Our team of legal and consultancy experts can provide you with a solutions-based advisory service for any issues you are facing. Whether that be supporting you and your business with succession planning or disputes, to guiding you through real estate transactions, relationship breakdowns and putting robust investment and retirement plans in place.
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Our private wealth practice
Our Private Wealth offering brings together specialists from across the firm with legal and professional services expertise to provide a solutions-based advisory service. We have a proven track- record in providing a full suite of advisory services to local and international individuals, families and the institutions that support those with significant private wealth.
We are different from many of our competitors in the legal space, as we operate both a legal and consultancy business. This enables us to look further than your legal requirements – if you wish - to ensure that many more aspects of your life are taken care of with the highest level of discretion and sensitivity.
We advise both individuals and businesses across a number of sectors and services, including but not limited to the following:
Tax and Trusts
Trusts continue to be a major feature of the international 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 also provide non-UK domiciled individuals with the most appropriate offshore trust structures as part of the tax, asset protection and succession planning. We specialise in bespoke advice on a variety of projects and we're backed by a strong litigation practice in which we have taken a number of tax cases against HMRC, including a recent victory in the supreme court.
We can help you to plan for your family’s and your business's 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, International succession planning structures and strategies, Inheritance Tax, Capital Gains Tax and all other UK and international elements of UK tax-related issues.
Our highly experienced team works across the wide spectrum of family law matters, to advise and help you to resolve your difficulties efficiently and with the least possible damage to ongoing family relationships. We recognise that each family is unique, and we will seek to address the issues involved as sensitively as possible. Our solicitors also offer a unique surrogacy service; advising and assisting the surrogate or the intended parents throughout the entire surrogacy process, for the UK and international arrangements.
Our immigration team members have worked in decision making roles in the Home Office, including UKVI, UK Border Force, The Foreign & Commonwealth Office, Immigration Professional Services and also in private legal practice. They also have considerable experience with appeal matters, judicial review and human rights challenges to the immigration tribunal.
Our experts - lawyers and non-lawyers – have experience with regulatory expectations and compliance, often acting as a guide through the law but above all providing solutions to problems with a regulatory origin. We have set standards in areas such as bribery and anti-money laundering, acting for global and small business alike. We have a proven track record in regulatory matters such as advising clients in relation to proceedings before regulators, representation for regulatory prosecutions, tribunals, appeals and judicial reviews. We also advise and represent armed forces officers facing courts-martial proceedings. It’s worth noting that sometimes our work is covered by your legal defence insurance and if so, we can help initiate that action for you. We also provide specialist legal support for the Cannabis industry in the UK and Europe.
Our real estate services, both commercial and residential, include development, investment acquisitions and sales, conveyancing, asset management, construction, leasing and management work for both owners and occupiers, property finance and all real estate elements of corporate transactions. Our real estate team advises a wide range of both UK-based and international clients including funds, property companies, developers, investors, leading entities involved in many industries, family offices and individuals.
We act in cases ranging from simple contract disputes to some of the biggest and most complex disputes against the largest companies and institutions in the world. We advise upon ways of avoiding costly litigation wherever practicable and will guide you through alternative dispute resolution solutions such as arbitration and mediation; plus our international case management is second to none.
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 Estates
If you are concerned that a vulnerable relative is coming under pressure to settle their affairs in a certain way, or an unforeseen issue emerges during the administration of an estate, we can advise you on your position, and on the right course of action. We have extensive experience of disputes under the Inheritance (Provision for Family and Dependants) Act we have experience in handling disputes not only in England and Wales but also in jurisdictions such as Singapore and the Cayman Islands.
Susan J Williams / Partner and Head of Family Department (Cardiff) / Cardiff
Kerry Graham / Partner and Head of Family Department /
Matthew Biles / Partner, Head of Department, Private Wealth / Mayfair (London)
Edward Knox / Associate / Mayfair (London)
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