Lawrence Stephens

Structuring and Protection

The efficient structuring of assets is critical. Asset protection can be used to mitigate taxes, particularly Inheritance Tax.  In providing advice, we thoroughly evaluate our clients’ individual circumstances and discuss the best options available to them.

Our clients include individuals and families, family offices, family investment companies, entrepreneurs and trusts.

Wealth structuring

Giving advice on wealth structuring requires a strong understanding of the mechanics and tax implications of a range of different entities.

We create a clear and robust framework which provides our clients with flexibility in how they use their assets and ensures that they are structured efficiently with minimum risk. Our services include:

  • Succession planning
  • Lifetime planning
  • Trust creation and administration
  • Personal injury trusts
  • Asset structuring and protection
  • Tax planning
  • Family investment companies
  • Philanthropy
Asset protection

We take time to understand our clients’ priorities and aim to build enduring relationships to achieve their desired outcome.  Their key requirements typically include:

  • Controlling family wealth while passing on some of the benefits
  • Protecting assets from bankruptcy or divorce
  • Protecting and managing assets for young or vulnerable individuals
  • Mitigating tax liabilities, including Inheritance Tax and Capital Gains Tax
  • Protection assets in cross-border and overseas holdings
  • Providing for the next generation
  • Estate planning
  • Trust creation to manage assets