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 delivers an ‘excellent overall service’. In a number of recent changes to the team, senior associate Fiona Feggetter departed, Luchia Hirst joined the Swindon office from Davey Law, and Edward Vidnes was promoted to partner. Team head James McNeile focuses on estate planning, trusts and tax planning for high-net-worth families and non-UK individuals. Becky Ricards Small heads up private wealth and succession planning matters, specialising in inheritance tax planning, lasting powers of attorney and wills. Ricards Small is also a key partner in the Court of Protection team. Amanda Noyce, head of inheritance and trust disputes, is an ‘excellent lawyer with an incredible breadth of knowledge’; she acts on contentious probate and trust matters, tax disputes, negligence actions regarding tax advisers, inheritance disputes and applications to the Court of Protection in mental capacity matters. Associate Calum Campbell is a ‘first-rate lawyer who finds innovative solutions to complex problems’.” Legal 500 2018 South West
“The ‘excellent’ Royds Withy King team is headed by the ‘thoughtful and helpful’ Tom Gilman, who is recommended for his ‘excellent advice’ and ‘very good client manner’. Gilman principally advises on estate planning for private individuals and families and on complex trust structures, while also acting for the trustees of local hospice Helen & Douglas House. Associate Jan Tyley has experience in offshore tax and trust structures, particularly in US-related matters. ‘Perceptive and personable’ Bridget Maier ‘grasps complex matters swiftly and is very good at dealing with challenging family situations’. Solicitors Chris Wilson and Ellen Boesen are other names of note at the firm.” Legal 500 2018 South East
“The ‘outstanding’ Tony Millson at Royds Withy King is ‘urbane, unflappable and has seen it all. He gives thoughtful and clear advice and is thorough without unnecessary fussiness’. Deanna Hurst is ‘efficient, reliable and highly intelligent. She works hard, thinks ahead and forgets nothing’. Both have ‘excellent client relationship skills’. Millson advises on all aspects of tax and estate planning particularly in relation to inheritance tax, capital gains tax and trust creation. He also is adept at advising on the administration of high value trusts and estate and routinely acts for parents of children with disabilities.” Legal 500 2018 London