Our Wills and Succession Planning Team is renowned for its technical expertise in the area of Wills and succession planning for families.
We advise on lifetime gifts, estate plans and taxation issues relating to inter-generational transfer strategies.
Our team gives specialist tax and succession planning advice to individuals, families, business people and landowners. We are able to assist with a wide range of clients’ circumstances including straightforward or complex family relationships, small or complex estates involving privately owned businesses, agricultural or farming interests and large property portfolios. We help clients structure their wealth planning so as to protect their heirs against divorce or creditor claims and to achieve tax efficiency.
In October 2024, the team won “Contentious Wills & Probate Team of the Year Boutique” at the British Wills and Probate Awards.
Our advice covers:
- Will drafting
- Succession planning
- Tax efficient lifetime giving
- International aspects
- Disputed Wills
- Creation, administration and termination of trusts
- Advice to trustees and beneficiaries
- Trust taxation
- Offshore trusts.
Awards
Chambers High Net Worth 2024
Janki Patel, Solicitor in our Private Client Advisory Team, was interviewed by STEP about her role as a Student Liaison Officer for STEP Cambridge. Watch the video here.
Key contacts
Strong technically, easy to work with and good client relationships.
Legal 500 [UK 2025]
