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

You will want to ensure that your estate is passes to those beneficiaries you would wish to inherit. Having the right structure in place means that you can confidently plan for the future, passing assets on to your beneficiaries in the most tax-efficient way.

By getting to know you and your objectives, we can provide sophisticated succession planning to make sure your estate passes to your beneficiaries whilst minimizing the inheritance tax impact upon them. We can advise you on the complicated inheritance tax reliefs and exemptions, particularly if you own business or agricultural property.

Our succession planning advice can include inheritance tax planning, will drafting, lifetime and charitable gifting, trusts and non-domicile aspects. It is important to note, that the inheritance tax law is constantly evolving and therefore, we would recommend for you to stay in touch so we can ensure you stay on top of your wealth protection.

What is succession planning?

Succession planning is the process of planning for the future of a business and your personal estate, including the transfer of ownership, management, and assets from one generation to the next.

How Moore Barlow can help

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. 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 London, Richmond, Southampton, Guildford, Lymington and Woking – or we can come to you if its easier.