Estate Planning

Estate Planning

At Withy King we recognise that individuals’ estates can vary hugely in complexity and value. For those interested in exploring secure methods of devolving wealth to future generations during lifetime or on death, our estate planning team is ready to advise on the various routes which may be followed. This may include use of financial products (including Life Insurance), strategic giving, discounted gifts, use of business and agricultural property relief’s and the resurgent use of offshore and onshore trusts. Trusts remain important in tax planning, but can also provide a much more important vehicle for providing security for vulnerable or potentially vulnerable beneficiaries.

We act for the creators of trusts as well as the beneficiaries and trustees of them. Our tax expertise extends to the UK tax treatment of foreign domiciled but UK resident individuals.

Through our membership of the Warwick Legal Network we can also provide cross border advice covering, for instance, the purchase of property in other European countries as well as permanent or temporary moves abroad.

How can we help?

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David Rich
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T: 01225 352895 (DDI)
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T: 01225 489787 (DDI)
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