PRIVATE CLIENT

/PRIVATE CLIENT
PRIVATE CLIENT2018-11-16T11:41:58+00:00

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

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

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 [...]

The Residence Nil Rate Band – A further IHT planning opportunity?

December 6th, 2017|Comments Off on The Residence Nil Rate Band – A further IHT planning opportunity?

Background This note is intended to provide a brief overview of the new Residence Nil Rate Band introduced in the Finance (No. 2) Act 2015 and the supplementary Downsizing Provisions included in the Finance [...]

Private Client Team present at Wills & Inheritance Tax Planning Conference

November 9th, 2017|Comments Off on Private Client Team present at Wills & Inheritance Tax Planning Conference

On 15th November, four Solicitors from our Private Client Team will be presenting at the Wills & Inheritance Tax Planning Conference at the ICAEW Chartered Accountants’ Hall. Our firm has teamed up with Mazars [...]