Private Wealth Solicitors

Effective estate planning provides certainty for you and security for your family, supporting long-term Wealth Management and financial planning.

We advise on wills, trusts, lasting powers of attorney, probate, inheritance tax planning and business succession, helping ensure your wealth is passed on according to your wishes while protecting future generations. 

Learn more about: 

• Wills 
• Trusts
• Probate
• Lasting Powers of Attorney

Careful tax and succession planning can help preserve more of your wealth for future generations and strengthen your wider Wealth Management strategy. 

Our lawyers work closely with your accountants, independent financial advisers and other trusted professionals to develop tax-efficient succession strategies and financial planning that reflect your personal, family and business objectives.

Whether your wealth includes investments, property portfolios or family businesses, we provide practical legal advice that supports your long-term plans.

Where needed, we also liaise with your Private Banking contacts and Wealth Management professionals to ensure implementation is consistent with your financial planning and cashflow needs.

Protecting wealth requires careful legal planning and the right structures, particularly where private assets and family arrangements are involved. 

We advise individuals, families and business owners on protecting personal and business assets through trusts, shareholder agreements, pre- and post-nuptial agreements, succession planning and other bespoke legal arrangements designed to safeguard wealth for future generations.

Family Investment Companies (FICs) can offer a flexible and tax-efficient way to hold, manage and transfer family wealth. 

Our specialists advise on establishing, restructuring and operating Family Investment Companies, working alongside your professional advisers to ensure the structure aligns with your long-term succession objectives.

We advise family offices and high-net-worth families on governance, succession planning, property, business interests, tax matters and long-term wealth preservation, supporting effective Wealth Management. 

By providing coordinated legal advice across multiple disciplines, we help families manage complex wealth structures and plan confidently for future generations. 

Many of our clients have overseas assets, international business interests or family members living abroad. 

Working with trusted advisers through MSI Global Alliance, we provide coordinated advice on cross-border succession planning, international estates, trusts and overseas property ownership, helping clients navigate the legal and tax complexities of international wealth and Wealth Management.

For internationally connected families, we can coordinate with Private Banking and Wealth Management contacts and trusted advisers to align cross-border tax, reporting and succession planning. 

Disputes involving estates, trusts and inheritance can be both emotionally and financially challenging. 

Our specialist contentious trusts and probate solicitors advise beneficiaries, executors, trustees and families on resolving complex disputes efficiently, whether through negotiation, mediation or litigation.

We help clients resolve disputes concerning wills, trusts, estates and inheritance while also advising on strategies to reduce the risk of future disputes wherever possible. 

A Private Wealth solicitor advises individuals, families and business owners on preserving, protecting and transferring wealth, often as part of a broader Wealth Management and financial planning approach. This includes wills, trusts, estate planning, inheritance tax planning, succession planning, asset protection and resolving disputes involving trusts and estates. 

Succession planning should begin well before assets are transferred. Planning early provides greater flexibility, improves tax efficiency and helps ensure wealth passes smoothly to future generations. 

Yes. We regularly advise clients with overseas property, international estates and cross-border business interests, working with trusted advisers in multiple jurisdictions where required and coordinating with Wealth Management where appropriate. 

Yes. We regularly work alongside accountants, independent financial advisers, tax specialists and other professional advisers to ensure our legal advice complements your wider financial planning, Wealth Management and succession planning. 

We can also liaise with Wealth Management and Private Banking teams to ensure your wider financial planning remains aligned with your legal structures as your circumstances change.

A Family Investment Company is a corporate structure that can provide an effective way to hold, manage and transfer family wealth. While it is not suitable for every family, it can offer tax and succession planning advantages in the right circumstances. Our specialists can advise whether a Family Investment Company is appropriate for your objectives. 

There is no one-size-fits-all solution. Effective inheritance tax planning may involve wills, trusts, lifetime gifting, business reliefs and other succession planning strategies. We provide tailored legal advice to help structure your affairs as tax-efficiently as possible, supporting your wider financial planning and Wealth Management.