Preparing for the future and protecting loved-ones can be difficult to contemplate alone.
We believe in building long lasting relationships with our clients and existing advisers. That’s why we work so hard to understand your needs, the needs of your family and of any businesses with which you are involved.
As one of the largest specialist legal teams in the country we work hard to make our clients' lives easier. Advising individuals as well as all types of trustees, trust companies of major banks and insurance companies, we want to make sure you have a client experience that can’t be beaten.
We take time to listen, to understand what you want to achieve and why – as well as how this impacts on other connected matters. Our expertise spans a wide legal spectrum - from wills and trusts to inheritance tax planning, and from elderly client issues (like long term care planning) to succession planning for businesses and landed estates as well as probate.
But we don’t act alone. We may have some of the leading experts in this field but we are always seeking out ways to add even more value. That means putting together advisory teams that address your particular needs and objectives. Whether drawing on the expertise of our specialist tax and financial advisors, or our Court of Protection team – which provides a full range of services in relation to mental capacity issues and Court of Protection deputyship.
What matters most, however, is that we have a track record you can trust. We have over 200 years’ experience of advising in this area, both on matters in the UK and abroad. It’s this type of expertise that brings real peace of mind.
Get in touch
T:+44 (0)191 279 9698
What we do
We have particular experience in the following areas:
- Wills and estate planning
- Succession planning and wealth preservation
- Inheritance and Capital Gains Tax mitigation
- Landed estates
- Family office services
- Complex trust advice
- Trust administration
- Heritage property matters
- Family business succession
- Complex probate and estate administration
- Contentious probates and trusts
- Powers of Attorney and asset protection
- Mental incapacity and Court of Protection
- Notary Services
Examples of work
- Advising the owners of an Estate worth in excess of £20m, who are father and son. The father lacks mental capacity and is not far from death. The father’s second wife is likely to bring an Inheritance Act claim once the father dies and we are advising as to whether the son should negotiate a settlement before the father dies and what level such a settlement should be. This involves the usual considerations with claims under the Inheritance Act, but the size and nature of the estate (which includes international assets) complicates matters and the idea of settling an Inheritance Act claim during the parties’ lifetime is unusual and untested.
- Advising a professional trust corporation as executor of an estate where there was a dispute as to the interpretation of a will. The Deceased loaned money to one of his three children and the issues included whether that loan was made jointly by the Deceased and his wife and whether interest was payable. The recipient was also subject to a Confiscation Order so our role included advice on its effect.
- Advising a private client worth over £200m in relation to the setting up of trusts combined with a company structure to receive film partnership investments with a view to obtaining Business Property Relief for inheritance tax and avoiding the higher rate income tax charge on the settlor.
- Our tax team has advised on the reorganisation of onshore and offshore trusts. We have also advised on the personal tax implications for owner managers on company sales and reorganisations. In addition we continue to advise a number of landed estates on a range of tax issues.
- Acting as Panel Deputies for the Court of Protection, involving statutory wills and tax planning matters, investigating possible fraud and financial abuse and the recovery of assets.
- Advising a private client worth over £100m with numerous family trusts, including a substantial charitable foundation, dealing with changes of trustees and various taxation issues relating to the raising of funds required for a beneficiary to fund a divorce settlement.