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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

Rosalyn Workman

Solicitor specialising in Wills, Probate and Older & Vulnerable client issues

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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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