Planning for the future is about making thoughtful decisions that reflect your priorities, provide security for those closest to you and ensure that everything you have worked to build can be passed on in a way that feels right for you.
Your circumstances may involve family property, business interests, investments or assets built up over a lifetime. As families grow and financial circumstances change, the decisions you make today can have lasting implications for future generations. Having a clear succession plan in place can provide greater certainty while allowing you to retain appropriate control over your wealth during your lifetime.
At Harrison Drury, our private wealth succession planning lawyers help individuals, families and business owners make informed decisions about protecting and passing on their assets. We take time to understand what matters most to you, consider how your personal and financial circumstances fit together and develop a practical strategy that supports your longer-term intentions.
We recognise that wealth planning can involve sensitive family considerations alongside important financial decisions. Our joined-up approach brings together relevant legal expertise where needed, helping ensure your arrangements remain consistent with your wider objectives. Our firm is independently recognised by Chambers UK, Legal 500, and holds the Law Society’s Lexcel accreditation.
Whether you are planning ahead for the first time or reviewing arrangements already in place, contact our private wealth team. We will help you explore your options and take the next steps towards securing your family’s financial future with clarity and confidence.
How we can help
Working with you and your advisors, we can offer bespoke, practical and clear-thinking solutions to wealth and tax management issues.
We have solicitors that are members of STEP (The Society for Trust and Estate Practitioners) who sit on their national committees.
We also have members of The Association of Lifetime Lawyers including a founder member and those who sit on their local committees. We have representatives who sit on the HMRC Agents Advisory Panel and this ensures that we have the most up to date solutions for any requirements you may have.
Our expert team can help you with:
- Wills
- Tax mitigation, planning and advice
- Trust creation, administration and termination
- Complex probate administration
- Wealth preservation and lifetime gifting
- Intergenerational planning and support
- Advice regarding trustees’ responsibilities
- Powers of attorney and issues involving incapacity
To speak to our Wills, trusts and probate specialists please call us on 01772 258321 or make an enquiry below to see how we can assist you and your business.
Meet our Wills, Trust & Probate team
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