Private client legal services tailored to your needs
We understand the unique legal opportunities and challenges faced by private individuals and their families. By taking a collaborative approach, we deliver expert legal support across a range of private client services, offering practical solutions to protect and manage your assets effectively.
Probate and estate administration
Administering an estate after the death of a loved one can be a challenging and emotional process, particularly for executors who must navigate legal responsibilities, family dynamics and complex tax matters. Our holistic approach to probate and estate administration combines legal expertise with multi-disciplinary support to guide you at every step.
Our team of solicitors, with access to tax specialists, accountants and financial advisers, work collaboratively to ensure all matters are handled efficiently and sensitively. From valuing assets and calculating inheritance tax to dealing with HMRC and distributing the estate, we take care of the details so you can focus on what matters most.
Our services include:
- valuing the deceased’s estate and calculating inheritance tax liabilities;
- preparing and submitting probate applications;
- identifying and resolving potential legal or tax issues;
- managing relationships with HMRC and other authorities;
- distributing assets to beneficiaries;
- providing tailored advice for estates involving business or foreign assets;
- offering practical solutions to manage family dynamics and disputes.
Wills and inheritance planning
A carefully drafted will ensures your assets pass to your chosen beneficiaries. Without a will, government rules dictate the distribution of your estate, which may not align with your wishes.
We assist with creating wills that consider family dynamics, business interests, foreign assets and inheritance tax planning. By taking the time to understand your circumstances, we ensure your will reflects your intentions and protects your loved ones.
Creation, interpretation and dissolution of trusts
Trusts offer a practical way to protect your assets and provide for beneficiaries in a controlled manner. Whether you are looking to establish, interpret or dissolve a trust, we provide clear guidance to ensure the structure aligns with your objectives and circumstances.
Lasting powers of attorney
Lasting powers of attorney (LPAs) allow you to appoint someone to make decisions about your care or finances if you become unable to do so. Without an LPA in place, others may need to apply to the courts for this authority, which can be time-consuming and costly.
We help you choose an appropriate attorney, explain their responsibilities to them and prepare the necessary documentation to ensure your interests are safeguarded.
Why choose us for private client services?
Our integrated approach combines legal, tax and financial expertise with empathy and efficiency to address all aspects of estate administration, planning and asset protection. Whether the estate involves personal or business assets, we ensure a seamless process, giving families peace of mind during a difficult time.
Contact us today to discuss how we can support your needs, from planning for the future to managing life’s unexpected challenges.