Services Private wealth Succession planning
Succession planning
Service overview
Helping you find your way.
From business assets to personal wealth, we’ll help you put plans in place that reflect your wishes – and support those appointed to carry them out further down the line.
When planning for the future, just knowing where to start can feel daunting.
Circumstances can change, and it can be difficult to know whether what feels like the right decision now will still be the right fit for you and your loved ones further down the line – but if there’s one thing to keep in mind, it’s this: when it comes to estate planning, it’s never too early to start putting plans in place – and never too late to change them if the landscape shifts unexpectedly.
For business owners, it’s only natural to want to see your business succeed – and to know it’s in safe hands when you’re no longer a part of it. That makes what you leave behind just as important as what you do while you’re in-post. From advice on making lifetime gifts to navigating Inheritance Tax and Stamp Duty considerations, we’ll help you put plans in place that support the legacy you want to build.
Whether you’re looking to put plans in place or revise existing ones, or have been appointed to administer a loved one’s estate, we’ll consider your situation from all angles to help you make informed decisions that reflect your wishes now – with a little extra breathing room built in for the future.
From wealth planning to estate administration, we’ll provide practical, streamlined support that meets you where you are – and moves with you every step of the way.
Ready to take the next step?
Our services
How we can help you:
- Contentious probate and estate disputes
- Court of Protection and deputyship matters
- Cross‑border and complex personal matters
- Estate administration and probate
- Family governance and wealth succession
- Inheritance tax and lifetime planning
- Powers of attorney and lifetime protection
- Trusts and asset structuring
- Wealth preservation and planning
- Wills, estates and succession planning
What to expect from us
The right legal experts, wherever you are.
Regional teams, nationally connected – we move quickly, stay close, and bring the right specialists together around you.
When it matters most, you need experience in the room. Our structure gives senior advisers more time with clients. So relationships are built over years, not handed off after day one.
Our specialists in your region are backed by a nationwide network. So, whatever comes up, you get the right experts without having to change advisers.
We’re based in the regions where you operate. So you work with advisers who understand you and are there in person when you need them.
Succession planning
Related insights
Not sure where to start?
Whether you’re looking to change existing plans or prepare for what’s on the horizon, there’s plenty we can do to help.