Wealth structuring & inheritance planning

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You have worked hard to accumulate your assets, whether by saving and investing hard earned cash, building a business or businesses or striving to preserve and improve the wealth you inherited. 

And yet, your lifetime’s work could disappear in taxes, be swallowed up in care home fees and be inherited by the "wrong" "family" members. 

Our wealth structuring and inheritance planning lawyers recognise that you do not want this to happen and we can help you manage your personal wealth and protect it for your family and for future generations.

Working with your other professional advisors, be they accountants, land agents, stockbrokers or independent financial advisors, we understand and respond to the complex web of family, trust or business structures that surround you and can help you find the solution, or solutions, that are right for you. Our experience in this complicated area allows us to approach the problem sensitively and to provide clear, practical, relevant and, above all, commercially sound advice.  

We aim to build and maintain relationships with our clients for generations; assisting them at every stage of their lives whenever they need us.  Consequently we regularly work with entrepreneurs, directors, farmers, owners of landed estates as well as charities, school governors, the elderly and the vulnerable.  Our experts are dedicated to looking after your personal and business interests and safeguarding them for the future.

Chambers (2016) state that the team are, "well-regarded with an excellent track record across contentious probate, tax planning, Court of Protection work and succession planning. Noted for its speciality in advising farmers and landed estates on succession planning and capital gains tax. Elizabeth Webbe is highly experienced in will drafting and trusts, and has significant expertise in tax mitigation. She is particularly experienced in advising both UK citizens and non-domiciled residents on overseas assets. She also focuses on care home funding advice."

Our expertise can help you in the following areas:

  • Family wealth preservation – so much more than just Wills
  • Inheritance and succession planning
  • Tax planning and trusts
  • Tax planning and financial products
  • Wills, lifetime gifts and mental incapacity
  • The foreign element – helping you effectively deal with foreign property and assets
  • Planning for care fees – the older generation
  • Philanthropy and charitable giving

Case studies

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Working with a multi-millionaire polo player on capital tax planning including advising on how to achieve offshore domicile status and the use of trusts in multi jurisdictions. The client had business and personal assets in Germany, Switzerland, Austria and...
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Advising a businessman who had recently retired from his family company on the most effective way to structure his investment assets including the placing into trust a house he was planning to build on the Devon Coast which would be let out.  The...
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Advising the family of a frail and elderly person on achieving full Primary Care Trust nursing home funding. Having successfully achieved this then making an application to the Court of Protection for almost all of the income being generated on the £2...

Meet the team

Partners

Gary Pick
Partner & Head of Private Client Services Group
Private Client
Poole
01202 339032
0779 381 6843
Private Client
Lloyd Thomas
Partner
Private Client
Poole
01202 339019
Private Client
Elizabeth Webbe
Partner
Private Client
Salisbury
01722 426943
07917 710 919
Private Client

Associates

Mihiri Gajraj
Associate & Head of Private Client Southampton
Private Client
Southampton
023 8082 0544
Private Client
James Hammersley
Senior Associate & Head of Private Client Salisbury
Private Client
Salisbury
01722 426952
07467 943446
Private Client
Sarah Richards
Associate and Head of Private Client Poole
Private Client
Poole
01202 339025
Private Client

Solicitors

Holly Algar
Solicitor
Private Client
Southampton
023 8082 0515
Private Client
Derek Bryer
Solicitor
Private Client
Salisbury
01722 426912
Private Client
Gary Cox
Consultant
Private Client
Poole
01202 339049
0782 601 9764
Private Client
Laura Stone
Solicitor
Private Client
Poole
01202 339038
Private Client
Martha Swann
Solicitor
Private Client
Poole
01202 339013
Private Client

Chartered Legal Executives

Jenny Shucksmith
Chartered Legal Executive
Private Client
Salisbury
01722 426973
Private Client

Tax Advisor

Paula Arnold
Trusts & Tax Practitioner
Private Client
Poole
01202 339039
Private Client

Paralegals

Rachel Kent
Paralegal
Private Client
Salisbury
01722 426991
Private Client
Jodie Sainsbury
Paralegal
Private Client
Salisbury
01722 426970
Private Client

Trainee Solicitors

Andrew Campbell
Trainee Solicitor
Private Client
Poole
01202 338555
Private Client
Simi Virdee
Trainee Solicitor
Private Client
Salisbury
01722 426990
Private Client

Legal Secretaries

Sarah Adams
Legal Secretary
Private Client
Salisbury
01722 426941
Private Client
Jane Bilton
Legal Secretary
Private Client
Salisbury
01722 426907
Private Client
Karen Carter
Legal Secretary
Private Client
Southampton
023 8082 0452
Private Client
Sarah Cobb
Legal Secretary
Private Client
Poole
01202 338558
Private Client
Jane Fielding
Legal Secretary
Private Client
Poole
01202 339006
Private Client
Rachael Francis
Legal Secretary
Private Client
Salisbury
01722 426941
Private Client
Ali Malone
Legal Secretary
Private Client
Salisbury
01722 426972
Private Client
Sandra Ross
Legal Secretary
Private Client
Poole
01202 339040
Private Client
Hayley Stack
Legal Secretary
Private Client
Poole
01202 339004
Private Client
Sonja Vine
Legal Secretary
Private Client
Poole
01202 339036
Private Client

General Staff

Helen Glatter
Chartered Accountant
Private Client
Poole
01202 339041
Private Client

Office Administrators

Kristine Neilande
Administrative Assistant
Private Client
Poole
01202 339046
Private Client
Emily Thompson
Administrative Assistant
Private Client
Salisbury
01722 426982
Private Client

First person - Wealth structuring and inheritance planning

Elizabeth Webbe