Private Client

Our Private Client team is one of London’s most established, with a heritage dating back to 1780.

We provide discreet, expert legal advice to individuals and families, helping them protect their wealth, legacy and future.

Private wealth is facing new pressures, including Inheritance Tax reforms, Capital Gains Tax increases and the removal of long-standing reliefs for non-domiciled individuals. These changes could significantly impact succession planning for individuals, business owners and estate holders. Added to this are the complexities of modern family life, blended households, second marriages, international mobility, an ageing population and vulnerable beneficiaries, all of which require a thoughtful and sensitive approach. We guide clients through these challenges with strategic insight, ensuring their tax and estate planning honour their intentions within structurally sound frameworks.

We specialise in complex tax planning, trust structuring and estate administration. Our private client lawyers advise individuals, trustees (onshore, offshore and charitable), executors and Court of Protection deputies. We understand that wealth is not just about assets; it is also about family, values and continuity. Our expertise ensures that every recommendation is partner-led and delivered with precision and foresight to protect and preserve your wealth and legacy.

We work closely with business owners, founders and shareholders to align their personal and commercial goals. We provide strategic advice on succession, tax-efficient wealth extraction, shareholder protection and future-proofing their affairs. Whether you are preparing for a liquidity event, planning for retirement or safeguarding your family’s future, we help ensure your personal affairs are well-structured.

Our client relationships often span generations, and we work with second, third and even fourth generations of the same family. This long-term perspective allows us to build deep trust and provide continuity of advice that evolves with each generation’s needs. We also work closely with first-generation wealth creators to help them build a lasting legacy.

We understand that wealth is personal. Our partners take the time to listen, provide clear advice and act with discretion. Whether you’re planning for your future or protecting your family’s legacy, we are here to help.

Recent experience

• Advising the shareholders of a long-standing family business on personal tax and estate planning during a high-value business sale and establishing a family investment company to protect sale proceeds.
• Acting as lead advisers to an ultra-high net worth couple and their family office, coordinating estate planning across multiple jurisdictions and advising on trust structures and governance.
• Managing the complex estate of a founder of a major UK asset management firm, securing significant Inheritance Tax savings through business property relief and deed of variation strategies.
• Restructuring a family-owned hotel business to preserve business property relief ahead of inheritance tax changes, coordinating a trust termination and a partnership formation.