Private Client

Wills and succession planning

Wills and succession planning

Wills

Wills are essential to the ordered devolution of your estate, to ensure your property passes to your chosen beneficiaries (which it may not if you do not make a will), and does so in the most effective way.

Wills not only allow you to choose who should benefit, and to what extent, but also enable you to:

  • choose who you want to manage the administration of your estate (your “executors”);
  • choose an age at which young beneficiaries inherit;
  • appoint guardians of your children during their minority;
  • create ongoing trusts to safeguard vulnerable beneficiaries;
  • minimise your estate’s inheritance tax liability;
  • reduce administration time and expense.

Succession planning

Much of the work that we carry out for Private Clients involves the management of private wealth and its controlled devolution in an effective and efficient way. We pride ourselves on building long term relationships with clients and value the development of a detailed knowledge and understanding of the individual’s and their family’s circumstances.

Planning is important: the earlier that a situation can be identified, the more opportunity there is for it to be dealt with effectively and appropriately.

A core focus will be tax efficiency. Succession planning may involve measures as simple as making lifetime gifts, but will often involve use of tax effective wills. We also advise on the creation of trusts, partnerships or company structures designed to determine the destination of assets during lifetime and on death, and to afford you a degree of control and flexibility. We are widely regarded as specialists in this field, providing expert and reassuring advice to you and your family in respect of your personal and financial needs from the cradle to grave.

Overseas Interests

Clients with assets overseas may need local advice on wills and succession planning. We frequently liaise with overseas lawyers to ensure clients have appropriate testamentary documentation in place to deal with their non-UK assets.

Private Client Experts

We identify our clients’ needs and tailor our work to each set of circumstances, providing high quality, cost effective advice. We are a multi-disciplinary practice and work collaboratively to provide a comprehensive service across all of our practice areas.

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Lara Barton

Partner

Lara Barton

Partner

Mary Elliott

Partner

Mary Elliott

Partner

Jonathan Godwin-Austen

Partner

Jonathan Godwin-Austen

Partner

Julia Richards

Partner

Julia Richards

Partner

Charles Richardson

Partner

Charles Richardson

Partner

Alexandra Sarkis

Consultant

Alexandra Sarkis

Consultant

Charlotte Simm

Partner

Charlotte Simm

Partner

Lucinda Tite

Partner

Lucinda Tite

Partner

Wilfrid Vernor-Miles

Partner

Wilfrid Vernor-Miles

Partner

Louise Walker

Partner

Louise Walker

Partner

Matthew Yates

Partner

Matthew Yates

Partner

David Draisey

Partner

David Draisey

Partner

Richard Kershaw

Partner

Richard Kershaw

Partner

Molly Wills

Consultant

Molly Wills

Consultant

Paul Camfield

Senior Associate

Paul Camfield

Senior Associate

Katie Martin

Senior Associate

Katie Martin

Senior Associate

Rosemary Milns

Senior Associate

Rosemary Milns

Senior Associate

Harriet Murray

Senior Associate

Harriet Murray

Senior Associate

Sunir Watts

Senior Associate

Sunir Watts

Senior Associate

Louise Garrett

Associate

Louise Garrett

Associate

Flora Nelmes

Associate

Flora Nelmes

Associate

Daniel Watson

Associate

Daniel Watson

Associate

Vanina Wittenburg

Associate

Vanina Wittenburg

Associate

Susan Cutts

Trust and Tax Manager

Susan Cutts

Trust and Tax Manager

Jothein Miles

Trust and Tax Manager

Jothein Miles

Trust and Tax Manager

Frazer Oldham

Trust and Tax Manager

Frazer Oldham

Trust and Tax Manager

Elizabeth Paterson

Trust and Tax Manager

Elizabeth Paterson

Trust and Tax Manager

Julie Rudd

Trust and Tax Manager

Julie Rudd

Trust and Tax Manager

Kiran Sangha

Trust and Tax Manager

Kiran Sangha

Trust and Tax Manager

Latest Private Client Headlines

Sep 21, 2020
Hunters recognised as one of the 2020 eprivateclient Top Law Firms
Sep 04, 2020
Matthew Yates comments on video wills in the Financial Times
Aug 11, 2020
Daniel Watson examines the government’s newest legislation regarding Wills in Lawyer Monthly
Aug 04, 2020
Matthew Yates examines the recent change to the law of organ donation in England in STEP Journal
Jul 30, 2020
Daniel Watson and Julia Richards examine Wills to be witnessed by video link in The Times
Jul 21, 2020
Vanina Wittenburg looks at lockdown measures for probate and considers how we should work to streamline it in the future
Jul 09, 2020
Chambers HNW 2020 – Hunters’ success
Jun 30, 2020
Vanina Wittenburg recognised at STEP’s Excellence Awards 2020
Jun 19, 2020
Vanina Wittenburg comments on the probate system during COVID-19 in the Financial Times
Jun 15, 2020
Vanina Wittenburg discusses probate and paper-based documents during the COVID-19 pandemic in WealthBriefing
The firm is “an outstanding firm” with clients noting being “beyond satisfied with the level of focus and client service provided by Hunters.”

Chambers HNW

“They are a well-established, good, solid private client firm” and “They are technically very good – they know what they are doing. They are really nice to work with. They put the client first.”

Chambers

Sources note that Hetty “is very widely respected in treasure work.”

Chambers & Partners UK 2019

Hetty is described as “empathetic and a good litigator”

Chambers & Partners UK

The team is described by a leading barrister as: “high visibility in this field”, adding: “They work diligently and are very responsive and an absolute delight to work for.”

Chambers HNW 2018

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