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.
Chambers (2016) state that the team are, "well-regarded with an excellent track record across contentious probate, tax planning, Court of Protection work and succession planning. Noted for its speciality in advising farmers and landed estates on succession planning and capital gains tax. Elizabeth Webbe is highly experienced in will drafting and trusts, and has significant expertise in tax mitigation. She is particularly experienced in advising both UK citizens and non-domiciled residents on overseas assets. She also focuses on care home funding advice."
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