Private Client
Team Services
Our national team has an enviable reputation for providing outstanding client service and are known for taking a holistic approach, working across the business alongside with the corporate M&A, commercial real estate and contentious trusts and probate teams to provide a complete service for clients.
The team has many years of experience advising many high net worth individuals, including leading regional entrepreneurs with members being STEP (Society of Trust and Estate Practitioners)accredited. We regularly receive referrals from leading private banks, investment managers, agricultural and land agents, pension consultants, IFAs and other individuals
. Key services include:
• wealth, tax and succession planning for families, landed estates, entrepreneurs and business owners
• Trust and estate administration including a comprehensive accounting and taxation service and increasingly dealing with estates with an international element. All partners regularly act as professional Trustees, Executors and Administrators
• Elderly client advice, including advice on capacity issues, Powers of Attorney and Court of Protection matters
• Personal injury trusts
Client testimonials
Legal 500, 2023 UK Guide
"Attention to detail, practical solutions good all round service to other departments."
Legal 500, 2023 UK Guide
"The firm is able to appear friendly and approachable whilst reassuringly professional. The depth of knowledge was excellent."
Legal 500, 2023 UK Guide
"Strong in its support of charitable trusts. Clarity of explanation in tackling property matters, clear presentation of breakdown of costs in routine charity management‘."
Legal 500, 2023 UK Guide
"The team is very active in the local market, highlighting areas of concern for private client financial planning and a particular strength is in elderly care and estate planning."
Chambers, 2023 UK HNW Guide
"High-quality work and advice is delivered in a very responsive way and there is always a willingness to adapt and respond to the particular circumstances we are facing."