Losing a loved one is incredibly difficult. Getting your personal affairs in order can reduce the likelihood of family conflict and ensure that they are not faced with complicated estate administration and tax costs associated with your passing.
Our Legacy team can advise on all aspects of preserving, protecting and passing on family wealth; this might involve forming holding structures to include trusts, foundations, companies and partnerships, or making use of treaties to maximise investment potential. We also assist families to consider their asset protection and long-term family succession by advising on the most suitable vehicles to provide maximum return and post-lifetime planning mechanisms through wills and other testamentary arrangements. We are experienced in dealing with complex estates, often with international elements.
Estate Planning is a bespoke service. We understand that every family is different, and every estate is unique, and we work with our in-house tax specialists and, where appropriate, financial advisors to create a solution tailored to take account of your specific wishes, expectations and your wider family needs.