Private wealth & succession

The reassurance of specialist personal advice to protect your wealth for you and your family.

A sensitive service tailored to you

Protecting private or family wealth can be highly complex and emotionally charged. We place huge value on building personal relationships and ensuring clarity and are trusted by generations of families across the country. We provide specialist guidance to families, trustees, business owners and landowners based in the UK and overseas. And we also advise the executors and beneficiaries of deceased estates.

Strategic advice and clear guidance

We begin by getting a thorough understanding of your finances, relationships and circumstances. Then we can help you to structure your financial affairs, mitigate tax, preserve property or business investments and pass your wealth to your successors. Whether you have a complicated cross-border estate or a deep-seated dispute over an inheritance or family trust, we’ll provide clear, practical advice shaped around your best interests.

Responsive support from experts

Even the most complex situations don’t phase us, and we collaborate closely with a trusted network of tax and financial advisers to provide a comprehensive service. We’re here whenever you need us and have the flexibility to provide the most appropriate approach for you, your timescales and your budget. Wherever possible, we provide clear, upfront pricing so you know where you stand.

Knowledgeable advice you can trust

Six of our solicitors are full members of STEP, the global association of practitioners specialising in family inheritance and succession planning. One of our solicitors is also a member of the Chartered Institute of Tax and we’re regulated by the Solicitors Regulation Authority. So you can trust that all our advice comes from a place of great knowledge and ethical propriety.

For advice you can rely on, contact us today

0300 124 0406

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