Once all planning options have been considered, we can ensure that wills are up to date, reflect the wishes of the individual, and are tax efficient generally.
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Many of our clients have interests in businesses. This involves special attention, and our team has a deep knowledge of the needs of entrepreneurs. Typically, various factors will need to be taken into account such as exit and succession planning and ensuring that all relevant taxes are considered.
Review of your estate and life planning
Following a full consultation with one of our solicitors an initial summary of your circumstances and planning options available will be prepared for you to review.
If you wish to proceed further with your later life and estate planning, we will create a bespoke report for you. This will include advice and projected costs of implementing your personal life plan.
Other Services
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Estate Planning
Estate planning is often at the heart of the work we do for our clients. At TI Law, we define estate planning as arranging our customers’ long-term financial affairs so as to meet their wishes, in a tax-efficient manner and, where possible, to provide asset protection for them and future generations.
