Discover the True Essence of Estate Planning with Our Exquisite Legal Services

Make sure your loved ones get what’s yours with my detailed estate planning legal support. I protect your assets, cut taxes, and fulfill your wishes.¹ As the head of our firm, Alison guides our growth. She zeroes in on our mission, our team, and our profits. This makes us effective and helpful. In client consultations, she helps wealthy UK and international clients. She provides advice on taxes, trusts, estate planning, and passing on your wealth. She guides on how to manage, protect, and distribute assets like businesses, property, and investments to your family and others.

Key Takeaways

Comprehensive estate planning services to protect assets, minimize taxes, and preserve your legacy
Tailored solutions for high-net-worth individuals and families, both UK and non-UK domiciled
Expertise in advising on business interests, real estate, and other wealth transfer strategies
Proactive asset protection strategies to mitigate risks and guard against “too much, too soon”
Integrated approach with financial advisors for seamless estate and financial planning

Unraveling the Complexities: Law for Estate Planning

I, as an estate planning expert, focus on offering straightforward and practical advice. This is to help my clients achieve their unique goals. We team up with people from all walks of life to create estate plans. These plans aim to safeguard assets and secure wealth for the future.²

Navigating Wills and Trusts

Having a solid will is key. It ensures your property is divided as you wish, appoints guardians, and details your final wishes.²Trusts are useful for managing assets during your life and easily passing them to loved ones later on. I, along with my team, work closely with clients and their financial advisors. We make sure their estate plan aligns perfectly with their financial strategy.²

Preserving Assets for Future Generations

My main goal is to help people lower inheritance tax and safeguard their wealth. This advice includes the best ways to hold and protect various assets. It’s all about supporting surviving family members and the next generations.²

Tax Planning Strategies

Estate taxes can greatly reduce the value of your estate. That’s why we put our heads together with clients to create tax plans. These plans help keep more of their assets for their heirs. We might use trusts, life insurance, and investment strategies to lower tax bills.²

I combine estate planning, tax laws, and financial planning to provide holistic solutions. These solutions are tailored to meet each client’s needs. Whether they wish to protect their assets, lower taxes, or leave a lasting legacy, I’m here to help. I guide them through the complexities of estate planning law.²

Meet Our Managing Partner: Alison’s Expertise

Alison Broadberry is the Managing Partner at Edwin Coe.³ She took on this role after joining in 2016 as the Head of Private Client.⁴ Her insight has guided the firm’s path and growth.

Strategic Vision for Edwin Coe

As the boss, Alison oversees the firm’s big plans and growth.⁴ She focuses on the company’s purpose, its people, and its profits.³⁴ Her goal is to make Edwin Coe a place that excels in services for wealthy UK and international clients.

Passion for Private Client Services

Alison loves working with the Private Client team.⁴ She is dedicated to delivering top-notch advice to clients.³⁴ Together with her team, they aim to meet various client needs with ease, thanks to their unity and close teamwork.

managing partner

Tailored Solutions for High-Net-Worth Individuals

Working with high-net-worth clients, I focus on estate planning, especially tax, trust, and succession.⁵ I help families & individuals navigate complexities. This includes advice on holding, protecting, and transferring assets like businesses and real estate to the next generation.⁵

UK and Non-UK Domiciled Client Advisory

Estate planning is crucial for high-net-worth people, both in the UK and overseas.⁵ If you live abroad but have UK assets, handling taxes can be tricky. I help clients meet both their global and UK financial needs smoothly. This way, they can keep their wealth and legacy strong.⁵

Business Interests and Real Estate Planning

I offer special plans for those who own businesses or a lot of real estate.⁵ Working with a client’s financial and legal teams, we create plans. These strategies cut down taxes and ensure assets move well to the next generation, either now or later.

Proactive Asset Protection Strategies

Protecting your assets from various risks is crucial. I advise my clients to be ready, whether their assets are in different types of ownership. My goal is to create detailed strategies for asset protection.⁶

Mitigating Risks and Threats

I focus on avoiding family disputes, handling divorce claims, and helping financially immature heirs. I design solutions to prevent bad money decisions and lower taxes.⁶

Guarding Against “Too Much, Too Soon”

Estate planning must balance giving to your loved ones and making sure it won’t be too much. I coach my clients on strategies to protect assets. This ensures their legacy for future generations while meeting family needs.⁶⁷

asset protection

Using trusts, LLCs, and more, I help protect your wealth. This way, assets are passed as you wish, beneficial to your heirs.⁶⁷

Tackling these challenges early helps you avoid risks and secure your legacy. It’s critical to update your estate plan every three to five years. This keeps it effective and covers any new needs that arise.⁶

Estate Planning for Business Owners

Being a business owner means your estate plan is unique. It should tackle the special issues and chances you have. I’m skilled at advising owners like you. I help make sure your business and personal wealth move smoothly to the next stage.⁸

Pre-Sale Estate Planning

Getting ready to sell your business? It’s key to get both personal and business advice that fits together. Doing this with me or my team at Edwin Coe can help you get the best tax savings. For example, you might lower capital gains tax with Entrepreneurs’ Relief. And you could cut down inheritance tax with Business Property Relief.⁸⁹

Entrepreneurs’ Relief and Business Property Relief

On your business sale, Entrepreneurs’ Relief can save you a lot on taxes. Also, Business Property Relief might keep up to 100% of your business assets safe from inheritance tax.⁸ I’m here to make sure you grab these tax benefits in your estate plan.

Business Succession and Protection Strategies

Getting your business ready for the next leaders is critical. I help with plans, whether it’s passing on as a gift, a sale, or a gradual handover. Whatever you choose, we’ll work through it. We’ll make sure your family and business are secure.¹⁰

I also give tips on protecting your business. This often means using life insurance and trusts. These methods help secure your business’ future and look after your loved ones.¹⁰

Sensitive Family Estate Planning

Being an estate planning attorney, I understand the difficulties families face. Especially, those with complex relationships like blended families or children from prior marriages start estate planning.¹¹ It’s essential to carefully consider and address everyone’s needs. This ensures fairness and peace when dividing assets.¹²

Balancing Needs of Spouses and Children

It’s important to find a balance in family estate planning. We aim to meet the needs of the surviving spouse and children from current or past marriages.¹² This includes setting up trusts, deciding on who owns what, and other financial steps. We do this to support the surviving spouse and ensure a fair inheritance for all children.¹¹

Minimizing Future Conflicts

The main goal of such planning is to avoid family conflicts later.¹² We work by opening up discussions, dealing with any concerns, and making communication clear. This helps families go through the sometimes emotional estate planning. They can make a plan that truly reflects their desires and protects their family’s future.¹¹¹²

family estate planning

Key Considerations in Sensitive Family Estate Planning	Importance
Balancing the needs of surviving spouse and children	High
Minimizing the risk of future conflicts among family members	High
Facilitating open and honest communication during the planning process	Critical
Ensuring a fair and equitable distribution of assets	Paramount
Addressing the unique needs and dynamics of blended families	Essential

Integrated Approach with Financial Advisors

Being an estate planning attorney, I know the value of connecting [integrated estate and financial planning]. Financial advice changed a lot in the 70s. Back then, it turned towards looking at finances in a complete way.¹³ This new focus considers the whole client’s financial wellness.¹³

I team up with the financial experts my clients have. Together, we make sure their estate plans match their overall financial dreams. This way, clients get top-notch help on financial, legal, and tax matters.¹⁴ Working with these advisors ensures nothing important is overlooked.¹⁴

After focusing on [integrated estate and financial planning], many clients quickly finished their estate plans.¹³ And, more financial advisors are now helping with estate plans.¹³ This change is making our work better and is clearly improving our clients’ lives.¹³

In light of possible tax changes by 2025, we need smart [integrated estate and financial planning] more than ever.¹⁴ Clear talks and teamwork between financial advisors, accountants, and attorneys can make a big difference. It can help families use every chance wisely and avoid costly errors.¹⁴

By working closely with professionals in finance, accounting, and estate planning, I ensure my clients get personalized, full-service [integrated estate and financial planning]. This approach helps them pass on their wealth, save on taxes, and look after their future generations.

Comprehensive Services for Legacy Preservation

I’m a seasoned estate planning expert, offering top-notch services. I help wealthy individuals and families keep their legacy strong. This includes tips on owning properties wisely and smart tax moves, to setting up family trusts and investment plans. I cover a lot to manage wealth well.¹⁵

Property Ownership and Tax Savings

I guide clients on how to own properties, especially if they want to help their children buy homes. Or for those looking to rent out properties. I show ways to lower your taxes and safeguard the value of these assets.¹⁵

Family Trusts and Investment Vehicles

I help wealthy individuals create family trusts and investment options. It ensures their assets move to the next generation smoothly and in a tax-smart way. Life insurance and pension plans are also part of this strategy.¹⁶

Charitable Giving Strategies

I go beyond standard ways to help families leave a charitable legacy. I work on blending their charitable dreams with their estate plans. This way, they do good for causes they love even after they’re gone.¹⁷

legacy planning

My estate services are for all, whether you own a business, invest in real estate, or just want to protect your family’s future. I combine legal know-how with understanding tax laws and wealth strategies. My relentless effort is to keep your assets safe and fulfill your desires.

Conclusion

At Edwin Coe, we’re dedicated to offering top-notch estate planning solutions for wealthy individuals and families.¹⁸ We aim to keep their legacy, reduce law for estate planning taxes, and safeguard their wealth for future generations. With more than three decades of experience, our legal team customizes services to fit each client’s needs.

We take a proactive stand on asset protection. This includes lessening family disputes and cutting down conflicts.¹⁸ We help in choosing reliable executors and trustees. Plus, we ensure smart handling of money, legal matters, and life decisions if someone becomes unable to make choices.¹⁸ Our methods, like using trusts, gifts, and planning for business continuation,¹⁹⁸ help keep and grow our clients’ wealth for the coming generations.

Our team is passionate about delivering top-notch estate planning services. We combine our know-how, forward-looking strategies, and tailored plans to help clients reach their objectives and leave a lasting mark.¹⁸ By utilizing our know-how, clients can handle the ins and outs of law for estate planning and wealth preservation with a sense of certainty and calm.

FAQ

What services do you provide for estate planning?

I help wealthy individuals and families with all aspects of estate planning. This includes making wills, setting up trusts, and planning how to pass on assets wisely. I make plans to lower the amount of tax your estate pays, protect your wealth, and secure it for your heirs.

How can you help me minimize taxes on my estate?

I’m well-versed in tax strategies that lower the amount your estate must pay when you pass it on. I can help you take advantage of tax breaks and steer through the setup of family trusts. This helps reduce tax liabilities and keep more of your wealth safe.

What is your approach to asset protection?

I’m all about keeping your assets safe. I work hard to find and tackle any risks that could threaten your estate. This might include preventing family disputes or protecting assets from legal claims. My aim is to secure your wealth for years to come.

How do you handle complex family situations in estate planning?

I specialize in managing tricky family situations in estate plans. This includes families with complex structures due to multiple marriages or blended families. I aim to meet everyone’s needs while averting future family disagreements.

How do you work with my financial advisors?

I believe in working closely with your financial team. This group includes your financial and investment advisors. Aligning your estate planning with your financial goals ensures a seamless strategy that works for you.

What experience do you have with business succession planning?

Dealing with estate planning for business owners is one of my specialties. I advise on how to align personal and business succession plans for a smooth transition. I focus on maximizing tax breaks and protecting your business.

Can you assist with charitable giving strategies?

Definitely. I can structure your estate plan to include tax-effective charitable donations. Making your charitable goals a part of your estate can also further your wealth and legacy planning.