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WEALTH MANAGEMENT & PRIVATE CLIENT SERVICES

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Introducing Forward Planning - the legacy-planning arm of Forward Legal dedicated to wealth management and private client services.

 

The team at Forward Planning brings a decade worth of of experience in its areas of expertise. We have adeptly guided clients through the intricacies of tax, trust structuring, estate planning, and seamless business succession. We offer a comprehensive suite of services tailored to the unique commercial and personal needs of our clients, ranging from bespoke tax planning and trust structuring aimed at asset protection and growth, to the meticulous setup and administration of family offices and trusts. Our approach to family business governance, succession planning, and personal matters such as wills, probate, and matrimonial issues is both strategic and empathetic. Across this spectrum of work, we offer legal solutions that not only secure assets, but also foster family harmony across generations.

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Choosing us means opting for a partner who values your legacy as much as you do. Our experience, coupled with a deep commitment to personalised, client-focused service, sets us apart as not just lawyers, but as trusted advisors dedicated to preserving and enhancing your wealth for the future.

Filling Out Tax Form

Tax & trust structuring

  • Customized tax planning strategies designed to align with your unique commercial ambitions.

  • Innovative trust structuring to meet specific client needs, ensuring asset protection and facilitating business growth and successful succession planning.

Office

Family business governance

  • Expert guidance and strategies for smooth family business transitions to help preserving your legacy across generations.

  • Comprehensive legal support on governance that ensures regulatory compliance and organisational integrity.

Trusting Others

Trust setup and administration

  • Comprehensive drafting of trust setup documents, tailored to your specific requirements.

  • Expert navigation of tax incentives applicable to your trust structure.

  • Meticulous drafting and advisory on trust documentation and administration, ensuring compliance and efficiency.

Family Walking On the Beach

Wills, probate, power-of-attorney, guardianship & deputyship

  • Drafting of wills, from straightforward to complex.

  • Dedicated assistance with probate processes, including the resealing of foreign grants of probate, ensuring a seamless transition of your legacy.

  • Preparation of Lasting Power of Attorney and Power of Attorney with clear advice on their implications and execution.

  • Support in the appointment of guardians and deputies, ensuring the welfare of those under your care.

  • Ongoing legal assistance for guardians and deputies for them to navigate responsibilities with confidence.

House with a Pool

Family office 

  • Advising on establishment and management of private trust companies and single-family offices.

  • Planning for multi-generational dynastic trusts

  • Private trust management advice

  • Advising on how to structure and manage family offices to optimise wealth management

Chalk Play

Family & divorce

  • Sensitive and strategic legal advice for matrimonial matters.

  • Drafting of pre and postnuptial agreements to fortify asset protection.

  • Professional guidance through the complexities of divorce proceedings to ensure the best outcomes for all parties involved, especially children.

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