Private Client Solicitors

We give you confidence your wealth will be protected for future generations

Whether you want to clarify what happens to your assets on your death or to make arrangements for distributing your assets while you are still alive, Longmores Solicitors can help you direct your affairs in full confidence that your assets will pass in accordance with your wishes.

Throughout our two-century history, our experienced solicitors have been trusted to give clear and objective advice to thousands of individuals and families from all walks of life and with very different personal circumstances and needs.

Tailored advice for your estate and lifetime planning

Our experienced and specialist team of solicitors handle a wide variety of issues, including:

  • Drafting Wills and letters of wishes
  • Updating Wills
  • Inheritance tax
  • Wealth preservation
  • Scenario planning
  • Advising on charitable giving and legacies
  • Establishing Trusts
  • Lasting Powers of Attorney
  • Probate and estate administration
  • Issues affecting older and vulnerable people
  • Inheritance disputes

Our approach prioritises sensitivity and integrity in giving you a realistic and objective assessment of your options.  We enable you to make informed decisions on the best course of action.

Experienced private client solicitors you can trust

With decades of combined experience handling estates of all levels, our private client solicitors can offer expert advice for even the most complex, high-value assets and the most challenging scenarios.

Our team includes members of the Society of Trust and Estate Practitioners (STEP) and the Law Society’s Private Client Section, providing independent recognition of the exceptional standards of our expertise in this complex area.

We are ranked by the Legal 500 for our expertise in Personal Tax, Trusts and Probate and our Head of Private Client Richard Horwood is individually ranked by Chambers & Partners for Private Wealth Law. This provides further assurance of the high quality of our service.

Members of our Private Client team also include Charles Fraser, who holds the STEP Advanced Certificate in Advising Vulnerable Clients with Merit and is a member of Solicitors for the Elderly (SFE) . Victoria Wood also holds the STEP Advanced Certificate in Advising Vulnerable Clients with Distinction. Alastair Liddiard who is personally recommended in the Legal 500 for his expertise in Personal Tax, Trusts and Probate.

Speak to our private client solicitors

To discuss your requirements with our forward-thinking, sensitive private client solicitors, please get in touch.

01992 300333                     Ask a question

Our private client services

Drafting Wills and letters of intent

Making a Will is the single best thing you can do to ensure your wishes will be carried out when you pass away. It can also help to minimise the risk of any dispute over your estate, which could be very damaging for your loved ones.

Our private client solicitors can assist with matters including:

  • Writing a Will
  • Preparing a letter of intent/letter of wishes with more detailed instructions for how you would like matters to be handled
  • Advice on any other issues you may want to consider

Find out more about our expertise with Wills.

Updating Wills

A Will is not something you should make and then simply forget about. It needs to be reviewed regularly and updated when your assets or circumstances change. In particular, you must update your Will if you get married, have children or get divorced.

Our team can assist with matters including:

  • Amending your Will with a codicil
  • Creating a new Will
  • Ensuring that it is clear which version of your Will should be used

Find out more about our expertise with Wills.

Inheritance Tax planning

Inheritance Tax can seriously eat into the value of your estate, so effective estate planning can significantly increase the amount you pass on to your loved ones.

Our private client lawyers can assist with matters including:

  • Nil-rate band allowances
  • Trusts and other tax-efficient vehicles
  • Lifetime gifts and other forms of potentially tax exempt giving

Find out more about our expertise with Inheritance Tax planning.

Wealth preservation

For those with substantial wealth that they wish to preserve, there are various options you can explore that may be appropriate depending on your circumstances and goals.

Our team can assist with matters including:

  • Inheritance tax planning
  • Setting up trusts and structuring of investments
  • Buying and selling businesses
  • Buying and selling residential or commercial property

Find out more about our expertise in wealth preservation.

Scenario planning

Nobody likes to think about the worst happening, but it is sensible to consider what would happen to you, your dependents and your estate under a range of different circumstances. You can then put in place the right measures to make sure your wellbeing and that of your loved ones stays protected, no matter what the future brings.

Our private client solicitors can assist with matters including:

  • Wills and inheritance planning
  • Lifetime planning for issues such as incapacity
  • Proactive steps to minimise the risk of inheritance disputes
  • Business succession planning

Charitable giving and legacies

Giving to charity during your lifetime and in your Will can allow you to give back to the wider community, as well as often being a tax-efficient option.

Our team can assist with matters including:

  • How charitable bequests affect your Inheritance Tax status
  • The likely impact on other beneficiaries
  • The potential for inheritance disputes and how to mitigate these risks
  • Setting up a charity

Trusts

Trusts can be a very effective way of preserving assets and ensuring your dependants’ needs will continue to be met for the future. There are various different types of trusts you can create for a range of different purposes.

Our private client lawyers can assist with matters including:

  • Setting up trusts
  • Advice for trustees
  • Advice for trust beneficiaries
  • Resolving trust dispute

Find out more about our expertise with trusts.

Lasting Powers of Attorney (LPAs)

A Lasting Power of Attorney enables decisions to be taken on your behalf should you lose the capacity to do so yourself, including around your home, finances, health and wellbeing.

Our team can assist with matters including:

  • Making an LPA
  • Registering an LPA
  • Advice for Attorneys
  • Disputes over LPAs and the conduct of Attorneys

Find out more about our expertise with Lasting Powers of Attorney.

Probate

Dealing with the estate of someone who has passed away can be a daunting task, which is why most people choose to seek expert help. Our solicitors can assist with individual parts of administering an estate or taking care of the whole process for you.

Our private client lawyers can assist with matters including:

  • Grant of probate
  • Gathering and valuing the estate assets
  • Inheritance Tax
  • Making bequests
  • Preparing estate accounts
  • Estate administration for intestate estates
  • Dealing with inheritance disputes

Find out more about our expertise with probate and administration of estates.

Older and vulnerable client services

Supporting a loved one who is older or vulnerable can be a big responsibility and one that it is important to get right. We have a dedicated team who specialise in supporting older and vulnerable clients who can help take some of the weight off your shoulders, while making sure your loved one gets the very best care.

Our specialist Older and Vulnerable Client team can assist with matters including:

  • Managing a loved one’s affairs
  • Care funding
  • Estate planning

Find out more about our expertise with older and vulnerable clients.

Inheritance disputes

Disputes over Wills, estate assets and the administration of estates can all quickly escalate, taking up a lot of time and money while potentially damaging important relationships. Seeking the right legal advice early can often allow a dispute to be headed off and an amicable resolution reached that works for all everyone involved.

Our team can assist with all types of inheritance disputes, including:

Our private client fees

Our private client lawyers are committed to keeping our pricing transparent while offering real value to our clients.

We are able to offer fixed fees or capped fee deals where appropriate, giving you certainty over the costs involved in dealing with your requirements.

To find out more about our private client fees and to request a cost estimate, please get in touch.

Speak to our private client solicitors

To discuss your requirements with our forward-thinking, sensitive private client solicitors, please get in touch.

01992 300333                     Ask a question

Case Studies

  • Managing complex asset structures during administration of a farm owner’s estate.
  • Advising on the ongoing administration of a trust to minimise inheritance tax liability.
  • Preparing wills for a couple who have a child with learning difficulties.
  • Advising on a complex estate with overseas properties.


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