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Wherever you are in the world, our tailored private wealth advice makes life simpler.
When you want practical, user-friendly advice on all areas of tax and estate planning, our specialist lawyers are ready to help. We can help you make arrangements for your first will or home, manage significant generational wealth, or streamline complex international financial arrangements.
We work with national and international corporate groups, management teams, entrepreneurs, partnerships and private equity firms. Advising on banking, as well as classic private client work, we also provide bank-owned trust companies with high-calibre international tax and trust law advice.
Experience
Advising a well-known retired Formula 1 driver on the preparation of a Will and wider tax and succession planning, including dealing with international image rights.
Advising trustees of a personal injury trust for a disabled child to develop an effective strategy in conjunction with the child's parents for managing the funds in the future and providing for the child effectively.
Advising a prominent Scandinavian bank on complex technical tax issues relating to the bank's presence in the UK and to payment of interest on their customers' savings.
Contacts
“Knowledgeable, commercially-minded and pragmatic and provides an excellent service. The lawyers are also very approachable and pleasant.”
Client feedback - Legal 500
“Particularly good at simplifying complex matters and dealing with them in a sensible, pragmatic and cost effective way. ”
Client feedback - Legal 500
Recognition
Legal 500
Tier 1 ranking for Personal tax, trusts and probate in the South West.
Leading individual
Patrick Wooddisse named a 'Leading Individual' by Legal 500.