Tailored, practical and affordable private wealth solutions to support you at every stage in life.
Our clients' needs are diverse - from those who may be considering writing their first will or buying a first home together, to those with complex international financial arrangements or significant generational wealth.
Clients value our practical advice, which keeps the big picture in mind and reduces the amount of unnecessary complexity in their lives.
Our specialist lawyers provide user-friendly advice on all areas of tax and estate planning to wealthy individuals around the world, national and international corporate groups, management teams, owner-managers, entrepreneurs, partnerships, joint ventures and private equity firms.
We're particularly strong in international tax and trust law issues for bank-owned trust companies. We advise on banking as well as classic private client work, built on a strong relationship with our financial services experts.
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.
“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.