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We understand that good planning ensures positive outcomes are achieved without dispute

Our specialist team of estate and succession planning lawyers offer expert advice in this area.

As a firm we believe that good estate and succession planning requires a multi disciplined approach. For example, planning may require focus on Inheritance Tax or Capital Gains Tax and ways in which to reduce exposure to these taxes. It may also require concentration on property law or business law and farm/agricultural property or matrimonial law aspects as well.

We provide a holistic approach to estate and succession planning helping you put your affairs in order to avoid potential future family disputes.

Our specialist team also work closely with other professionals such as accountants and financial planners to provide this service.

The corner stone of good estate and succession planning is the preparation of a tax efficient Will. An ageing population also means Powers of Attorney need to be considered as well. It may also be sensible (either because of tax or otherwise asset protection) for trusts to be considered to help with the passing of assets down the generations.

We can help with all of these aspects of your planning and provide a unique service where we analyse your particular circumstances and provide various options to improve or enhance your current situation.

“The private client team at Rix & Kay is adept at handling specialist trust, tax, and succession planning issues, and advises business owners on complex asset and personal wealth arrangements. The firm also fields a later life team specialising in Lasting Powers of Attorney and Court of Protection work, and a probate team assisting with estate administration. The practice is led by Bruce Clarke, who is described as always on the ball.”

“As a client, the key for me is technical competence, proactive and relevant advice coupled with strong personal relationships. It is rare to find all three so well catered for, and for me, Rix & Kay scores full marks here”.

“I work with Bruce Clarke, who heads the Private Client team at Rix & Kay. He is always on the ball as far as my affairs are concerned, and makes his advice so personal and relevant at the same time”.

“The calm and excellent Max Wright advises on estate administration, mental capacity issues, and an array of probate matters. He is a calm and excellent lawyer dealing with high value estates”.

Ian Best – sensible knowledge and good personal attention”.

Industry peers praise Rix & Kay in the latest edition of Legal 500

 

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