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Services Private Client Wills & Estate Planning

Wills & Estate Planning

Service overview

What we do

A well-prepared will provides clarity over who should manage your affairs and how your estate should pass. We advise individuals, couples and families on wills and estate plans that reflect their assets, relationships, responsibilities and long-term wishes.
Our work includes straightforward and complex wills, guardianship provisions, trusts, business and agricultural assets, blended families, charitable gifts, digital assets and succession planning. We consider the will alongside Inheritance Tax, Powers of Attorney and existing ownership arrangements.

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How we can help

We begin by understanding what matters to you, then explain the available options and prepare documents that are clear, practical and legally effective. We can also review an existing will after marriage, separation, a birth, bereavement, business change or a move between jurisdictions.
Estate planning is not a one-off exercise. We help you put the right arrangements in place now and adapt them as your family, assets and priorities evolve.

Creating balanced arrangements where relationships or support needs require particular care.

Coordinating ownership, control and relief planning for trading businesses, farms and landed estates.

Coordinating wills and succession arrangements for overseas property, residence or family connections.

Updating plans following marriage, separation, bereavement, business change or new legislation.

Reviewing exposure and available reliefs alongside the client’s financial security and family objectives.

Recording guardians and making appropriate financial provision for children and dependants.

Putting decision-making arrangements in place for lifetime incapacity as part of the wider plan.

Using will trusts and lifetime structures to provide flexibility and protect beneficiaries.

Preparing clear, legally effective wills for straightforward and complex family and asset circumstances.

What to expect from us

The right legal experts, wherever you are.

Regional teams, nationally connected – we move quickly, stay close, and bring the right specialists together around you.

Our Partners take the time to understand what matters to each client and remain closely involved as work progresses. Their experience brings perspective, sound judgment and a clear sense of what may be needed next as we grow together. This continuity creates trusted relationships, keeps advice grounded in the wider context and gives clients direct access to the people responsible for guiding their most important decisions.

A relationship with us can develop as your ambitions, circumstances and priorities change, grow and evolve over the years. We bring together the right combination of legal and professional expertise from across the business, without losing the relationships and understanding already established. From our full spectrum of services for individuals and businesses alike through to our specialist services in chartered town planning, patent and trademark attorneys, tax, competition and regulatory with sector specialists across the board, you can draw on the broadest of capability while continuing to work with advisers who know what matters to you.

We believe clients shouldn't have to choose between accessibility and expertise. Our advisers are based in the communities where you live and work, providing the personal relationships and local understanding that come from being close at hand. Backed by a connected national business, you also get access to a wide range of specialist expertise.

Wills & Estate Planning

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