Private Client

Wills and succession planning

Wills and succession planning

Wills

Wills are essential to the ordered devolution of your estate, to ensure your property passes to your chosen beneficiaries (which it may not if you do not make a will), and does so in the most effective way.

Wills not only allow you to choose who should benefit, and to what extent, but also enable you to:

  • choose who you want to manage the administration of your estate (your “executors”);
  • choose an age at which young beneficiaries inherit;
  • appoint guardians of your children during their minority;
  • create ongoing trusts to safeguard vulnerable beneficiaries;
  • minimise your estate’s inheritance tax liability;
  • reduce administration time and expense.

Succession planning

Much of the work that we carry out for Private Clients involves the management of private wealth and its controlled devolution in an effective and efficient way. We pride ourselves on building long term relationships with clients and value the development of a detailed knowledge and understanding of the individual’s and their family’s circumstances.

Planning is important: the earlier that a situation can be identified, the more opportunity there is for it to be dealt with effectively and appropriately.

A core focus will be tax efficiency. Succession planning may involve measures as simple as making lifetime gifts, but will often involve use of tax effective wills. We also advise on the creation of trusts, partnerships or company structures designed to determine the destination of assets during lifetime and on death, and to afford you a degree of control and flexibility. We are widely regarded as specialists in this field, providing expert and reassuring advice to you and your family in respect of your personal and financial needs from the cradle to grave.

Overseas Interests

Clients with assets overseas may need local advice on wills and succession planning. We frequently liaise with overseas lawyers to ensure clients have appropriate testamentary documentation in place to deal with their non-UK assets.

Download an overview of Wills under English law.

Private Client Experts

We identify our clients’ needs and tailor our work to each set of circumstances, providing high quality, cost effective advice. We are a multi-disciplinary practice and work collaboratively to provide a comprehensive service across all of our practice areas.

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Wilfrid Vernor-Miles

Partner

Wilfrid Vernor-Miles

Partner

Lucinda Tite

Partner

Lucinda Tite

Partner

Lara Barton

Partner

Lara Barton

Partner

David Draisey

Partner

David Draisey

Partner

Mary Elliott

Partner

Mary Elliott

Partner

Richard Kershaw

Partner

Richard Kershaw

Partner

Julia Lewis

Partner

Julia Lewis

Partner

Charlotte Simm

Partner

Charlotte Simm

Partner

Mark Stiebel

Partner

Mark Stiebel

Partner

Louise Walker

Partner

Louise Walker

Partner

Sunir Watts

Partner

Sunir Watts

Partner

Matthew Yates

Partner

Matthew Yates

Partner

Paul Camfield

Senior Associate

Paul Camfield

Senior Associate

Katie Martin

Senior Associate

Katie Martin

Senior Associate

Harriet Murray

Senior Associate

Harriet Murray

Senior Associate

Daniel Watson

Senior Associate

Daniel Watson

Senior Associate

Vanina Wittenburg

Senior Associate

Vanina Wittenburg

Senior Associate

Louise Garrett

Associate

Louise Garrett

Associate

Flora Nelmes

Associate

Flora Nelmes

Associate

Julia Norris

Associate

Julia Norris

Associate

Esme Sheridan

Associate

Esme Sheridan

Associate

Amy Taylor

Probate Manager

Amy Taylor

Probate Manager

Gina Adams

Trust and Tax Manager

Gina Adams

Trust and Tax Manager

Susan Cutts

Trust and Tax Manager

Susan Cutts

Trust and Tax Manager

Elizabeth Paterson

Trust and Tax Manager

Elizabeth Paterson

Trust and Tax Manager

Julie Rudd

Trust and Tax Manager

Julie Rudd

Trust and Tax Manager

Kiran Sangha

Trust and Tax Manager

Kiran Sangha

Trust and Tax Manager

Alexandra Sarkis

Consultant

Alexandra Sarkis

Consultant

Marie Schwab

Paralegal

Marie Schwab

Paralegal

Priya Mohanakumar

Trainee Solicitor

Priya Mohanakumar

Trainee Solicitor

Latest Private Client Headlines

Feb 16, 2024
Daniel Watson considers historians’ criticisms over proposed plans to digitise Wills
Feb 15, 2024
Daniel Watson explores the digitisation of Wills in FTAdviser
Feb 05, 2024
Sunir Watts explains how to make use of Inheritance Tax gift exemptions in ThoughtLeaders4 Private Client magazine
Jan 29, 2024
Wilfrid Vernor-Miles discusses the ‘side hustle tax’ and how HNW might be impacted in Tatler
Jan 11, 2024
Sunir Watts and Sophia Smout explain the importance of planning for the future in Taxation
Jan 08, 2024
Vanina Wittenburg discusses tax tips when donating culturally significant assets in Accountancy Daily
Dec 11, 2023
Mary Elliott and Louise Garrett discuss electronic Wills and how to safeguard vulnerable individuals
Nov 30, 2023
Lara Barton comments on the importance of writing a Will in Tatler
Nov 24, 2023
Preserving culturally significant assets (sometimes gardens) for the nation
Nov 07, 2023
David Draisey comments on Joseph Safra’s estate litigation in eprivateclient
“The team at Hunters is excellent. It is very client friendly and always provides practical advice which is easy to follow. The lawyers punch above their weight as compared with other private client firms”

The Legal 500 2021

“A tremendous and detailed knowledge of estates”

Chambers and Partners 2016

“I have found that there is a very wide range of top-quality expertise available in its partners so that the firm can deal with the more esoteric areas of law (art restitution for example) that I would not expect to find elsewhere”

The Legal 500 2021

               

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