Private Client and Lifetime Planning

Our Private Client Department assists clients in creating legally binding wills and developing effective estate plans. We provide advice on inheritance tax planning, asset protection, and the distribution of assets to ensure our clients’ wishes are fulfilled. Our solicitors have extensive knowledge of the legal requirements and tax implications involved in estate planning, enabling us to provide sound guidance tailored to each client’s circumstances.

We understand that dealing with the loss of a loved one can be emotionally challenging. Our solicitors provide compassionate support during the probate and estate administration process. We handle all aspects of estate administration, including obtaining grants of probate, collecting and distributing assets, and managing inheritance tax matters. Our goal is to efficiently navigate the legal complexities while alleviating the burden on our clients.

Our team has a wealth of experience in establishing and administering various types of trusts. We advise clients on the creation of trusts for asset protection, tax planning, and succession planning purposes. Our solicitors ensure compliance with legal requirements and provide ongoing trust administration services to maximise the benefits for our clients. We are dedicated to safeguarding our clients’ assets and preserving wealth for future generations.

We assist clients in creating LPAs, empowering them to appoint trusted representatives to make decisions on their behalf in the event of incapacity. Our solicitors guide clients through the process of drafting and registering both Property and Financial Affairs LPAs and Health and Welfare LPAs. We prioritise our clients’ interests and preferences, ensuring that their wishes are respected, and their affairs are managed effectively.

Our Private Client Department recognises the unique legal and financial challenges faced by elderly clients and their families. We provide comprehensive advice on long-term care planning, funding options, and navigating complex legal matters. Our solicitors strive to protect our elderly clients’ interests and ensure they receive the care and support they deserve in their later years.

In cases of estate disputes or contested wills, our Private Client Department has the expertise to handle contentious probate matters. Our solicitors represent clients in challenging or defending wills, resolving disputes over estate administration, and addressing issues related to capacity or undue influence. We are committed to achieving fair resolutions through negotiation or, if necessary, through court proceedings.

Our Private Client Department is dedicated to providing exceptional legal services to individual clients. With expertise in wills and estate planning, probate and estate administration, trusts and asset protection, LPAs, elder law and care planning, family law, and estate disputes, we are well-equipped to handle a wide range of personal and family law matters. Contact us today to discuss your private client needs and benefit from our expertise and personalised approach.

• Will drafting.
• Probate and administration.
• Powers of Attorney, management of financial affairs and Testamentary Capacity.
• Trust formation and administration.
• Estate and financial planning.
• Tax advice.
• Interaction of estate planning where you hold overseas assets.
• Court of Protection applications.
• Charitable trusts.

We also adhere to the good practice standards of the Law Society’s Wills and Inheritance Protocol, which means we always:

• Treat you with dignity and respect.
• Be polite and considerate.
• Use clear language and keep legal jargon to a minimum.
• Explain what the costs are likely to be and how we charge.
• Advise you on the issues and the options for dealing with them.
• Explain what you can expect from us.
• Carry out our work in a timely manner.
• Respond promptly to your enquiries; and
• Keep you informed of our progress.