Estate planning is key to ensuring your wealth is secured for both you and your family, not only in the immediate term but also over the long term as your circumstances continue to evolve.
By organising your assets in a tax-efficient manner, you can help protect your wealth in the future, while also creating clarity around how your estate should be managed and ultimately passed on.
Estates come in all sizes and every family is different, each having its own unique challenges as well as opportunities for estate planning. Because of this, there is no single approach that works for everyone, so we will tailor our advice to support you with complex will services, trusts and tax planning, and most importantly help you put in place clear and effective plans for succession that reflect your wishes.
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We are specialists working with Private Wealth clients, with a strong understanding of the issues that arise in more complex estates. We provide a partner-led tailored service, taking the time to learn what is most important to you and ensuring that our advice reflects your priorities.
Estate & Lifetime Planning Services
- Wills & Lifetime Planning
- Trusts & Landed Estates
- Family Investment Companies (FICs)
- Succession Planning
Wills & Lifetime Planning
Over the past 150 years, we have applied our expertise to help clients’ draft wills and lifetime documents, assist with succession plans, and navigate the tax and regulatory issues that influence these decisions.
Preparing a will or lifetime plan is not simply a technical exercise, it requires careful consideration of your personal circumstances, your family dynamics, and your long-term objectives. We work with you to ensure that all of these factors are properly reflected in the arrangements that are put in place.
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Trusts & Landed Estates
We work with trustees and executors to manage the wealth of families and individuals, supporting them to discharge their duties and ensuring that assets are administered appropriately.
As trustees ourselves for many of our TE Wealth clients, we have significant experience of the practical and ongoing considerations involved in managing trusts and estates over time.
Our practical advice is tailored to your needs and encompasses a wide range of issues; our Private Wealth partners are experts in numerous disciplines and will work together to help you deal with the many challenges life presents, whether expected or unforeseen.
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Family Investment Companies (FICs)
A Family Investment Company (FIC) is a private company that is often used to help families plan for succession and manage their wealth in a structured and controlled way.
For some families, an FIC can provide a flexible alternative to more traditional structures, allowing greater control over how wealth is managed and transferred over time. However, it is not always the right solution, and careful consideration is required.
We can work with your existing advisors to determine whether an FIC is the right option for you and your family’s wealth, taking into account your objectives, your existing structures and your long-term plans. Where appropriate, we will work with you to develop a structure that meets your specific needs and helps protect your assets as your wealth moves to the next generation.
Succession Planning
Looking to the future – An inheritance can change a life. We are proud to work with families across the UK to help them secure and develop their investments to benefit future generations.
We provide the legal guidance you need to put a succession plan in place that works for our Private Wealth clients. From land and property at home and overseas, to investments, high value personal items and businesses interests, our experts in complex tax and probate issues will enable you to protect your legacy.
What is Estate Planning?
Estate planning is a process that involves determining how to manage and distribute an individual’s assets after they die. It can also include planning for how to manage an individual’s finances and properties if they become incapacitated.
