Estate Planning for Individuals
Helping the next generation
Daverns has both the tax advisory and trusts expertise that will assist you in assisting the next generation.
We can help structure estates efficiently, through family investment companies and trusts, and provide bespoke advice for your individual circumstances in order to mitigate tax, transfer your wealth to the next generation, and retain appropriate levels of control.
We can advise on:
- Family businesses and wealth
- Inheritance tax
- Lifetime estate and succession planning
- Structuring multiple trusts for large estates
- Dividing property ownership
- Deeds
- Gifts and loans
- Wills, lasting powers of attorney (LPAs), and contentious issues that may arise with these.
- Should you choose to leave your legacy to charity, we can advise on appropriate philanthropy vehicles.
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