Consulting Services, http://www.duncanlawrie.com/Trust & Estate Planning/consulting-services.htm
Date: 08 February 2012
Last updated: 30/06/2008 12:41


We construct multi-generational succession strategies for both domestic and international family estates, including: 

  • Dynastic/lifetime planning, using appropriate methodology for each family/jurisdiction, including Anglo-Saxon trusts; civil law foundations and other fiduciary concepts;
  • Death planning, including wills ranging from simple models to complex long-term family inheritance arrangements (e.g. traditional Family/Discretionary Trusts);
  • Inward-planning strategies for the tax and succession issues of non-UK domiciled families becoming temporarily UK resident;
  • Structuring of inward and exit strategies of specific investment projects in foreign countries;
  • Cross-border succession strategies, providing solutions for dealing with:
    • The application of foreign succession laws on family assets and family members;
    • Marital property regimes;
    • Foreign capital tax mitigation;
    • Multi-jurisdictional wills;
    • Family cultural/religious aspects of succession (e.g. Sharia-compliant arrangements);
  • Periodic family strategy review and reporting meetings.

© Duncan Lawrie 2011