Private Wealth

PRIVATE WEALTH

It is always important to plan for the future, despite however daunting it may seem.

However, having a valid will and ensuring that your lifetime earnings are distributed in the exact way you have decided. It also helps reduce the additional stress and costs for your family and other beneficiaries, should the unexpected happen.

Here at Lothbury, we can present you with all the options that are available to you when making a will or managing probate. We can also advise individuals who are acting as executors of a deceased’s estate whilst identifying any tax or asset related issue.

OUR EXPERTISE

1

Contentious probate and trust advice

2

Court of Protection applications and appointments

3

Cross-border issues

4

Estate administration

5

Inheritance Family Provision claims

6

Inheritance tax planning

7

Lasting Powers of Attorney

8

UK trusts and related tax advice

9

Wills