trusts, wills & estates
Most owners of land, businesses or other assets are concerned
about how their families will cope when they are no longer around
to manage these assets. This is a highly complex area and expert
advice is vital. From financial and tax planning to the
succession of your business or estate, our team will work closely
with you and other professionals to provide tailor made solutions
to protect your family's ownership. Our goal is to guide you
through the labyrinth of legislation and alleviate your concerns
through effective and timely planning.
- our clients – families, wealthy individuals, land owners,
entrepreneurs, investors, trustees (from individuals through to
offshore trustees), accountants, independent financial
advisors and other professionals, both on and offshore
- our experience - an established team which
has for many years acted for wealthy individuals and
professionals
- team of nine specialist lawyers and a chartered accountant
(including four full Society of Trust and Estate Practitioners
members) - based in Birmingham and Nottingham but working
nationally
- specialist legal service - wills, tax planning, succession and
estate planning, trust advice and administration, probate and
powers of attorney, specialist advice on commercial trusts and
non-approved pension schemes
- specialist trust advice for tax advisers and professional
trustees - complex will and trust drafting, advice on all aspects
of trust law, contested estates and trusts, court applications,
professional trustee services (either on an individual professional
basis or via our UK trust company)
Result: peace-of-mind
knowing the future of your estate is safe; protection of your
family; commercially minded and qualified advice