It may be that a properly structured and flexible will can achieve most of your objectives. If your needs are more complex, we will work closely with you to develop innovative options to meet your needs.
Our team can, for instance:
- Help international business owners with trusts, mitigating potential exposure to tax and protecting the business for the future
- Develop a blueprint plan for how future generations will be involved in a business and how/when they will receive some or all of the family wealth
- Establish investment companies to enable the lifetime succession of surplus assets from parents to their children, protecting those assets and providing a clear control structure to minimise risks of misuse
- Ensure families based across both the US and UK understand the complex interactions between these two tax regimes
- Advise Middle Eastern families on the efficient structuring of UK investments and ensuring succession in accordance with Sharia law
We offer these and many other solutions to help your family across generations to protect and pass on your wealth, always with a real understanding of you and the current tax, law and finance landscape. As we like to say, “Solutions across generations delivered by experts who care”.