Our private client team provides advice through all stages of life.  We act for succeeding generations of families and understand that, whilst individual circumstances differ, a holistic and sensitive approach is essential.

We specialise in assisting a broad range of clients in relation to succession and tax planning, including landed families, shareholders in private family companies and high net worth individuals.  Whilst we are pleased to see clients in our offices, we are also able and always willing to see our clients at their homes to take their instructions in less formal surroundings.

Our team of solicitors, accountants and legal executives includes members of Solicitors for the Elderly, the Society of Trust and Estate Practitioners (the internationally recognised hallmark of onshore and offshore tax planning expertise), the Charity Law Association and the Country Land & Business Association.  This firm adheres to the standards of the Society of Trust and Estate Practitioners’ Will Code, a copy of which can be found HERE

Our Private Client services include:

  • Wills and Codicils

  • Powers of Attorney

  • Lifetime estate planning

  • Estate administration on death (including Probate)

  • Trust creation, administration and winding-up

Fixed Fees

OUR PRIVATE CLIENT TEAM

NICHOLAS BARLOW
NICHOLAS BARLOWPARTNER
OLIVIA MEEKIN
OLIVIA MEEKINPARTNER
SARAH BUDIBENT
SARAH BUDIBENTPARTNER
EDWARD CHUCK
EDWARD CHUCKASSOCIATE
CLAIRE GRAY
CLAIRE GRAYASSOCIATE
HUMAIRA OMRAN
HUMAIRA OMRANTRUST & TAX MANAGER
MICHAEL TULLOCH
MICHAEL TULLOCHCONSULTANT

News & Resources

Who inherits my estate if I die intestate? The intestacy rules and the recent increase to the statutory legacy to a spouse or civil partner

February 21st, 2020|Comments Off on Who inherits my estate if I die intestate? The intestacy rules and the recent increase to the statutory legacy to a spouse or civil partner

Monro Wright & Wasbrough LLP The Lord Chancellor has increased the fixed amount, also known as the “statutory legacy”, that a spouse or civil partner will receive under the intestacy rules where the [...]

Monro Wright and Wasbrough LLP at the ICAEW Wills and Inheritance Tax Conference 2019

November 29th, 2019|Comments Off on Monro Wright and Wasbrough LLP at the ICAEW Wills and Inheritance Tax Conference 2019

The ICAEW Wills and Inheritance Tax Conference Our experienced Private Client team co-hosted (alongside Mazars) the ICAEW Wills and Inheritance Tax Planning Conference on 19th November 2019 where we presented on the topics [...]

Probate Fee Increase Update

April 3rd, 2019|Comments Off on Probate Fee Increase Update

The Ministry of Justice (MoJ) have confirmed that new probate fees expected to come into force on 1 April 2019 have been delayed due to Brexit talks. The  proposed probate fees were set to [...]

LASTING POWERS OF ATTORNEY v DEPUTYSHIP

January 7th, 2019|Comments Off on LASTING POWERS OF ATTORNEY v DEPUTYSHIP

Both Lasting Powers of Attorney (LPAs) and Deputy Orders are legal instruments appointing persons to make decisions on behalf of someone who has become incapable of making or communicating that decision personally. They can be [...]

EXECUTORS’ HIDDEN TAX LIABILITY

September 28th, 2018|Comments Off on EXECUTORS’ HIDDEN TAX LIABILITY

Executors of Estates could find themselves subject to a hidden tax liability resulting from income generated by the deceased’s investments. Whilst Inheritance Tax is calculated with reference to the value of assets held at [...]

Public Register of Ultimate Owners of Overseas Companies owning UK property

February 1st, 2018|Comments Off on Public Register of Ultimate Owners of Overseas Companies owning UK property

Following their earlier consultation exercise, the Government has confirmed the intention to proceed with the world’s first public register which will require overseas companies buying UK property to disclose who the ultimate owners of the [...]