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.

Private Client Experts

We understand 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 over all our practice areas.

Filter By
  • Position
  • Reset

Lara Barton

Partner

Lara Barton

Partner

Mary Elliott

Partner

Mary Elliott

Partner

Jonathan Godwin-Austen

Partner

Jonathan Godwin-Austen

Partner

Julia Richards

Partner

Julia Richards

Partner

Charles Richardson

Partner

Charles Richardson

Partner

Alexandra Sarkis

Partner

Alexandra Sarkis

Partner

Charlotte Simm

Partner

Charlotte Simm

Partner

Lucinda Tite

Partner

Lucinda Tite

Partner

Wilfrid Vernor-Miles

Partner

Wilfrid Vernor-Miles

Partner

Louise Walker

Partner

Louise Walker

Partner

Molly Wills

Partner

Molly Wills

Partner

Robert Wright

Partner

Robert Wright

Partner

Matthew Yates

Partner

Matthew Yates

Partner

David Draisey

Partner

David Draisey

Partner

Richard Kershaw

Partner

Richard Kershaw

Partner

Paul Camfield

Senior Associate

Paul Camfield

Senior Associate

James Mabey

Senior Associate

James Mabey

Senior Associate

Rosemary Milns

Senior Associate

Rosemary Milns

Senior Associate

Katie Martin

Senior Associate

Katie Martin

Senior Associate

Louise Garrett

Associate

Louise Garrett

Associate

Daniel Watson

Associate

Daniel Watson

Associate

Vanina Wittenburg

Associate

Vanina Wittenburg

Associate

Susan Cutts

Trust and Tax Manager

Susan Cutts

Trust and Tax Manager

Richard Dale

Probate Manager

Richard Dale

Probate Manager

Alison Martin

Trust and Tax Manager

Alison Martin

Trust and Tax Manager

Frazer Oldham

Trust and Tax Manager

Frazer Oldham

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

Gloria Taviner

Trust and Tax Manager

Gloria Taviner

Trust and Tax Manager

Latest Private Client Headlines

May 13, 2019
Daniel Watson discusses how it is time to treat trusts with neutrality and fairness in the FTAdviser
May 08, 2019
Daniel Watson’s article on the treatment of commonly used trusts published in Taxation
Apr 18, 2019
Daniel Watson examines the recently launched public consultation on the taxation of trusts in Bloomberg BNA
Mar 12, 2019
Whittaker v Hancock
Mar 12, 2019
Probate court fees
Feb 27, 2019
Vanina Wittenburg examines Capital Gains Tax relief for principal private residences in the Official Law Journal for the City of Westminster Law Society
Jan 18, 2019
The end of an era for swearing Oaths and more Probate changes ahead
Jan 14, 2019
The Taxation of Trusts: A Review
Dec 20, 2018
The Government is to restrict the availability of Capital Gains Tax relief for principal private residences from April 2020
Nov 09, 2018
Matthew Yates comments on probate fees to soar to a maximum of £6,000 in the FT, Mail Online UK and This Is Money
The firm is “an outstanding firm” with clients noting being “beyond satisfied with the level of focus and client service provided by Hunters.”

Chambers HNW

“They are a well-established, good, solid private client firm” and “They are technically very good – they know what they are doing. They are really nice to work with. They put the client first.”

Chambers

Sources note that Hetty “is very widely respected in treasure work.”

Chambers & Partners UK 2019

Hetty is described as “empathetic and a good litigator”

Chambers & Partners UK

The team is highlighted by a barrister as: “high visibility in this field”, adding: “They work diligently and are very responsive and an absolute delight to work for.”

Chambers HNW 2018

© Hunters Law LLP 2019 | Privacy NoticeLegal & Regulatory | Cookies Policy | Complaints Procedure

Hunters Law LLP is authorised and regulated by the Solicitors Regulation Authority (number 657218)