Succession planning including inheritance tax and related matters

We recognise that careful consideration of sensitive issues is required when planning for succession and the protection of family assets and wealth.

Planning should begin early creating a clear vision of what is to be achieved and how it is to be done.

We can work with you to structure your will in a tax efficient manner, considering the use of appropriate structures and work closely with existing legal advisers throughout.

We are licensed to carry out probate work and many of our existing private clients choose Vista Partners to manage this for them because of the strength of our relationships and our familiarity with their financial affairs and family members.

We can also assist in creating a Lasting Power of Attorney (LPA) for our clients and their families to give you more control over what happens to you if you have an accident or an illness and lack the mental capacity to make your own decisions.

An LPA is a legal document that lets you (the donor) appoint one or more people (known as 'attorneys') to help you make decisions or to make decisions on your behalf. We can talk you through the process and create the relevant documents, giving you peace of mind that your best interests are in hand.

To find out more about these services, or to arrange a free, initial meeting, please contact us.