Multi-million pound lifetime settlements

The private client team advises some of Yorkshire’s wealthiest individuals, including five of the region’s top 15, and trustees on family trusts worth £50-£100 million. The team acts for many business owner-managers, significant shareholders and senior employees on various issues.

The team recently advised one of Yorkshire’s weathiest individuals on his own affairs: reviewing many different multi million pound lifetime settlements; compiling a summary of lifetime provision, made via outright gifts and those into trust; and analysing Counsels’ Opinions.

Please contact Greg Dixon to discuss private client.