Private client

Wills and succession planning

Our team of experts advises on the entire estate planning process, from taking your initial instructions for your will to implementing your final wishes.

We aim to make the complex issues simple for you. With some members of the team qualified Chartered Tax Advisers, we advise on a broad range of tax and succession planning helping you achieve your estate planning objectives.

Whether or not you are domiciled in the UK, we can help you to structure your affairs in a way that protects your wealth and allows you to pass it down to future generations as efficiently as possible. We take all the steps we can to avoid disputes about your estate after your lifetime.

We provide tax-efficient will drafting, estate planning and succession advice, and inheritance tax advice. If you wish, we can help you plan lifetime gifts and charitable giving.

Our team is expert in the creation and administration of trusts, variation and amendments to existing family trusts, and if you have vulnerable beneficiaries, we'll make sure they're looked after through setting up the right trusts. 

Recent Experience

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Coronavirus (COVID-19)

Coronavirus (COVID-19)

The Coronavirus outbreak poses a significant challenge to individuals worldwide, especially those with an international presence. The unprecedented disruption to our daily lives means that HNWIs (and those advising them) will have to deal with changing circumstances, challenging markets and new regulation.

We're collating useful information for individuals feeling the impact.

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