Estate planning, London
Explore how we can help with the legal protection and management of your wealth and assets.
Contact our teamIn the city of London, Moore Barlow solicitors is your trusted partner for comprehensive estate planning services.
Our experienced team of solicitors understands the importance of securing your legacy and providing for your loved ones. Whether you have a complex estate or straightforward assets, we are here to tailor solutions that protect your wealth, ensure your wishes are met, and mitigate tax liabilities in the heart of the capital city.
What is estate planning?
Estate planning is a comprehensive financial strategy that encompasses the organisation and management of one’s assets and affairs to achieve specific goals related to the distribution of wealth upon passing away. It involves making informed decisions about wills, trusts, power of attorney, and other legal instruments to ensure that an individual’s estate is handled according to their wishes while also considering tax efficiency and asset protection.
Our expertise in complex and high-value estates
We are highly experienced in managing complex estates involving business assets, agricultural property, shareholdings, offshore trusts, and portfolios of investment and real property. Our legal team provides tailored strategies that take into account reliefs such as Business Property Relief and Agricultural Property Relief, working closely with accountants and wealth managers to protect and maximise the value of your estate.
Cross-generational wealth planning
We support families in developing long-term strategies for passing wealth across generations. This includes advising family offices and trustees on governance, educating younger generations on financial responsibility, and helping to align estate plans with family values and philanthropic goals. Our collaborative approach helps maintain harmony and support sustainable wealth across generations.
Why choose us?
Selecting our estate planning solicitors in London means entrusting your financial future to a team with extensive expertise in navigating the complex financial landscape of this area of law. Our London-based solicitors possess an in-depth understanding of the legal and financial intricacies involved in estate planning. When you choose us, you gain access to professionals who can tailor strategies to your unique needs, ensuring your assets are protected, your legacy is preserved, and your loved ones are well-provided for.
In addition to our deep experience in estate planning, our team is recognised through respected legal accreditations including STEP (Society of Trust and Estate Practitioners), demonstrating our commitment to excellence in this highly specialised area. We are also ranked in Legal 500 and Chambers High Net Worth guide, affirming our expertise in handling complex estate matters. Our focus on discretion, tailored advice, and a proactive approach are some of the reasons why private clients, including high-net-worth individuals and families, trust us to guide their long-term planning.
How we can help
Our estate planning solicitors in London are well-equipped to assist you in securing your financial future. We can help you create a comprehensive estate plan that ensures your assets are distributed according to your wishes while minimizing tax liabilities. Whether you need assistance with wills, trusts, or other legal instruments, our team’s expertise in the financial landscape of London will ensure that your estate planning is tailored to your specific needs and objectives.
We provide holistic legal guidance spanning the creation of tax-efficient wills, the establishment and administration of lifetime and testamentary trusts, succession planning, inheritance tax mitigation strategies, probate and estate administration, deeds of variation, and advising on powers of attorney and Court of Protection matters. We also work alongside financial advisers and accountants to ensure a coordinated approach to your wealth management and legacy planning.
Our team of private wealth solicitors
Who we help
Our estate planning solicitors in London are well-equipped to assist a wide range of clients, including city professionals, long-time residents, and individuals with diverse financial circumstances. Whether you have significant assets to manage or simply want to ensure a seamless transfer of your estate, our expert team can provide tailored solutions to meet your needs and objectives.
We assist a diverse range of clients including business owners in sectors such as financial services, technology, and real estate, as well as international families with cross-border assets. We also regularly work with beneficiaries of family trusts, philanthropists seeking tax-efficient giving strategies, and retired professionals looking to plan for future generations. Our discreet and personal service makes us a trusted adviser for clients with sensitive or complex family dynamics.
Contact us
When it comes to comprehensive estate planning in London, we’re the experts you can rely on. Let us help you protect your legacy. Contact us today to set up a consultation at our London office.
We have offices in London, Richmond, Southampton, Guildford, Lymington and Woking and offer specialist estate planning legal services to clients nationwide.
Contact our private wealth team
Frequently asked questions:
What is estate planning and why is it important?
Estate planning is the process of organising your affairs to ensure your assets are protected and distributed according to your wishes after your death or if you become incapacitated. Effective estate planning can reduce inheritance tax liabilities, avoid disputes, and provide peace of mind for you and your family.
How can I reduce the inheritance tax on my estate?
Inheritance tax can be reduced through strategies such as lifetime gifting, establishing trusts, using available reliefs and exemptions, and making charitable donations. Our experts can create a bespoke strategy that aligns with your long-term goals while complying with current tax laws.
What types of trusts can be used in estate planning?
There are various types of trusts including discretionary trusts, bare trusts, interest in possession trusts, and settlor-interested trusts. Each serves different purposes depending on your objectives, such as protecting minor beneficiaries or mitigating tax liabilities.
Can you help with international estate planning?
Yes, we advise clients with assets in multiple jurisdictions on how to structure their estate effectively. This includes coordination with foreign legal and tax advisers to ensure compliance and efficiency across borders.
When should I update my will or estate plan?
You should review your estate plan whenever you experience a major life event such as marriage, divorce, the birth of a child or grandchild, or a significant change in financial circumstances, or when there are changes in tax legislation.
