Inheritance Tax and Succession Planning

Preserving your family wealth requires thoughtful consideration, particularly if there are businesses or agricultural assets involved.

Our dedicated tax planning team strives to ensure that your family wealth is preserved using effective strategies to mitigate inheritance tax and protect assets for future generations.

With a wealth of knowledge in tax, trusts and estate planning, our solicitors advise a wide range of private and corporate clients with highly individual needs and priorities. 

We will work in close partnership with you to identify the best strategy to preserve your wealth for your chosen beneficiaries. Whether it’s a well-drafted will or a more intricate solution to minimise taxes, our recommendations are designed to be pragmatic based on an in-depth understanding of your circumstances and concerns.

Lifetime trusts continue to play a pivotal role in designing tax-saving and asset protection strategies, especially when businesses or agricultural assets are involved. They are equally important when it comes to looking after young or vulnerable beneficiaries.

For businesses, we focus on solutions to enable the continuation of your business, protect the welfare of your employees and minimise the impact of taxes where possible. We collaborate with corporate and family teams, financial planners and accountants where necessary to provide comprehensive tailored solutions.