Private Wealth

Private Wealth

Advising private clients has become progressively more complex over the last few decades. In an increasingly globalised world it is no longer unusual for individuals and their families to have ties to other jurisdictions, and to hold assets abroad. Carefully considered planning is therefore essential to avoid unwanted tax and succession consequences. Moreover advances in medicine and technology also mean that people are living longer. Whilst this is great news, it presents its own challenges, and long-term care issues and general retirement planning have become increasingly important.

Mundays’ team of private client lawyers are all either STEP (Society of Trust and Estate Practitioners) qualified or student members of STEP, often considered the gold standard in private client work, and have the expertise to assist on a broad range of private client matters.

Some of our lawyers are Accredited Members of the nationally recognised Solicitors for the Elderly (SFE) organisation, reinforcing our commitment to providing elderly clients advice keeping our clients up to date in this complex changing area, especially with our growing elderly population and the effects of Alzheimer’s and Dementia.

As well as having the technical expertise to provide a match for many of the London based firms, we are proud of our reputation in being able to offer a highly personalised service, and believe that getting to know our clients and establishing long standing professional relationships is the key to our success.