Succession planning concerns the passing of property from one generation to another.

At London Trust we aim to manage this process in order to avoid unwelcome surprises such as probate or intestacy. We do this through the setting up of trusts, foundations or joint beneficial tenancies. The selection just depends on a client’s individual circumstances.

The benefits of succession planning are not only the avoidance of probate but the opportunity to involve the next generation at an earlier stage in key aspects of wealth management.