Private Client

This Department provides advice and a comprehensive service both to private clients and to trustees of private trusts and charities, including:

  • Making of Wills and “Living Wills”
  • Inheritance Tax planning during life and on death
  • Financial advice including tax planning both for income tax and capital gains tax, and personal tax services including preparation of returns for individuals
  • Administration of the estates of deceased persons (probate), the law of succession and variation of estates
  • Obtaining grants to the estates of foreign nationals with assets in England and Wales
  • Creation of general and specific powers of attorney and LASTING Powers of Attorney
  • Applications to the Court of Protection including deputyship applications and statutory wills
  • Investment management (the firm is regulated by the Law Society) and nominee and CREST services
  • Formation, management and administration of trusts for private individuals
  • Charity formation, management and administration

Call us on 020 7623 9490