Private client

How can you ensure you support your family at the right times in the right ways? We’re here to establish the best structures to protect, grow and pass on wealth.

With complex UK and international laws and tax systems to navigate, it’s not simple to ensure future generations live the life you envisage.

Every family is unique, so we get to know your aims and understand your circumstances, business and assets. Working with your advisers, we use our knowledge of the legal landscape to identify the options that meet your needs – covering wills, estate and succession planning.

We then put in place structures that protect and grow your wealth, so you are confident those you love have the support and security they need.

Our lawyers

Our lawyers are highly expert, with our twelve partners having over 260 years’ combined experience of advising private individuals. We have been accredited as a Platinum STEP Employer Partner.

Our experience

It may be that a properly structured and flexible will can achieve most of your objectives. If your needs are more complex, we will work closely with you to develop innovative options to meet your needs.

Our team can, for instance:

  • Help international business owners with trusts, mitigating potential exposure to tax and protecting the business for the future
  • Develop a blueprint plan for how future generations will be involved in a business and how/when they will receive some or all of the family wealth
  • Establish investment companies to enable the lifetime succession of surplus assets from parents to their children, protecting those assets and providing a clear control structure to minimise risks of misuse
  • Ensure families based across both the US and UK understand the complex interactions between these two tax regimes
  • Advise Middle Eastern families on the efficient structuring of UK investments and ensuring succession in accordance with Sharia law

We offer these and many other solutions to help your family across generations to protect and pass on your wealth, always with a real understanding of you and the current tax, law and finance landscape. As we like to say, “Solutions across generations delivered by experts who care”.

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