Private Client 

Succession planning and inheritance tax

No matter what stage you are at in your life, it’s never too early to start planning for the future.
The legislation around inheritance can be complicated and you need to know who will benefit from your estate, especially in cases of separation/divorce, second or further marriage, cohabitation or where there are business interests.

You might want to preserve some of your assets for future generations or to protect groups of people from inheriting at the wrong time. Succession planning is often linked to retirement planning and our expert team can work alongside financial advisors to optimise your position.

Inheritance tax is due or, in some circumstances, during a person’s lifetime and, while there are allowances and exemptions available, the rules can be complex and subject to change. We can help you mitigate your tax implications, prepare and submit tax forms and help guide you through what can often be a tricky area of law.

This is not a service we offer to consumers in England.