Charles Richardson acts for a number of Landed Estates, advising the owners and their families on their succession planning objectives, as well as trustee-owners in respect of their trust obligations.

Charles recently advised an Estate on a review of its ownership and management structures, focusing on longer-term inheritance tax mitigation and succession planning, as well as simplification. That involved a head to toe review of the existing structures, advice on options and recommendations, together with implementation of agreed steps. This work necessitated collaboration with other teams in the firm, including the Real Estate and Corporate, Commercial and Finance teams, which Charles co-ordinated as the main client contact.