Family intentions
A clear inventory connects ownership, existing documents and the people whose interests need to be considered.
Existing ownership, family arrangements and advisers are the starting point.
Private Client
Estate Planning
An estate plan should reflect the family and assets as they are today, and the changes ahead.
Discuss your prioritiesThe wider perspective
Your life is connected. Your advice should be too.
Family, business interests and personal assets rarely exist in isolation. Millcorn Private Client connects the professional questions around ownership, continuity and life across borders, with attention to the people and priorities behind each decision.
In focus
A coordinated estate planning agenda across the relevant advisers.
From perspective to action
A coordinated estate planning agenda across the relevant advisers.
Privacy, access to information and authority to make decisions should be agreed from the outset.
The engagement begins with a shared view of the questions to resolve, the work to be delivered and who is responsible. As the matter develops, the plan can be reviewed against new information and changing priorities.
Explore your next stepWhere we can help
The questions that matter.
Estate Planning
Ownership and beneficiaries
The planning conversation brings legal arrangements together with tax, family and business questions.
A change in one country or one family asset can affect tax, succession and administration elsewhere.
Administration continuity
A review programme helps identify when changes in family circumstances, assets or residence require further professional attention.
Privacy, access to information and authority to make decisions should be agreed from the outset.
See the connections
One decision. A wider impact.
A change in one country or one family asset can affect tax, succession and administration elsewhere.
We identify the dependencies early, so the relevant professionals can work from a shared understanding of the objective and the information available.
Talk through the connectionsMillcorn●
- 01Family intentions
- 02Ownership and beneficiaries
- 03Administration continuity
Designed for the next decision
Clarity you can work with.
The exact scope and deliverables are agreed for your circumstances. The aim is to make the relevant information, choices and responsibilities clear.
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A consolidated picture of your affairs
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An adviser and responsibility map
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A programme for decisions and review
Working together
A clear path through the work.
- 01
Understand your priorities
An estate plan should reflect the family and assets as they are today, and the changes ahead.
- 02
Connect the arrangements
Existing ownership, family arrangements and advisers are the starting point.
- 03
Support continuity
A coordinated estate planning agenda across the relevant advisers.
Before we speak
Start with your priorities.
A complete file is not needed for an initial enquiry. Tell us what you want to achieve, the countries involved and any relevant dates.
Asset overview, existing wills, family circumstances.
Start a conversationWhat information is useful at the outset?+
Asset overview, existing wills, family circumstances. We will identify what needs to be clarified before agreeing the engagement.
How does this connect with other advice?+
A change in one country or one family asset can affect tax, succession and administration elsewhere.
How are fees and timing agreed?+
The relevant professionals review the circumstances, available information and dependencies. Scope, responsibilities, fees and the timetable are then agreed for the specific engagement.
Explore further
Connected perspectives.
Asset Protection
Lawful asset planning starts with the obligations and risks around existing ownership.
Explore ↗Succession Planning
Succession connects what should pass to the next generation with who will make decisions.
Explore ↗
Family Governance
Shared family interests need a practical way to discuss, decide and record what matters.
Explore ↗Your next move