Top 10 Private Wealth & Advisory Solicitors in the UK

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10 questions answered 15 questions asked
71 firms matched Narrowed down from 305
Top Match: Poole Alcock 4.8 5,506 reviews

Private Wealth & Advisory covers planning for wealth preservation, succession and the efficient transfer of assets through wills, trusts, estates and tax-aware strategies. A solicitor in this area helps clients set up and manage trusts, draft and execute wills, handle executries and join inheritance planning with tax considerations. They also advise on elder care, capacity issues, and charitable giving, coordinating with accountants and financial advisers to secure and optimise family wealth across generations.

What a solicitor handles in these matters

The solicitor handles intricate regimes for inheritance tax, lifetime gifts, trusts, executry administration and succession planning, navigating complex client wishes, family dynamics and regulatory requirements to structure assets, protect interests and ensure orderly administration under the Probate Registry and associated tax rules.

You searched for Private Wealth & Advisory specialists. Here are related areas of law to help you narrow down your results.

Gaby Hardwicke

4.9 21 Reviews

95%

Value for money

95%+

Success rate

95%+

Would recommend

Setfords Law Ltd

4.9 17,866 Reviews

95%+

Value for money

95%+

Success rate

95%+

Would recommend

Blanchards Bailey LLP

4.9 64 Reviews

92%

Value for money

95%+

Success rate

95%+

Would recommend

Rothera Bray Solicitors

4.9 1,498 Reviews

95%+

Value for money

95%+

Success rate

95%+

Would recommend

We have found a review that matches your query

Tagged solicitor Eleanor Robinson

My wife and I chose to appoint Rotheras to prepare two mirror wills only because they were local and not through any prior recommendation. We were so pleased that we did. The service provided by solicitor Eleanor Robinson and paralegal Anna Guy was prompt throughout, truly excellent in content and coverage, highly professional in every way and yet very friendly and supportive. Nothing was too much trouble and they made the process very easy for us. We would have no hesitation whatsoever in recommending them.

Review left by Peter

Levi Solicitors LLP

4.8 2,876 Reviews

94%

Value for money

95%+

Success rate

95%+

Would recommend

We have found a review that matches your query

Tagged solicitors Andrew Lancaster and Nicole Wong

Having recently worked with Nicole Wong on a property sale I would like to say that the detail and promptness in communication has been exemplary. I can’t commend her efforts enough. In whatproved to be a rather difficult and challenging transaction, Nicole has worked tirelessly to do everything in her power to push it forward and work in the best interests of her client. Despite the obstacles, Nicole’s professionalism and diligence remained outstanding from start to finish. I highly recommend!