Wills, estate and succession planning

By making proper provision for your family, you ensure your loved ones are secure and taken care of – whatever happens. We can guide you through the issues.

Planning for your family's future is essential. We know how complex, confusing and emotional the issues involved can be. We will work hard to understand what is most important to you and your family, then help you make the right decisions, devising the most appropriate strategy to suit your needs.

Succession planning involves more than making a will. We can also advise on lifetime gifts, family trusts and shared business ownership, as well as any related tax issues such as inheritance tax, capital gains tax, income tax and stamp duty land tax.

Our lawyers

Our team of expert lawyers has experience in all areas of estate and succession planning and can help you to make the most of your wealth for future generations.

Our experience

We have considerable experience helping a wide range of clients with their estate and succession planning needs. A few recent examples include:

  • Helping a client with a multi-million pound business put in place a will which makes provision for both his new wife and the adult children from his first marriage, while at the same time offering opportunities for maximising the benefit of business property relief through the use of flexible and protective trust structures.
  • Establishing a family investment company designed to the individual needs of the family, which will protect assets and at the same time provide significant tax saving opportunities and advantages.
  • Advising a farming family on the handover of assets to their children, while retaining adequate provisions for their own needs and ensuring the continuing viability of the farm.
  • Administering the estate of a high net worth, non-domiciled individual with assets in multiple jurisdictions and advising the family on a long-term succession plan for the family wealth, taking into account overseas tax regimes.
  • Successfully negotiating the availability of relief from inheritance tax on valuable assets, including heritage property.

Our clients

We have experience working with clients across a range of key sectors. Our clients include wealthy families and individuals, business people and landowners, both in the UK and overseas. 

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