Protecting & passing on wealth

Efficient estate planning

Nicola advised two clients, following the sale of their business, in relation to efficiently planning their estates, in a matter valued at £25 million.

Nicola provided assistance in relation to preparing tax efficient wills, lasting powers of attorney, transferring assets and purchasing property to preserve wealth for the next generation of the family, in light of their impending marriages.

Working alongside a wealth management firm, Nicola helped in facilitating the restructuring of an existing property investment company, to provide growth shares for the children, whilst also ensuring the parents remained in control.

Nicola is continuing to assist the clients, by providing advice on matters of compliance in relation to a family charitable trust.

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