Our team prides itself on providing a partner-led, collaborative approach supporting clients (nationally and internationally) with quality succession and estate planning advice, underpinned with commercial depth, as well as providing technical tax, trust and will planning advice.
Most owners of land, businesses or other assets are keen to ensure that their assets are inherited by and protected for their families. This is a highly complex area and expert advice is vital. Our team will work closely with you and other professionals to provide tailor-made solutions to protect your family's ownership.
We advised the owners of a large international family business about effective succession planning by creating trusts to own shares, a family constitution and involving the next generation in the business. We also prepared wills including trusts and specialist lasting powers of attorney to assist should the shareholders lose mental capacity.
We regularly restructure trusts by creating sub funds or merging or separating trusts for the benefit of family members. We have also conducted various applications to Court to extend the duration of trusts or the time for which income can be accumulated. We also advise offshore trustees.
We frequently administer large estates with complex business, agricultural and tax implications often involving assets overseas. We also advise on post-death tax planning and rearrangements and the restructuring of will trusts to fit with the family’s requirements.
We act as trustee to a number of family trusts many of which exceed £100m in value. We provide advice to the trustees and deal with the trust administration.
"I rate lawyers on three criteria and they do very well on all; technical competence, responsiveness, and most importantly collaboration and working towards the client's best interests."
“I do not know of any other team with the same level of expertise and experience.”
Browne Jacobson’s private equity (PE) dealmakers have advised Palatine Private Equity backed CTS Group (Construction Testing Solutions Limited) on its acquisition of In Situ Site Investigation, a market leader in Cone Penetration Testing and Pressuremeter techniques and ground investigation services.
Browne Jacobson’s private client practice has been ranked as Band One in the 2022 Chambers and Partners High Net Worth Guide for its work in private wealth law.
As has been widely reported this week, some 3,000 UK workers are taking part in a six month trial to assess the viability of a four-day working week without any reduction in their normal pay.
From 6 April 2022, right to work checks on all migrant or settled prospective employees must be online and checks on British or Irish nationals will be manual (free) or digital (charged for).
Gavin Lock gives a view into working for Browne Jacobson's private clients and charities team.
Andrew discusses changes to IR35 tax rules which are due to be implemented in April 2020
Browne Jacobson’s Mike Jackson and Kirsty Underhill advised Warwickshire based C7 Health Ltd on its acquisition of Aberdeen based TAC Healthcare Group Ltd.
Browne Jacobson has enhanced its reputation as one of the country’s leading M&A advisers according to the latest rankings data from Experian.
A new online system for probate applications was introduced in early October 2019, which will allow us to process and track applications for grants of probate online.
For anyone who has followed the evolving case law in the social care sector, this title is likely to raise some questions. Most notably, “What about the decision in Armes?”
Where a start-up or SME company is looking for external investment, and one or more individuals are looking for investment opportunities which can provide significant tax advantages, it is well worth considering the Enterprise Investment Scheme (“EIS”) or the Seed Enterprise Investment Scheme (“SEIS”).
As your previous blog post authors quickly approach their qualification, leaving us ‘baby lawyers’ behind, the timely transfer of the Trainee Talk Blog baton has been passed to us, your dedicated first (soon-to-be second) year trainees – Nikita, Marina, Kerry and Hina.
National law firm Browne Jacobson has announced the promotion of nine lawyers to partner and legal director positions across its offices in Birmingham, London, and Nottingham.
Repaving of land was sufficient evidence on its own to establish a claim for adverse possession of that land.
Browne Jacobson has appointed Peter Allen as Partner to its Manchester office, as it continues to grow its North West corporate practice.
On 23 January 2019, the European Commission and the Personal Information Commission of Japan, concluded a two-year-long dialogue and the adoption of the decisions recognising each other’s personal data protection systems as ‘equivalent’.
At the time of writing Theresa May is still Prime Minister but has just suffered a crushing defeat in parliament to her deal for withdrawing from the European Union and faces the prospect of a “no confidence motion” today.