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Private client

Private clients are at the heart of our business at Lodders. Our Private Client team has been protecting families and their wealth for generations, providing a high level of personal service and exactly the right combination of expertise when it is most needed. With one of the largest teams in the Midlands, we have earned a national reputation and top-tier rankings in both Chambers and the Legal 500, for our support on all aspects of private client law including wills, trusts, estates and tax planning, and services for elderly and vulnerable clients.

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Our Private Client Legal Advice Services

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Lodders’ skilled team has a wealth of experience in supporting clients with a range of issues, from straightforward wills to complex estate and succesion planning. Clients trust us to deliver legal clarity, with a high level of personal service.

Case Study

Wild v Wild – written partnership agreements

A partnership agreement would have prevented a farming family’s fallout.

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FAQS

Questions answered

Not sure that this is the service for you? Take a look at some of our frequently asked questions for more information.

Whether you are taking care of your family, planning for the future or planning for today, we have the right experts on hand to help across all aspects of wills and inheritance, trust administration services, estates and tax planning, probate, disputed wills and estates, and care & capacity matters.

With a dedicated team of six partners, six solicitors and eight additional staff, our private client services include all aspects of wills, trusts, estates and tax planning, and care and capacity matters. The team has top tier rankings from both Chambers guide to the UK Legal Profession and the Legal 500, with a national reputation for excellence.

Lodders’ friendly and effective team has years of experience in drawing up wills, whether you are starting from scratch or updating or amending an existing document. We advise on lifetime gifts and the appropriate inheritance tax exemptions. We can also consider the allocation of existing pension arrangements and life assurance policies.

On the practical side, we can help you appoint guardians for infant children, and we can even make sure that your pets are provided for! The team has helped many family business owners put effective succession structures in place.

Dealing with someone’s estate is practically and emotionally draining, and it can be reassuring to ask for professional help. Our skilled probate team supports clients through this difficult process. We handle matters with speed, fairness, and sensitivity.

We prepare inheritance tax returns and estate accounts and can advise on post-death tax planning and deeds of variation. We also deal with agricultural, business and foreign assets, offering you every assurance that the estate is in good hands.

Whether your concerns are business, personal, or a mix of the two, Lodders’ estate planning specialists can help you preserve and transfer your wealth to future generations. From the tax-efficient structuring of businesses and landholdings through to strategies to mitigate tax, we can help you protect your vital assets.

Our private client lawyers can advise on all types of trusts, family investment companies, and the use of partnerships, LLPs and companies in wealth structuring. We can also provide tax advice on property transactions as well as agricultural and business property relief.

Trusts are an effective way to transfer wealth to current and future generations.

Through Lodders, you have access to a heavyweight team of private clients and tax lawyers. We can advise you on both new and existing trusts, help you to establish the optimum trust structure to meet your objectives, and deal with all aspects of the management of your trusts. We can also help you mitigate tax, support trustees with complying with their duties and powers, and advise you on the effective management of assets held within your trusts.

Our nationally regarded Care and Capacity team provide advice and support to clients on a variety of complex matters.

We prepare lasting powers of attorney for elderly clients, trustees and business owners. Our team advise on applications to the Court of Protection for the appointment of Deputies, or for statutory wills or gifts to be authorised. We help clients understand the types of long-term care and funding options available, and challenge fee decisions made by the NHS local authorities. We also look after the finances of vulnerable clients who need extra support.

Disputes, claims, and challenges should never be taken lightly. This is especially true with wills, trusts, and estate planning. That’s why we have experienced advisors to deal with these emotive and complicated issues.

We assist with the interpretation of wills and trusts and make sure everyone involved understands the provisions. If a will is wrong, or an estate isn’t administered the right way, we can sue for professional negligence. Our team can also explain the duties of attorneys, executors and trustees, and remove people from their roles if required.

Simply click the ‘Get in touch’ button at the top this page or visit our contact page link below.