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.

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
 
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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

  • 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 – FATCA compliance obligations.