Private Client

What can we do for you?

Private client work is concerned with people's personal arrangements. It is about people and their circumstances. The objective generally is to protect assets, to make provision for others - particularly other members of the family, and to arrange for the management of assets on behalf of others who cannot, for whatever reason, undertake the management themselves. The principal areas of Private Client work are identified below.

The principal areas of Private Client work are:

• Wills and succession planning;
• The setting up and administration of trusts;
• Executry administration;
• Charity law;
• Personal capital tax planning;
• Strategic investment advice;
• Power of attorney and the management of assets under incapacity

• What can we do for you?
• Who will you be talking to?