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.

Services to individuals

  • Trusts and estates planning and administration
  • 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.

"They've done some very good work which has saved a lot of problems for the family. They pay a great deal of attention to all different and varying aspects of the family so they've just provided a very good service which has also worked incredibly well over multiple generations. They're very personable, they will take a great deal of care to understand individual circumstances and use that to frame the advice they'll give."

Client comment, Chambers & Partners High Net Worth Guide 2017

"First-class client service and high levels of knowledge…they have the strength and depth and a wide variety of lawyers to suit the clients." 

Client comment, Chambers & Partners High Net Worth Guide 2017