Making sure your assets are passed on just as you would wish

When thinking about how your estate will be passed on, you will want to make sure that your wishes are followed and that your estate will benefit your chosen beneficiaries. Having the right structure in place means that you can confidently plan for the future, passing assets on to your children and grandchildren in the most tax-efficient way.

Managing your estate

Succession planning can be more complex than making a Will. Succession planning enables you to determine exactly how and when your estate is passed on , and to whom. For example, you may want your grandchildren to be your ultimate beneficiaries, but you may wish your children to have use of your main residence in the meantime. You may want to leave some money in trust or leave chosen beneficiaries lifetime gifts.

By planning during your lifetime, you can ensure that your estate is passed down the generations exactly as you would wish.

Working closely with you to uncover your individual needs and wishes

With a wealth of legal expertise, alongside a sensitive and compassionate nature, our team will work closely with you and your other professional advisers to gain a clear understanding of your and your family’s needs. We find that this is key to ensuring that we provide tailored advice that is right for you.

Protecting your landed estate, farm or rural business for future generations

When protecting your assets and wealth it is important have legal advice from experienced professionals who understand the issues you face.
If legal advice on passing your estate, farm or rural business down to the next generation is to make sense, it should come from someone who understands rural life and can empathise with you.

We advise on all legal aspects of wealth management from maximising Stamp Duty relief to international purchasing entities and compliance with Annual Tax on Envelope Dwellings (ATED).

From our experience we know that you will want to ensure you pass your assets and wealth to the next generation with thought and foresight. We work closely with you and your financial advisers, accountants, agents or business consultants to protect the needs of all your family.

We understand that talking about these issues and succession planning can be demanding for you. As experts we will make sure the process is as stress free and collaborative as possible.

We can also facilitate introductions to farming specialists if you have a need for accountancy or land agency advice.

For answers to your succession planning questions, see our lawyers at any of our offices in Guildford, Lymington, Richmond, Southampton or Woking – or we can come to you if its easier.

Contact our solicitors

Get in touch with our legal experts for advice.