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.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
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.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
Home » Case Studies » Advice regarding Appointments from trust
We were instructed by the owner of a large landed estate to advise on a Deed of Appointment being executed by his father which would reduce the amount of the estate that his children will inherit upon our client’s death. To achieve this, we considered the original trust deeds and related documents, provided advice, and recommended instructing suitable Counsel for definitive advice.
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