Top 10 of 331 law firms for Wealth Management, Private Client Law
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Wealth management covers planning and protecting a client’s assets for the future, including arranging wills, trusts and lasting powers of attorney, and organising the tax-efficient transfer of wealth. A solicitor in this area drafts and reviews wills, sets up and administers trusts, handles lasting powers of attorney, and guides executors through probate and estate administration, often coordinating and advising on complex inheritance and succession issues for individuals and families.
Why this work is usually handled by a solicitor
A solicitor provides professional, regulated handling of sensitive matters such as wills, trusts, executorships and powers of attorney, with protections like professional indemnity insurance and client account duties. They also ensure compliance with relevant tax rules and regulatory requirements, and can act in courts and tribunals where estate or succession disputes arise.
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