Estate and Succession Planning

At Rix & Kay 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.