Private wealth and charities

Our private wealth and charities practice advises on complex tax, trust, charities and succession planning issues.

We advise with regard to all aspects of dispute resolution involving individuals, trusts and estates.

Main areas of practice cover:

  • UK and international tax planning
  • creation of trusts, both domestic and offshore 
  • preparation of wills and related tax advice for both international and UK-based clients
  • succession planning issues 
  • administration of estates including estates with assets in multiple jurisdictions and those involving international conflicts of law
  • advising on disputes over trusts and wills and the administration of estates
  • post-death tax planning

Clients include very high net worth private clients and families, trust companies, private banks and charities in the UK and worldwide. Our charities client list comprises charities of all types, including an increasing number of international charities.

We handle contentious issues within the group, with the support of the firm's highly acclaimed litigation team, "heralded by many as the 'best litigation firm in the country'". Chambers UK 2008


"High profile clients brim with compliments for this 'extremely responsive and supportive - highly recommended' team"
Chambers UK 2008

"Capable of handling the full remit of international trust litigation"
Legal 500 UK 2007

"This 'standout' trusts, estates and tax planning team functions as a sparkling niche practice within the heavyweight City firm"
Chambers UK 2007

"Clients describe the team's attention to detail as 'formidable' and commend the high standards in 'thought, innovation and timely delivery'"
Legal 500 UK 2006
 

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