Private Client
The Importance of Wealth Structures in Estate Planning
On Demand
Webinar
The Importance of Wealth Structures in Estate Planning
On Demand
Speakers: Alan Eccles, Jonathan Brecker, Susan Ross
Webinar
Robust and appropriate legal structures are essential in supporting and implementing good estate planning. The right structure can support a family and be the foundation for family business. The wrong structure can put assets at risk and result in adverse tax consequences as well as creating risks for the adviser.
Wealth structures can be all around us from the fundamental such as a will as well as in financial platforms like pensions through to more bespoke structures involving trusts, companies and partnerships. In addition to selecting the right type of legal basis to any structure there are also tax considerations attached to the use of different vehicles.
This virtual seminar will consider key legal and tax aspects of estate planning structures including:-
Alan's private client work covers estate planning including wills, executries, trusts and inheritance tax. He is the author of the Scotland chapter in the textbook International Succession. As part of his private client advice Alan often advises on incapacity law (powers of attorney, court appointed guardianship and other methods of managing the affairs of those less able to do so). This has involved acting in some of the leading Sottish cases on incapacity law and estate and succession planning. A regular commentator on incapacity law matters, Alan's written work has been referred to in judicial decision making. Of Alan's private client work, the Legal 500 notes that he "conveys complicated legal concepts with clarity and humour".
Jonathan Brecker (Assistant Director) and Susan Ross (Director) join us from Alvarez and Marsal, a leading management consultancy, bringing their expertise on wealth management.
