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WHAT WE OFFER
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Wills
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Trust formation
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Estate duty calculation
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Liquidity analysis
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Succession planning
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Trusteeships
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Administration of deceased estates
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Tax planning and offshore company structuring
Our fiduciary advice and legacy planning services includes acting as independent professional trustees and managing the structures in place.
Please note that we do not provide tax advice and you must consult an external specialist for this purpose. We do, however, take tax into consideration when planning a wealth strategy for you.
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ESTATE PLANNING
Act as trustees, advisors & mentors
As you pass through the various stages of your life, our objective is to ensure ongoing effective legacy planning by:
Supporting the transfer of your legacy between generations, by providing sound and consistent advice.
Assisting each generation to further your legacy and build on its success, by understanding their specific needs and goals.
Building a relationship with your family and acting as professional independent trustees, advisors and mentors.
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LEGACY PLANNING
We constantly shape our advice according to your changing life circumstances
Effective planning
Effective legacy planning goes beyond estate planning. It also requires managing the legacy you have
inherited, and the decisions you'll need to make when bestowing that legacy on future generations.
Strategic planning
Strategic estate planning includes setting up and managing cross-generational trusts, and putting appropriate wills in place. These are some of the tools we use to structure
your legacy plan. We also do legacy plan reviews to ensure that any unforeseen circumstances can be dealt with and that your legacy remains relevant to your circumstances.
Cross-border planning
We consider all your estate planning needs such as the countries in which your family members are based, the jurisdictions across which your businesses or assets
are located and accumulated benefits from past and present domicile. Where appropriate, we work closely with our offshore trust specialists in Guernsey.
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