Private Client

The well established Private Client practice delivers sound, effective advice on all aspects of tax and estate planning, including the creation of trusts, for individuals, trustees, charities and overseas clients who have business interests or property in the UK.

Our expertise includes advising on issues relating to the elderly and on how to help our clients safeguard their financial and personal interests and those of their families.  Our lawyers maintain productive links with accountants, bankers and other professionals to facilitate this process.

The type of work we undertake includes:

• tax planning for large complex estates, private companies, high net worth individuals (including landowners) and families, trustees, executors and charities
• advice on agricultural and business property relief
• domicile and residence issues
• advice on heritage property issues
• will drafting for complex family situations
• administration of estates and post-death tax planning
• creation and administration of trusts
• advice on disputes relating to trusts and estates, including Inheritance Act claims and disputed Wills
• tax returns for individuals, trusts and estates
• charity formation and administration
• advice on matters relating to the elderly
• advice on lasting powers of attorney and deputyship
• advice on ‘living wills’ and personal welfare lasting powers of attorney
• advice on the registration of existing enduring powers of attorney