Your legacy, their future

We all want to live life to the fullest. And when the time comes, your home, investments, savings, and assets – the sum of your life’s work – will pass to your chosen beneficiaries. We help you plan ahead, ensuring your beneficiaries are cared for according to your wishes.

Plan ahead to fully benefit

Passing on your estate can be complex, especially with international assets or multiple tax residencies. Planning early increases the chance of maximising available tax opportunities.

Our expertise spans both UK and US regimes. We guide the transfer of your estate to make adequate provision for yourself, your spouse, and your beneficiaries, while optimising tax outcomes.

Our estate planning services include:

• Will planning
• Lifetime transfer exemptions and lower tax rates
• Optimising transfers between spouses
• Business property and agricultural property reliefs (UK)
• Guidance on US estate and gift tax planning for international assets

Guidance you can trust

Ensuring those you care about benefit fully from your generosity is our priority. Our thoughtful approach gives clarity, expert guidance, and confidence – so you can plan with peace of mind.