This work covers managing and transferring private wealth through wills, lasting powers of attorney, estate administration, trusts, lifetime tax and succession planning, family office arrangements and private client disputes. A solicitor drafts and registers lasting powers of attorney, prepares wills and trust deeds, applies for grants of probate or letters of administration, negotiates deeds of variation, advises on Inheritance Tax, Capital Gains Tax and Stamp Duty Land Tax, liaises with HM Revenue & Customs, private banks, trustees and investment managers, and represents clients in the High Court, county courts and the Court of Protection.
What a solicitor handles in these matters
Work turns on detailed statutory and fiscal rules: the Inheritance Tax code, Capital Gains Tax treatment of asset transfers, Stamp Duty Land Tax on property dispositions, trust taxation and anti‑avoidance provisions. A solicitor drafts compliant trust deeds and tax elections, prepares grant applications and estate accounts, lodges returns and negotiates with HM Revenue & Customs, and manages interplays between probate administration, property conveyancing and family office structures.