We are particularly adept at marshalling diverse opinions and assisting client families to formulate efficient and cost effective strategies, no matter how complex the issue. Although we do not conduct litigation ourselves, members of the team often act in a supporting role in the event of litigation or other disputes.

Areas of particular expertise include

United Kingdom and South African Tax

All taxes, but with particular emphasis on the direct taxes that affect entrepreneurs and internationally mobile families.

Cross Border Taxation

Our core training is as UK and South African tax lawyers, but we have a strong working knowledge of and can access a network of legal advisers in other jurisdictions (example US, Switzerland, Israel and Jersey).

Trusts, Estates and Succession Planning

Covering the spectrum of legal issues and tax mitigation techniques for trusts and estates.  We have considerable experience in dealing with multi-jurisdictional estates in both common and civil law jurisdictions.

Preparation of Wills

At the heart of any estate planning lies the preparation of a Will. We draft wills and their associated documents (letters of wishes/powers of attorney). These range from the simple to more complex cross-border estates.

Trust Disputes

Whilst we are not litigators, we help resolve disputes that arise within families and their associated businesses and trusts by negotiation or mediation, and in the last instance via the courts with the assistance of external litigators.

Family Governance

Including setting up Family Constitutions and Family Councils.

Commercial Transactions

We assist on corporate and commercial transactions and are able to advise on legal and commercial issues that affect family businesses and draft documents such as Articles of Association, Shareholders’ Agreements and Sale and Purchase Agreements.

Investment Structuring

Tax mitigation and succession issues that arise in relation to holding investments through companies, trusts, partnerships or individually.

Trust implications of Divorce

Advising on whether assets held in trust might be subject to a divorce order and the trustees’ obligations in respect of matrimonial claims.

Litigation Support

Particularly in complex cases including offshore structures.

Philanthropy / Charity

Including the creation of charitable entities.

Working with the same commitment, flexibility and accessibility you would expect from a family’s own in-house counsel, Stonehage Fleming Law Limited is able to provide or review documentation relevant to our clients varied needs and circumstances. For more specific information on our service offering please download our brochure.