Stratford upon Avon T: 01789 293259
Henley in Arden T: 01564 792261
Cheltenham T: 01242 228370
Birmingham T: 0121 200 0890

Private Client

Our private clients are at the heart of our business, which is one of the reasons why our private client law team has a national reputation for excellence and top tier rankings from both Chambers guide to the UK Legal Profession and the Legal 500.

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.

Wills and Succession Planning

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 a practical note, we help you appoint guardians for infant children. 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.

Probate

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.

Click here for our pricing information on probate matters

 

Estate Planning, Tax and Trusts

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.

Trust Administration

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.

Care & Capacity

Our nationally regarded Care and Capacity team provided 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, a valuable service.

Contentious Matters

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.

To find out more about Lodders’ Private Client legal services, please fill in the enquiry form below or contact a member of our team on 01789 293259 (Stratford upon Avon) or 01242 228370 (Cheltenham).

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    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...

    Meet the Team

    Michael Brook
    Solicitor
    Gemma Bryan
    Paralegal
    Alice Chapman
    Paralegal
    Gill Coombs
    Associate
    Sharon Crosby
    Associate
    Petros Fountoukidis
    Tax Executive
    Alana Graham
    Barrister - Tax specialist
    Martin Green
    Senior Partner
    Alexia Haines
    Solicitor
    Sarah Hawkins
    Associate
    Kerry Murphy
    Private Client Executive
    John Padget
    Associate
    Lindsay Porter
    Consultant
    John Rouse
    Partner
    Emma Sommerville
    Senior Associate
    Sarah Thomas
    Probate Executive

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    Reviews & Testimonials

    • The 'very professional' and 'efficient' Lodders Solicitors LLP has expertise in wills, trusts, estate planning, probates and tax planning.
      Legal 500
    • My thanks to Vicki Gulliver and Michael Brook, who provided certification on professional documents. I was amazed by their professional approach, their excellent manners, and their pleasant attitude. I have rarely experienced anything similar.
      Dispute Resolution client

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