Increasingly, private wealth is being made, accumulated, and invested across international boundaries and cultures. Effective estate planning is essential to ensure that both assets and dependents are adequately protected, both during life and, particularly, at the point of inheritance.
Our private capital team provides practical advice on all matters relating to the planning and administration of estates, wills and taxes. This includes the preparation of complex wills and other succession documents and matters such as structuring the ownership of family businesses and how to arrange the disposal of business assets.
We provide an efficient and comprehensive service both to executors and trustees. This includes post-death tax planning advice, settlement of contentious probate and trust issues, advice on heritage property and the handling of insolvent estates.
Our team also has considerable expertise with international estates, including dealing with tax authorities in the UK and internationally, and advising on matters relating to residence, domicile, and conflicts of law (private international law) and the EU Succession Regulation.
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