Estate Planning

Multi-jurisdictional estate planning is a particular area of expertise in our practice.

We have considerable experience of providing estate-planning advice for families and individuals, to help them hold their assets in the most efficient manner. Apart from tax mitigation, we also take account of family circumstances, ease of administration and the intestacy rules.

Significant benefits can often be achieved by making timely gifts of property prior to death. In particular, life assurance policies and death benefits under pension plans can escape the imposition of inheritance tax if properly structured before an individual’s death.

Estate planning often incorporates the use of foundations or trusts, not only for tax planning purposes but also to provide for the administration of a family’s assets.