Private Wealth & Succession Planning

Our private wealth and succession planning team offers personal, specialist advice on estate and inheritance tax planning to help protect and provide a smooth transition of your assets.

Dealing with wills and succession planning isn’t easy, but we can promise you that our personable, experienced solicitors will guide you through each process with sensitivity, clear, straightforward advice and timely updates. Our team will always be on hand to answer any questions you have and will work with you at your required pace.

Lawrence Stephens are experts in drawing up clear, watertight wills, trusts and succession plans and our wealth protection specialists ensure that assets end up exactly where our clients intend.

Acting for both Trustees and Executors, we provide the reassurance and professional expertise that the administration of our clients’ estates requires.

With each generation growing progressively wealthier and estates becoming increasingly more complex, our wealth protection advice and bespoke succession plans put our clients in the strongest financial position. In particular, we advise on:

 

  • Succession Plans
  • Inheritance Tax Planning
  • Wills
  • Codicils
  • Lasting Powers of Attorney
  • Charity Law
  • Trusts
  • Deputyship Orders
  • Discretionary Settlements

 

Lawrence Stephens advises on a wide range of issues from probate and succession planning to retirement and asset protection, each tailored to your particular needs. We also have a specialist contentious wills and probate team who can help with managing any disputes which may arise.

If you would like to discuss any aspect of your estate please contact a member of our team below.