Private Wealth Law
High Net Worth Guide 2024 : National Leaders (outside London)
Band 1
About
Provided by Stevens & Bolton LLP
Our private client team advises on the full spectrum of contentious and non-contentious private client matters including: wills and lasting powers of attorney; succession planning; UK and international trusts; planning for non-UK domiciliaries; obtaining probate, estate administration and post-death variations; taxation; charities; heritage property; landed estates; disputes in relation to wills and trusts, or their management, and tax litigation.
Much of our work has an international dimension and involves succession and trust based issues, as well as tax concerns.
On contentious matters, we are particularly experienced in advising on trustees’ applications to court for relief and regarding claims under the Inheritance Act 1975.
Additionally, the team has substantial experience of dealing with trust and property disputes in a matrimonial context, advising on attacking and defending trusts and trustees that are caught up in matrimonial proceedings, and on trust-related proceedings arising from property disputes.
We advise a broad client base, including individuals, globally wealthy families, leading financial institutions, trustees, charities, family offices and individuals in the sport and music industries. We also have specific expertise in advising fund managers and entrepreneurs. Our strength lies in being able to give advice to clients which is tailored to both their personal and financial situation.
Chambers Review
Stevens & Bolton in Guildford is well known for its ability to handle the full range of private client matters, both advisory and contentious.
Rosie Todd is a key contact.
Members
Provided by Stevens & Bolton LLP
Head of Department
Head of Department