Estate Planning for Individuals
Helping the next generation
Our experienced estate planning solicitors and tax advisors can advise you and your family on how to preserve and grow wealth across generations with trusts, and estate and inheritance tax planning.
We can assist you in a number of areas in estate tax planning and related matters that facilitate the smooth transfer of wealth from one generation to the next, while protecting the family's assets from risk and implementing your wishes.
Depending on where you are on your wealth journey, we will tailor our advice to your individual circumstances in order to help grow and protect assets, mitigate tax, optimise tax efficiency, preserve your legacy for future generations, all while retaining appropriate levels of control and discretion.
We can advise on:
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Personal tax
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Private capital and business tax
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Inheritance tax
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Tax advice and reporting for individuals
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Trust planning
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Tax planning and compliance when using family investment companies and trusts
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Wills and Lasting Powers of Attorney (LPA)
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Deeds, gifts and loans
Get in touch
To take the next step, simply drop us an email or give us a call and we'll be delighted to understand how we will be able to help.
After an initial face-to-face or telephone consultation, we'll work through your needs and objectives in the short and longer term before developing a plan of action. We'll let you know exactly how we can help and which experts will be handling your matter.
Email office@davernpartners.co.uk or call 020 4505 8489