Private Client and Wealth Preservation

Estate planning is crucial for ensuring that your assets are passed on according to your wishes. We assist you in creating clear, effective wills and trusts, as well as other estate planning tools that address your specific needs. Whether you’re planning for retirement or preparing for the distribution of your estate, we ensure your plan reflects your desires, minimises tax liabilities, and provides for your loved ones.

Protecting your wealth against economic, legal, and familial challenges is key to preserving it for future generations. We work with you to develop strategies that minimise exposure to risks such as market fluctuations, creditors, or disputes. Our team advises on asset protection techniques, including the use of trusts, insurance policies, and strategic investment planning.

Trusts are a powerful tool for wealth preservation, offering flexibility, protection, and tax efficiency. We assist in the creation and management of various types of trusts, including family trusts, charitable trusts, and discretionary trusts. Our team ensures that the trust is structured in a way that achieves your objectives, whether they involve tax minimisation, asset protection, or providing for future generations.

Effective tax planning is essential for preserving wealth and ensuring that your estate is passed on in the most tax-efficient manner possible. We provide advice on inheritance tax, capital gains tax, income tax, and other areas of taxation that may affect your estate. Our aim is to help you minimise tax liabilities while staying compliant with UK tax laws, ensuring that your wealth is preserved for you and your beneficiaries.

Family dynamics can add complexity to wealth preservation and succession planning. Whether you’re managing complex family relationships or considering how best to transfer your assets to the next generation, we offer sensitive and strategic advice to address potential conflicts and ensure a smooth transfer of wealth. We assist with the drafting of family governance documents, powers of attorney, and other mechanisms that provide clarity and resolve potential disputes.

For those looking to leave a lasting impact, charitable giving can be an integral part of wealth preservation. We advise clients on philanthropic strategies, including charitable trusts, foundations, and donations, while considering the tax benefits and personal values of giving. Our team works with you to develop a giving strategy that aligns with your financial and personal goals, ensuring that your legacy reflects your charitable intentions.

Whether due to business risks, legal claims, or other external factors, protecting your assets is vital to preserving your wealth. We provide legal guidance on how to protect your assets from creditors, divorce settlements, and other potential threats. This includes using structures such as family limited partnerships, offshore trusts, and insurance policies to protect assets from unforeseen events.

For individuals with assets or interests across multiple jurisdictions, international wealth planning can be especially complex. Our team offers advice on cross-border tax planning, succession planning, and estate administration, ensuring that your wealth is preserved and transferred in compliance with local and international laws.

When family disputes or conflicts arise over inheritance or asset management, we offer skilled dispute resolution services. Our team can assist in mediation, negotiation, and, if necessary, legal proceedings to resolve conflicts over estates, trusts, and other wealth-related matters. We focus on finding amicable solutions that preserve family relationships and protect your wealth.