated personal affairs which could include being domiciled abroad, holding assets in multiple jurisdictions or wanting to protect wealth through multiple generations. We gain a holistic understanding of the complexities of your life.  This allows us to provide you with the certainty that your plans have been set out exactly as you would wish.