Private Wealth & Succession Planning

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

Having a plan based on professional advice and smart thinking can significantly reduce the amount of inheritance tax our clients have to pay. Lawrence Stephens are experts in drawing up clear, watertight wills, trusts and succession plans and our straight-talking wealth protection specialists ensure that assets end up exactly where our clients intend. Acting as 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
  • Disabled Person’s Trusts
  • Discretionary Settlements

Lawrence Stephens advise on a wide range of issues from estate and succession planning, retirement and asset protection, each tailored to your particular needs. We also have a specialist contentious wills and probate team dealing with any disputes. If you would like to discuss any aspect of your estate then please contact a member of our team below.