Private Client Solicitors

We are with you for whatever you need, as long as you need.

At KaurMaxwell: independent law firm, we offer a holistic approach to private client work.

When you work with us, we look out for both your short and long-term needs. Our case-by-case approach means we always have your best interests at heart while our experience enables us to offer advice that accommodates the bigger picture.

Role of private client lawyers

Our private client solicitors offer proactive advice on planning your legal affairs to secure your future and ensure your loved ones are looked after.

Our approach is designed to guide you through the unforeseen challenges of the future, by better protecting your assets, estate and interests.

Our approach balances cutting-edge legal insight with an understanding of your personal needs and circumstances. We hope to build a long-lasting relationship with our clients so we can protect you, your family, and your estate, no matter what challenges you may face now or in the future.

Private client work is notorious for spanning many different legal specialisms.

The power of the private client team lies in our diversity of skills and experience. We offer strength in depth across a broad range of legal matters, with responsive advice focused on the outcomes you want.

Areas of advice include, but are not limited to:

We do not want to be seen as just private client solicitors, we aim to be our clients’ trusted advisers, who are able to work alongside you and build strong relationships with yourself and other professionals advising you. We can provide you with experienced solicitors who will put you at the heart of everything we do.

Why Do You Need a Private Client Lawyer?

How private client services help with estate planning

Private client solicitors play a crucial role in helping individuals and families effectively plan the management and distribution of their estates. Our specialist team offer legal expertise to ensure that assets are protected and passed on according to the client's wishes.

Importance of private client lawyers in the probate process

Our private client specialists provide invaluable support during the probate process, helping executors navigate legal requirements and obligations. Their expertise ensures that the probate process is handled efficiently and in compliance with the law.

Benefits of seeking legal advice from private client services

Seeking legal advice from private individual specialists provides individuals and families with peace of mind, knowing that their legal affairs are in capable hands. By engaging these professionals, clients can avoid potential pitfalls and make informed decisions about their estates and assets.

Risks of not consulting a private client lawyer

Not consulting a private individual specialist can lead to various risks, including legal complications, late payment of inheritance tax, incorrectly calculated inheritance tax, incorrect asset distribution, and potential disputes among beneficiaries. Executors may fail to realise their duty to report to HMRC for income tax and capital gains tax without proper guidance. Beneficiaries may also be unaware of potential estate planning steps they can take with their inheritance after their loved one dies. Professional legal guidance from a private client solicitor can mitigate these risks and ensure that the client's wishes are upheld.

Common pitfalls in private client law

Private client law is complex, and there are common pitfalls that individuals may encounter when managing their estates and assets without professional guidance. Our private individual lawyers offer critical expertise to help clients navigate these potential pitfalls and avoid costly mistakes.

Benefits of Hiring Private Client Lawyers for Business Owners

Business owners can benefit from hiring private client solicitors who offer specialised legal solutions for business succession planning, asset protection, and strategic wealth management, enabling them to safeguard their business interests and legacy.

Legal Services Offered by Private Client Lawyers

Importance of trust and asset management in private client law

Trust and asset management are essential components of private client law, and private client solicitors offer specialised expertise in designing and managing trusts to protect assets and facilitate effective estate planning.

Services related to wills and probate offered by private client lawyers

Private client solicitors provide comprehensive services related to drafting wills, estate administration, and handling probate applications. They guide clients through the legal intricacies of wills, trusts, powers of attorney and probate, ensuring compliance with relevant laws and regulations.

Understanding the role of private client lawyers in succession planning

Our private client solicitors play a pivotal role in assisting individuals and business owners with succession planning. We offer tailored legal advice to ensure seamless transitions of assets and businesses to the next generation, minimising potential disputes and tax liabilities. They can help protect vulnerable beneficiaries, children from previous relationships and unmarried couples.

Lasting powers of attorney and its significance in private client law

Our specialist team provides guidance and support in creating lasting powers of attorney, empowering individuals to appoint trusted representatives to make decisions on their behalf in the event of incapacity or to delegate at their request. These legal documents are crucial components of effective estate planning.

Advisory services for inheritance and tax planning by private client lawyers

Our private client lawyers offer strategic advice on inheritance and tax planning, identifying opportunities to minimise tax liabilities and maximise wealth transfer to future generations. Their expertise helps clients navigate complex tax laws alongside your accountant or financial advisor and regulatory requirements.

Private Client Legal Trends and Developments

Impact of recent legal changes on private client law

Recent legal changes have influenced private client law, leading to shifts in estate planning strategies, tax regulations, and asset protection mechanisms. Our private client solicitors stay abreast of these developments to provide up-to-date legal advice to their clients.

Challenges faced by private client lawyers and law firms in the current regulatory regime

Private individual lawyers and law firms encounter challenges in navigating the evolving regulatory landscape, including compliance with anti-money laundering regulations, data protection laws, and regulatory oversight by bodies such as the Solicitors Regulation Authority.

Latest trends in private client legal services for business owners and entrepreneurs

Private client legal services have adapted to meet the unique needs of business owners and entrepreneurs, offering tailored solutions for asset protection, succession planning, and business transition strategies. These trends reflect the dynamic nature of private client law in serving the interests of business clients.

Key considerations in private wealth and asset management for high-net-worth individuals

Private client lawyers provide specialised advice to high-net-worth individuals on private wealth and asset management, addressing issues such as international wealth structuring, philanthropic planning, and strategic investment management to preserve and grow their wealth.

Insights into private client legal services for families and individuals

Our private client legal services cater to the unique needs of families and individuals, offering holistic solutions for estate planning, inheritance tax mitigation, and long-term asset protection. These insights provide valuable support for clients in safeguarding their family wealth and legacies. 

3 Reasons to choose Kaurmaxwell as private client solicitors

When you choose Kaur Maxwell'S solicitors, you gain access to a team of dedicated professionals with a proven track record of success. 

Recognition from Legal Directories like Legal 500 and Law Society

We are proud to be recognised by prestigious legal directories such as Legal 500 and the Law Society, a testament to our commitment to excellence.

Diverse & Comprehensive Expertise

The team at KaurMaxwell brings together diverse expertise in civil and commercial litigation, property law, employment, insolvency and restructuring law.

Proven Track Record

Our team members have consistently led successful cases against major law firms. Their strategic thinking and ability to achieve desired results demonstrate a proven track record of success.

Frequently Asked Questions:

What is the role of a trustee in estate planning?

A trustee is responsible for managing and holding assets on behalf of beneficiaries in a trust. They have a fiduciary duty to act in the best interests of the beneficiaries and oversee the proper management of the trust and to seek periodic financial and investment advice. 

How can private client solicitors assist in minimising tax liabilities for high-net-worth individuals?

Our private client solicitors provide tailored advice and strategies to help high-net-worth individuals minimise their tax exposure through legitimate means, ensuring compliance with relevant laws and regulations.

What are probate fees and how can a private client solicitor help with them?

Probate fees are the costs associated with obtaining the legal authority to administer someone's estate after they pass away. Our specialist team can guide individuals through the probate process and assist in managing associated fees and expenses.

Can private client solicitors provide legal advice on mental capacity issues?

Yes, private client solicitors are equipped to advise on matters related to mental capacity, including powers of attorney, guardianship, and the Court of Protection, ensuring that the individual's best interests are protected.

What types of clients do private client solicitors typically work with?

Our private client solicitors often work with high-net-worth individuals, families, trustees, and executors, offering personalised legal advice and services tailored to their specific needs and objectives.

How can private client solicitors assist with international assets and clients?

Private client solicitors with international expertise can guide managing and structuring assets across different jurisdictions, as well as offer legal advice to international clients with interests in England and Wales.

Do private client solicitors have experience working with family offices?

Yes, many private client solicitors have experience collaborating with family offices to address legal and wealth management needs, leveraging their expertise to support the objectives of family offices and their stakeholders.