Wills, Tax & Trusts

It’s hard to keep up with your personal business affairs whilst working, or indeed in retirement. We work discreetly to help our private clients protect their personal and family interests in the UK, offshore and across borders.

Protecting you and your family now and in the future, our comprehensive range of wills, probates, tax and trusts advisory services includes:

  • Wills: simple and complex for UK and ‘non-dom’ individuals
  • Trusts: set up & administration
  • Probates & administration of estates
  • Powers of Attorney for family protection and business continuity
  • Lifetime gifts & succession planning
  • Inheritance tax and capital gains tax planning for individuals and trustees
  • Family business and partnership protection
  • Elderly care: powers of attorney, ‘living wills’ & financial management
  • Disputes: contentious trusts, probates & estates
  • Defamation & reputation management
  • Court of Protection and Deputyships
  • Charity and philanthropy

Experience

We work with a wide range of UK and overseas corporate executives, entrepreneurs with owner-managed businesses, City professionals and others from all walks of life. Our clients include high profile individuals, landowners and TV personalities alongside those in retirement and in the later phases of life.

As problem solvers we deal with a range of simple and complex cases.

Case studies

We advised an English Civil Servant working abroad in a volatile country, with a local wife, to ensure their small children would be brought up in England if they both died, rather than placing them in the hands of (unsuitable) local guardians, as per the local law. We were able to ensure the children would be financially secure whilst bearing minimum tax.


We helped a British expat on how to tax-effectively leave money for his children, now past university age, in a trust whilst leaving enough to live on comfortably for the rest of his life.


We helped two families to minimise capital gains tax and maximise income tax and inheritance tax planning opportunities on a shared commercial property in central London through shares and family trusts.


We advised a retired couple of UK and offshore domicile, but long resident in London, who held major assets in an offshore excluded property trust. We helped to restructure the family holdings to minimise future tax problems and avoid the heavy costs involved in maintaining the existing structure.


More

“They handled matters with an empathy and understanding that really made each process more bearable for me and my family. Their approach was very pragmatic and at the same time they explained everything thoroughly and really put us at ease.”

Chambers & Partners

“I wish to thank you for all your help and advice which has been very valuable to me.”

“I just wanted to say how much I have appreciated your personal approach in settling the estate. I can’t thank you enough for all your hard work, diligence, guidance and professional advice during the long process. Thank you for helping me achieve the task; your advice, leadership and friendly kind words of encouragement definitely aided the process.”

“We found your advice to be clear, highly productive and the suggested plan very straightforward to implement.”

Wade R. Newmark

“Thanks for your sustained efforts on this and for going the extra mile.”

“David Ainslie was helpful and highly experienced.”

Chambers & Partners

“David has been really spectacular – over the top with his help, he makes himself very available.”

Chambers & Partners