Our specialist private wealth lawyers help you make the most of your assets now and for future generations. We provide joined up advice and bespoke solutions across key areas, catering to your legal needs at all stages of your personal and business life.
We draw on expertise from multiple teams within the firm, working with you and your advisors to coordinate a package of measures that complements your overall wealth management strategy. By considering the wider picture, we make sure you avoid conflicts or unforeseen implications in other areas.
This gives you a straightforward roadmap tailored to your priorities, allowing you to:
- Plan your tax and succession strategies with confidence
- Control the terms and timings for passing on your assets or business
- Protect your wealth during relationship changes
- Adapt your legal arrangements to shifting circumstances and challenges
Our private wealth clients
Our dedicated private wealth team has wide-ranging experience advising high net worth clients who require a seamless approach to their wealth management. This includes:
- High net worth individuals and families
- Business owners
- Farmers and land owners
We build long-lasting, trusted relationships, often advising across many generations of the same family.
While we serve clients across the UK, we have particular expertise in the South West and Home Counties, with a deep understanding of the business, property and agriculture opportunities and challenges in these regions.
Our private wealth legal services
Key areas covered include:
Trusts, Tax and Succession
Clear advice on how to pass on your wealth to future generations fairly, while balancing practicalities such as timing, control and potential risks.
- Tailored succession planning strategies
- Establishing a Trust
- Maximising lifetime tax reliefs and exemptions
- Planning for Inheritance Tax
Wills and Lasting Powers of Attorney
Expert guidance on drafting a bespoke Will that considers the full picture.
- Complex family arrangements
- Specific gifts or charitable donations
- How to pass on your business or farm to the next generation
- The use of trusts to protect your estate for future generations
We can also discuss how you can manage Lasting Powers of Attorney, setting out how your financial and health decisions will be managed if this is needed.
Family law
Discreet and sensitive advice to deal with changing family dynamics. Our skilled team listen to what’s important, helping you find the right solution for your situation.
- Pre or post nuptial agreements to protect your assets
- Fair, affordable and tax efficient settlements after separation
- Co-parenting arrangements in the best interests of your children
- Mediation and litigation services to resolve disputes
Family businesses and farms
Joined up legal advice tailored to your business and personal goals, so you can protect the legacy you’ve built over your lifetime.
- Comprehensive succession and exit planning
- Maximising business reliefs, including business property reliefs and agricultural property reliefs
- Business continuity planning with the appointment of an attorney or deputy
Property
Timely and strategic advice to get your transaction over the line as smoothly and quickly as possible, whether you're buying or selling a home or an investment property.
- Comprehensive residential property services, including rural and agricultural property
- Straightforward guidance for even the most complex of property transactions
- Regular communication with all parties so you know exactly what progress is being made
A team you can trust – dedicated private wealth lawyers
Our private wealth team provides comprehensive guidance on business and personal legal matters. Skilled lawyers from across the firm advise on property, commercial, wealth management, civil litigation and more, providing an all-round service to meet your needs.
Our specialist teams are consistently ranked in leading legal directory, The Legal 500. In particular, we’re recognised as:
- “well versed across the entire range of succession planning and tax mitigation matters” (tax and trusts)
- “a specialist focus on acting for SMEs and owner-managed businesses” (corporate)
- “expertise in complex finance cases” (family law)
As members of the Society of Trusts and Estates Practitioners (STEP), we're at the forefront of best practice, helping you to plan ahead to protect the wealth you've built up over your lifetime.
Most importantly, our expertise is reflected in the positive feedback we receive from our clients, with The Legal 500 rating us as a top firm for client satisfaction.
Find out more
Whether you're planning ahead or navigating more immediate changes in your life, our private wealth team provides strategic and coordinated legal advice on a range of personal and business legal matters.
Contact us today to discuss your requirements for a seamless approach to managing your wealth.