Private Client Solicitors
We handle your personal affairs as if they were our own
Private Client Lawyers
Our private client solicitors recognise the importance of listening to you when it comes to helping you achieve your estate planning goals – and we appreciate that your concerns and objectives are unique to you.
We never assume one solution fits all. Having got to know you, we can help you understand your options and put a plan in place that reflects your changing circumstances in years to come.
Having lost a loved one, you may need to call on us 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 preparing Wills and succession planning.
Planning for your future has never been more difficult. 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. We simplify matters for you. We listen to what you want to achieve and we present you with a range of tailored options and solutions. We do not stop there. We implement your plans and see them through to a conclusion.
With the right protections, forethought and commercial understanding of the issues that are impacting you the most, there is no reason why you and your family’s wealth can’t be secured.
Our private client expertise
We understand that wealth brings security and opportunity, but with it comes complexity and responsibility too. Our team of determined and approachable advisers ensure that you are supported at each and every stage of your life, offering expertise in areas such as:
No matter the nature of your concerns, we have the technical ability to guide you through the necessary tax planning, the emotional intelligence to deliver against your personal goals and the commercial know-how to support your financial ambitions.
We advise on all aspects of preserving the fortunes and relationships that matter most to you. From asset protection, reducing your tax liabilities, succession planning, charitable giving or the orderly transfer of wealth to the next generation, we translate your wishes into practical and workable solutions – helping you to protect your current and future wealth with confidence.
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.
We take care of your personal affairs as if they were our own – with a personal touch, discretion and a determination for wealth preservation.
Your journey through the legal process
Not everyone is aware of how the process of engaging private client lawyers works, so we’ve provided an overview below to give you some peace of mind:
- Once you’ve submitted a contact form via the enquire now panel to the right of this page, a member of our team will call you back to discuss your enquiry.
- You’ll then receive a free 20-minute consultation within 24 hours via Zoom or telephone to discuss 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 family issue you are facing we are here to support you and find you the right solution.
- After that, a further one-hour meeting at a fixed fee cost to get to know you and your family needs with no additional charges if the call goes over an hour.
Request a free call back
No matter where you are on your journey, submit your details below and we’ll arrange a free, no-obligation call back at a time to suit you.
How our family team can help
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.
Meet the team
Our latest family & private client news, blogs and webinars
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