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Estate and succession planning

It’s essential to plan for the future and Mills & Reeve will ensure you have made the best possible provisions for your family and loved ones. With 23 lawyers specialising in this area, Mills & Reeve has the resources and experience to help you navigate the often complex issues around estate and succession planning.

As well as advising you on the drawing up your will, they will also help with trusts, lifetime gifts, shared business ownership and any other tax related issue including stamp duty land tax, inheritance tax, income tax and capital gains tax.

Mills & Reeve will work to understand your family and your needs and advise you on the most appropriate ways to protect your wealth for current and coming generations. The team include members of the Society of Trust and Estate Practitioners, The Institute of Chartered Tax Advisors, Probate Section of the Law Society, Solicitors for the Elderly and Country Land and Business Association.

They have a wide range of experience, including:

  • Advising on transfer of assets between two generations while still providing for the current generation
  • Negotiating relief from inheritance tax on valuable assets including heritage property
  • Establishing family investment companies
  • Advising on ways to successfully protect assets and gain significant tax savings

Clients include wealthy families and individuals, business people and landowners.

‘A client states: “It is the best firm I have ever worked with: I can reach them when I ring them up, and there is never a delay.” […] The practice is capable of handling complex estate matters, including those with cross-border elements. “They have a reputation, equal to the best in London,” comments an interviewee.’ — Chambers UK

‘This group is well-regarded for its wealth planning and asset protection advice, leading to an impressive volume of instructions from clients with substantial business interests or inherited wealth.’ — Legal 500

Contact Matthew Hansell, Chris Belcher, Julia Rangecroft, Deborah Clark or Justin Ripman for more information.

This material has been sourced from the Mills & Reeve website. Please go here for more details.

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Turnover (£m): 70.90
No. of Lawyers: 335


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