Protecting & passing on wealth

Heirs who have already inherited

A high net worth client who had already given substantial lifetime gifts to the children of their first marriage was unsure whether they wanted their children to receive more inheritance under their will.

We advised the client on the structure of their will and updated the letter of wishes to accompany the will to reduce the chance of a successful claim against the estate being made.

Deciding who will inherit from your estate and who you feel has already been sufficiently provided for can be a difficult topic to talk about. Thomson Snell & Passmore LLP was able to give the client peace of mind that their post-death wishes now had the best chance of being adhered to without the estate becoming contentious.

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