Private client services
Our private client services team has a national reach with a wide range of clients. We have extensive experience in advising clients in all areas of tax, trusts, wills and estates.
Our established and highly reputable team has years of experience acting for high-profile and wealthy individuals and professionals, as well as providing specialist trust advice for tax advisers and professional trustees.
Our clients include trustees (from individuals through to corporate trustees), entrepreneurs, landowners, investors, accountants, independent financial advisors and other professionals, both onshore and offshore.
Private client lawyer services
- Wills - including those with complex trust provisions, to help protect assets for the next generation.
- Succession of family estates and businesses through generations, and related estate planning.
- Setting up and restructuring trusts and all aspects of trust administration
- Professional trustee services – either through an individual or our trust company Mowbray Trustees Limited.
- Specialist advice on commercial trusts family investment companies, agricultural and other family partnerships.
- Tax - primarily inheritance tax including agricultural and business property relief, capital gains and income tax, succession and estate planning. Tax and legal advice for non-UK domiciled individuals.
- Trust and estate disputes.
- Probate and administering the estates of deceased individuals with complex business, agricultural and tax implications. Including estates involving overseas assets.
- Powers of attorney and appointment of deputies. Dealing with the court of protection where a person has lost capacity.
"The private client team at °ÄÃÅÁùºÏ²Ê×ÊÁÏ have a wealth of experience in all matters and have delivered sound advice on a number of areas. They are all very professional and experienced individuals."
What we do
We understand how daunting this area can be.
From financial and tax planning to the future succession of your business or estate, our private client team will work closely with you and other professionals to provide tailor made solutions. Everything we do is underpinned by commercial insight, as well as technical tax, trust and will planning experience.
Our goal is to guide you through the labyrinth of rules and legislation and alleviate your concerns through effective and timely planning to help you and your family to preserve your estate.
As a full-service law firm, we collaborate closely with our wider teams to offer a wide range of services to our private clients.
Guided by your client partner, we bring additional expertise in areas such as:
- property,
- litigation,
- commercial and corporate matters,
- corporate and property taxation.
We are ranked first for private client work for the Midlands by both Chambers and Partners and the Legal 500, and we are all members of the Society of Trust and Estate Practitioners (STEP).
"The team at °ÄÃÅÁùºÏ²Ê×ÊÁÏ is structured to maximise commercial awareness, and from what I have experienced, they communicate well across the firm to understand this. It is reflected in the relationships they have with advisers and other professional services firms."
We understand how daunting this area can be.
From financial and tax planning to the future succession of your business or estate, our private client team will work closely with you and other professionals to provide tailor made solutions. Everything we do is underpinned by commercial insight, as well as technical tax, trust and will planning experience.
Our goal is to guide you through the labyrinth of rules and legislation and alleviate your concerns through effective and timely planning to help you and your family to preserve your estate.
As a full-service law firm, we collaborate closely with our wider teams to offer a wide range of services to our private clients.
Guided by your client partner, we bring additional expertise in areas such as:
- property,
- litigation,
- commercial and corporate matters,
- corporate and property taxation.
We are ranked first for private client work for the Midlands by both Chambers and Partners and the Legal 500, and we are all members of the Society of Trust and Estate Practitioners (STEP).
"The team at °ÄÃÅÁùºÏ²Ê×ÊÁÏ is structured to maximise commercial awareness, and from what I have experienced, they communicate well across the firm to understand this. It is reflected in the relationships they have with advisers and other professional services firms."
Featured experience
A private family office
Advising and liaising with a private family office in relation to their large family clients to include advising about the administration of the family trusts, the duties of the trustees and restructuring the trusts to fit with the family’s changing circumstances.
Non-UK domiciled planning
Advising non UK domiciled individuals about the UK residency and domicile rules and related tax planning.
Acting as a trustee
Acting as trustee of a number of client trusts, the high value ones between £100m and £700m.
Acting as trustee of and advising about the tax status of a large provident fund.
Landed estates and farming partnerships
Transferred land with development potential into trust and then into a family partnership to help protect the value for the family. We also prepared a land pooling agreement and related management agreement with neighbouring land owners.
Creating a family partnership for a farming family and transferring land with development potential into trust to help protect the value for the family.
Testimonials
"The private client team at °ÄÃÅÁùºÏ²Ê×ÊÁÏ have a wealth of experience in all matters and have delivered sound advice on a number of areas. They are all very professional and experienced individuals."
"The team at °ÄÃÅÁùºÏ²Ê×ÊÁÏ is structured to maximise commercial awareness, and from what I have experienced, they communicate well across the firm to understand this. It is reflected in the relationships they have with advisers and other professional services firms."
Key contacts
Lucy Worwood
Partner
Wenna Thompson
Partner
Imogen Holmes
Partner
Iain Blatherwick
Partner
Robin Lecoutre
Legal Director
Koren Holbourn
Senior Associate
Hannah Connors
Senior Associate
Bindu Kotecha
Trust Accounts & Tax Manager
Rosie Dickens
Legal Assistant
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