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Wills, tax and succession planning

When so much of our life revolves around work, it can be difficult to find the time to get your personal finances in order or sometimes even know where to start.

Overview

Whether your wealth derives from income built up during a successful career, from the sale of a business or it is inherited – one common goal should be to ensure it is protected through robust tax and succession planning.

We specialise in lifetime tax and estate planning and although not the most pleasant thing to consider, everyone should seriously think about what would happen to their family in the event of their death. Yet despite many of us saying our wealth is important to us, less than half of the people in the UK have an up-to-date Will.

This is where our lawyers can help. By focusing on preserving and ensuring wealth is transferred between generations in the most tax-efficient way, we would start by taking time to understand what is important to you. Renowned for our ‘clear, no-nonsense approach’, we can then adopt a common sense and practical approach to help you achieve it.

For more information contact James Packer on +44 (0)1223 225198 or email james.packer@taylorvinters.com

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Our People

James Packer
Consultant Partner
Private client, International,

Unfussy, no-nonsense, entertaining City lawyer specialising in tax, trust and estate planning for City professionals and other high net worth individuals....

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Our People

Mike Bell
Partner
Private client, International,

Modern and enterprising City lawyer with a particular specialism in tax and estate planning for property investment into London for non-domiciled clients....

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Fiona Lewsey's profile picture
Our People

Fiona Lewsey
Senior Associate
Private client,

Proactive, understanding and committed to going the extra mile to exceed clients’ expectations.

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Louise Moore's profile picture
Our People

Louise Moore
Associate
Private client,

An enthusiastic and proactive solicitor providing supportive and thorough advice to a variety of clients. Louise’s unique expertise in property, tax...

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Peter Moore's profile picture
Our People

Peter Moore
Trusts Manager
Private client,

Peter is a trust manager in the tax, trusts and estates team. Peter deals with the management of trusts, including the preparation of accounts and tax...

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James Packer's profile picture
Our People

James Packer
Consultant Partner
Private client, International,

Unfussy, no-nonsense, entertaining City lawyer specialising in tax, trust and estate planning for City professionals and other high net worth individuals....

Read more
Emma Parsons's profile picture
Our People

Emma Parsons
Associate
Private client,

Supportive and approachable to clients. Providing robust, thorough and clear advice and always goes the extra mile.

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Kirsten Pettit's profile picture
Our People

Kirsten Pettit
Associate
Private client,

A determined, driven and positive lawyer with a thirst for knowledge and who strives to play a vital part within the team.

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Sabrina Richards's profile picture
Our People

Sabrina Richards
Associate
Private client,

An approachable, conscientious and well organised private client lawyer with a keen attention to detail

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Case Study: Will trusts (protection of assets)

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Case Study: Will trusts (protection of a beneficiary)

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