Our Wills and Succession Planning Team is renowned for its technical expertise in the area of Wills and succession planning for families.
We advise on lifetime gifts, estate plans and taxation issues relating to inter-generational transfer strategies.
Our team gives specialist tax and succession planning advice to individuals, families, business people and landowners. We are able to assist with a wide range of clients’ circumstances including straightforward or complex family relationships, small or complex estates involving privately owned businesses, agricultural or farming interests and large property portfolios. We help clients structure their wealth planning so as to protect their heirs against divorce or creditor claims and to achieve tax efficiency.
Our advice covers:
- Will drafting
- Succession planning
- Tax efficient lifetime giving
- International aspects
- Disputed Wills
- Creation, administration and termination of trusts
- Advice to trustees and beneficiaries
- Trust taxation
- Offshore trusts.
Key contacts
I found the Birketts’ trusts team approach to be very responsive, professional and friendly. We were looking to prepare new family wills and the team provided holistic advice around the the whole topic, including inheritance tax planning, and showed a genuine interest in what the family was trying to achieve as a group.
Legal 500 [UK 2024]
