Wills and succession planning

When it comes to making sure your estate and assets end up in the right hands at the right time, it’s best not to leave anything to chance.

Wills aren’t just about choosing who gets what. They’re an essential tool to minimise inheritance tax (IHT) liability. They are also how you appoint your chosen executors and make arrangements for children or other young beneficiaries – from choosing their inheritance age to appointing guardians.

The earlier you plan for your estate, the better. It gives us time to get to know what you really want – and to create strategies to pass on your wealth tax-efficiently. From making lifetime gifts, to planning for more complex estates, where we might advise creating trusts, partnerships or company structures that offer you greater control and flexibility.

If you have assets overseas, we’ll tap into our global network of highly regarded firms to make sure all your documentation lines up.