With over 200 years of experience within the private wealth sector, the Womble Bond Dickinson private wealth law firm has an impressive history of advising families and their businesses. We have guided our clients through the often confusing world of private wealth management, and all that entails, and understand that giving top quality legal advice is just the starting point.
Our Womble Bond Dickinson private wealth law firm takes the time to understand you, your family and your business and utilises that knowledge, alongside our legal expertise and commercial experience, to provide you with the best possible solutions for you.
Private wealth law firm expertise
Our multidisciplinary experience in the incredibly varied private wealth sector has prepared us to help with the myriad of legal issues surrounding wealth transfer and regulatory compliance, both for individuals and for professionals advising on private wealth management.
Private wealth management services
At Womble Bond Dickinson, our private wealth management firm and will writing solicitors provide a wide variety of legal services to our clients, enabling them to better manage their wealth, possessions and assorted business interests. These services and expertise cover, but are not limited to, the following:
Advising and preparing wills and trusts
Helping those involved in disputes to find clear practical solutions
Tax planning
Residence and domicile issues
Succession planning
Cross-border estate planning
Manorial rights
Heritage exemption
Tenancy law
Administering estates comprising a variety of assets both in the UK and abroad
Advise both domestic and international clients on buying and selling residential real estate in the UK.
For more information relating to our services for private wealth clients in the UK, please visit our dedicated Private Wealth microsite.
If you’re looking to join our list of clients, which currently ranges from high net worth individuals living both in the UK and abroad, professional and corporate trustees and financial institutions to insurers, contact us through our dedicated get in touch page or call us direct on +44 (0)345 415 0000. Alternatively, you can browse through our private wealth lawyers and professional staff and get to know our team before setting up an appointment with us.
Inheritance, trust, probate or lack of mental capacity disputes, inter-beneficiary disputes and will contests, and all types of trust and estate litigation matters
Complex breach of fiduciary duty, trust & estates
Regulatory
Financial products/investment management
Tax
Corporate & business transactions
Privacy and data protection and advice
Enforcement and disciplinary litigation representation
Consumer and customer disputes
Securities fraud and class action litigation
Government investigations and white collar crime.
Services to businesses
Trust and estates
Regulatory
Financial products/investment management
Tax
Corporate & business transactions
Privacy and data protection and advice
Enforcement and disciplinary litigation representation
Consumer and customer disputes
Securities fraud and class action litigation
Government investigations and white collar crime.
Overview
Overview
Whether you’re a high net worth individual, a professional or corporate trustee, a financial institution or insurer – our private wealth services are tailored to addressing your complex legal and financial issues.
You deserve more: more experience, more expertise, and top-quality legal and financial services that empower you to manage your wealth, possessions, and business interests at every stage of life, no matter your personal and commercial objectives.
We take the time to understand you, your family, and your business. Utilising that knowledge alongside our team of specialists, we provide integrated, innovative, and comprehensive legal, tax, and financial solutions individually tailored to your needs.
Your team
Your private wealth team
You may be surprised to learn that we’ve got over 200 years of experience within the private wealth sector. This all adds up to an impressive history of advising families and their businesses – in fact there’s not much we haven’t seen or done.
What makes our approach different is our focus on you. Our lawyers and wealth advisors take the time to get to know you, understand your priorities, your family, and your business, so that we can come up with informed solutions that will tick all the right boxes.
By choosing us, you gain peace of mind knowing that your legal and financial matters are handled with the utmost care and precision, allowing you to focus on what truly matters to you.
With a full suite of private wealth services to choose from – from inheritance tax strategies to wills, trusts and estate planning (and everything in between) – get in touch to see how we can help.
Looking for independent financial advice that gives you clarity and confidence – for now and the future?
In need of a private wealth lawyer? Look no further.
At Womble Bond Dickinson we have an exceptional team of talented lawyers and business professionals who can offer guidance and find the solutions right for your business. We have both broad and niche expertise across all our UK and US offices.
Pre-sale Inheritance Tax planning: Using trusts to maximise the availability of Business Property Relief.
Employee Ownership Trusts: Working with our Corporate Tax team advising on the creation of Employee Ownership Trusts.
Family Investment Companies: Advising on and implementing the creation of Family Investment Companies as an estate planning tool.
Share Capital Reorganisation: Reorganising share capital to facilitate the passing on of wealth to younger generations.
Tax Efficient Wills: Preparing tax-efficient Wills to maximise the availability of Business Property Relief and creating business-specific Lasting Powers of Attorney.
Multi-jurisdictional Estate Management: Acting as both professional advisor and executor for a multi-million-pound estate where all beneficiaries and family members were overseas, dealing with all practical as well as legal aspects of the administration.
“It seems to me that WBD is made up of a collection of exceptional legal minds that are not only extremely friendly, approachable and industrious, but also remarkably intelligent and highly accomplished.”
Legal 500 2024
"The clear sector leader in the North East, and now covering the entire country, with the breadth and depth to handle all private client business".
Legal 500 2024
"The team very effectively passes along information and coordinates behind the scenes to operate seamlessly across different areas of interaction".
Legal 500 2024
"The Private Wealth team at WBD is excellent - from Partner to Apprentice".
Legal 500 2024
"At all levels the firm continues to impress - friendly, up-to-date, efficient and always available to return a call -and not only impressive legal advice, but always with "business sense" as part of it, too".
Legal 500 2024
“Very prompt and anticipatory. Partnership with a US firm has been very helpful.”
Legal 500 2024
“Always endeavouring to provide superb client service and pragmatic, commercial and cost-efficient solutions for clients” and “Exceptional knowledge and experience in handling complex private client matters.”
Chambers High Net Worth 2022
“The 'marvellous' team at Womble Bond Dickinson (UK) LLP is singled out ... for its 'enviable strength in depth', and its ability to 'always have a lawyer available with specialist knowledge' in their chosen field."
Legal 500 2022
"It seems to me that WBD consists of a collection of exceptional legal minds who are not only extremely friendly, approachable and industrious, but also remarkably intelligent and highly accomplished."
Legal 500 2024
"Womble Bond Dickinson has very strong technical knowledge and a good speed of response."
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Contact
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