Private Client | Overview

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We have a dedicated team of tax and private client lawyers who advise clients on all aspects of personal and financial affairs and those of their families, from setting up trusts for children, to assisting with the affairs of elderly relatives. We also offer an integrated service providing corporate and tax expertise to high net worth individuals, including advice on wealth preservation and mitigation of tax for clients both within and outside the UK.

Our media and entertainment expertise means that we can provide advice on the protection and exploitation of intellectual property and image rights. We have extensive experience in the negotiation of licence fees and royalties for the use of such rights whilst ensuring that the integrity of the artist is always preserved.

Specialist Advice

We provide advice in the following areas:

• Wills, Estate Planning and Deeds of Variation of a deceased's estate
• Lifetime Inheritance Tax Planning (including in relation to the family home)
• Capital Gains Tax and Income Tax advice
• Private Principal Residence Relief Elections
• The Civil Partnership Act
• Domicile, residency, offshore trusts and offshore tax planning
• Tax compliance including Income and Capital Gains Tax returns
• Probate and administration of Estates
• Deeds of Gift and the Establishment and administration of Trusts
• Contentious Trust and Probate Litigation
• Court of Protection and Receivership matters, including registration of Enduring Powers of Attorney and preparation and registration of Lasting Powers of Attorney
• Appointment of Guardians and Change of Name Deeds
• Executor and trustee services, including the protection and exploitation of intellectual property rights
• Establishment of Charities and continued advice and compliance (please see our Charities Group).

What the Directories Say About Us

"Sarah Bridge is a senior associate and head of the private client department. 'You can rely on her to deal with your affairs promptly, thoroughly and with great skill.' Glen Atchison is now the firm's managing partner but still takes on fee-earning work. His advice is always well informed and commercial." Chambers and Partners, 2009

"Harbottle & Lewis LLP’s ‘excellent team’ regularly advises high-net-worth and high-profile individuals on tax-planning and trust structures. The ‘commercial and approachable’ Glen Atchison and ‘likeable and practical’ Sarah Bridge co-head the thriving practice, which includes ‘competent and assured practitioners at all levels’." The Legal 500, 2009

Useful Information

You can download our Private Client Brochure for full details of our work.

Contact

For further information please contact Glen Atchison.