Our specialist Private Client team, which is accredited by the Society of Trust and Estate Practitioners, has grown steadily in recent years in response to our clients’ wide range of personal and family requirements. We are trusted by our clients both here and in England to handle all matters of their estate planning sensitively and commercially.
Our Private Client Expertise:
wills, trusts & estate administration
equity releases & gifts
estate & tax planning
probate
charity law
office of care & protection applications
enduring powers of attorney
living wills
care homes
Landmarks:
dealt with an estate of £9 million that included various business assets and multiple properties
instrumental in the drafting and approval of a number of Disabled Trusts where trust funds have been paid out of Court into a private settlement for tax advantages
advised a shareholder of one of Northern Ireland’s leading businesses on the creation of various trusts for succession planning to protect family wealth just prior to a disposal of his shareholdings
