Estate Planning

Our team of Estate Planning & Wealth Management lawyers advise clients on all aspects of Investment & Wealth Management.

Estate Planing North London

It is natural to want your relatives and friends to benefit in full from the assets within your estate. In many cases it is possible to take steps to reduce the potential tax liability on those assets. This is sometimes called ‘Estate Planning,’ and we have experienced practitioners who can assist in this specialist area. Carefully planning the financial affairs of your estate is essential to ensure that you can pass on the maximum benefit to your beneficiaries.  

Fahri LLP embrace all aspects of tax and estate planning; income tax, capital gains tax and inheritance tax planning whether it be for individuals, business owners or trusts providing modern solutions to our clients’ wealth management needs.

We can provide a full estate planning service by establishing the appropriate structures, including acting as executors and help with the on-going administration of your estate and all tax and accounting.

There are a number of areas that need to be addressed in estate planning:

  • Succession planning – ensuring that your assets pass to your chosen heirs, at the right time, in the right way and with the minimum of taxation.
  • Tax planning – mitigating your exposure to income and capital taxes.
  • Asset protection – implementing strategies designed to protect your assets from external and family risks.
  • Incapacity planning – ensuring that suitable arrangements are in place should there come a day when you are unable to make decisions for yourself.

A vital part of planning for a secure financial future is the creation and ongoing maintenance of the right investment and wealth management strategy. We provide innovative investment solutions tailored to your individual needs.

Fahri LLP are also experts in the field of Inheritance Tax mitigation. We can assess your overall exposure to the tax, taking into account your particular assets and interests and also your succession objectives.

We can also advise you on the ways that you may mitigate any exposure, including:

  • Lifetime giving to reduce the value of an estate.
  • Ensuring and maximising the use of exemptions and reliefs.
  • Making suitable provisions for pension death benefits and life insurance proceeds
  • The tax benefits of certain financial products such as Discounted Gift Trusts and Loan Trusts

SFE LogoOur Wealth Management service ensures regular maintenance and monitoring of your investments which are refreshed and rebalanced on a regular basis. With ongoing portfolio reviews, face to face meetings and access to innovative investment solutions, we ensure that you remain fully informed and in control of your investments.

We can give specialist advice in relation to the use of gifts, the setting up of trusts and the awareness of tax breaks and thresholds, which can assist in avoiding unnecessary taxation, always fully within the law. If you have an accountant, we will also be happy to liaise with them during the course of our work for you.

For further information on our estate planning & wealth management services, or to make an appointment for an informal first discussion, please call us on +44 (0) 20 3813 8450 or simply click here to get in touch.

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Case Studies

Statutory Provisions that can assist leaseholders in changing management companies
February 16, 2023

In England, there are several statutory provisions that can assist leaseholders in changing management companies: Commonhold and Leasehold Reform Act 2002: This act sets out the rights of leaseholders to manage their building and provides a framework for changing management companies. It requires the freeholder to give consent to the change of management company and […]

Landlord’s options in dealing with the death of a tenant
February 16, 2023

It is important to note that the death of the tenant does not automatically prompt the end of the agreement. For example, if a couple rent a property with both of their names on the tenancy agreement and one of them passes away, the other would automatically take over all obligations of the tenancy. This […]

Latest changes to Evictions and Notice Periods
June 14, 2021

Times have been hard for everyone during the Pandemic, but Landlords were hit particularly hard when it came to trying to regain possession of their Properties. Recently though, there have been some positive changes. On 31st May 2021, the ban of bailiff evictions was finally lifted and general bailiff evictions were able to proceed. On […]

Fahri LLP Solicitors

Fahri LLP is a family-run legal firm, a team of exceptional solicitors who have been supporting a diverse collection of local, national and international clients in all their private and commercial legal needs since 2016.

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