Estate Planning
We help clients structure their affairs to preserve wealth and ensure assets pass in accordance with their wishes while managing tax exposure and cross-border risks.
Estate and inheritance Planning
Tax-efficient asset structuring
Cross-border succession considerations
Family wealth protection strategies
Philanthropic and charitable structuring
Planning for business and investment assets
Wills
A Will is a legal document that outlines how a person's assets (money, property, possessions) should be distributed after their death.
A clear, well-structured testamentary documents are central to effective estate planning.
We advise on:
A clear, well-structured testamentary documents are central to effective estate planning.
We advise on:
Drafting and updating Wills
Multi-jurisdictional Wills for international assets
Guardianship provisions
Testamentary trust structures
Planning for changing family circumstances
Regular review ensures planning keeps pace with life events and asset changes.
And for individuals with assets in multiple countries, it is recommended to create separate Wills in each country to avoid potential complications and delays.
And for individuals with assets in multiple countries, it is recommended to create separate Wills in each country to avoid potential complications and delays.
Lasting Powers of Attorney
A Lasting Power of Attorney gives you the opportunity to select, whilst you are still able to do so, the people that you want to take care of your affairs for you. There are two different types of Lasting Power of Attorney:
Lasting Powers of Attorney for Property and Financial Affairs
Lasting Powers of Attorney for Health matters
And for individuals with assets in multiple countries, it is recommended to create separate powers of attorney in each country to avoid potential complications and delays.
Trusts
Trusts remain a key vehicle for long-term asset protection and succession planning
We advise on:
We advise on:
Creation of domestic and offshore trusts
Trustee powers and governance frameworks
Beneficiary rights and family governance
Trust restructuring and variation
Tax and reporting considerations
Ongoing trust administration support
Serving as a Trustee and Executor (Estate Administration)
The responsibilities of a Trustee / Executor can be complex and time consuming
We act as trustees and executors to administer estates, ensuring their will is followed and their wishes are carried out.
This involves managing assets, paying debts and taxes, and distributing the remaining estate to the beneficiaries.
We act for executors, trustees, and beneficiaries in:
We act as trustees and executors to administer estates, ensuring their will is followed and their wishes are carried out.
This involves managing assets, paying debts and taxes, and distributing the remaining estate to the beneficiaries.
We act for executors, trustees, and beneficiaries in:
Probate and estate administration
Asset identification and valuation
Payment of liabilities and tax compliance
Managing and safeguarding estate assets
Distribution to beneficiaries
Handling claims against estates
Our role is to align dispute strategy with the client’s broader commercial objectives.
We also serve as professional trustees and executors where independent oversight is required.
The duties of an executor include:
- Locating the Will and determining its validity.
- Identifying the beneficiaries
- Ascertaining and valuing assets
- Safeguarding assets
- Ascertain Debts and liabilities
- Navigating claims on the estate.
- Prepare and file appropriate tax returns and attend to tax payments
- Paying cash legacies and satisfying specific bequests
- Keeping proper accounts
Recent Experience
Advising a director of a trust company on his director’s duties following a dispute between the board and the beneficiary.
Advising on a dispute between a wife and husband where the marital assets and estate were held separately and across various countries.
