Max WRIGHT

About

Max is Head of Rix & Kay’s Wills, Estate Planning & Trusts Team and overall head of the firm’s Private Client Department. He has many years experience advising individuals and their families about personal tax, estate and succession planning. He is a member of both the Society of Estate Practitioners and Solicitors for the Elderly.

Max's clients

Max acts for clients of all ages and backgrounds but has particular expertise in guiding business owners and senior directors who want to ensure an orderly succession to their business interests, at minimal tax cost, as they start to consider stepping back from running day-to-day operations. He regularly advises business owners on ways to structure their wills to take advantage of the very generous Inheritance Tax reliefs for business assets.

Areas of expertise

• Inheritance Tax planning
• Wills Trusts: setting up, amending and breaking; related tax issues
• Succession planning for business owners
• Complex probate matters
• Joint property ownership arrangements
• Life policy trusts
• Capital Gains Tax and Stamp Duty Land Tax
• Powers of attorney
• Mental capacity issues
• Living wills