Legal Services

Private Client & Wealth Management

The Private Client & Wealth Management Group provides personal and financial planning advice for private individuals, many of whom we advise on corporate matters which often intertwine with their personal situation.

The Group aims to assist clients through guidance on their personal, legal and tax affairs and advice on tax efficient ways to provide for them and their families' future security. The clients can then focus their energies and talents on the creative and business sides of their lives.

The Group adopts a sensitive, practical and creative approach and offers a full range of services including:

  • Wills and estate planning
  • Inheritance Tax Planning
  • International Tax Planning
  • Advice on capital gains tax and income tax
  • Tax planning measures to minimise or avoid CGT liability
  • Establishment of trusts, mainly to assist in tax planning (both onshore and offshore)
  • Advice to non-resident or non-domiciled individuals concerning minimising tax in the UK (including preparation of contractor services)
  • Establishment and advice on Employment Benefit Trusts
  • Tax investigations and appeals
  • Tax Compliance - preparation of income and capital gains tax returns
  • Probate and Administration of Estates
  • Trust administration
  • Establishment of charities and continued advice and compliance with the Charity Commission
  • Contentious trust and probate litigation (including Inheritance Act claims)
  • Miscellaneous pensions advice
  • Immigration advice and compliance for individuals and Change of Name procedures
  • Court of Protection and Receivership matters, contentious and non-contentious, and all forms of power of attorney
  • Advice on pensions and retirement trusts

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The Team:

Private Client and Wealth Management