Estate planning involves management of your assets during your lifetime, to ensure the efficient distribution of your assets after death in line with your wishes. There are numerous structures which can be utilised in advance of death to reduce taxes and expenses, and avoid uncertainty, disputes or even cash shortages after death. These include Trusts, properly drafted Wills, asset restructuring, succession planning, offshoring, and tax planning. Too frequently we experience invalid or unenforceable Wills where these have self-drafted or offered as a free service, for these fail to draft the Will as part of a structured Estate Planning Exercise.
We offer customised estate planning services, from once-off exercises, to annual reviews, tailored to suit your circumstances
We offer customised Will drafting as we find that generic Wills provided as a ‘free’ service, fail to take into account modern client requirements, such as dealing with offshore assets and the different legal structures and processes (such as Brazil not recognising Trusts, and Switzerland not accepting typed Wills). We have the expertise and experience to ensure your unique circumstances are considered and catered for.