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If you are looking to structure your estate to protect assets for your chosen beneficiaries, I can advise you on the most tax efficient way to do it. I will help you to create a will, lifetime trust(s), family investment company and other structures to assist with your estate planning. I will work closely with your other professional advisers, such as IFAs and accountants, to ensure a cohesive approach to your planning.
I work with all kinds of people across England and Wales, from elderly clients to directors of multimillion-pound businesses, to ensure their estate is structured in a tax efficient and ethical manner. Whether they need my legal expertise or a compassionate ear, I’m always on the other end of the phone with clear, straightforward advice.
Out of the office, I’m passionate about sport – in particular, I enjoy golf and Rugby Union.
I am an affiliate member of STEP and a member of Solicitors for the Elderly.
Don’t put it off – I know it’s not everyone’s favourite topic, but it’s better to make decisions about your future and your estate as soon as possible.
There’s nothing worse than contemplating your own mortality but in my experience, it helps to have the conversation about what you want to happen when you go with your loved ones while you still can.
Making a will is vital, and proper advice can help protect your estate for future generations.
Protecting your loved ones by making a will is probably the most important thing you will ever do.
How do I stop the tax man getting my money?
There’s no simple answer to this one, as everyone’s situation is different. Careful planning can reduce the impact of inheritance tax, and I’m someone who can put a tax efficient solution in place.
David King recently provided expert trust advice for his client; it was not a straightforward matter, but...
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Harrison Clark Rickerbys Limited is authorised and regulated by the Solicitors Regulation Authority (SRA number 520892). Registered in England number 7033248
HCR Legal LLP is authorised and regulated by the Solicitors Regulation Authority (SRA number 596261). Registered in England number OC382982
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David King is a Cardiff solicitor, specialising in wills trusts and estates.
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