OUR EXPERTISE: Tax and Succession Planning

As lives become more complex, it becomes essential that we provide personalised and thorough advice to ensure that your estate is organised in the most appropriate way for you and your family.

In most circumstances, this will mean that a Will is simply one of the tax and succession planning tools we review with you.

Many of our clients wish to discuss inheritance tax planning, and we will advise you on the legal options available to mitigate this liability, both in your lifetime and on your death. This advice often includes the creation of trusts, which are also frequently used as a method of ensuring protection of your wealth for future generations.

Another topic commonly discussed is the creation of a family investment company, which can sometimes provide more flexibility than trusts. In addition, many clients, or members of their families, face domicile or multi-jurisdictional issues caused by living, working or owning property in different countries.

Specifically, we advise on:

  • Wills
  • Inheritance tax planning
  • Domicile and multi-jurisdictional issues
  • Trusts
  • Family investment companies

Case studies

Trust & Succession Planning

Mr. and Mrs. A felt that they have helped their children significantly, and with divorce and bankruptcy, the significant capital contributions made were disappearing into a ‘black hole’.

Details