Top 10 of 214 law firms for Financial Planning, Banking and Financial Law

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This area covers practical, person-focused planning of financial affairs for individuals and families, including how assets are arranged for future needs and orderly transfer. It encompasses arranging wills, trust structures, lifetime gifts, powers of attorney, and estate or succession planning within the framework of English law and the tax regime. A solicitor in this area drafts and reviews documents, helps structure investments and pensions, and coordinates with financial advisers and product providers to ensure tax-efficient and compliant outcomes. It often shapes how wealth is preserved and passed on over generations.

What a solicitor handles in these matters

The solicitor handles the drafting and review of wills, trust deeds and lifetime trusts, powers of attorney, executry and succession planning, and complex introductions to tax-aware arrangements. They work with fiduciaries, accountants, and financial advisers to align lifetime gifting, pension arrangements, and estate planning with regulatory requirements and client objectives. They navigate provisions, structures, and interactions with tax law, trusts, and regulatory guidance, ensuring documents are valid, enforceable and up-to-date.

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