Private client


Private client

We assist a broad range of clients to navigate the increasingly complex challenges they face when considering how best to hold and structure their assets and to pass them on to the next generation in an efficient and managed way.

Key Contacts

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Reliable expertise

We advise on all core private client services such as probate and estate administration, wills, powers of attorney, trusts and issues facing elderly clients.  We also advise clients including owners of land and estates, farmers and agricultural clients, entrepreneurs and family business owners, who often have more complex issues to deal with.
By working closely with colleagues across the firm, as well as other professional advisors, we can put the right team in place to ensure clients get the best advice on their personal legal needs.


Our expertise in this area encompasses:


News 5 December 2017

Seeing Things Differently – Broadlands

What qualities do you need as an Estate Director of a large landed estate? Comprising a complex of properties, a wide array of staff and potential issues around profitability and sustainability of the property, a landed estate needs a Director with a myriad of skills. Understanding the brand of...

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Married with a business – when business and marriage break down

The breakdown of a relationship can be very difficult for both parties and when a shared commercial business also needs to be factored in, it becomes even more complex.

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News 22 February 2017

Experts to tackle tax and wealth planning at PFS seminar

Financial planning experts will take centre stage this week as South West businesses gather in Bristol to hear the very latest on wealth planning, tax reliefs, grant funding and...

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News 16 January 2017

Inheritance plans put off to avoid children’s spouses benefitting

A recent survey has revealed that 30% of parents will not pass on assets to their married children to avoid them falling into the hands of their offspring’s spouses...

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