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Wealth preservation

Whether your objective is to grow your wealth or to protect what you have to pass on to future generations, Longmores is here to help, as we have done for some two centuries.

Whether you have inherited assets or made your own fortune, you will wish to protect what you have from the consequences of events such as divorce or from the possible profligacy of children.  You will wish to ensure that your assets are as protected as they can be when you die.  Your priorities may well evolve over time, so careful initial planning and periodic reviews of your affairs are essential.

We take time to understand what matters most to you. Understanding the personal circumstances, family dynamics and future aspirations of our clients means that our advice is not only legally robust, but also adapted to your lifestyle and future plans.

Our team of experienced, specialist private client solicitors has extensive experience in collaborating with accountants, tax advisers and financial advisers to provide a complete and joined up service for our clients. We regularly introduce our clients to stockbrokers, property developers or other intermediaries who can explore investment or wealth management opportunities.

Longmores’ team of solicitors help clients across a wide range of wealth preservation issues, including:

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

 

Examples of our work:

Making financial arrangement for a couple’s substantial assets.

Wealth planning for the estate of a landowner with significant rural assets.

 

Related Services:

Wills Trusts Powers of Attorney  Inheritance Tax Planning

Probate and administration of estates Contested Probate 

Older and Vulnerable Clients

Richard Horwood

Partner and Head of Private Client

Charles Fraser

Senior Solicitor and Head of Older and Vulnerable Client team

Alastair Liddiard

Senior Solicitor specialising in Wills, Trusts, Probate and Powers of Attorney

Bernard Flanagan

Solicitor specialising in Wills, Trusts, Probate and Powers of Attorney

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Richard is very approachable, always willing to help and makes sure things are done in a timely manner. I would have no hesitations in recommending Richard and thoroughly enjoy working with him on mutual clients.
  • Managing Director, wealth management
  • About: Richard Horwood
I have introduced Richard to a number of clients and each time he has delivered a very high quality of advice, in a very personal and professional manner. He is very approachable, always willing to help and makes sure things are done in a timely manner. I would have no hesitations in recommending Richard and thoroughly enjoy working with him on mutual clients.
  • Managing Director, wealth management
  • About: Richard Horwood
Richard is extremely well organised and has been a pleasure to do business with. He has been extremely helpful and is clearly well experienced in his field. I would very much recommend Richard.
  • Solicitor, Bristol
  • About: Richard Horwood
Richard has provided legal work for my severely disabled brother – his attitude, service and integrity in the manner that he dealt with my brother was first class. I recommend Richard and Longmores 100%.
  • Coach, Hertfordshire
  • About: Richard Horwood
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Dementia Action Week
22 May 2019 - posted in Blog
Author: Charles Fraser

According to current statistics over 850,000 people in the UK are living with dementia, and an estimated 1 million people will be living with dementia...

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Parkinson’s Awareness Week
11 Apr 2019 - posted in Blog
Author: Charles Fraser

As part of our commitment to helping clients who are older or vulnerable, we wanted to raise the awareness of Parkinson’s disease.

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Succeed with Succession Planning
1 Apr 2019 - posted in Blog
Author: Richard Horwood

We are hosting a family business seminar on Friday 5 April 2019 in collaboration with Herts Chamber and in anticipation of that I have prepared...

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Longmores Solicitors
@Longmores
17 Oct 2019
Looking forward to supporting this @yourtown event on Sunday with some Longmores runners also taking part! https://t.co/zBZAEBjClu
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Longmores Solicitors
@Longmores
15 Oct 2019
We are proud to sponsor and judge the Business of the Year, East Herts Award at the @InspiringHerts Awards 2020! https://t.co/Pg1BvbPBqN
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Longmores Solicitors
@Longmores
14 Oct 2019
@HarrisonKing5 @BSRUGBY Sounds like it was a close one against the league leaders, good luck next weekend! #OneClub
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Longmores Solicitors
@Longmores
11 Oct 2019
We would like to say a huge thanks to all those who helped create such a successful event last night. @HertfordRFChttps://t.co/U5mCJpncAx
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Longmores Solicitors
@Longmores
11 Oct 2019
Congratulations to 'Big Kwiz Legends' from @BKLtweets who went home with the champagne last night! Thank you to all… https://t.co/9CDCVeLf3K
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Longmores Solicitors
@Longmores
10 Oct 2019
The room has been filled for the Longmores Charitable Foundation Quiz 2019 - who will crowned the winners and take… https://t.co/nOTztH6Zeq
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Longmores Solicitors
@Longmores
10 Oct 2019
We are so pleased to be part of this community event for such a great cause, as a partner and participants in the r… https://t.co/IDvdl6ZfjY
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Longmores Solicitors
@Longmores
10 Oct 2019
Looking forward to the Longmores Charitable Foundation Quiz this evening with quiz master @adrianbird16! Thank you… https://t.co/OCh048nq6n
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Longmores Solicitors
@Longmores
09 Oct 2019
We've been back out on Castle Street today. Christine, Judy, Helen and Jess collected four bags of #litter in just… https://t.co/oXsV4FLqUd
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Longmores Solicitors
@Longmores
04 Oct 2019
Nat Young's latest blog article for biz4Biz about businesses experiencing difficulties and tough times. https://t.co/L439YyOrP1
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