In these times of financial instability, it is particularly important to take a global view of an individual's estate in the light of their personal circumstances -considering not just their liquid assets but the devolution of their business interests, the family home, pension policy death benefits, life assurance arrangements - and the family's needs generally. The succession of assets should be governed by a properly drawn up Will. Lifetime gifts and providing for the payment of tax may be equally important and in some cases trusts (whether existing or new) and other structuring arrangements might also need to be considered.
When looking at any risk analysis it is necessary to consider both the big picture and the detail. Consideration must be given both to the wood and to the trees (and to the environment surrounding the forest).
We have extensive experience of the range of issues faced by successful individuals. Our multi-disciplinary team helps clients around the world maximise tax savings and take advantage of opportunities to consolidate and grow their wealth. We are also on hand to provide the skills and legal support needed in the event of divorce or other family disputes
Sumita Chakravarty
DD: +44 (0)20 7597 6684
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Samantha Morgan
DD: +44 (0)20 7597 6116