Compare the best Private Wealth Management solicitors and lawyers in Bath & N E Somerset, ranked by verified client reviews: 3 law firms, updated 29 October 2026.
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Private Wealth Management covers the planning and administration of a high‑value private estate, including wills, trusts, tax planning, lasting powers of attorney and executry. A solicitor in this field drafts and validates wills, sets up and manages trusts, registers enduring powers of attorney, and handles probate applications and estate administration. They may advise on inheritance tax, trust investments and succession planning, and represent executors or trustees in disputes or court processes when needed.
10 Private Wealth Management reviews
What Private Wealth Management clients highlight
“We have use Poole Alcock previously for Wills and property transfer. On this occasion we had the pleasure of meeting and communication with Selina Hollies. She is professional, friendly, knowledgeable, approachable, first class from start to finish and a credit to the company.”
4 Private Wealth Management reviews
What Private Wealth Management clients highlight
“Georgina was such a lovely solicitor; she was so brilliant at making sure that I felt supported in a time that I felt very low. These situations are always stressful, and she was always there for me to support, help and guild me throughout the journey. Georgina was brilliant at communicating with me on a daily basis and always kept me up to date to ensure I was fully up to date every day. I can't thank her enough for getting everything I wanted for my child sealed through the court order.”
Rankings are worked out mainly from client reviews: the ratings clients give and how recent the reviews are, with reviews about Private Wealth Management counting most. We also take into account how much of a firm's work is in Private Wealth Management.
Twice a week, every Thursday and Sunday, so new reviews are reflected quickly. This list was last updated on 29 October 2026.
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We have ranked 3 law firms for Private Wealth Management in Bath & N E Somerset, listed in order on this page.
