Home / Wills, Estate Planning & Trusts / Estate and Succession Planning

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.

“Rix & Kay’s core offering involves advising high-net-worth individuals and families on tax, specialist trusts and succession planning matters. The Private Client Team, which spans the Kent and Sussex regions, collaborates with the corporate practice to act for business owners, directors and shareholders. Team leader Bruce Clarke has wide-ranging private client experience and advises on complex tax and estate planning work, creating and administering trusts, and advising on powers of attorney and mental capacity law. Clients praise Ian Best as an exceptional asset to the practice; he has specialist expertise in will drafting, probate and trust tax compliance work. Member of STEP Max Wright has extensive knowledge of capital tax planning issues, CGT, IHT, trusts and succession planning, as well as cross-border work”.

“Good coverage of specialism for a non-London firm, with some excellent experience among the team and a can do approach to new enquiries”.

Legal 500 results praise Rix & Kay

Google 5star review

“I have used Rix and Kay for the last 15 years on Wills, property purchases and probate services, and have always had excellent service.”

Andrew Chee – Five star Google review

Latest news and blogs