Private Wealth

Our first-class team of lawyers and specialist advisors offer tailored advice to help you and your family plan for the future and make the most of your money.

Wealth preservation and wealth generation are front of mind for individuals and families, with impact and legacy being a clear focus.

Our highly experienced team of lawyers and advisors can ably assist you with all of your wealth management matters. From property investments to forward-thinking inheritance tax planning, we have helped thousands of businesses and private individuals make the most of their money. We understand that a ‘one size fits all’ approach is not what our customers want. Instead, our team of chartered tax advisors, technicians and solicitors will spend time getting to know you so that they completely understand your personal circumstances and priorities.

Wills

Making a will is essential if you want to ensure your loved ones are provided for and your wishes are followed after your death. We understand this can be a stressful and difficult process and are there to guide you every step of the way, explaining all of the practical and financial implications, to make sure your will accurately reflects and protects your interests.

Power of Attorney

It is important to consider who will make and deal with important decisions on your behalf if you lose the capacity to do so yourself. This could include managing your finances and making decisions about your health, care or welfare. Our expert power of attorney solicitors can help you plan for challenges you may face in the future.

Probate & Estate Administration

Dealing with the personal affairs of someone who has died is often a mixture of difficult emotions and frustration. Sorting out an estate takes time and is often extremely complex. Whether you need a little assistance and advice, or would like us to take the burden off your shoulders completely, we can help. We offer competitive fixed fees for estates that are simple and straightforward, but our team is also highly experienced in handling complicated estates with difficult tax and trust issues.

Trust Planning & Asset Protection

Trusts are an excellent way to look after your assets (money, investments, land or buildings), save tax and protect the interests of your beneficiaries. Whatever your reason for wanting to create a trust, our dedicated team of specialists can offer expert legal advice on all aspects of trust and tax law. We can help create, terminate and administrate trusts, as well as assisting with more complex and sensitive matters such as family disputes and inheritance issues.

Tax Planning

Our team of chartered tax advisors, technicians and solicitors can provide you with advice and solutions tailored to your particular needs and goals, including planning for inheritance tax, managing capital gains tax, offshore tax planning and succession strategies. We also advise on business issues for owner-managers including Enterprise Investment Schemes and Enterprise Management Incentives.

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