Wealth Protection

If you have considerable wealth or assets, it is important to have a comprehensive plan in place to protect your assets during your lifetime and for your beneficiaries. 

At JMW, we know that every client has different needs and can help you protect your assets in a number of different ways, including:

• Drafting a will that details how you wish your assets to be passed on
• Setting up a trust that comes into effect upon your death or becomes accessible during your lifetime
• Appointing a Lasting Power of Attorney to carry out financial decisions on your behalf

If your estate is liable to Inheritance Tax, our expert team will take this into consideration and review potential allowances your estate may qualify for to ensure your beneficiaries are looked after in your absence while also making sure your financial obligations are met. We can consider Inheritance Tax mitigation strategies to ensure that you have fully explored the available opportunities to reduce the burden of tax.

How JMW Can Help

Our dedicated wealth protection solicitors have helped many clients to protect their assets and understand the complex requirements to ensuring a will is properly executed and your family’s wealth is protected.

As a firm, our expertise is frequently called upon by peers in the industry; we are often asked to give seminars on wills, trusts and estate planning, Inheritance Tax and other related topics. 

Several of our lawyers are also members of the highly-respected Society of Trust and Estate Practitioners (STEP) as well as being named in the Legal 500.