Protecting your wealth
If you or your family have substantial assets, it may be important to you to arrange your affairs in the most tax efficient way possible to avoid paying inheritance tax, capital gains tax and income tax, unnecessarily.
You may also want to protect your wealth from potential threats – such as spendthrift family members or dissipation through divorce and re-marriage – and ensure it is passed on to future generations in the way you intend.
Our specialist team of tax and trust lawyers can give you the peace of mind you need. We can help you protect your wealth by creating and managing the right legal structure tailored to your situation.
This is a complex area of the law but our specialists can help guide you through the more difficult issues. Our first step is to ensure we have a thorough understanding of your family circumstances and what you want to achieve. We then review the options with you and, if necessary, consult with other professionals such as Independent Financial Advisers, to come up with the best solution.
On your instructions, we will draft all the necessary documentation, put the legal strategy in place and, if required manage it for the future.
For us, this is the start of a long-term relationship based on mutual trust and a detailed knowledge of your family’s affairs, which enables us to look after your interests and those of your family, for successive generations.
If you would like to find out more, please contact Carla Brown.
For more information on writing your will please call our dedicated will enquiry line on 01590 625835.
Other services we provide that may be of interest to you include: