Lifetime Estate Planning
Expert advice to give you, and your loved ones, financial peace of mind.
It is never too early to think about estate and lifetime planning – even if you don’t think that you’ve got anything to leave to your loved ones.
We all have specific wishes about what should happen to our assets when we die, but can’t assume that people know what we want, where our assets are or who we want to run the family business, for example.
The intestacy rules (which apply where there’s no will or testament) often produce surprising results and aren’t always tax efficient. Sometimes having a valid will can determine whether a charge to inheritance tax arises.
By thinking now about how you want your estate to be managed and passed on, you will ensure peace of mind – not only for yourself, but also for your family and loved ones.
How we help
Our lawyers will work with you to take control of your estate planning – from thinking about death benefits and where you want them to go, to planning business succession in line with your wishes, as well as ensuring that international assets are taken into account where appropriate.
As your trusted adviser, we will gain an understanding of what assets you hold and what you want to achieve. It is much easier to fulfl Sharia compliant wishes if your assets are held in the correct way.
We will then work with you to ensure that there is a plan in place to deliver on your aims, when you die.
If you hold assets in multiple countries, we will also advise how best to deal with them, working with advisers in other countries, to ensure a global estate planning solution.
In complex family situations, we can hold a record of your wishes, assets and key contacts, to ensure confidentiality.
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