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This area covers practical, person-focused planning of financial affairs for individuals and families, including how assets are arranged for future needs and orderly transfer. It encompasses arranging wills, trust structures, lifetime gifts, powers of attorney, and estate or succession planning within the framework of English law and the tax regime. A solicitor in this area drafts and reviews documents, helps structure investments and pensions, and coordinates with financial advisers and product providers to ensure tax-efficient and compliant outcomes. It often shapes how wealth is preserved and passed on over generations.
The solicitor handles the drafting and review of wills, trust deeds and lifetime trusts, powers of attorney, executry and succession planning, and complex introductions to tax-aware arrangements. They work with fiduciaries, accountants, and financial advisers to align lifetime gifting, pension arrangements, and estate planning with regulatory requirements and client objectives. They navigate provisions, structures, and interactions with tax law, trusts, and regulatory guidance, ensuring documents are valid, enforceable and up-to-date.
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95%+
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Tagged solicitor Angeliki Kotsidou
Beyond Corporate is a very supportive and knowledgeable partner for our business. Especially Angeliki. She goes above and beyond expectations to support my team. Highly recommend partnering with Beyond Corporate.
Review left by Ryan
