Private client and trusts
Personalised legal advise across the different stages of your life
Our dedicated Private Client Team specialises in delivering tailored advice to protect your family, your assets, and your legacy. As trusted advisors, we pride ourselves on building long-term relationships with our clients. We combine technical expertise with a personal approach, ensuring your affairs are structured to meet your goals now and into the future.
Our Expertise
Our private client lawyers provide comprehensive advice across all aspects of trust and estate planning, asset structuring, and succession matters. We assist with:
- Personal Asset Management & Succession Planning: Expert strategies and legal advice to preserve and transfer wealth across generations, manage complex family dynamics, and protect assets from business risk. This includes tailored solutions for business owners, property developers, and rural families. Whether you’re planning for the future of a growing enterprise, managing complex property portfolios, or ensuring the smooth succession of farming operations, we help you achieve your objectives, maintain stability and protect your legacy.
- Trusts: Advice on the establishment, administration, and restructuring of private, business, and charitable trusts. We ensure your trust is designed to safeguard assets and align with client’s long-term goals, including managing business risk, securing property for future generations, philanthropy and legacy planning.
- Wills, Enduring Powers of Attorney & Estates: Preparation of bespoke wills and enduring powers of attorney, along with guidance on estate planning and administration for high-value or complex estates. For clients with business interests, property developments, or rural holdings, we address succession of operational roles, ownership structures, and strategies to preserve continuity and avoid unnecessary complications.
- Relationship Property: Advice on relationship property contracting out agreements, settlement agreements, and property ownership structures to protect your interests in the context of relationship breakdowns, succession planning and estate administration.
- Property: Comprehensive property services for private clients, covering commercial, residential and rural acquisitions and disposals, refinancing and restructuring transactions, and end‑to‑end support across all stages of a property’s lifecycle.
Collaborative Approach
We work closely with our client’s accountants, financial advisers, and lending institutions to provide holistic advice. Where required, we also collaborate with tax specialists on domestic and international compliance, including inheritance tax implications for clients with overseas assets, non-resident tax status, and beneficiaries living abroad.
Why Choose Anderson Lloyd?
Our standalone Private Client Team offers the depth of expertise and personal service you need to navigate life’s most important decisions. Whether you’re planning for the future, managing complex family arrangements, or protecting your wealth, we’re here to help.
