Private wealth

Increasing complexity in the legal and tax systems means that now – more than ever – you need the right advice. Our specialist private wealth legal team offers real breadth of knowledge, expertise and experience to help you make the most of your assets.

> Our lawyers
> Our experience in private wealth
> Our clients
> What our clients and others say about us
> Legal resources you may find useful

Helping you to protect and pass on your wealth

Whatever the challenge, we have the people and the know-how to provide the right solution for your circumstances.

Our legal services include:

Our team has gained an excellent reputation for the quality of our people and the clarity of our advice.

We work hard to maintain excellent and lasting relationships with our clients. We also give you a single point of contact. One of our senior lawyers will work closely with you on an ongoing basis to understand your needs and make sure you get the best advice. This provides certainty and continuity for you and your family.

Our lawyers

  • We have over 200 lawyers specialising in estate and succession planning, real estate, commercial, family and divorce law 
  • The majority of our estate and succession planning solicitors are members of the Society of Trust and Estate Practitioners. We are also members of The Institute of Chartered Tax Advisors, Probate Section of the Law Society and Solicitors for the Elderly.
  • Our family solicitors are nationally regarded as leaders in this area of law. As members of Resolution, we are committed to the constructive resolution of family disputes, and most of our family solicitors are also trained mediators, arbitrators and collaborative lawyers. 
  • Our real estate teams include members of the Investment Property Forum and Country Land and Business Association.

Our experience in private wealth

We specialise in helping clients with complex arrangements requiring the full spectrum of personal legal advice. Our extensive experience includes: 

Establishing protective and flexible family trusts and investment companies. Advising on related complex tax matters including inheritance tax, capital gains tax, stamp duty land tax and income tax. 

Advising on High Court cases and related issues. For example, we are currently involved in a case that represents one of the largest claims ever made in the Family Division where the assets involved are held in trust and amount to over £200 million. The case is being dealt with in the High Court and involves extremely complex asset structures and legal issues. 

Advising on the financial implications of divorce. For example, we have acted for the trustees of several substantial family trusts on divorce proceedings concerning one of their beneficiaries. This involved complex arrangements to do with pre-acquired wealth, inherited wealth, the involvement of new spouses and a complex family dynamic. We were able to reach an agreement, embodied in a court order, without court proceedings.

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Our clients

Typically our clients are wealthy families and individuals, business people and landowners and anyone looking to protect their personal wealth.

What our clients and others say about us

One of the main ways in which we judge our success is from the feedback we get from our clients, both directly and through interviews with the leading guides to the legal profession, Chambers UK and Legal 500. These are just a few examples of comments from clients about our lawyers:

  • “A client states: ‘It is the best firm I have ever worked with: I can reach them when I ring them up, and there is never a delay.’” Chambers UK
  • “’No other firm has the reputation, strength and quality’ to equal Mills & Reeve LLP.” Legal 500
  • “This group is well-regarded for its wealth planning and asset protection advice, leading to an impressive volume of instructions from clients with substantial business interests or inherited wealth.” Legal 500
  • "’He is very approachable, knowledgeable, and doesn't just respond to what you ask - he actually comes up with positive suggestions,’ a source notes.” Chambers UK
  • “’She is very practical. Clients feel like she is batting on their side,’ a source says.” Chambers UK
  • “[He] ‘combines great expertise with common sense and real commitment; he not only goes the extra mile, but the extra hundred miles’.” Legal 500

Legal resources you may find useful  

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