Your next move

Plan My Estate

Start an estate conversation with the people and intentions behind the assets.

Discuss your priorities

The wider perspective

Start with the outcome. Bring the right expertise together.

An important decision often begins as a practical question rather than a request for a particular service. Millcorn helps connect that question to the relevant legal, tax, financial and international work, with the wider objective kept in view.

In focus

A personal estate agenda for legal and tax coordination.

Working together

A clear path through the work.

  1. 01

    Your objective

    Start an estate conversation with the people and intentions behind the assets.

  2. 02

    The decisions involved

    The best starting point is a description of what needs to change and why it matters now.

  3. 03

    A coordinated plan

    A personal estate agenda for legal and tax coordination.

Where we can help

The questions that matter.

Plan My Estate

01

Personal wishes

The starting point is a clear view of assets, ownership, family circumstances and existing documents.

The best starting point is a description of what needs to change and why it matters now.

02

Assets and beneficiaries

Legal, tax and cross-border questions are considered together before arrangements are updated.

Existing arrangements and decisions already made help define what is possible and what requires review.

03

Documents and review

A review plan helps keep documents and responsibilities aligned with changing circumstances.

The work is sequenced around dependencies, relevant specialists and the information available.

From perspective to action

A personal estate agenda for legal and tax coordination.

The work is sequenced around dependencies, relevant specialists and the information available.

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 step

See the connections

One decision. A wider impact.

Existing arrangements and decisions already made help define what is possible and what requires review.

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 connections
How the work connects
  1. 01Personal wishes
  2. 02Assets and beneficiaries
  3. 03Documents and review

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 shared understanding of the objective

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Relevant disciplines and responsibilities

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Priorities, dependencies and next steps

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.

Family circumstances, assets, existing documents.

Start a conversation
What information is useful at the outset?+

Family circumstances, assets, existing documents. We will identify what needs to be clarified before agreeing the engagement.

How does this connect with other advice?+

Existing arrangements and decisions already made help define what is possible and what requires review.

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.

Your next move

Let’s talk about what matters to you.

Start a conversation