Private Client Solicitors

We handle your personal affairs as if they were our own

A private client solicitor recognises the importance of listening to you when it comes to helping you achieve your estate planning goals.

Having lost a loved one, you may need to call on a private client solicitor in the most difficult of times. Our experts are on hand to guide you through the technicalities of administering an estate and, when necessary, put sensible steps in place to protect your inheritance for the benefit of future generations. We also have extensive experience in client law, preparing wills and succession planning.

Our experts look after individuals and families on all aspects of personal wealth. We appreciate that your concerns and objectives are unique to you. Complex tax and trust regimes that impact on our personal lives, can make it feel like an uphill struggle to safeguard your wealth for you and your family. Our private client solicitors can simplify matters for you.

We listen to what you want to achieve and we present you with a range of tailored options and solutions. But we don't stop there. Our experienced private lawyers will implement your plans and see them through to a conclusion - we never assume one solution fits all.

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Our Winter Edition of Life Times is Out Now

We bring you the winter edition of Life Times magazine - a round-up of insightful and informative content.

From looking at no fault divorce preparation, to music royalties setting up a charity The winter issue is packed full of useful tips and information.

Private Client Expertise

We have extensive expertise in all types of private client matters. Our private client solicitors can help you with:
How We Work With You

Aside from achieving outstanding results, we believe that the best relationships come from honest and open communications. We take the time to get to know you, your personal drivers and your professional goals, so that we can accurately advise you on what, when and how to correctly plan for your future. This approach has seen us work with the majority of our clients for many years.

How the private client legal process works

Not everyone is aware of how the process of engaging our team of solicitors works, so we’ve provided an overview below to give you some peace of mind:
  • To request a free no-obligation consultation fill out our contact us form by using the 'Get Started' button below or alternatively you can call us on 0330 024 0333. Once you’ve submitted the contact form, a member of our team will call you back to discuss your enquiry.

  • You’ll then receive a no-obligation consultation within 24 hours via Zoom or telephone to understand in more detail the issues you’re facing.

  • Should you then decide that you wish to use our services, you’ll receive a breakdown of all our costs and a pack of on-boarding documents. We will work closely alongside you to ensure that whichever private wealth service you need we are here to support you.

To find out how we could help call us on 0330 024 0333 for a free confidential consultation.

Why choose Shakespeare Martineau?

  • We are winners of the Family Law Firm of the Year award – Midlands and Wales. You can find out more by reading our recent blog.

  • Our private client team has been ranked as a top tier firm in this year's Legal 500. Find out more about the teams' success here.

Our legal experts are regularly featured in

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The hidden dangers of online will-writing services

Market Insight

The hidden dangers of online will-writing services

As people have spent more time at home with their loved ones during the COVID-19 pandemic, it has understandably prompted many to turn their thoughts to the best way of protecting their estate to pass onto your friends and family and get their legal affairs in order

Top ten things to consider before preparing a trust

Market Insight

Top ten things to consider before preparing a trust

If the trust is to be made in your lifetime, to take immediate effect, then it is usually evidenced by a trust deed and often referred to as a ‘settlement’.

What lifetime gifts are exempt from inheritance tax?

Market Insight

What lifetime gifts are exempt from inheritance tax?

In this guide, we look at inheritance tax and what lifetimes gifts are exempt

Can you remove an executor from a will?

Market Insight

Can you remove an executor from a will?

When an executor is dragging their feet in progressing the estate administration, but refusing to stand down, it can be extremely frustrating for beneficiaries who are to inherit from a person’s estate.

How can we help?

Our expert family lawyers are ready to help you and your family, contact us online below or speak to someone by calling us.

Our latest private client news, blogs and webinars
Inheritance tax: The coal in your Christmas stocking

1 Dec

For the individual

Inheritance tax: The coal in your Christmas stocking

Read article Right Arrow

Our latest edition of Life Times magazine

15 Oct

For the individual

Our latest edition of Life Times magazine

Read article Right Arrow

Witnessing a Will Online: The Problems with Remote Signing

7 Oct

Wills

Witnessing a Will Online: The Problems with Remote Signing

Read article Right Arrow

Top tips for Making a Will

7 Oct

Private Capital

Top tips for Making a Will

Read article Right Arrow

Government Announces Adult Social Care Reforms

20 Sep

Family

Government Announces Adult Social Care Reforms

Read article Right Arrow

Avoiding messy split ups – co-habitation agreements for couples planning or currently living together

18 Oct

Katherine Marshall, Partner | Matt Parr, Legal Director | Tom Ansell, Partner
Avoiding messy split ups – co-habitation agreements for couples planning or currently living together

As lockdown forced some couples to live together this last family webinars will see […]

Grandparents rights: when there is a family dispute involving grandchildren

1 Oct

Katherine Marshall, Partner | Matt Parr, Legal Director | Tom Ansell, Partner
Grandparents rights: when there is a family dispute involving grandchildren

The first of our series of three family webinars will align to Grandparents Day […]

Charities: Defending 1975 Act claims in a pandemic – do charities have “needs”?

18 May

Andrew Wilkinson, Partner | Alistair Spencer, Associate
Charities: Defending 1975 Act claims in a pandemic – do charities have “needs”?

Has the current Covid context led to charities being in greater need and altered […]

Our private client team can help you with a variety of services

Business Succession Planning - No matter whether you’re a sole trader, shareholder or owner of a family business, we will help to ensure you have a robust succession plan so you can rest assured that a smooth route to dissolving, selling or continuing your business is in place.

Charities - Leaving money to charity in your will can ensure your chosen charity beneficiaries reap the rewards of your hard work, while you benefit from the financial incentives too. We can advise you on the best way to structure and approach your charitable affairs.

Court of Protection & Deputyship Matters - It can be difficult when someone you know loses the ability to make considered decisions for themselves. We can help you take positive steps to safeguard and manage a person’s affairs in the event they do not have powers of attorney in place.

Estate Administration - From obtaining the Grant of Representation to calculating the correct inheritance tax liability and distributing the estate to the correct beneficiaries, we will support and guide you through the complex process of administering an estate when a loved one has died.

Inheritance & Trusts Disputes - If you feel that a family member’s wishes have not been fulfilled, or you haven’t received what is rightfully yours, our specialist team can help you resolve your dispute, whether that is through mediation or negotiation, or court proceedings.

Personal Tax Planning - From drafting your will to advising you how to structure your finances in the most tax efficient way, we aim to be your personal tax partner for life, ensuring we can design a plan that is exactly right for you and your family to protect your personal wealth.

Residential Conveyancing - Buying a house and moving home can be a stressful process. Our specialist team will make your journey as straightforward as possible and guide you through one of the most important moments in your life.

Trusts - Establishing a trust is often a sensible way to protect your wealth and maintain its value for the benefit of your loved ones over a long period of time. Our team of specialists will help you decide how to invest your money and benefit your family.

Wills & Succession - It can be difficult to envisage a time when you’re not there to provide for your family. However, we are here to guide and support you with preparing a will so your wealth is protected for your loved ones into the future.

How can we help?

Our expert family lawyers are ready to help you and your family, contact us online below or speak to someone by calling us.