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Wealth protection

Our wealth protection team has proven expertise in providing bespoke succession planning advice for high net worth individuals

Our clients range from professionals and business leaders to establishment figures, stars of the literary world, stage and screen and lottery winners.

When it comes to protecting assets, we are acutely aware that being able to meet our clients’ complex needs requires a high degree of commercial acumen and sensitivity together with an ability to deliver specialist legal advice in a client-focused, straightforward manner.

We understand that in addition, high net worth clients may have cross-jurisdictional needs which often encompass multiple homes or business interests throughout the UK and abroad. The provision of personalised, professionally executed wealth protection strategies demands a high degree of practical commercial awareness and the ability to transcend borders as well as our expert technical skills.

Tailored service

The senior practitioners within our highly regarded team work closely with our clients’ other professional advisers to ensure a joined-up, tailored service which meets their individual needs regarding the robust and reliable protection of assets. In coming to Shoosmiths, clients will be provided with the solution that will work best for them, no matter the spread, size or nature of their assets or business interests.

A range of solutions

Our wealth protection solutions range from wills, estate planning and probate matters as well as all areas of lifetime and post-death tax planning including charitable giving – both from a practical and tax point of view – to legal advice concerning mental capacity issues and dealing with the Court of Protection. Whatever your requirements, our wealth protection team are experts in offering strategies designed with your needs firmly front and centre.

Our senior practitioners enjoy a deserved reputation for successfully handling issues of inherited wealth and have a considerable track record in managing landed estates. Shoosmiths advisers also sit on the Camelot Advisory Panel for National Lottery winners providing guidance on protecting wealth and managing risk.

On the back of years of legal experience and knowledge, our senior advisers have developed a well-earned reputation for being able to deliver a tailored, personalised service that combines expertise, care and imagination to provide effective solutions that safeguard wealth, meaning our clients can relax safe in the knowledge that their money will remain secure well into the future.

Why Shoosmiths?

Our expert team of personal advisory lawyers are highly experienced in advising UK and international individuals on tax and wealth management, family law and property matters and can help you achieve security and peace of mind.

With over 170 years of experience and a network of thirteen locations spanning the length and breadth of the country, find out how your local Shoosmiths team can support you. 

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Guide to trustees duties, powers & responsibilities

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