Lana Fodor

Lana has more than 20 years of experience in advising high-net-worth individuals, families, trustees, and business owners on a wide range of personal and wealth planning matters.

Her practice focuses on wealth preservation, succession and estate planning, and the structuring of personal affairs to achieve tax-efficient outcomes. She provides advice on Inheritance Tax, Capital Gains Tax, and Income Tax planning, helping clients navigate complex and evolving regulatory frameworks while protecting and preserving family wealth for future generations.

She also regularly advises on the preparation of wills, Lasting Powers of Attorney, and trusts, ensuring that clients’ personal, financial, and succession objectives are met. She works closely with clients to develop tailored solutions that reflect their individual circumstances, family dynamics, and long-term goals.

In addition to planning work, she has extensive experience in the administration of estates, including complex and high-value matters with international elements. She regularly assists personal representatives and beneficiaries with probate applications and the administration of estates, including applications for cross-jurisdictional grants of probate where assets are held in multiple countries.

Lana is a member of the Society of Trust and Estate Practitioners (STEP).

Examples of Lana’s work include:

• Advising on complex cross-border estate involving assets located in multiple jurisdictions, including the United Kingdom, United States, and Canada.
• Providing comprehensive succession, tax, and estate planning advice to individuals and families with international asset portfolios.
• Establishing, registering, and administering a wide range of trust structures, including discretionary, life interest, and family trusts.
• Advising both individual and corporate trustees on their fiduciary duties, governance obligations, trust administration, regulatory compliance, and ongoing estate and wealth preservation matters.
• Acting in a complex international succession matter to enable a beneficiary to inherit UK-based assets following the deaths of a UK-domiciled uncle and a Russian-domiciled aunt.
• Administering a high-value estate comprising a diverse portfolio of assets, including various shareholdings valued at approximately £3.5 million. Advising executors throughout the probate and estate administration process and managing asset valuations and transfers.