Succession Planning
Ensuring that your assets and interests are passed on in line with your wishes.
It is never too early to think about how you want your assets – whether your estate or business – to be passed on when you die.
There are several key considerations to take into account as part of this – from putting in place a will or setting up trusts, to thinking about what will happen to your business when you die.
Our people, your team
Our lawyers specialise in helping private individuals to think about early succession planning, before the issue is forced.
We can support you both in relation to your personal as well as business assets, putting in place plans with your objectives in mind, revisiting them regularly to ensure relevance.
How we help
We will sit down with you to gain an understanding of your particular situation and what you would want to happen to your assets when you die.
We will help you to think about the beneficiaries in your will and practical structures to address personal tax planning, to offshore considerations, the setting up of Trusts, charitable giving and the administration of your estate.
We can also advise on business arrangements or restructuring to be put into place upon your death, as well as key person insurance and Employee Ownership Trusts (EOTs).
Contact usOur services include:
- Personal - Domicile and International Estates
- Personal - Lifetime Estate Planning
- Personal - Powers of Attorney and Mental Capacity
- Personal - Shari'a Wills
- Personal - Trusts (UK & International)
- Personal = Wills
- Business ownership - Business structuring
- Business ownership - Shareholders Agreements
- Business ownership - Employee Ownership Trusts (EOTs)
- Business ownership - Key person insurance - working with your IFA
- Business ownership - Charity Law - setting up Charitable Trusts
