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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.
Typical tasks include drafting wills, setting up and maintaining trusts, identifying tax positions, applying to the Probate Registry, preparing deeds of variation, advising on enduring powers of attorney, and assisting executors or trustees with estate administration and disputes.
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