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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.
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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