Estate & Trust Administration

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.

For legal updates and news, please visit The Wealth Lawyer blog

If you have any questions or queries please call Matthew on +44 (0)20 3036 7331 or email mbennett@fladgate.com

If you have any questions or queries please call Helena on +44 (0)20 3036 7369 or email hluckhurst@fladgate.com

Fladgate LLP’s six-partner team is “very approachable, and gets to the point quickly”. Helena Luckhurst is “ultra-efficient”.

Legal 500

 

From 6 December 2018, the Solicitor Regulation Authority Transparency Rules mean that law firms must display prices and service information for work carried out in Probate (uncontested). We have complied with that requirement and this further information can be found in the link HERE.

 
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Fladgate LLP advises on tax and estate planning and structuring issues for national and international individuals and businesses. The ‘thorough’ Richard Kaufman is recommended.

Legal 500

Fladgate LLP’s team is ‘excellent’ at handling high-net-worth family finances.

Legal 500

Helena Luckhurst is very knowledgeable and practical in dealing with tax matters.

Citywealth Leaders List

Matthew Bennett heads the department at Fladgate LLP, and advises UK and foreign nationals and their families on the management of their wealth and personal affairs with an emphasis on tax efficiency. Helena Luckhurst advises British and overseas families and entrepreneurs who want to protect their wealth and successfully pass it down to the next generation. The firm provides the full range of personal tax services to its clients, from completing personal tax returns to negotiating with HMRC, and regularly advises internationally mobile individuals (especially sportspeople and entertainers).

Legal 500

Highlights included advising a Middle Eastern family on the restructuring of its London property portfolio (worth approximately £150m) in light of the anticipated changes to the taxation of non-domiciled residents, and the team continues to advise a non-domiciled Irish entrepreneur on restructuring UK and onshore trusts; other advice for the client has covered setting up a Jersey foundation and advice on the statutory residency test.

Legal 500

  • English and Australian executors – administration of an English estate of a second marriage couple with assets in the EU and Asia and children from different relationships.
  • Executors and trustees of an estate comprising a farm business – advice on inheritance tax, agricultural property relief, trust distributions and the proper exercise of trustees’ duties.
  • Trustees – providing general advice and administering family trusts owning significant land as well as residential property and investments.
  • Substantial grant making charity – assisting the trustees in the exercise of their duties and the proper management of the trustees’ investments, together with various administration matters.
  • Widow-executrix – providing separate legal advice to a widow-executrix on various aspects of the administration of her late husband’s estate, including her dispute with her co-executors and the potential to claim for further provision from the trusts in her late husband’s will.
  • UK trustees – advising on UK beneficial ownership reporting obligations and CRS related issues.