Private Client

Giving you complete peace of mind

Few people anticipate what may happen to their finances and affairs if they were to die or become unable to manage them and, for most of us, it is not something that we spend a lot of time thinking about.

Our team of private client specialists can help you put everything in place to ensure that your wishes are carried out in the event of your death, or if you become unable to manage your own finances and affairs for any reason.

The sorts of matters that we commonly advise on include:


We can guide you through making a Will to ensure that the people you want to benefit from your assets do so. We can help you choose your Executors (the people responsible for carrying out your wishes) and Guardians for your children. We provide full advice regarding Inheritance Tax and the tax consequences of gifts.

Probate & Administration of Estates

When a loved one passes away it can be difficult to know where to start and what to do to ensure that matters are brought to an end. We can help you discover the extent of their assets and liabilities, apply to the Probate Registry for the Grant to allow you to manage and wind up their Estate, calculating and paying any tax, distributing the Estate to the beneficiaries in accordance with the Will or, if there is no Will, the rules of intestacy and advising as to steps that might be taken to reduce Inheritance Tax (both now and in the future).

Powers of Attorney

We can help you ensure that your property and finances can be managed if you become unable to do so yourself. We can record any wishes you may have about medical treatment, in the event that you are unable to give your consent to treatment in the future. We can also assist you to hand over the management of your property and finances to a trusted person in the event that you are unwilling to manage them yourself, such as if you leave the country for an extended period.

Court of Protection

If you believe that a loved one has lost the capacity to manage their own property and finance we can help you make an application to the Court of Protection to be appointed yourself, or to have one of our experienced solicitors appointed, as Deputy to manage their affairs. We can help with the day to day management of finances, management of investments and preparation of annual returns to the Office of the Public Guardian. We can also apply to the Court of Protection for a Statutory Will, if they have not made a Will and are no longer able to do so.


We can assist you with the setting up and ongoing administration of a Trust. Trusts can be made in your Will or during your lifetime and can take many forms. We can discuss the options available to you and help you to make an informed choice about what type of Trust is most suitable for you and your circumstances. Trusts are often needed to safeguard family wealth, to ensure that suitable provision is made for a child or a disabled person or in relation to co-owned property.

For more information, or to arrange an initial meeting, please contact Stephen McNally on 01937 547011 or email at

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