Family & Succession Planning
Our Private Client team provides clear, thoughtful, and strategic advice to individuals and families seeking to protect their wealth, plan for the future, and navigate life’s most important decisions. We understand that personal matters require sensitivity as well as technical expertise, and we take the time to understand your priorities, concerns, and long‑term goals. Our approach is grounded in discretion, clarity, and a commitment to delivering solutions that give you confidence and peace of mind.
We advise on all aspects of estate planning, including wills, trusts, inheritance tax planning, and asset protection strategies. Whether you are looking to safeguard family wealth, provide for future generations, or structure your affairs efficiently, we offer tailored guidance that reflects both your personal circumstances and the wider legal landscape. Our focus is on creating robust, flexible arrangements that stand the test of time.
Our team also supports clients with the administration of estates and trusts, guiding executors, trustees, and beneficiaries through the legal and practical steps involved. We handle probate applications, asset distribution, tax reporting, and the resolution of any disputes that may arise. With a calm, structured approach, we ensure that responsibilities are managed efficiently and with minimal stress during what can often be a challenging period.
In addition, we advise on powers of attorney, Court of Protection matters, and the management of affairs for vulnerable individuals. Whether you are planning ahead or responding to an urgent need, we provide clear, compassionate guidance that helps you make informed decisions and protect the interests of those who depend on you. Our priority is to deliver practical, personalised solutions that support your wellbeing, your family, and your long‑term financial security.
- Wealth protection strategies
- Succession planning
- Family governance and legacy planning
- Cross‑border estate considerations
- Vulnerable client support