Private Wealth and Risk Management
We act for many long-standing high-net-worth clients in relation to the structuring and management of their private wealth and family estates. Our services include the creation and ongoing administration of onshore and offshore trusts, Will drafting, estate planning, and inheritance tax mitigation. We also advise on the implementation of Lasting Powers of Attorney, including assistance with the registration process.
We understand that sensitive and sometimes contentious issues can arise – such as a client’s wish to disinherit a relative or to provide differently for individual children. These situations require careful and strategic planning to minimise the risk of future disputes, including Inheritance Act claims. Our team regularly advises clients facing these challenges, helping to protect family wealth and ensure that legacies are preserved in line with their wishes. Our experience in contentious matters, including claims under the Inheritance (Provision for Family and Dependants) Act 1975, informs the preventative strategies we put in place to avoid problems before they arise.
