Succession and Estate Planning is one of the most effective ways of protecting and safeguarding assets in the future.

Maybe you have children you want to be sure are provided for, or a family business or estate that you want to pass on to the next generation. Even if you are just starting out in your career, you might be surprised at the difference planning now can make.

Writing a Will can be the start of good succession and estate planning, but if your assets extend beyond your home and some savings or investments, you could benefit from a thorough review of your personal affairs. This would allow us to identify any assets that are most likely to give rise to a tax liability in the future, and make recommendations to mitigate that liability.

In addition, we can look at the way in which your assets are going to be used or extended throughout your lifetime and provide you with practical advice on structuring things in the most tax-efficient way. For example, it might be beneficial to put some assets in trusts or to change the way your business is set up so that it qualifies for tax relief on your death. You may also be able to transfer specific assets to certain people at a later date without incurring tax. We can make you fully aware of all these opportunities so that you can plan in the best way for you.

Succession and Estate Planning is a complicated, continually changing area. It is important to seek specialist advice to ensure that your assets are protected, exemptions are utilised and only the correct tax is paid. Our expertise covers a broad range of specialist areas including income tax, inheritance tax, capital gains tax and land and buildings transaction tax. Instructing our specialist succession and estate planning advisors will not only relieve your burden of complex and time-consuming tax compliance, but will also provide you with access to our in-depth and extensive experience of tax law.

Specialist Estate Planning Lawyers, Edinburgh

Our personal, attentive service coupled with sage, astute and commercially-minded guidance allows us to build long-term, ongoing relationships with our clients, helping them protect assets through generations. We clearly outline the implications from initial contact, helping to dispel the mystery behind the law and legal process. For more information, please contact us today.

View our estate planning team here.

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