Legal News | 30.01.25
It’s not all Wills, Wills, Wills
The words ‘Private Client’ do not immediately conjure up the work that our team covers. While of course we can help you with your Will, we do spread our net further than that.
Our friendly and talented team can advise and assist on a wide range of matters including:
- Wealth and Estate Planning – We will review the current inheritance tax exposure for your estate. We can then suggest tax efficient measures you might want to consider, the inheritance tax and capital gains tax implications of those, and we can help you implement changes validly and effectively. Our advice can cover business succession planning (family investment companies are an increasingly attractive vehicle) and charitable tax-efficient gifting.
- Trusts – Advising on setting up trusts, registering a trust with HMRC, helping to administer trusts and advise trustees and beneficiaries of their rights and responsibilities. Despite changes over the years, trusts remain a useful and attractive vehicle in many cases whether established by Will or during lifetime.
- Estate Administration – Our team has a wealth of experience in administering estates. This includes advising and assisting personal representatives and looking at the bigger picture to advise where there may be steps taken to mitigate the inheritance tax burden. We can also help with structures to meet ongoing family needs to take into account personal circumstances.
- Lasting Powers of Attorney and Court of Protection – we can help you set up a power of attorney for property and finances or for health and welfare. Where an individual already lacks mental capacity we can help with Deputyship applications to the Court of Protection.
If you want to know more, we have an experienced Private Client team ready to help.
