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  • Roger Peters

    Roger Peters
    Senior Partner, London

    Personal wealth, Wills & succession planning

    T. +44 (0) 20 7518 0266
    rogerpeters@incegd.com

Roger is the firm’s Senior Partner and specialises in both private client and charity law. He joined the firm in 1973, held the position of Managing Partner for some 20 years, before taking up his current position as Senior Partner in 1996. Roger holds a number of executorships and trusteeships for clients of the firm.

Roger has over 45 years’ legal experience specialising in estate and succession planning. He has a particular skill in finding the right solution from a tax perspective that also considers the family dynamic of any situation.

Roger’s career has been full of variety, including 28 years representing the Guide Association as their legal consultant, acting for the founder and co-owner of an international business in selling his interest for more than $40m, as well as close involvement in a high-profile domicile case in the Singapore Courts.

Highlight Matters

  • Acting for a family member in fending off litigation and resolving a deep rooted family inheritance dispute to achieve an outcome which should end the hostility for good..
  • Acting for two of the claimants in achieving settlement of an Inheritance Act matter which involved 13 claimants and the fortunately substantial estate of their husband, former husband or father.
  • Advising the trustees of a family trust on the multi-million pound promotion and sale of a residential development site.
  • Devising an arrangement under a Will to take account of differing circumstances and previous and future lifetime gifts, to ensure equality between the children.
  • Managing the complex financial affairs of a client with doubtful capacity, under a power of attorney.
  • Devising post death tax and succession planning for a family following the death of the father, and then in quick succession, unexpectedly the son.
  • Advising a charity on updating  its constitutional structures and the application of its funds for purposes within the constitution.

Quote

“Exploring the family dynamics is an essential part of intelligent tax and succession planning for lifetime gifts and Wills”

Professional Associations and Memberships

  • Society of Trust and Estates Practitioners (STEP)

What you may not know about Roger

I was a founder member (No 89) of the Society of Trust and Estate Practitioners (STEP) and served for a time on it's International Committee.

Expertise:
Personal wealth, Wills & succession planning