Private wealth

With over two centuries of experience, we will help manage, protect and grow your private wealth.

Everyone has different goals and priorities when it comes to their private wealth. We will work with you to understand what you want to achieve so we can provide the best advice for you.

Our team has been helping people, families and advisors for 200 years so we know the legal and tax systems that could affect your wealth inside-out, enabling us to develop the right options for your particular circumstances.

As well as being private wealth specialists, we collaborate with our colleagues across Mills & Reeve to provide expert advice on everything from philanthropy to property to pensions.

Our lawyers

Our team holds memberships with industry organisations, such as STEP (for lawyers who specialise in family inheritance and succession planning) and Resolution (for lawyers committed to non-confrontational divorce).

Our experience

To set up the best structures and processes for you, we work closely with your other advisors, such as investment managers, family offices, independent financial advisors, tax advisers and accountants.

Some recent examples of our work include:

Advising on the administration of the £130million estate of the founder of a nation-wide retail business who was living outside the UK.
Intervening in the Supreme Court divorce case of Owens v Owens. This work directly led to a government consultation on “no fault” divorces and the very real prospect of reform.
Establishing over 80 family investment and personal investment companies.
Advising consortia on land pooling arrangements.
Ensuring the largest family shareholders in a £400million company protected their continuing interest and involvement in the business.

Our clients

We work with anyone looking to protect their personal wealth – whether that's wealthy families and high net worth individuals, business owners, senior professionals or landowners.

Did you know?

Leading team

Our team as a whole is also ranked in Band 1 for Private Wealth (outside London) in Chambers.

Top law firm

Leading legal website eprivateclient, named us as one of the Top Law Firms in the UK.

Number 1 experts

15 of our private wealth partners are ranked Band 1 in legal directory, Chambers.

Learn how we help owner managed and family businesses to fly

Owner managed and family businesses change constantly: they’re always developing and moving forward. We’re here every step of the way, Where are you in your business journey, and how can we help?

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Personal legal toolkit

A handy legal toolkit offering a collection of straightforward guidance notes to help you with your personal legal needs.

View the toolkit

Business owners playbook

Read our interactive business owner playbook where we showcase our personal planning, dispute resolution and wealth protection services.

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Private Affairs Summer 2024 is out!

Read this latest issue which covers key topics impacting individuals, their families and private wealth.

Read now

Our expertise

Business owners

Estate, trust and will disputes

Family investment companies

Family business consulting

Gifts, loans and establishing trusts

International tax, estate and succession planning

Lasting powers of attorney and loss of capacity

Landed estates

Philanthropy and charitable giving

Probate

Trusts - planning and compliance

Wills, estate and succession planning

27 Nov 2024

10:00-10:30

Online

People Matter: The definition of disability

In this webinar we aim to improve your understanding of key features of the legal definition of disability and associated concepts.

28 Nov 2024

10:00-11:00

Online

Agribusiness briefing

This briefing will look at agriculture, challenges for farmers and landowners, and environmental sustainability following the announcement of Labour's policies and budget.

28 Nov 2024

13:15-16:30

Manchester office

North West Dispute Resolution conference

The North West Dispute Resolution conference 2024 will centre around domestic abuse in family disputes with a specific emphasis on coercive and controlling behaviour.