Private Client

Bexley Beaumont: An award-winning boutique law firm with an inclusive and collaborative team culture and an uncompromising approach to quality aligning the interests of both clients and lawyers. Senior experienced lawyers with a wealth of commercial acumen acting as trusted advisors providing legal solutions across all commercial disciplines.

As we assist our clients with their planning, we ensure as standard that we:

• Accommodate the capture of all available tax exemptions and reliefs from inheritance tax and security of tax neutrality generally.
• Advise and offer mechanisms and structures for asset protection and preservation laterally and down the generations to protect assets against:
  • predatory partners of a surviving spouse/partner; and
  • negative circumstances that may come to touch upon the lives of a surviving spouse or ultimate beneficiaries such as divorce, bankruptcy, spendthrift behaviour, substance abuse, mental health difficulties, care needs and perhaps the risk of exacerbating the inheritance tax position of an already wealthy beneficiary.
• Understand and accommodate the specific needs of those with business interests who look to secure certainty and seamless continuity of the business on death without beneficiary or surviving business partner being held to ransom, on a tax efficient basis; and
• Retain flexibility for clients to amend their wishes as they develop on a straightforward cost-efficient basis.

We make no apology for the forensic approach we take when receiving your instructions. Whilst primarily we listen and are driven to protect and enshrine your wishes as presented, we will navigate our instructions holistically. We will bring to your attention extraneous matters which bear upon securing your intended outcomes such as the estate planning of the senior generation to a family; the planning of a partner in business; the merit of pre-nuptial agreements for the junior generation; options for post-death variations to restructure inheritances already received (to incorporate asset protection and inheritance tax efficiency) and we will look into the beneficial ownership of your assets to ensure the holdings are structured efficiently for tax and to align with your planning devices.

Every piece of estate planning we execute is unique, bespoke and specifically tailored to your individual circumstances, family background, asset base and business plans and we welcome a joined-up approach alongside your trusted advisers (IFAs and accountants) for a seamless multi-disciplinary approach.

We thrive in securing our clients’ wishes for the preservation and devolution of their wealth via a suite of complimentary deeds and documents (wills, lasting powers of attorney, trusts etc…) which provide integrity and a robust security for their intended outcomes. This does not stop on death. We navigate our clients through the formalities of post death administration to include the inheritance tax return, maximising all claims for tax reliefs and exemptions from inheritance tax (including administering will trusts to release access to additional Residential Nil Rate Band (RNRB) where necessary) and ultimately the Grant of Probate after which, if not already commenced, the cycle starts all over again with the next generation.