Estate, Succession & Tax Planning

We have advised our clients on estate and succession planning for over 150 years.

We have built up an in-depth understanding of the personal needs of our clients and we can help them mitigate their exposure to tax, both during their own lives and for future generations, whether this is through the preparation of a Will drafted in the most tax efficient way based their circumstances or through lifetime estate planning such as utilising gifts or the creation of trusts. We have experience of advising on on-shore and off-shore tax planning structures, particularly as many clients now have assets in a number of jurisdictions.

Succession planning does not just have to be motivated by the mitigation of a client's liability to tax; as well as advising on tax mitigation, we often advise a number of our clients on the devolution of their estates to take into account other factors such as second marriages or family disputes.