UK Succession and Tax

In an uncertain economic and political climate protecting your personal wealth has never been so important.   Ever changing laws and legislation make it even more difficult to get the right plans in place.

Whether active in work or retired, land owner, farmer or entrepreneur, whatever walk of life, if you have high value assets the right advisors can help you plan for your own future and think about how you might eventually pass assets on.  This might involve tax planning for you, your company or your partnership, the drafting and funding of trusts, preparing Wills and lasting powers of attorney, structuring foreign assets, charitable giving to name but a few.

Why choose Foot Anstey

As a team of dedicated experts, rather than simply answering the question, we look to provide a wider solution and cut through the confusion with advice that is clear and concise.  Taking a commercially minded approach, we can advise across a broad spectrum of areas, including succession planning, wealth preservation, Wills, power of attorney and probate.

We want to really get to know and understand you and build multi-generational relationships. Our expertise is solidly built on a successful history of helping clients structure their assets and affairs in a way that protects their wealth, for themselves and the next generation.

Our experienced, multilingual team provide extensive expertise, which serves the needs of the private individual through to those of the entrepreneur and the landowner, including growth in OMB and employment tax.

Related services

International Succession and Tax

Managing and securing your private wealth can be complicated and when it comes to international matters, another layer of complexity is added. 

Our experienced, multi-lingual team is dedicated to providing specialist, high quality legal advice on international private wealth issues.

Family

Relationships can be complicated and involve a myriad of other factors in your life.

Whatever the problem, regardless of its complexity, we can advise you on which route is best for you.

Private Wealth

Every decision you make about your personal affairs has the potential to affect not only you and your assets, but to have wide-ranging consequences for your family and your employees.

We are able to truly offer you advice, over options and added-value, over added confusion and stress.

Entrepreneurial private companies

Throughout all stages of the business life cycle for entrepreneurial and private companies we understand there is great opportunity and reward that comes hand-in-hand with great pressure and risk points.

By being more than about pure transactions, we can help any EPC in every sector and every industry.

Key Contacts

With our extensive range of specialists and partner-led team our clients will always have access to a leader in their field.  Our experienced team works closely with our experts throughout the firm enabling us to work collaboratively across departments to provide clients with the strength and depth of all Foot Anstey areas of expertise.

Where necessary, we are used to working seamlessly with accountants and other financial professionals to deliver a service that is fast, efficient and approachable.

Client Guides

Key considerations when setting up a Family Investment Company

A FICo is an alternative vehicle for tax planning and moving assets through the generations, while retaining some control. In this guide we outline the key things to consider when taking this approach to your succession planning.

Death-in-Service benefits – what are your duties as a Trustee when a claim is made?

Whilst the benefit is common place, not many employers understand what their obligations as Trustees are or what to do when a claim is made. In this guide we take a closer look at this benefit, the duties it creates for Trustees and steps to take when a claim is made.

SRA Transparency Rules

The SRA’s 2018 Transparency Rules require all regulated law firms, who publish as part of their usual business that they offer certain services, to supply information on the prices they charge. By clicking the link you will find our pricing transparency documentation.