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Personable lawyers who understand the importance of delivering a tailored service with professionalism, skill and empathy

Wealth Preservation

With family structures becoming ever diverse, no two clients, nor their objectives, are the same.  We pride ourselves on asking the right questions (in a non-intrusive, personable manner) about you and your estate to clearly identify what matters to you.  We then apply our sound technical expertise to provide advice or prepare documentation specifically tailored to achieve your goals.  By instructing us to assist with your Wills and lifetime planning, we will ensure that you avoid any of the common pitfalls of ‘doing it yourself’.

We have extensive experience acting for high net worth individuals both nationally and internationally, business owners, farmers and land owners.  We encourage a multi-generational approach, often working for several generations of the same family.  This lessens the risk that the plans you have carefully made during your lifetime do not go to waste once your wealth is passed down to future generations.

We appreciate that our advice often requires input from your other trusted advisers and we often collaborate with accountants and financial advisers to ensure a joined up approach is taken in dealing with your personal affairs.

No-one can predict the future and sometimes even the best laid plans go awry.  Whilst early planning is always better, if you find yourself in a situation that requires urgent attention, we pride ourselves on offering a calm and efficient service to achieve time-sensitive outcomes.

How We Can Help

Wills

Reviewing Wills, drafting new Wills of varying complexity and advice in relation to intestacy

Estate Administration

Obtaining grants of representation (probate) and administering estates including cross-border estates, advising personal representatives (executors) in relation to their role and responsibilities, providing inheritance tax advice and advising on and preparing deeds of variation

Powers of Attorney

Providing advice in relation to and preparing and registering (where applicable) various type of power of attorney

Inheritance Tax and Estate Planning

Assisting with lifetime planning including providing advice in relation to inheritance tax and potential ways to mitigate it, such as lifetime gifting, availability of reliefs (e.g. Agricultural Relief and Business Relief) and charitable legacies

Trusts

Creating, administering and terminating trusts, including advising settlors, trustees and beneficiaries

Reviewing Wills, drafting new Wills of varying complexity and advice in relation to intestacy

Obtaining grants of representation (probate) and administering estates including cross-border estates, advising personal representatives (executors) in relation to their role and responsibilities, providing inheritance tax advice and advising on and preparing deeds of variation

Providing advice in relation to and preparing and registering (where applicable) various type of power of attorney

Assisting with lifetime planning including providing advice in relation to inheritance tax and potential ways to mitigate it, such as lifetime gifting, availability of reliefs (e.g. Agricultural Relief and Business Relief) and charitable legacies

Creating, administering and terminating trusts, including advising settlors, trustees and beneficiaries

Testimonials
Testimonials

“The team is very accessible, with a range of styles which enables it to match the right advisor to clients. The lawyers have a refreshing approach to pricing, with opportunities for clients to take more control over how they are billed – it’s not just based on hourly rates. The firm is tech-savvy which enabled it to hit the ground running during the early weeks of lockdown. Technical excellence comes as standard, and they use different levels of lawyers to ensure the best possible value for clients. They pride themselves on being “lawyers you’ll enjoy working with” and that is exactly my experience.”

(The Legal 500 )

“The firm has a very broad practice area but has made excellent progress within the private client space, with various strategic hires. Its regional presence and very favourable billing rates make it an excellent option for HNW individuals & families with an international element.”

(The Legal 500 )




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      By completing and submitting this form, you consent to Greenwoods Legal LLP processing your personal data to provide you with the email update services you have selected and any other materials and information about our services that Greenwoods Legal LLP reasonably believes will be of interest to you. You are free to withdraw your consent at any time by emailing mailinglists@greenwoods.co.uk