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Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.

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CASE study

Cross-border estate administration

We were instructed to administer a multi-million-pound, cross border estate.  In addition to the cash assets and property owned by the deceased, gifts of almost £1M were made in the seven years before death.  We provided advice in relation to a claim for gifts out of excess income.  We further advised, alongside Swiss lawyers, on variation of the Swiss intestacy rules.




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