Services Private wealth
Private wealth
Service overview
Here for the future you want to build.
When planning your financial future, just knowing where to start can feel daunting. Circumstances can change, and it can be difficult to know whether what seem like the right decisions now will still be the right fit further down the line. We’ll help you devise a solution that’s fit for now, flexible, and future-proof.
Whether you’re looking to put plans in place, revise existing ones, we’ll provide tailored wealth planning advice that meets you where you are, grows with you, and gets you where you want to be.
With a network of regional experts seamlessly connected across the country, we’ll build our team around you – so wherever you are, and whatever your needs, you can rest assured that you’ve got the right people in your corner, right where you are. With a wealth of tax, investment, retirement, and estate planning expertise under one roof, we’ll consider your situation from all angles to devise a joined-up, end-to-end financial plan that takes every facet of your situation into account.
By staying close and taking care of the little details, we won’t ever compromise on efficiency or lose sight of the big picture. No two situations are the same – and we’ll work tirelessly to devise a strategy that’s as individual as the future you want to build. With the same trusted advisors on your side, we’ll guide you to make informed decisions that reflect your wishes now – with a little extra breathing room built in to cater for any ‘what if?’ moments that may crop up along the way.
Ready to take the next step?
Our services
How we can help you:
Protecting personal and family wealth requires careful planning in an increasingly complex legal and financial environment. We advise individuals, families and business owners on structures and strategies designed to safeguard assets, manage risk and support long-term financial security.
Where a person lacks the capacity to make decisions, a deputy may be appointed to manage their financial or personal affairs. We advise families and professional deputies on appointments, responsibilities and ongoing administration, helping ensure decisions are made in the individual's best interests.
Family investment companies can provide a flexible structure for holding, managing and transferring wealth across generations. We advise families and business owners on the establishment, governance and long-term management of family investment companies, helping align wealth planning with broader family objectives.
What to expect from us
The right legal experts, wherever you are.
Regional teams, nationally connected – we move quickly, stay close, and bring the right specialists together around you.
When it matters most, you need experience in the room. Our structure gives senior advisers more time with clients. So relationships are built over years, not handed off after day one.
Our specialists in your region are backed by a nationwide network. So, whatever comes up, you get the right experts without having to change advisers.
We’re based in the regions where you operate. So you work with advisers who understand you and are there in person when you need them.
Your key contacts
Meet a selection of our specialists
Private wealth
Related insights
Not sure where to start?
Whether you’re looking to change existing plans or prepare for what’s on the horizon, there’s plenty we can do to help.
FAQs
Common questions about Private wealth
Whether you’re looking for quick resolutions or long-term support, our private client solicitors will move at your pace. Get in touch to find out more about how we can support you. We’re ready when you are.
Our private client solicitors help people like you to navigate all of life’s moments – whatever that looks like for them. But don’t just take our word for it – browse our case studies to find out what our clients value most about working with us, first-hand.
When you get in touch, we’ll assess your needs to ensure you get the right expertise for you. When you choose us, you don’t just get access to corporate expertise. Your private client specialists will work collaboratively with professionals throughout the country spanning a broad spectrum of specialisms to devise a multi-faceted, tailored solution that takes all aspects of your situation into account. Get in touch so we can assess your matter and guide you towards your next step.
From devising long-term wealth management and estate planning strategies to handling inheritance tax, there’s plenty our private client solicitors can do to support you. Get in touch to find out more about our private client expertise.
Whether you’re looking to put proactive succession plans in place or need guidance on an ongoing matter, we’re ready to support you – wherever you are in your journey. Get in touch to find out more about what our private client specialists can do to support you.