Top 10 of 329 law firms for Private Wealth & Advisory, Private Client Law

Law firms ranked by client 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.

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4.9 132 Reviews

95%+

Value for money

95%+

Success rate

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Would recommend

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91%

Value for money

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Success rate

92%

Would recommend

4.7 135 Reviews

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Value for money

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4.8 216 Reviews

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Value for money

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95%+

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4.8 59 Reviews

95%+

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4.9 562 Reviews

95%+

Value for money

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Success rate

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We have found a review that matches your query

Steve Gray

Tagged solicitor Steve Gray

Probate Advice and Conveyancing Following the death of my father in March I took on the role of executor of his estate which was a daunting task, as I had never done anything like this before. Having done some initial research on-line and having gained a number of quotes. I was surprised at the variations in the costs. We were impressed most by our initial enquiries to Fiona Bruce and were invited by the team to attend a no obligation initial meeting to discuss our options and costs. Here we meet Steve Gray who guided us through the process and the options available to us. The subsequent service from him was first class with clear advice and easy channels of communication. We concluded the receipt of the grant of probate and the sale of our late fathers property within just four months at a competitive rate. Thanks again Steve for making this process easy.

Review left by Simon

5.0 17 Reviews

95%+

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95%+

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95%+

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4.8 433 Reviews

95%

Value for money

95%

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95%

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4.8 274 Reviews

95%

Value for money

95%+

Success rate

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