Our Private Client lawyers are experts in all aspects of wealth and succession planning. We support a variety of clients from entrepreneurs and business owners to trustees and family offices.
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Liz Palmer | Partner, Head of Private Wealth
Succession planning is a journey. The needs of our clients change as their lives evolve. We help our clients at each stage of that journey. From straightforward estate planning, to sophisticated advice for the owners of businesses and family offices.
Many of our clients have international lives so we have expertise which reflects this. We regularly advise clients who live and own assets abroad. We understand the complexities of international estate planning and the tax issues associated with moving jurisdictions.
Our administration of estates team will support you when a family member dies and we can take the stress out of the legal processes you face.
Our team of specialists lawyers help you plan to avoid or resolve disputes. We have qualified mediators who provide a pragmatic approach to resolving disputes.
And we bring sophisticated tax and commercial advice at a time when it is most needed. Tax advice is central to what most of our clients require. Our team includes three qualified Chartered Tax advisers, meaning that we are devoted to making these issues understandable so that you can make informed decisions.
No matter your needs, we've got you covered. Below is a selection of services we offer to help keep you moving forward.
Charities and philanthropy
Court of Protection
Digital asset management
Family and relationships
Family business
Inheritance tax planning
Offshore structures, tax and trusts
Powers of attorney
Prime residential conveyancing
Probate and administration of estates
Residence & domicile
Setting up & administering a trust
Trusts and estates disputes
Trusts and inheritance tax planning
Wills and succession planning
Writing & reviewing a will
Dealing with the administration of an estate and advising the trustees of the continuing offshore trusts from a UK perspective.
Advising on the administration of multi-jurisdictional estate including domicile issues that have a bearing on the law of succession.
Advising the Executive Management team of a large UK company on succession planning strategies, particularly involving their shareholdings.
Advising the head of a family office on UK succession and inheritance tax advice as part of a multi-jurisdictional estate planning exercise.
Advising the spouse in a claim against them under the Inheritance (Provision for Family and Dependants) Act 1975.
Advising a husband and wife with their estate planning objectives using both complex Wills and trusts to achieve their aims.
Advising the executrix of an estate as a consequence of the deceased's children alleging their late father's last Will was invalid.
Ongoing UK trust, tax, legal and succession advice to members of an UHNW family and their offshore structures.
Acting for the trustee of a significant family trust, advising on a claim for breach of trust against another trustee.
Working closely with you, we'll find the best way to get you quickly and easily from where you are to where you want to be.
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