We can provide advices on tax efficient ways in which to pass your assets to the next generation, both in the context of Wills and/or during your lifetime.  In addition, we can advise on trust structures for children until they reach maturity or in other circumstances.  The advices we can provide include:

  • advices on tax efficient lifetime gifts
  • tax efficient provisions in Wills so as to maximise tax free thresholds for children, grandchildren and others.
  • advising on Discretionary Trusts for children and others, including for those with a disability or other particular needs


A trust is an arrangement whereby a person (a trustee) holds property as its nominal owner for the good of one or other persons known as beneficiaries.

Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death.