In line with our commitment to the wellbeing of our clients and the team, the Buckingham Gate office is now closed until further notice with all staff working remotely very effectively. All of our IT systems and business processes are operating as normal.
To our wonderful clients - We would like to ensure you that we are doing everything we can to maintain our usual service to you and during this time we will be doing all in our power to support, reassure and advise you and your families. We would encourage you to contact us as usual with anything that you need help with.
We welcome new enquiries – During these unusual times, many people are taking the opportunity to review and organise their finances and estate planning. Therefore, to support you in the best way possible, we will be hosting a Webinar Programme for which you can find details on our Seminar page. We are also delighted to announce that we are now able to take instructions for new wills and estate planning solutions digitally, removing any need for face-to-face meetings during this period of social distancing. Please feel welcome to contact us with any questions you might have, by calling 020 3478 2160 or by emailing [email protected]
Our work with clients on their estate planning centres on the following areas:
Inheritance Tax Mitigation
Many of our clients are understandably concerned about the level of IHT that might be due on their estates. We help clients implement advanced, non-contentious estate planning solutions, which often result in tax savings running into six figures or more.
While inheritance tax savings are of course desirable, many estate plans often overlook the other large threat to family wealth. We would broadly classify this second type of threat as ‘social impacts’, which could include the re-marriage of a spouse, the divorce of a child or the bankruptcy of a beneficiary, all of which can have a far larger impact on an estate than Inheritance Tax. For this reason, all of our estate planning solutions for clients consider the need to protect their estate, as well as minimise tax, and we will often include specific bloodline protection to ensure that family wealth remains in the family.
When someone passes away, it is their executors and family who have the responsibility of managing their estate. We often find at this stage that poor record keeping and general financial disorganisation can make this an incredibly stressful and time consuming task for loved ones. As such, as part of our estate planning work with clients we always look to simplify the estate if possible, to ensure that things are as easy as possible for those that we leave behind.
The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.