Private Client and Estate Planning

Life expectancy has increased, family complexities are prevalent, and our clients are only becoming wealthier.  You may be unaware of the benefits of obtaining sound legal advice to achieve the following goals:

  • To protect and pass your assets to those you intend to benefit from your estate
  • To protect your lineal descendants
  • To reduce inheritance tax that may be due on your estate at your death
  • To guide executors and administrators through the emotionally distressing personal obligation of obtaining probate and administering the estate of someone who has died
  • To discuss, complete and register Lasting Powers of Attorney documents, both for Property and Financial Affairs, and Health and Welfare
  • To consider and address the complexities of your domicile and habitual residence, particularly if you own property in the UK or abroad
  • To prepare a Declaration of Trust in respect of property owned as Tenants in Common
  • To make use of trusts where appropriate 

We offer advice and assistance to our private clients on all aspects relating to the preparation of wills and estate planning, probate and estate administration, Lasting Powers of Attorney, Court of Protection and mental capacity issues, and trust administration.

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