Our private wealth team comprises more than 100 lawyers, based in the East of England, London and the South East, who provide integrated specialist tax and succession planning advice to high-net-worth individuals, trustees, families and family offices. The team advises clients in the UK and internationally on English law and UK tax law.
As a full-service firm, we are able to provide our private wealth clients with a comprehensive range of services which cover not only tax and succession services, but also ancillary areas, including corporate, philanthropy and property.
We have a strong sector led-approach, which means that we are committed to understanding the sectors in which our private wealth clients operate in. Our clients come from a wide range of industries, including agribusiness, media, arts and entertainment and property.
We are able to assist with a wide range of clients’ circumstances including straightforward or complex family relationships, small or complex estates involving privately owned businesses, agricultural or farming interests and large property portfolios.
We help clients structure their wealth planning to protect against future threats such as divorce or creditor claims and increase tax efficiency. We also advise on lifetime gifts, estate planning and taxation issues, working closely with other advisers, such as financial advisers and accountants, to ensure all aspects are covered.
International
We have a specialist international private wealth group which advises international clients on their UK legal issues. Drawing on our extensive network of law firms , we are also able to assist our UK clients with access to international legal advice, working with the most suitable advisers in other jurisdictions to meet their specific needs. This enables us to provide our clients with a service which navigates the complexities of cross-border work in the most co-ordinated, pragmatic and responsive fashion.
Our approach
The hallmark of our approach is to become trusted advisers to our clients. We invest in long term relationships with our clients, spending time with them to get to know their individual and family circumstances and the detail of their estates.
Accreditations
Legal 500
Top Tier [UK 2024]
Chambers High Net Worth
Band 1 [UK 2023]
Our Expertise
- Estate planning, including Wills and trusts
- Tax
- Succession planning
- Family Investment Companies
- Landed estates and other property issues
- Agricultural law
- Probate and court of protection
- Contentious trusts and probate 8
- Divorce
- Pre-nuptial and post-nuptial agreements
- Family law
- Cohabitation agreements
- Immigration
Key contacts
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Partner – Head of Private Client Advisory
Notary Public
Birketts provides excellent service to clients and the team deals with complex matters with skill and care
Chambers [UK 2024]
