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Our private wealth team provides the full range of wealth management services, both for domestic and international clients. Let us help you to protect and preserve your wealth - now and for future generations.

You, Private client
& Ince, in any case

Our private client team provides the full range of services, both for domestic and international clients. Let us help you to protect and preserve your wealth - now and for future generations.

We will work with you to provide bespoke solutions tailored to the needs of you and your family. By leveraging our sector experience, legal skills and market experience you can feel secure in the knowledge that we will handle complex legal issues on your behalf, while providing you with expert strategic advice when the need arises.

Tax and trusts

Trusts continue to be a major feature of the personal-finance landscape. We can advise on the setting up and administrative review of trusts and how they can best work for you as part of your wealth management portfolio.

We can also provide non-UK domiciled individuals with the most appropriate offshore trust structures as part of tax and succession planning.

Wills, Powers of Attorney, and succession planning

We can help you to plan for your family’s and your business’ future with a highly tailored legal services package. We can advise on a range of family wealth management matters, including Wills, Lasting Powers of Attorney (LPA), Trusts, Inheritance Tax, capital gains tax and all other UK and international tax-related issues.

We provide individualised advice that suits your particular circumstances and addresses concerns you may have regarding your own well-being and affairs or those of your intended beneficiaries. 

We are able to put structures in place depending on your needs, including minimising the impact of mental or physical incapacity in the event of accident or illness; protecting vulnerable beneficiaries; protecting family assets from financial attack on the matrimonial breakdown, and protecting family assets in the event of bankruptcy of beneficiaries. Our detailed wealth preservation advice also includes information on mitigating Inheritance Tax.

Lasting Powers of Attorney

Lasting Powers of Attorney (LPA) are the most effective way to ensure that your wishes are carried out in the event you lose mental capacity. Our experts will guide you through both the property and financial affairs LPA and the health and welfare LPA to ensure your best interests are protected.

Probate and estate administration

Our probate experts are able to manage the lengthy and administrative process on your behalf or advise on particular aspects at your discretion. We can prepare all the necessary documents and liaise with HMRC, ensuring the smoothest closing of accounts and distribution of assets. Due to the international nature of our clients and their assets, we are experienced in working with foreign jurisdictions and across our global network of offices as required.

Contentious trusts and probate

Disputes often arise during the administration of an estate. We have extensive experience of disputes under the Inheritance (provision for family and dependants) Act, where it is alleged that inadequate provision has been made for a dependant by a deceased person in their Will. We can support you whether you are looking to make a claim against an estate, are an existing beneficiary or an executor dealing with the disposal of the estate. 

We have experience in handling complex, international disputes and can advise on the best course of action to take, ensuring confidentiality and minimal disruption.

Trusts and trusteeship

As well as advising on the creation and registration of charities, we can provide advice on an ongoing basis to charity trustees. We can guide you through the responsibilities and potential pitfalls to avoid. We also provide trustee and executor services (for which no standing charge is made).

Please get in touch to discuss your personal requirements and how we can help you.

Private office services

Our team of professionals work closely with our legal practice to provide you with a complete and holistic approach to managing your private affairs. Whether you are planning to buy a private yacht or jet, you are relocating with your family and the children need a new school, you need your utility bills to be paid or would like to be advised on tax issues in relation to your assets - we are here for you.

A non-exhaustive list of our services can be found below, please contact us to discuss how else we may be able to assist you:

  • Relocation
  • Property search, sales and rentals
  • Sales and tenancy management
  • Property management and vacant property management
  • Project management
  • Educational services
  • Book keeping and bill payments
  • Acquisition and disposal of jets and yachts
  • Art advisory – investment/de-investment
  • Recruitment 

 

Ince Private Client

Ince Private Office

News & insights on Private client

Insights / Managing affairs for someone else

09-04-2021 /

When an individual lacks the mental capacity to manage their own affairs due to illness or an unforeseen accident or injury, a representative/s needs to be appointed who can make decisions regarding their health, finances and property. 

Managing affairs for someone else

Insights / Ince Metcalfes Private Client team expansion - New solicitor and trainee legal executive appointed

03-03-2021 /

Thriving South West law firm and part of The Ince Group, Ince Metcalfes, adds to its Private Client team with the appointment of a new associate solicitor and trainee legal executive.

Ince Metcalfes Private Client team expansion - New solicitor and trainee legal executive appointed

News / Ince develops Private Wealth advisory practice with appointment of new Head

11-01-2021 /

Ince is pleased to announce the appointment of Nick Rucker as Partner and Head of its Private Wealth advisory practice.

Ince develops Private Wealth advisory practice with appointment of new Head

Insights / Implications of forming a Civil Partnership on your Will

08-01-2020 /

Following the Supreme Court ruling in 2018, it is now legal for heterosexual couples to form a civil partnership.

Implications of forming a Civil Partnership on your Will

Insights / Protecting your assets with a Life Interest Trust

11-09-2019 /

Many couples are concerned about funding long-time care and having to sell their property to meet care home fees when the need for care arises.

Protecting your assets with a Life Interest Trust

Insights / Inheritance Dispute: What happens when a married couple die together?

21-08-2019 /

When a married couple are found dead together, who is entitled to inherit their estates?  Laura Ramos, Trainee Solicitor in Private Client, explains how the law operates in these cases.

Inheritance Dispute: What happens when a married couple die together?

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