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Wherever you are in the world, our tailored private wealth advice makes life simpler.
When you want practical, user-friendly advice on all areas of tax, trusts, succession planning and estate administration, our specialist lawyers are ready to help.
We can help you put in place effective succession plans, from a simple Will to more complex arrangements including sophisticated inheritance tax planning and trust arrangements to manage generational wealth. When the unexpected arises, our expert lawyers provide guidance to attorneys and deputies on their role and responsibilities, supporting them through applications to the Court of Protection when necessary.
Our Trusts team provide tailored advice and administration services to trustees of personal and charitable trusts allowing them to focus on what really matters to them.
We also work with national and international corporate groups, management teams, entrepreneurs, partnerships and private equity firms. Advising on banking, as well as classic private client work, we also provide bank-owned trust companies with high-calibre international tax and trust law advice.
Experience
Providing reassurance and professional service when instructed to take over an estate where the professional executor failed to act in the best interest of the charity residuary beneficiary in delaying the administration of the estate.
MoreActing as professional trustee of a multi million pound charitable trust alongside lay trustees, ensuring compliance with Charity Commission rules and providing guidance and administration services.
MoreAdvising a married couple on their succession plans involving a number of multi-generational family businesses. Advice included business succession planning, ensuring continuity for all involved and meeting the needs of all relevant parties.
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Contacts
“Knowledgeable, commercially-minded and pragmatic and provides an excellent service. The lawyers are also very approachable and pleasant.”
Client feedback - Legal 500
“Particularly good at simplifying complex matters and dealing with them in a sensible, pragmatic and cost effective way. ”
Client feedback - Legal 500
Recognition
Legal 500
Tier 1 ranking for Personal tax, trusts and probate in the South West.
TLT strengthens Legal 500 rankings