We act for many long-standing high net worth and ultra-high net worth clients in relation to their private wealth, the structuring of their affairs and family estates. This includes advising on the creation and ongoing management of onshore and offshore trusts, Will drafting, estate planning, estate administration and inheritance tax mitigation. We also advise on the implementation of Lasting Powers of Attorney and assist with the registration process.

Sensitive matters sometimes arise where clients wish to disinherit relatives, or to provide for individual children differently. Such scenarios require careful forward planning to mitigate the risk of retaliatory or opportunistic claims and other issues — including Inheritance Act claims — that may arise after relatives become aware of the terms of a Will. This sort of planning is something that well-advised, wealthy families regularly consider and act upon. We regularly assist clients in navigating these challenges.

Experience of Inheritance Act claims is extremely helpful when looking to put in place strategies to avoid problems arising.