Private client

Your family comes first. So it’s vital to protect, grow and pass on your wealth to them effectively.

But a wide range of options, and complex rules and taxes – especially if you’re based in more than one country – mean it can be tough to know how best to do that.

That’s where we come in.

Securing your family’s future prosperity

Every family is unique. So we’ll get to know your aims and understand your circumstances, business and assets, then identify the best options for you.

It might be that a properly structured will is all you need. Or you might need in-depth help with succession planning. Whether it’s advice on inheritance tax, family trusts or shared business ownership, or anything in between, our experts will help you make the most of your wealth for the next generation. If you’d rather leave your legacy to charity, we can advise you on the best way to do that too – including establishing and managing trusts, foundations and other philanthropic initiatives.

We also want to do more than just keep your money safe. So we’ll look for solutions that will generate value in the long term that far outweighs what you pay for our advice.

We think about the now, but with one eye on the future.

How we can help

Here are just some of our services for private clients. Use the right-hand links to find out more.

  • Business owners, landowners and rural businesses: we can advise you on tax planning, business and ownership structures and lots more
  • Disputes over estates, wills and trusts: we can help individuals, executors, trustees and charities with trust or estate issues. That includes dealing with disputes, challenges or mismanagement
  • International advice: we can help international clients and their families understand how living in the UK can affect taxes, as well as with investing in the UK. We can also help plan and manage how taxes impact their finances worldwide, and establish structures to hold assets in several jurisdictions
  • Lifetime estate and succession planning: we can help you make gifts or loans, and create trusts or other structures like family investment companies
  • Philanthropy: we can create and structure charitable trusts and foundations, and advise you on the best ways to give to charity
  • Power of attorney: we can help you appoint someone to look after your affairs if you’re no longer able to
  • Probate: we can administer an estate with or on behalf of executors, including planning and restructuring, and give advice on the UK parts of international estates. We can also give beneficiaries planning advice after the death of a loved one
  • Succession planning on death: we can help you draft your will and record your wishes
  • Trusts: we can advise trustees on how to use their powers, make sure beneficiaries receive benefits, explore opportunities for planning and make sure the trust complies with the law.
  • Family law: we can help with divorce and separation, prenuptial agreements, pension sharing and international family law – go to our family and children page to find out more

Whatever you ask us to do, we’ll tailor it to your personal circumstances, and deliver it with care.

What we can achieve together

When we help you with your planning, we’ll always have the following objectives in mind:

  • Protect your assets: we’ll advise you on the best way to structure your affairs and protect your wealth for future generations. We’ll also help you look after vulnerable beneficiaries and avoid disputes in the future
  • Streamline compliance: we’ll help you handle any legal requirements for your financial planning – like reporting to HMRC, keeping records or dealing with rules on exchanging information
  • Make tax more efficient: we’ll advise you on the best way to structure arrangements, finances and assets to keep tax to a minimum. That includes making the most of available benefits and allowances, and navigating how different taxes interact with each other

Why choose us?

We combine specialist knowledge of safeguarding family wealth with an in-depth understanding of business structures. And we have the expertise to set up the right arrangements. We’re also ahead of the competition when it comes to innovation – in fact, we created the first family investment company in 2009.  

Our company is also an accredited Platinum STEP Employer Partner. That means we’ve been recognised by the global professional association for practitioners specialising in family inheritance and succession planning. This puts us among the best lawyers in the country when it comes to helping people plan for their future.

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