It may be tempting not to think about how life could change in the future, but the consequences of not planning ahead can have a profound and far reaching impact. Whether your main concern is to ensure that trusted individuals manage your personal finances and welfare, or you want to provide a seamless transition for your business interests, it’s vital that you put plans in place now.
Your team
Your wills, trusts and estate planning team
Estate planning requires precision and a deep understanding of the often complex nature of private wealth. Our team of specialists are outstanding in their expertise and committed to providing clients with a truly personal service.
With strong foundations of practical, hands-on experience, our team are leaders in their field - ideally placed to help you navigate risk, identify opportunities, and provide the kind of tailored advice that will ensure you have the information you need to support your most important decisions.
Our lawyers understand that every client is unique and with specialist knowledge in succession planning and the use of Wills, trusts and entities such as partnerships and Family Investment Companies, we’re well-versed in resolving even the most complex of scenarios.
As our client, you’ll have access to experts from around the firm, and we work closely with colleagues in other teams, advising on a range of transactions for families and their businesses.
Whether you’re looking for advice on succession planning; Inheritance (or other) Tax; governance issues; Wills and trusts; Family Investment Companies and partnerships; or asset protection, our specialists are here to help.
Looking for independent financial advice that gives you clarity and confidence – for now and the future?
In need of a wills, trusts & estates 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.
A titled and landowning family with assets (including works of art) of over £1 billion, advising them on a number of matters including trust issues, and preparing Wills for the head of the family and other key family members
High-net-worth individuals, drafting Wills including for those with complex family situations, such as vulnerable beneficiaries and international assets
The trustees of a large rural estate, providing strategic input on governance and matters relating to rural business, including the potential sale of a leisure park
The trustees of an offshore trust, providing advice on the tax implications of owning valuable UK residential properties in London and implementing various changes to the structure to take into account recent amendments to UK tax law
A farming family who needed assistance with succession and tax issues associated with a plot of land owned since 1990 and subject to an Option Agreement for the development of 300 houses
Families who sought advice on softer governance and values statements/family constitutions/family charters to sit alongside their estate planning structures and increase the prospects of successfully preserving wealth across generations.
James Radcliffe: noted for his “prompt and in-depth advice and guidance” across family succession, estate planning, and tax matters.
Chambers High Net Worth Guide 2024
Christopher Kerr-Smiley: admired for his ability to “spot and raise potential problems and suggest solutions in unusual situations.”
Chambers High Net Worth Guide 2024
Susan Maxey: recognised for her “depth of technical expertise” and “strong level of empathy and compassion.”
Chambers High Net Worth Guide 2024
Helen Tavroges: acknowledged for her “wealth of experience and knowledge” in asset protection, trusts, and Wills.
Chambers High Net Worth Guide 2024
“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
"Elisabeth Gubb is refreshingly empathetic".
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".
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Contact
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