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Estate & Legacy Planning

Case Study Caption

About This Service

Estate and legacy planning is one of the most meaningful things you can do with your wealth — ensuring that everything you have built reaches the people and causes you care about, exactly as you intend.
Service TypeEstate & Legacy Planning
Engagement TypeSpecialist Advisory & Ongoing Review
Lead AdvisorAdrienne de Waal

Building wealth is one chapter of a financial life — deciding what happens to it is another. At Handsworth, we approach estate and legacy planning with the seriousness, sensitivity, and technical depth it demands. We work closely with each client to understand not just the financial picture, but the family dynamics, personal values, and long-term intentions that shape how wealth should ultimately be distributed. The result is an estate plan that reflects who you are.

Our estate and legacy advisory covers the full spectrum of planning tools and structures: wills, trusts, lasting powers of attorney, charitable giving strategies, and intergenerational wealth transfer frameworks. For clients with assets, beneficiaries, or family members spread across multiple European countries, we are especially experienced in navigating the complexities of cross-border inheritance law.

A well-structured estate plan is not about passing away— it is about ensuring that everything you have built continues to do good long after you are gone.

The Challenge

Estate planning is one of the most commonly neglected areas of personal finance, often deferred until a health scare or family crisis makes it urgent. For internationally mobile clients and those with assets spread across multiple European jurisdictions, the stakes are particularly high — without careful cross-border planning, estates can become subject to unexpected tax liabilities, prolonged legal disputes, or distribution outcomes that bear no resemblance to the deceased’s actual wishes. Even well-intentioned arrangements made without specialist advice can unravel entirely when tested across borders.

  • Ensuring assets are distributed according to your wishes across multiple jurisdictions
  • Minimizing inheritance tax exposure for beneficiaries in different EU countries
  • Structuring trusts correctly to avoid unintended legal or tax consequences
  • Protecting vulnerable beneficiaries while preserving family harmony

Our Process

1. Estate & Family Review

We begin with a detailed conversation about your assets, family structure, existing arrangements, and legacy intentions. This is a deeply personal process and we approach it with the care and discretion it deserves.

2. Jurisdiction & Tax Mapping

For clients with cross-border connections, we map the relevant inheritance laws, tax treaties, and regulatory frameworks across each jurisdiction involved — identifying risks and opportunities that a single-country advisor would miss entirely.

3. Structure & Documentation

We design the appropriate estate planning structures for your circumstances — whether that involves wills, trusts, powers of attorney, or gifting strategies — and work alongside your legal advisors to ensure everything is correctly documented and enforceable.

4. Regular Review & Update

Estate plans must evolve with life. We schedule regular reviews to ensure your arrangements remain valid and appropriate as family circumstances change, assets grow, and the legal landscape across relevant jurisdictions develops.

The Outcome

Clients who complete an estate plan with Handsworth consistently describe an immediate and profound sense of relief. The relief of knowing that the people they love are protected and that their wishes are clearly documented and legally enforceable. For families spread across Europe, the additional assurance that their cross-border arrangements have been properly structured and stress-tested against the relevant legal frameworks brings a level of confidence that generic estate planning simply cannot deliver. A well-built legacy plan is one of the most powerful gifts you can leave behind.

Let us help you!

Have a question or ready to take the first step? Contact us today!
Call : +65-3106-7983
Contact@handsworthadvisory.com Mon – Fri · Excluding Public Holidays