Wealth & Succession Planning
Wealth planning is personal. It involves decisions about family, ownership, control and the future of what you have built.
At AGPLAW, we help individuals, families and business owners structure their assets and plan for their transfer to the next generation. We bring together advice on trusts, corporate ownership, succession, property and tax, creating arrangements that reflect each client’s circumstances and long-term intentions.
Whether you are preparing for a business transition, providing for your children or coordinating assets across several countries, we help turn your objectives into a clear and practical plan.
Wealth Structuring
The way assets are owned affects how they are managed, used and eventually passed on. We review existing arrangements and advise on structures suited to your family’s needs.
Our services include:
- Ownership Review - Assessing how personal, family and business assets are held and identifying gaps or unnecessary complexity.
- Trusts and Holding Structures - Advising on appropriate structures for ownership, administration and succession.
- Family Arrangements - Documenting gifts, family loans and shared ownership to clarify rights and expectations.
- Wealth Preservation - Considering legal risks and appropriate safeguards within the applicable legal framework.
Where a trust forms part of your planning, our Trusts & Trustee Services team can assist with its establishment and ongoing administration.
Ongoing Support
Wealth and succession plans should evolve with your circumstances.
We help clients review their arrangements following changes in family relationships, residence, asset ownership or business interests. Working alongside our trusts, corporate, tax and disputes teams, we provide continued legal support as priorities change and plans are implemented.
A considered succession plan helps provide clarity for your family and continuity for your assets and business interests.
Succession & Planning
We assist with:
- Intergenerational Transfers - Planning gifts and transfers of wealth during your lifetime and on death.
- Coordinated Succession Documents - Aligning wills, trust arrangements, letters of wishes and corporate documents.
- Business Succession - Planning the transfer of ownership and management, including arrangements for family members with different roles.
- Family Provision - Structuring arrangements for spouses, children and other dependants, including minors and beneficiaries requiring additional support.
For assistance with preparing or reviewing a will, appointing executors, obtaining probate or administering an estate, visit our Wills & Probate in Cyprus page.
Families with assets, businesses or personal connections in several countries need coordinated advice. Different inheritance rules, tax systems and ownership arrangements can affect how a plan operates.
Cross-Border Planning
We advise on the Cyprus aspects of international wealth and succession planning, working with advisers in other jurisdictions where required. Our support includes reviewing overseas connections, coordinating succession arrangements and considering the implications of relocation or changes in tax residence.
