Let us guide you through the complexities of your Will and Estate Planning

Anna Davies Wills and Estate Planning

We specialise in providing high quality private client services, offering sophisticated solutions for Wills, tax planning and trusts. Our focus is on protecting your assets and preserving your legacy — with discretion, sensitivity, and clarity.

We understand that succession planning is not only a legal exercise; it’s a personal one. That’s why we take the time to listen, understand, and advise with care, empathy and technical expertise. We take pride in delivering personalised advice with the highest level of discretion, integrity, and professionalism.

Whether you are preparing your first Will, reviewing long-standing arrangements, or navigating multi-generational succession issues, our approach is always the same: thoughtful, tailored, and grounded in both deep technical knowledge and an emotionally intelligent understanding of family relationships.

Wills

A well-crafted Will is essential to ensure that your wishes are honoured and your loved ones are protected. We work closely with you to draft a Will and Letter of Wishes that reflect your personal values, family dynamics and long-term intentions, always with careful attention to legal precision and tax efficiency.

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Estate and Tax Planning

We design bespoke estate plans that protect your wealth and minimise tax, ensuring your legacy passes smoothly to the next generation at the appropriate time. Our advice integrates inheritance tax planning with your wider succession goals.

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Trusts and Other Family Structures

We help families use trusts and other holding structures, such as Family Investment Companies to protect assets, support loved ones, and preserve wealth for future generations. Trusts can be an effective way to provide for multiple generations with a level of asset protection, while also retaining control.

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Lasting Powers of Attorney

A Lasting Power of Attorney ensures that trusted individuals can manage your affairs and make decisions on your behalf should you lose capacity through accident, illness or later in life. We advise on, prepare and register LPAs, giving you and your family peace of mind.

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Family Office

We advise family offices on structuring, good governance for family businesses, and succession, ensuring wealth is preserved and managed across generations with sensitivity and efficiency.

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