Private Wealth

Private Wealth Services

Protecting your wealth. Planning your succession. Securing your family’s future.

We advise individuals, families, entrepreneurs and business owners on protecting, structuring and passing wealth from one generation to the next.

Whether your affairs involve substantial property portfolios, business interests, investments, trusts or assets across different jurisdictions, our Private Wealth team provides practical, coordinated advice tailored to your family, your assets and your long-term objectives.

• High-net-worth individuals and families
• Entrepreneurs and business owners
• Family businesses
• Executives and professionals
• Trustees and executors
• International and cross-border families
• Accountants, IFAs and wealth managers acting for private clients

Wealth & Succession Planning

• Complex and high-value Wills
• Lifetime and succession planning
• Multi-generational wealth planning
• Inheritance Tax planning
• Lifetime gifting
• Family wealth preservation
• Deeds of Variation
• Business succession

Trusts & Family Wealth Structures

• Discretionary Trusts
• Life Interest Trusts
• Vulnerable Person Trusts
• Trust administration
• Trust Registration Service
• Appointment and retirement of trustees
• Deeds of Appointment
• Family wealth structures

High-Value Estates

• Complex probate and estate administration
• Taxable estates
• Inheritance Tax reporting
• Business and investment assets
• Property portfolios
• Complex Will trusts
• Post-death tax planning
• Executor and trustee advice

International & Cross-Border Estates

• Overseas assets
• Foreign Wills
• International probate
• Cross-border succession
• Working with overseas lawyers and tax advisers
• Families with assets in multiple jurisdictions

Business Owners & Entrepreneurs

• Business succession
• Personal estate planning alongside corporate interests
• Shareholdings and family businesses
• Planning following business sales/liquidity events
• Coordination with accountants, tax advisers and financial planners

Later Life & Family Protection

• LPAs for substantial or complex affairs
• Court of Protection
• Vulnerable beneficiaries
• Trust planning for children and grandchildren
• Protection following incapacity

Our private Wealth lawyers work alongside colleagues across the firm, as well as the client’s existing accountants, financial advisers, wealth managers and other professional advisers, to provide coordinated advice.