Top 10 of 331 law firms for Wealth Management, Private Client Law

Law firms ranked by client reviews

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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5.0 190 Reviews

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4.7 13,711 Reviews

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5.0 269 Reviews

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4.9 118 Reviews

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5.0 738 Reviews

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4.8 218 Reviews

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4.9 80 Reviews

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Debra Williamson

Tagged solicitor Debra Williamson

Excellent service, very responsive and organised with exceptional attention to every detail. Highly professional and efficient and overall a very pleasant experience. Thank you team.

Review left by Amanda Smith

5.0 84 Reviews

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4.9 4,732 Reviews

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4.8 2,861 Reviews

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4.8 5,551 Reviews

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James Williams

Tagged solicitor James Williams

We used James and his team to sell my grandmother’s house. The probate and managing agent took absolutely ages but the team did a brilliant job trying to sort it as fast and smoothly as they can. They were friendly and patient when I had lots of questions and kept me in the loop throughout.

Review left by D

4.9 2,034 Reviews

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Charlotte Otton

Tagged solicitor Charlotte Otton

Thank you to Charlotte at Slater Heelis LLP for everything she did for my Late Sister's Estate, we were kept up date on everything.

Review left by Frances

5.0 25 Reviews

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95%+

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Kate Rutherford

Tagged solicitor Kate Rutherford

Kate at Roskilly & Co. came highly recommended to assist with advising on and preparing a deed of variation for my late father’s estate. From our first interaction, Kate was exceptionally friendly, professional, and thoroughly explainied all available options to me. The entire process was completed seamlessly and efficiently. I would have no hesitation in recommending Kate's services to family and friends.

Review left by Jennifer Wright

4.9 1,314 Reviews

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Judith Wheeler

Tagged solicitor Judith Wheeler

Judith handled the sale of my late mother's house on behalf of the family. She was patient and professional in the face of long delays on grant of probate which was not being handled by Thomas Flavell. She gave great advice throughout and communicated jointly to ensure that both executors were fully up to speed. Very tenacious at the end when further unexpected delays with the buyers cropped up unexpectedly. These were resolved as rapidly as possible. Great service and would definitely recommend.

Review left by MG

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