Private clients and Trustees often require expert advice in relation to their personal and family affairs. This can involve tax planning advice in relation to the sale of shares, advice on inheritance and wills, the establishment and administration of charities and family trusts, or the administration of a complex estate involving assets in a number of jurisdictions.
We provide a thorough and responsive service dealing both with UK and off-shore issues.
The department's range of work includes:
- Tax planning through capital gains tax reliefs on the sale of shares or businesses. This is an important part of the service which we offer to our entrepreneur clients
- Inheritance tax planning for UK and international business and private clients and trustees
- Complex tax planning for UK and international families and estates, often involving trusts and issues in relation to the family home
- Tax Planning surrounding immigration and emigration
- Drafting of wills and lifetime trusts
- Dealing with the probate of substantial, often complex, estates which will frequently involve business or agricultural property, heritage property and cross-border overseas elements
- Advising on trust and trustee issues and dealing with disputes in connection with wills and trusts
- Tax planning for beneficiaries of estates, which will often involve the use of deeds of variation
- The establishment and administration of charities
- Dealing with HM Revenue & Customs investigations and disclosures
- Advising on mental capacity issues.
We are committed to providing the highest quality of service on the broad range of private client issues. Our team is well-known and highly regarded and our intention is to maintain our position as one of the leading private client practices in London.