Welcome to ILS World

Succession and estate planning

The ILS private client team has the expertise and experience to advise on the complexities and sensitivities of wealth preservation.

Having worked hard to accumulate assets our clients want to protect it, ensure it is maintained and pass it on to future generations.

Estate planning often requires an international strategy and as a global business with offices in a number of key jurisdictions we are well placed to provide a cohesive service giving clients the reassurance their assets are protected.

We will take time to understand your unique requirements and create solutions that are the best for you.

ILS will take care to ensure the smooth and cost-efficient transfer of your assets by working closely with you and your benefactors well in advance of the planned succession, clarifying objectives, communicating intentions and choosing the most appropriate and cost efficient vehicles and structures to transfer wealth.

Assets may include business property, real estate, art works and family heirlooms as well as investments and pensions - your chosen heirs and your wishes are likely to change and evolve over time and our private client team will work with you to regularly review your wishes.

We have a team of committed and qualified specialists including dedicated private client advisers, accountants, compliance officers, consultants and administrators. Our geographical spread means we are not restricted to a particular jurisdiction and our advice is impartial, practical and shrewd.

Gemma and the team look forward to being able to help you.

Gemma Davies
Gemma Davies
Head of Private Clients Isle of Man
Contact Gemma Davies