Estate Planning Advice

Most people put off estate planning until it becomes urgent, leaving their wealth exposed to tax, legal disputes, and family conflict. We bring clarity, strategy, and cross-border expertise to protect what you’ve built, ensure it’s passed on exactly as you intend, and give you complete peace of mind.

Protecting Your Wealth, Preserving Your Wishes

Estate planning should be a complete strategy for protecting, structuring, and transferring your assets with confidence. As your estate planning financial adviser, we address every aspect, from wills and estate planning to complex trust estate planning solutions that safeguard family wealth and control how it’s distributed. We handle trust, wills and estate planning with precision, creating structures that minimise risk, reduce inheritance tax, and protect against disputes.

For high-net-worth individuals and expats, our expertise in complex estate management and cross-border estate planning ensures assets held in multiple jurisdictions are structured for efficiency, protected from unnecessary tax, and fully compliant with local laws. We also provide business succession and estate planning to protect company value, maintain stability, and ensure leadership transitions happen smoothly.

Wills & Trust Structures

We create and coordinate legally robust wills and bespoke trust arrangements that reflect your wishes in detail. This ensures your assets are distributed exactly as intended, avoids unnecessary delays, and protects beneficiaries from potential disputes.

Tax & Legal Efficiency

Our estate planning strategies minimise inheritance tax, capital gains tax, and other liabilities while ensuring full legal compliance. By leveraging available reliefs and exemptions, we help you preserve more of your wealth for the people and causes you care about.

Asset Protection & Ownership

We review how your assets are held and restructure ownership where needed to protect wealth from disputes, creditors, or unforeseen life events. This provides a secure foundation that keeps your estate intact and aligned with your long-term goals.

Business Succession

For business owners, we design clear succession plans that secure company value and ensure leadership transitions happen smoothly. From shareholder agreements to ownership transfers, every detail supports stability for the business and your beneficiaries.

Cross-Border Coordination

We specialise in estate planning for clients with assets, interests, or family in multiple jurisdictions. Our cross-border expertise ensures your estate is compliant in each country, avoids double taxation, and remains efficient across borders.

Charitable & Values-Led Planning

Your estate can be a powerful tool for positive impact. We help you integrate charitable trusts, foundations, and giving strategies into your plan, ensuring your wealth supports the causes and values that matter most to you.

Estate Planning That Grows With You

Wealth can be lost in unnecessary tax, tied up in legal disputes, or scattered without a clear plan. We structure your estate so every asset is protected, every transfer is intentional, and every detail reflects your priorities. We secure your wealth, honour your wishes, and keep control in your hands, forever.

For Complex Estates and Ambitious Goals

Our clients see estate planning as more than a formality. It’s a way to protect what they’ve created, shape how it’s passed on, and ensure it reflects their values.

Specialist estate planning for complex, high-value, and cross-border estates. Wills, trusts, tax efficiency, and business succession expertise.

Those who want independent, expert advice with complete transparency and discretion

Specialist estate planning for complex, high-value, and cross-border estates. Wills, trusts, tax efficiency, and business succession expertise.

Families with blended or international structures seeking clarity and harmony in distribution

Specialist estate planning for complex, high-value, and cross-border estates. Wills, trusts, tax efficiency, and business succession expertise.

High and ultra-high-net-worth individuals with complex assets or multi-jurisdiction estates

Specialist estate planning for complex, high-value, and cross-border estates. Wills, trusts, tax efficiency, and business succession expertise.

Expats and globally mobile clients navigating cross-border laws and tax systems

Specialist estate planning for complex, high-value, and cross-border estates. Wills, trusts, tax efficiency, and business succession expertise.

Business owners preparing for leadership transition and protecting company value

Your Life. Your Wealth. Your Estate.

Your estate is the result of decades of work, decisions, and dedication. It’s the financial and personal foundation you’ll pass on, shaping how the people and causes you care about will benefit long after you’re gone. Whether that legacy means supporting family, securing a business’s future, or making a lasting charitable impact, your estate plan must be ready to achieve it.Effective estate planning means putting the right legal and financial structures in place well in advance, so your property, investments, trusts, and cross-border assets all work together exactly as you intend. Estate planning should never be left to guesswork, outdated documents, or generic solutions that ignore your unique circumstances.Wealth can be preserved. Tax can be managed. Disputes can be prevented. With guidance from an experienced estate planning financial adviser, every element can be alignedfrom trust estate planning and wills and estate planning to business succession and estate planningto deliver security, efficiency, and peace of mind.Whether you’re safeguarding a family business, structuring cross border estate planning, reducing liabilities through estate tax planning, or integrating charitable estate planning into your legacy, we ensure your estate reflects your priorities and stands up to the complexities of life. We protect you from unnecessary risk, ensure your wishes are honoured, and create a plan as resilient and ambitious as the life it represents.

FAQs

Estate planning can feel complex, especially when significant wealth, multiple jurisdictions, or family considerations are involved. These FAQs answer the questions we hear most often, giving you a clear starting point for understanding the process, the benefits, and the options available to you.

Estate planning is the process of organising your assets, finances, and legal instructions so they’re protected during your lifetime and passed on according to your wishes. It covers much more than just a will — including tax efficiency, trusts, and strategies to prevent disputes. Without an estate plan, your wealth could be reduced by unnecessary tax, legal costs, or unintended distribution.

A will sets out who inherits your assets, but it doesn’t address how to protect them, minimise tax, or manage complex family or cross-border situations. Estate planning brings together wills, trusts, tax strategies, and asset structures into one coordinated plan. This ensures your estate is preserved, compliant, and aligned with your personal and financial goals.

The best time to start estate planning is well before you expect to need it, ideally when you have significant assets or life changes on the horizon. Early planning gives you more options to protect wealth and reduce tax. Your plan can then be reviewed and updated as your life, assets, and the law evolve.

An estate planning financial adviser helps you structure your assets so they’re protected, tax-efficient, and passed on exactly as you intend. They coordinate wills, trusts, business succession, and cross-border arrangements into one clear strategy. Their role is to simplify complex decisions, manage risk, and make sure your wishes are legally secure.

The cost of estate planning depends on the complexity of your assets, structures, and goals. While fees vary, many clients find the tax savings and avoided legal costs far outweigh the investment. We provide clear, transparent pricing so you know exactly what you’re paying for and the value it delivers.

Trust estate planning involves using trusts to manage how and when your assets are passed on. Trusts can protect wealth from disputes, divorce settlements, or creditors, while also offering tax advantages. Whether you need one depends on your estate size, family circumstances, and goals for asset protection.

Estate planning can use exemptions, reliefs, trusts, and lifetime gifting strategies to lower the amount of inheritance tax due. By planning ahead, you can ensure more of your wealth is passed to your chosen beneficiaries instead of being lost to tax. This not only preserves value but also gives you greater control over how your legacy is shared.

Protect the Estate You’ve Nurtured

Speak with an experienced estate planning adviser today and discover how a tailored plan can preserve your wealth, honour your wishes, and secure your legacy.

Forest Wealth