private wealth

Complex Succession and Wealth Management Issues

We have been closely involved in devising and implementing a strategy to preserve a large family estate. We negotiated settlements with two financially disadvantaged children, advised on complex inheritance tax issues including the implementation of schemes involving the principal private residence of the settlor and the settlor's chattels.

Our chairman has been a trustee of the family trusts for many years and is now working to release value from development land and a mine that has an existing planning permission. These projects are designed to address the imbalance between the children.