Tax and Estate Planning

Estate planning is a key area of our work. It draws upon many of our skills with the goal of ensuring that the current ownership and, ultimately, the future succession of a client's assets from one generation to the next is achieved both smoothly and in a tax efficient manner in accordance with the client's wishes.

Depending upon the complexity of a particular client's affairs, we may need to call upon and combine our expertise in areas such as Will drafting, Lasting Powers of Attorney (LPAs), trust creation/administration, and inheritance tax and capital gains tax mitigation.

Estate planning is an exercise which requires both expert legal skills and a close knowledge of the client's family and business arrangements. For this reason, we take the time to get to know our clients, to understand the issues that matter to them and to work closely with them in planning for their and their family's futures.

Contact: Stuart Thorne