Overview

Buddle Findlay guides individuals and families through personal asset planning, whether they need a single trust, will or relationship property agreement, or a bespoke plan for a family business, family constitution or family office structure.

Our streamlined approach to personal asset planning uses a predictable three-phase process to understand your needs, investigate any risk areas and make any changes necessary so that you can be confident that your family's assets are secure now, and into the future.

We have dedicated specialists across all three offices who advise on a range of trust and personal asset planning matters.  As a full service law firm, we can also provide any other legal assistance that you might require in relation to your personal asset plan.

Experience

Experience

Sector/Expertise

Work highlights

Work highlights

Asset ownership structures

We advise family businesses and multi-family business groups, including tax advice and documentation of changes to asset-holding vehicles

Asset planning documents

We prepare and advise on all necessary asset planning documents, including wills, enduring powers of attorney and relationship/matrimonial property agreements

Court appointed trustee

We have been appointed by the Court as a trustee in the resolution of complex claims under the Property (Relationships) Act 1976

Trust advice

We provide advice in relation to complex trust and multi-trust structures including applying the Trusts Act 2019

Charitable organisations

We act for charities, including the making of applications to Charities Services for registration under the Charities Act 2005 and incorporation of charitable trust boards under the Charities Act 1957

Brochure

Personal Asset Planning

Want a full overview of our three-phase approach to personal asset planning? Download our Personal Asset Planning brochure to find out how we help protect your family's assets.

Download the brochure
Our team

Our team

FAQ