Estate & Trust
Planning
Our estate planning team provides comprehensive wealth preservation strategies, ensuring your assets are protected and your wishes honoured across generations.
We advise individuals, families, and trustees on all aspects of estate and succession planning, from straightforward wills to complex multi-jurisdictional trust structures. Our approach is to understand each client's unique family and financial circumstances before crafting bespoke solutions.
Our team has deep expertise in UK inheritance tax planning, including business property relief, agricultural property relief, and the use of lifetime transfers. We work closely with financial advisers, accountants, and tax specialists to deliver integrated wealth planning strategies.
We also handle contentious probate matters, including challenges to the validity of wills, claims under the Inheritance (Provision for Family and Dependants) Act 1975, and disputes between beneficiaries and personal representatives.
- Wills & Testamentary Trusts
- Lasting Powers of Attorney
- Inheritance Tax Planning
- Probate & Administration
- Contested Wills
- Family Trusts
- Cross-Border Succession
- Court of Protection
Select Engagements
Drafted complex testamentary trusts for high-net-worth individuals with assets across five jurisdictions
£12MStructured charitable legacy provisions for a family foundation
£3.5MRestructured a multi-generational family trust to comply with current tax legislation
£8.4MAdvised trustees on fiduciary obligations in a contested distribution matter
£2.1MEstablished offshore trust structures for international families with UK connections
£6.7MAdministered a complex estate involving properties in England, France, and Spain
£4.8MSuccessfully challenged a contested will on grounds of undue influence and lack of testamentary capacity
£1.9MStructured business property relief arrangements for a family-owned enterprise
£15MImplemented lifetime gifting strategies with reservation of benefit considerations
£5.2MYour Case Deserves
Exceptional Counsel
Schedule a confidential consultation with one of our senior partners. No obligation. No cost. Just clarity.