Wealth structuring & inheritance planning

You have worked hard to accumulate your assets, whether by saving and investing hard earned cash, building a business or businesses or striving to preserve and improve the wealth you inherited. 

And yet, your lifetime’s work could disappear in taxes, be swallowed up in care home fees and be inherited by the "wrong" "family" members. 

Our wealth structuring and inheritance planning lawyers recognise that you do not want this to happen and we can help you manage your personal wealth and protect it for your family and for future generations.

Working with your other professional advisors, be they accountants, land agents, stockbrokers or independent financial advisors, we understand and respond to the complex web of family, trust or business structures that surround you and can help you find the solution, or solutions, that are right for you. Our experience in this complicated area allows us to approach the problem sensitively and to provide clear, practical, relevant and, above all, commercially sound advice.  

We aim to build and maintain relationships with our clients for generations; assisting them at every stage of their lives whenever they need us.  Consequently we regularly work with entrepreneurs, directors, farmers, owners of landed estates as well as charities, school governors, the elderly and the vulnerable.  Our experts are dedicated to looking after your personal and business interests and safeguarding them for the future.

Our expertise can help you in the following areas:

  • Family wealth preservation – so much more than just Wills
  • Inheritance and succession planning
  • Tax planning and trusts
  • Tax planning and financial products
  • Wills, lifetime gifts and mental incapacity
  • The foreign element – helping you effectively deal with foreign property and assets
  • Planning for care fees – the older generation
  • Philanthropy and charitable giving

Case studies

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Working with a multi-millionaire polo player on capital tax planning including advising on how to achieve offshore domicile status and the use of trusts in multi jurisdictions. The client had business and personal assets in Germany, Switzerland, Austria and...
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Advising a UK resident client who is a US citizen with large US cash assets and whose spouse was UK domiciled on capital tax planning strategies including the use of a Jersey trust and liaising with the US lawyers on the inheritance and tax effect in both...
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Preparing Wills for a well off married couple both of whom had been widowed before. We incorporated into their Wills the necessary provisions to ensure that they could take full advantage of the prevailing tax laws including utilising their own and...

Meet the team

Partners

Elizabeth Webbe
Partner & Head of Private Client
Private Client
01722 426943
07917 710 919
Private Client

Associates

Karen Perugini
Associate & Deputy Head of Private Client
Private Client
01722 426912
07881 343 961
Private Client

Solicitors

Holly Algar
Solicitor
Private Client
01722 426916
Private Client
Jessica Johnston
Solicitor
Private Client
01722 426908
Private Client

Chartered Legal Executives

Jenny Shucksmith
Chartered Legal Executive
Private Client
01722 426973
Private Client

Paralegals

Jodie Sainsbury
Paralegal
Private Client
01722 426970
Private Client

Legal Secretaries

Sarah Adams
Legal Secretary
Private Client
01722 426941
Private Client
Jane Bilton
Legal Secretary
Private Client
01722 426907
Private Client
Rachael Francis
Legal Secretary
Private Client
01722 426941
Private Client
Ali Malone
Legal Secretary
Private Client
01722 426972
Private Client
 

First person - Wealth structuring and inheritance planning

Elizabeth Webbe