Private Wealth Law
High Net Worth Guide 2024 : Reading and surrounds
Band 2
Email address
[email protected]Contact number
(0118) 958 0224About
Provided by BDB Pitmans LLP
The Private Wealth offering in Reading handles all structures of Wills, LPAs, Probates and Trusts for a full range of clients, including high net worth clients, with both personal and business interests.
Our non-contentious specialisms include:
· advice to wealthy families with UK and offshore assets (including heritage chattels, business and agricultural property) and UK and offshore Trusts
· complex probates including cross-border issues
· insurance & pension based trust/tax advice and planning
· estates with residential and commercial property
We have an in-house tax team which compliments the service we provide to clients. They assist with:
· Trust registrations with HMRC
· Preparation of Self-Assessment Returns (personal and Trust/Estate),
· Trust IHT100 returns
· Preparation of Trust Accounts.
We also have a team that we work closely with and who specialise in contentious trust and probate matters. This ensures that our clients receive a full service in one firm.
Chambers Review
The team at BDB Pitmans advises on estate administration and wills. The team also advises on business succession and tax matters.
Strengths
Provided by Chambers
"BDB Pitman is very well equipped in terms of experience and resource to handle complex and sophisticated matters."
"BDB Pitman is very well equipped in terms of experience and resource to handle complex and sophisticated matters."
Notable Practitioners
Sheilagh Magee advises on a range of matters including estate administration.
"Sheilagh is great. She is personable and can handle difficult clients. She is extremely knowledgeable."
"Sheilagh has excellent people skills."
Alexander Morgan is a senior associate at the firm and advises on tax matters, wills and estate administration.
"Alex is very bright and highly personable."
"Alex is a fantastic and helpful solicitor. He is always professional and pleasant to deal with."
Ranked Individuals at
BDB Pitmans LLP
Reading and surrounds