Tax and succession planning
Do you have an up to date Will?
Might family members have an automatic claim to part of your estate because of your jurisdiction of residence, domicile or situs of your estate?
Have you reviewed your pension or life assurance arrangements?
Have you take advantage of all tax planning opportunities both in relation to lifetime giving and on death?
Are your succession arrangements appropriate for current family circumstances, taking into account both tax and other risks?
As part of any 360° review or as a stand alone project, we have unsurpassed experience in advising on new (or reviewing existing) domestic (UK or US) or international succession arrangements. This will include considering opportunities to minimize tax both during lifetime and on death.