Private client

Trusts and inheritance tax planning

Those individuals who have estates worth in excess of the current inheritance tax thresholds face a potential inheritance tax bill on death. Our team of experts will help guide you through the complexities and challenges this presents.

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We help our clients achieve their estate and succession planning goals. A key part of that process is to mitigate inheritance tax, often through the use of trusts structures.

We'll help you to understand your inheritance tax exposure and, more importantly, provide advice on ways in which you can mitigate that exposure to protect your wealth now and for future generations. We can help you to understand the benefits of using trust and other structures and manage the concerns that are commonly held about ownership and control.

Our clients are from a wide and varied background. They include entrepreneurs, entertainers, and other high net worth individuals and families, both in the UK and overseas. Given our clients varied backgrounds we know that there is no "one size fits all" when it comes to dealing with your trust and inheritance tax planning needs. 

We know that our clients' aims are wider than just mitigating tax and so understanding your long term succession planning goals are fundamental to what we do. We will work closely with you and your advisers to help ensure that those wider aims are met. That may be to preserve assets for future generations, implement tax efficient business succession, or plan for a life event, such as marital breakdown or mental incapacity. 

Several lawyers in the team are qualified Chartered Tax Advisers, which means we can provide a complete service to help you fulfil your tax and succession planning needs.

Trusts are not the only tool that we advise on when we look at inheritance tax and succession planning solutions. Our team helps with creating tax efficient wills, tax-effective strategies for lifetime giving, and the use of corporate structures as ways of mitigating inheritance tax and preserving wealth for future generations.

Recent Experience

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Take control: legal and estate planning for later life

Take control: legal and estate planning for later life

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