SERVICE

Probate and trust management

INTRODUCTION

We provide expert advice on the management and administration of estates and trusts. During times of bereavement, our team can be relied upon to guide clients with compassion, sensitivity and discretion.

We are also able to act in an administrative capacity for trustees and executors, and can offer advice to beneficiaries on mitigating inheritance tax through past death variations of wills.

Since our establishment in the 1950s, we have been dedicated to assisting clients in this area. It is a matter of public record that we have acted in relation to the following high profile estates: Laurence Olivier, Vivien Leigh, Sir Anthony and Lady Quayle, Sir Dirk Bogarde, Michael Powell, Sir Stanley Baker, Dame Margot Fonteyn, Dorothy Sayers, Dame Agatha Christie, Graham Greene and Dylan Thomas.

We advise on the administration of estates, the creation, termination and administration of trusts, and disputes regarding wills, trusts and probate including incapacity, undue influence and Inheritance (Provision for Family and Dependents) Act 1975 claims.

For more information about our fees, click here.

Our people

Get in touch

Partner

Zoë Camp

Private client
Partner

Sofie Hoffman

Contentious trusts
Partner

Chris Moorcroft

Private client
Partner

Alexa Collis

Private client
Senior Probate Manager

Andrew Reay

Private client

Testimonials

What people say

Harbottle & Lewis have been a great firm to work with. The breadth of the sectors they cover is incredibly helpful as we work across charity, private client, and corporate. Therefore, Harbottle go the extra mile to engage internal expertise to provide their high-level service. They are responsive, clear and easy to work with.”

The Legal 500

I was blown away by the experience, knowledge and attitude of all the Harbottle lawyers we spoke to, who were all incredibly wise and helpful. Meetings with them were clear, upbeat and encouraging.”

Chambers HNW

A key strength is their ability to face difficult tax and trust matters head on and in a constructive manner. They do not sidestep difficulties.”

The Legal 500

They have particular strengths in US/UK cross border work and in work for Middle Eastern clients. They also have a particular niche in handling difficult, knotty issues (which they tackle head on) which are at a pre-dispute stage and in dispute solutions’.”

The Legal 500

The team is very thorough and knowledgeable, on a par with the best.”

The Legal 500

Harbottle & Lewis leads the way in the private wealth space in London; they have the depth and strength to provide commercially relevant and detailed advice.”

The Legal 500

The firm has a cohesive team, able to advise on complex matters that span multiple areas of law. There is always a colleague available to discuss time-sensitive matters: my calls never go unanswered.”

Chambers HNW

The team dealt with the extremely tricky issues in a knowledgeable, constructive and commercial manner. The turnaround times have also been very good, especially when considering the complexities.”

Chambers HNW

Harbottle & Lewis are very good at translating complex tax matters and structuring advice into simple language for clients to understand. They can turn work around quickly and are very responsive to any questions asked.”

Chambers HNW