Inheritance planning

Whatever your goal, we will recommend the most prudent course of action for inheritance planning. With our experience of wills and trusts, and our understanding of inheritance tax laws and property succession, we make sure your wishes are fulfilled and all necessary arrangements made.

 

Trusts are an excellent way to pass down assets to future generations. They are flexible, allowing trustees to alter provisions and beneficiaries, and they prevent life assurance proceeds from becoming part of your estate where they could be exposed to inheritance tax.

 

The type of trust we recommend depends entirely on your circumstances, and whether you would like your family to enjoy their inheritance (or part of it) during your lifetime or as part of your will.

 

Flexible life interest trusts, nil rate band discretionary trusts and full discretionary trusts all have different advantages. For example, lifetime trusts allow you to pass on property to your children in a way that reduces inheritance tax liability while keeping you in control.

 

To ensure we understand your wishes, we sit down with you, discuss your affairs at length, and explain your options clearly. Forming a relationship is important. Clients trust us with their family wealth because we know them well and understand their situation.

 

Whether you live in the UK or abroad, our team has a wealth of inheritance planning expertise. We utilise every ounce of our experience while also using new approaches to safeguard your family’s future.

  • Tax-efficient trusts
  • Restructuring trusts
  • Property succession
  • Negotiating with HMRC
  • Cross-border tax and succession planning
  • Structuring your assets
Key Contact
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Peter Scott

Consultant

+44 (0)1892 506 292

Key Contact
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Kate Arnold

Partner

+44 (0)1892 506 337

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Jackie Farrington

Legal Secretary

+44 (0)1892 765 435

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Sophie Rowe

Probate Manager

+44 (0)1892 506 252

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Stephen Horscroft

Managing Associate

+44 (0)1892 506 341

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Jeremy Curtis

Partner

+44 (0)20 7591 3324

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Lesley Smith

Legal Secretary

+44 (0)1892 506 348

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Jessica Jamieson

Partner

+44 (0)1892 506 019

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Clare Savory

Senior Associate

+44 (0)1892 506 213

  • Following successful negotiations with HMRC to obtain agricultural property relief for inheritance tax (IHT), dealing with substantial restructuring of family trusts to ensure relief is available in the future.
  • Advising and supervising the rearrangement of an offshore settlement with a value of approximately £1.5 million.
  • Advising the owner of a highly successful fund management business on how to make a tax saving but at the same time retaining control by putting shares into a trust and taking advantage of business property relief for inheritance tax on the transfer.
  • Advising wealthy clients on how to help their children with the purchase of their first flat using a trust while retaining control and not taking away the incentive for the children to make their own way in life.

Don't just take our word for it...