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

Julia Richards

Partner

Julia Richards

Partner

Charles Richardson

Partner

Charles Richardson

Partner

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

Alexandra Sarkis

Consultant

Alexandra Sarkis

Consultant

Molly Wills

Consultant

Molly Wills

Consultant

Paul Camfield

Senior Associate

Paul Camfield

Senior Associate

Lewis Edwards

Senior Associate

Lewis Edwards

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

Vanina Wittenburg

Senior Associate

Vanina Wittenburg

Senior Associate

Louise Garrett

Associate

Louise Garrett

Associate

Jonathan Gemmell

Associate

Jonathan Gemmell

Associate

Flora Nelmes

Associate

Flora Nelmes

Associate

Daniel Watson

Associate

Daniel Watson

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

Aug 02, 2021
Harriet Murray explores the implications of paying for the pandemic with a wealth tax in Lawyer Monthly
Jul 22, 2021
Hunters’ success in the Chambers HNW 2021 Guide
Jul 19, 2021
Daniel Watson examines the Law Commission’s proposal for reform of the Wills Act 1837 in EPrivateClient
Jul 15, 2021
Flora Nelmes examines why a solicitor should be used for probate
Jul 12, 2021
Flora Nelmes examines the stages of the probate process
Jul 09, 2021
Molly Wills discusses MoJ’s consultation on a proposal to align probate fees in England and Wales
Jun 30, 2021
Flora Nelmes examines the first steps before applying for probate
Jun 24, 2021
Flora Nelmes discusses the fees when applying for the Grant of Probate
Jun 22, 2021
Jo Carr-West and Lara Barton discuss CGT for divorcing couples in WealthBriefing’s Family Wealth Report
Jun 21, 2021
Harriet Murray examines the analysis of a Wealth Tax in relation to the circumstances of the COVID-19 crisis
“The team at Hunters is excellent. It is very client friendly and always provides practical advice which is easy to follow. The lawyers punch above their weight as compared with other private client firms”

The Legal 500 2021

“A tremendous and detailed knowledge of estates”

Chambers and Partners 2016

“I have found that there is a very wide range of top-quality expertise available in its partners so that the firm can deal with the more esoteric areas of law (art restitution for example) that I would not expect to find elsewhere”

The Legal 500 2021

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