Wealth
Transfer

Making plans for both you and your family’s future

Putting in place the right estate planning measures to ensure your wealth can benefit your family

Getting your wealth transfer plans right is crucial to ensure that your wealth delivers the right benefits. We take a close look at your existing funds to ensure you have enough to share, will consider the tax liability and planning considerations and how to administer your estate in adherence to your wishes.

Our succession planning process will consider the health of your current plans, examine any residency or domiciled issues as well as financial administration or bank accounts, assets and investments across multiple countries.

Our expert advisers can also guide on will writing, Lasting Power Of Attorney, and ‘Living Wills’ as well as the establishment of Trusts and Gifting