Top 25 Wills & Estate Advisors 2024

Citywealth Top 25 Wills & Estate Advisors 2024. This list has been independently research and curated by the Citywealth editorial team. Please note that any marketing of this content is not permitted at any time without a marketing license, as per our Terms & Conditions. This includes advertisement of inclusion in this list. To purchase a marketing license, please contact Marisa Barton.

Updated: 14 September 2025 – Top 25 Wills & Estate Advisors 2024

UHNW are becoming increasingly concerned about a possible rise in the CGT (capital gains tax) rate with the Labour government in power, and some have decided to go ahead and make lifetime gifts now so that they can be sure of being taxed at the current CGT rates. Beyond that, the usual concern is to make sure that estates can be protected as far as possible, both from an IHT perspective and from a family perspective. The larger the estate, the larger the concern about beneficiaries divorcing and making sure that there are appropriate structures in place (usually trusts) to ring fence and protect the estate. Given that these sorts of estates do not normally qualify for the residential tax allowances, there is usually no immediate tax disadvantage in transferring the funds into trust, although the tax regimes for trusts then also must be considered as well. The fact that a trust can be wound up within two years of the date of death with virtually no tax consequences means that there is a helpful window of opportunity to decide whether assets stay in trust, are distributed, or a mixture of both. There have been various legislative changes that have been hinted at in recent years including the removal of the CGT uplift on death, the limiting or perhaps abolition of both business relief and agricultural relief, making further changes to pension pots so that they are subject to inheritance tax on the death of the pensioner, but so far none of these have translated into action. Given the financial position that the new government will inherit, it is not beyond the realms of possibility that some of these changes could be brought into play but equally, these could be politically unpopular so it remains to be seen what will happen. Another proposed change is the possible removal of business relief in relation to AIM shares which is something that HMRC rather than the government could trigger if it wanted to do so. With so much hanging in the balance for the industry and their clients with that Citywealth is delighted to introduce its selection of leading lawyers in the space to help you navigate the new government and their tax plans. Read more on wills and succession.

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