Estate planning advice that’s finely tuned and flexible
‘Throughout your life your priorities will change. We can help you plan your estate accordingly’
Nothing comes easy in life – least of all managing wealth. With that in mind, you’ll be keen to pass on your hard won assets as intact as possible to provide security for future generations. You’ll need estate planning advice that can adapt to changing circumstances, such as those caused by new or changing relationships, the arrival of children, future financial needs, pending retirement or issues surrounding advancing age.
A tailored wealth protection service
For wealth protection and estate planning advice to be effective, it involves coordinating several separate elements. Our specialists in these areas will ensure that these dovetail seamlessly to create a tax efficient plan for managing your wealth both now and in the future.
Our wealth protection services can include:
- Tax, trusts and estate planning
Our estate planning advice means you’ll not only maximise the value of your estate, but also only pay what’s necessary in income tax, capital gains tax and inheritance tax. Find out more.
- Residency and domicile
We can provide you with innovative wealth protection solutions that look after your UK assets and investments through overseas holding structures. Find out more.
“What the team is known for: Bath-based team dealing with complex domestic and international matters. Handles offshore trust work, asset protection and estate administration. Also advises on Court of Protection proceedings and issues concerning vulnerable people. Strengths (Quotes mainly from clients): “Good, clear advice provided without delay.” Notable practitioners: James McNeile (Band 2) leads the group and advises domestic and international clients on estate and tax planning and trust management. Market commentators say he has “a fantastic reputation.”” Chambers 2017 South West
“What the team is known for: Advises clients from its Oxford and Swindon offices on trusts, tax and estate planning matters, wills and estate administration. Adept at handling contentious probate and trusts work. The firm has its own trust company, providing advice to trustees. Strengths (Quotes mainly from clients): “They are strong in estate planning and trusts.” “They’ve been very good and very easy to deal with.” Notable practitioners: Tom Gilman’s (Band 2) practice focuses on inheritance tax issues, wills, trusts and estates planning and administration. He also has capability advising on Court of Protection matters and powers of attorney. A client notes: “He is thoughtful, careful and he has always given me excellent advice.”” Chambers 2017 Thames Valley Oxford, Swindon & Surrounds
“Royds Withy King’s Becky Ricards Small handles personal injury trusts, while department head James McNeile undertakes international work.” Legal 500 2016 South West