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Succession planning differs greatly between jurisdictions and we offer estate planning advice to international clients and families who have connections in multiple jurisdictions.

In this respect, trusts are hugely useful for efficient wealth and succession planning if they are properly set up and administered.  They are a classic common law tool to preserve economic benefit with trustees remaining in control.

Not only do we work with a broad range of clients, including professional and individual trustees, banks and beneficiaries regarding the establishment and running of trusts in the UK, we also have a wealth of experience regarding other similar vehicles in other jurisdictions, including foundations and family companies.

We also appreciate the range of challenges that can face individuals involved in running a family business, including legal, business and personal issues.  We advise on the appropriateness of Family Constitutions and assist our clients with appropriate family governance structures.

Unfortunately, sometimes families face disputes and we have experience in advising on multi-national, multi-generational and more straightforward family disagreements.

  • Handling a series of ongoing trusts for a wealthy Middle Eastern family
  • Planning with excluded property trusts for UK non-domiciliaries
  • Advising trustees of UK trusts, including dealing with application for variation of those trusts
  • Advising an international family on the establishment and ongoing administration of a significant trust involving complex UK and US tax issues
  • Acting for a high net-worth-family in establishing a family governance structure, including a family company, charitable foundation and a number of family trusts

Contact our Private Client Team
telephone: 020 7691 4000
or email: enquiries@edwincoe.com

The team undertakes difficult and sensitive work for the full range of private clients with quiet competence and dedicat...

Legal 500 UK 2023

The team undertakes difficult and sensitive work for the full range of private clients with quiet competence and dedication. They are especially good at the client-care side of the job. More than once I have seen clients with real difficulties – both technical legal difficulties and emotional/family ones – rely heavily on the firm’s compassionate approach. They couple this with a pragmatic understanding of tax risks and a good working relationship with counsel of all levels of call to whom they are not afraid to turn for complex or finely-balanced matters.

Legal 500 UK 2023

Quotes

Excellent at advising private clients and trustees on trust law, tax and insurance related products. Alison Broadberry...
Legal 500 UK 2024
Excellent at advising private clients and trustees on trust law, tax and insurance related products. Alison Broadberry’s sympathetic manner and in-depth knowledge of trust law, tax and insurance related products cuts through the jargon and delivers brilliant results for the client.

Legal 500 UK 2024

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Private Client

Trust Planning and Succession Planning

Succession planning differs greatly between jurisdictions and we offer estate planning advice to international clients and families who have connections in multiple jurisdictions. In this respect, trusts are hugely useful for efficient wealth and succession planning if they are properly set up and administered.  They are a classic common law tool to preserve economic benefit with trustees remaining in control. Not only do we work with a broad range of clients, including professional and individual trustees, banks and beneficiaries regarding the establishment and running of trusts in the UK, we also have a wealth of experience regarding other similar vehicles in other jurisdictions, including foundations and family companies.

We also appreciate the range of challenges that can face individuals involved in running a family business, including legal, business and personal issues.  We advise on the appropriateness of Family Constitutions and assist our clients with appropriate family governance structures.

Unfortunately, sometimes families face disputes and we have experience in advising on multi-national, multi-generational and more straightforward family disagreements.

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