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.
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:
- 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