Wills, Trusts and Estate Planning
Fidera helps clients to structure their affairs so that their estates pass to their intended heirs whilst minimizing inheritance taxes and probate fees, including drafting customized wills, often for multiple jurisdictions and employing trusts and other bespoke structures.
Fidera can assist with the following:
- Preserving family wealth, by using trusts to safeguard children, the vulnerable and protect assets from creditors
- Charitable trusts
- Protecting your loved ones by ensuring your will is drafted so that your estate is distributed according to your wishes
- Preparing wills that are compliant in all the jurisdictions relevant to you
- Draft wills that minimize estate taxes and death duties; and also avoid conflicts and challenges to the will
- Ensure that the probate process is pain-free for Executors
Our clients have used our services for:
- Preparing US and Hong Kong wills for a client who had assets in both jurisdictions
- Preparing tax planning wills that mitigated UK inheritance tax
- Advising the majority shareholder of a UK sports club to establish a trust for his shares, so that the club could be run for the benefit of the fans after his death
- Varying a Will in order to achieve a more tax efficient distribution of the deceased's estate
- Creating a trust for a vulnerable beneficiary to prevent unscrupulous third parties from exploiting him in the future
To Contact Us:
If you would like to speak to Fidera about our will Private Client services, please contact Michael Lucas CTA & TEP, our Director, Private Client at michael.lucas@fidera.com or on +852 3127 5508.