Logo: Finers Stephens Innocent

GO

Individuals with significant assets turn to FSI for help with their personal estates. Our clients' key concerns include the protection of wealth and its transfer for the benefit of future generations. The team are praised by clients for their pragmatic advice: making complex tax structuring simple.

 

Look closer
The Finance Act 2006 introduced major changes in inheritance tax. The new Government measures are extremely complicated and have a wide impact on the whole field of Wills, estates and trusts. These new rules will not only affect new trusts but also estates and Wills which have been in existence for many years.  For more information and to order our guide to Managing Inheritance Tax, click the order here button on the left of this page.

OUR SERVICE:

Clients choose FSI because:

  • partners make complex tax issues digestible and deliver their advice in a pragmatic manner that is frequently remarked upon as a key differentiator
  • several lawyers are also qualified as Chartered Tax Advisers and other team members are currently undergoing appropriate training. Being dual qualified means the team is able to provide a holistic service and put all the pieces in to place for clients, particularly clients who have assets overseas or who are not domiciled in the UK
  • there is strength in depth with three partners and six lawyers
  • this is a partner led team - the partners have more than 70 years' experience between them which means their skills and knowledge have been tried, tested and trusted many times over
  • All aspects of inheritance tax planning and estate administration are covered by this experienced team

RECENT EXPERIENCE ADVISING:

  • several individuals included in The Sunday Times Rich List on their estate planning, advising on issues such as emigration to Monaco and change of domicile
  • a number of high profile family foundations and trusts
  • well known actors, artists and authors with their wills and estate planning
  • individuals on trust and estate litigation both onshore and offshore (particularly in Switzerland, Jersey and Guernsey)

 

OUR CLIENTS SAY...

quotation It's rare and refreshing to meet highly experienced and knowledgeable practitioners who can explain things in a way that a layman can understand!
Senior Director of a leading investment bank

the Directories say...

quotation Finers Stephens Innocent LLP has extensive private client capability, ranging from lifetime tax planning both on and offshore to the preparation and administration of trusts and Court of Protection work. Clients include international trust companies and high-net-worth individuals, including some prominent clients in the entertainment sphere
Legal 500 2007

THE DIRECTORIES SAY...

quotation The “excellent” Liz Palmer, specialises in the creation of complex offshore trusts and asset structuring for wealthy individuals. Robert Craig has expertise on the UK side, while Michael Lewis has strength in trusts work.
Legal 500 Clients’ Guide to the UK Legal Profession 2008

THE DIRECTORIES SAY...

quotation FSI has expertise in acting for non-domiciled clients.
Legal 500 Clients’ Guide to the UK Legal Profession 2008

THE DIRECTORIES SAY...

quotation The “extremely competent” FSI team acts for a number of high-profile clients in the media industry.
Legal 500 Clients’ Guide to the UK Legal Profession 2008

THE DIRECTORIES SAY...

quotation

FSI’s “efficient and well informed” team provides a “personal service” and assists some very high-profile clients in the media, music and sports industries. Practice head Liz Palmer and Michael Lewis “speak with authority and are extremely personable”.

Legal 500 Clients’ Guide to the UK Legal Profession 2009

THE DIRECTORIES SAY...

quotation Liz Palmer and group head Michael Lewis are kept busy acting for a raft of high-net-worth individuals, particularly in the entertainment sphere, as well as international trust companies... includes lifetime tax planning, offshore tax advice, the preparation and administration of trusts, and trusts and estates litigation. The firm has an admirable dedication to training: three fee-earners are also chartered tax advisers.
Legal 500 2006