Personal Estate & Tax Planning

We advise individuals, families and family businesses on all aspects of wills, succession, tax and estate planning and in structuring their affairs in a tax efficient manner. We also advise executors and trustees on their responsibilities and fiduciary duties in relation to the management and administration of trusts and estates.

We have gained domestic and international recognition for our expertise and our personal and efficient approach to advising our clients. Our expertise includes:

  • Wills and estate planning
  • Succession 
  • Probate and administration of estates
  • Reorganisation and transfer of family businesses
  • Asset protection and asset structuring
  • Transfer of assets by gift or inheritance in a tax efficient manner 
  • Trust establishment - including use of trusts in tax planning
  • Family partnerships 
  • Enduring powers of attorney
  • Administration of trusts 
  • Advising beneficiaries on rights in relation to estates and trusts, including contentious trust and probate issues and Section 117 applications 
  • Philanthropy as an element of lifetime and estate planning

Our clients and the work that we undertake for them are necessarily confidential.