Calder Succession

Calder Succession provides the formal and detailed planning to help our clients to both minimise their estates’ liability to Inheritance Tax, and also protect the wealth they have worked so hard to create. Advice is given on the most appropriate way to write your will, what trusts should be created (and when), what assets should actually go into the trusts, who will benefit and who has control.

Once a plan is agreed, our team drafts bespoke wills and trusts for each client (as no two situations are the same) and we guide you through to the signing ceremony, being there to ensure the process is as smooth and easy as possible.

This is the vital platform to everything we do as a Group as without this stage you have no control on where your wealth goes, when it gets there and how much is left!

Services Offered –

  • Succession Planning
  • Inheritance Tax Planning
  • Wills
  • Trust Creation and Management
  • Lasting Power of Attorney’s
  • Deed of Variations
  • Trust Review Service
  • Business Succession
  • Cross Share Agreements
  • Business Trusts
  • Family Investment Companies

 

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