Planning ahead is crucial to mitigate the profound impact of life's changes.
We guide clients through the often-confusing world of private wealth management, and all that entails, and understand that giving top quality legal and financial advice is just the starting point.
Let us help you navigate the twists and turns, ensuring your future is secure and your goals are achieved.
Your team
Your wealth management team
Our 200 years of multidisciplinary experience gives us a head start when it comes to helping with the myriad of legal and financial issues that inevitably crop up over a lifetime, although in most cases we prefer prevention rather than cure.
When you work with us, you’ll have access to lawyers and wealth advisors across the entire business (including Womble Bond Dickinson Wealth Limited), with a handpicked team meaning you'll receive the very best of our expertise and experience. You can trust that your unique needs will be met with tailored solutions, ensuring your wealth is preserved and efficiently managed.
The services we provide include:
Advising and preparing wills and trusts
Helping those involved in disputes arising from trusts and inheritances to find clear practical solutions
Tax planning
Residence and domicile issues
Business and farm succession planning
Cross-border estate planning
Manorial rights
Heritage exemption
Tenancy law
Administering estates comprising a variety of assets in the UK and abroad
Advising domestic and international clients on buying and selling residential real estate in the UK
Independent financial advice.
Whether you’re a high net worth individual, a professional or corporate trustee, a financial institution or insurer – if you need exceptional legal and financial services from a team who will always fight your corner and work tirelessly to find solutions – we’d love to hear from you.
Looking for independent financial advice that gives you clarity and confidence – for now and the future?
In need of a wealth management 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.
"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
Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any legal matter until we authorize you to do so. To initiate a possible representation, please call one of our lawyers or staff members.
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