Private client services

Our Private Client services team can assist with:

  • Preparation of wills, codicils and advance directives (‘living wills’)
  • Advice on tax planning during lifetime and on death
  • Preparation and registration of both property and affairs and health and welfare Lasting Powers of Attorney (LPA), plus advice relating to attorney services
  • Administration of simple and complex estates and will trusts, including related tax issues and the creation of deeds of variation
  • Creation and administration of trusts, including:
    – Life Interest Trusts
    – Trusts for minors and people with disabilities
    – Discretionary Trusts and Personal Injury Trusts (which can safeguard entitlement to means-tested benefits after receiving a personal injury award);
  • Court of Protection advice, including applications for a Deputy, i.e. someone appointed by the Court of Protection to manage the affairs of a person who has lost capacity but has not planned ahead by making an LPA (or an Enduring Power of Attorney before 1/10/07)
  • General advice for elderly and incapacitated people, and their carers
  • Contentious Probate matters including:
    – Written advice and representation on claims under the Inheritance (Provision for Family and Dependants) Act 1975
    – Disputes between Executors and Trustees
    – Claims against wills due to lack of capacity, lack of knowledge and approval, undue influence
    – Mutual wills
    – Proprietary and promissory estoppel
  • Advice on and applications for reimbursement of care and nursing home fees

For more information, please get in touch.

Our Experts

Tamara Hasson

Private Client Group Leader and Partner


Direct Dial: 0117 394 5030

Kate Atkins

Private Client Associate


Direct Dial: 0117 394 5087

Tracey Leathley



Direct Dial: 0113 368 7810

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