Private wealth

Private wealth - illustration

With over two centuries of experience, we will help manage, protect and grow your private wealth.

Everyone has different goals and priorities when it comes to their private wealth. We will work with you to understand what you want to achieve so we can provide the best advice for you. 

Our team has been helping people, families and advisors for 200 years so we know the legal and tax systems that could affect your wealth inside-out, enabling us to develop the right options for your particular circumstances. 

As well as being private wealth specialists, we collaborate with our colleagues across Mills & Reeve to provide expert advice on everything from philanthropy to property to pensions.

Our lawyers

Our team holds memberships with industry organisations, such as STEP (for lawyers who specialise in family inheritance and succession planning) and Resolution (for lawyers committed to non-confrontational divorce). 

Our experience

Our services include: 

  • Estate planning, including wills, trusts (both UK and offshore) and private tax advice 
  • Succession planning for businesses and related shareholder and partnership issues
  • Family Investment Companies
  • Complex landed estate and other property issues
  • Agricultural law services
  • Probate and court of protection applications
  • Contentious trusts and probate
  • Cohabitation agreements
  • Pre-nuptial and post-nuptial agreements 
  • Divorce and complex finances advice
  • International family law
  • Disputes concerning arrangements for children
  • Immigration

To set up the best structures and processes for you, we work closely with your other advisors, such as investment managers, family offices, independent financial advisors, tax advisers and accountants. 

Some recent examples of our work include: 

  • Advising on the administration of the £130million estate of the founder of a nation-wide retail business who was living outside the UK. 
  • Intervening in the Supreme Court divorce case of Owens v Owens. This work directly led to a government consultation on “no fault” divorces and the very real prospect of reform. 
  • Establishing over 80 family investment and personal investment companies. 
  • Advising consortia on land pooling arrangements.
  • Ensuring the largest family shareholders in a £400million company protected their continuing interest and involvement in the business.

Our clients

We work with anyone looking to protect their personal wealth – whether that's wealthy families and high network individuals, business owners, senior professionals or landowners. 

Legal resources you may find useful

www.cohabitation-law.co.uk
www.divorce.co.uk

Our award-winning and innovative hubs offer practical, pragmatic advice and insights on divorce and cohabitation.

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