Family wealth preservation - more than wills

If you have been clever or fortunate enough to amass some assets, you will want to hold onto them.

With many of today’s marriages breaking down and eight out of ten small businesses failing within the first three years, sheltering your assets (as much as you can) from the ravages of divorce and bankruptcy are important factors in any long-term wealth strategy. Even if your relationship and business are stable, you cannot guarantee that they will remain so or, if you pass assets down to the next generation, that your children or grandchildren will be so fortunate. The funding of care in later life is also a hot topic.

Our experts have years of experience of formulating long term wealth protection strategies that take into account all the relevant dynamics for each family. We have a strong reputation which is founded on a practical, sensible and commercial approach. We work closely with our family and commercial lawyers to ensure that you receive comprehensive advice and support covering all your needs.

Working with you and your family we can advise on how multi-generational wealth can be protected by the use of:

  • Wills that specifically have been designed and tailored to your needs and which build in an appropriate level of protection for your family;
  • Trusts that are able to preserve family assets and which can be used in a wide range of circumstances including unexpected windfalls, immature children, fragile marriages and the mental deterioration of a family member;
  • Corporate structures, including companies and limited liability partnerships;
  • Pre-nuptial and post nuptial agreements; and
  • Cohabitation agreements.

Our expertise in the above areas combined with a detailed knowledge of UK tax law enables us to suggest solutions tailored to fit you and your family’s particular needs.

Case studies

-
Preparing Wills for a well off married couple both of whom had been widowed before. We incorporated into their Wills the necessary provisions to ensure that they could take full advantage of the prevailing tax laws including utilising their own and...
-
Advising individually eight Directors of a successful manufacturing company on succession planning for the company. The work included advising the Directors and their wives on their Wills to ensure that they dovetailed into the conditions on inheriting...
-
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...

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 & Head of Private Client Poole
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
Senior Associate
Private Client
Poole
01202 339025
Private Client

Solicitors

Holly Algar
Solicitor
Private Client
Southampton
023 8082 0515
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
Southampton
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