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Department profile
TWM Solicitors LLP
Department profile | TWM Solicitors LLP
Private Wealth Law

About

Provided by TWM Solicitors LLP

Type of work handled


Advising on the full-spectrum of private client work, including the following key areas:


  • Acting as Professional Attorney and Deputy for clients
  • Court of Protection applications of all types
  • Cross-border advice
  • Elderly Client and later life planning
  • Estate Administration (for both taxable and non-taxable estates)
  • Personal tax service
  • Preparation of Wills (ranging from complex to simple)
  • Tax planning and wealth management
  • Trust creation, administration and winding up


The department’s client base is predominantly Surrey and London based and include local families, business owners, entrepreneurs and landowners.

Chambers Review

Provided by Chambers

Private Wealth Law - Guildford and surrounds

2
Band 2

What the Team is Known For

The team at TWM Solicitors advises high net worth clients on wills, probate and tax matters. The team also advises on estate planning and administration, and trusts.

Strengths

Provided by Chambers

I have been very thankful and grateful for TWN's expertise in the execution of wills. I have been most thankful for their excellent attentiveness to my requests.

Private Wealth Law respondent
High Net Worth

I am very impressed by and grateful for TWM. During a difficult time, I was much alleviated by the calm, friendly competence of the TWM staff.

Private Wealth Law respondent
High Net Worth

They have suggested and expertly drafted responses to counter the claims against us, and have consistently advised on what would most likely secure the outcome we want.

Private Wealth Law respondent
High Net Worth

Notable Practitioners

Provided by Chambers

Caroline Foulger
3
Caroline Foulger
3
Band 3
Caroline Foulger heads up the TWM private client team, and frequently advises wealthy individuals on trusts and estates matters. A chartered tax adviser, Foulger has particular expertise in tax planning.
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David Lunn
David Lunn
Associates to watch

David Lunn is a managing associate at TWM based in Epsom. Lunn advises private clients on trusts and estates as well as powers of attorney matters.

I rate David very highly. He takes time to understand client needs and to explore all the issues in the course of developing real-world solutions.

We regard David Lunn as a most professional lawyer, who we now regard as our go-to lawyer. He is efficient and caring, with relevant help and advice, so we have no hesitation in recommending him.

David was excellent to work with. He was patient and understanding and able to express himself very clearly in difficult circumstances.

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Ranked Individuals at
TWM Solicitors LLP

Provided by Chambers
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Band

Guildford and surrounds

Private Wealth Law
Caroline Foulger
3
Caroline Foulger
3
Band 3
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David Lunn
David Lunn
Associates to watch
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Members

Provided by TWM Solicitors LLP

Allison Crossman

Bryony Greenfield

Charlotte Vardy

Duncan Mitchell-Innes

Fiona Wright

Gillian Dunlea

Jeremy Harcourt

Joanna Soteriou

Laura Walkley

Louisa Wilday

Madeleine Beresford

Sue Crosby

Tegan Knight

Tim Collins

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