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Private Client

Family, business and personal relationships are complex and can cause some upheaval and upset, impacting families, businesses and financial stability for generations. 

We specialise in helping High Net Worth clients, their businesses, family offices, commercial, family and charitable trusts, trustees, fiduciaries and other advisors to avoid such unpleasantness with various services, including: 

  • Trust structures and disputes: We draft and implement domestic and international Trust structures.  We have much experience working withTrust restructuring disputes, fraudulent misappropriation of Trust assets, challenging and defending Trust assets against creditors and professional negligence claims and working on disputes between beneficiaries and trustees concerning the administration of high-value and complex trusts and estates
  • Estate and private wealth planning:  We will help you efficiently pass over your estate tax. Being sensitive to family dynamics and our clients’ desires, we plan for the legal and tax-efficient transfer of family wealth, honouring philanthropic intentions and including governance, succession, and assets. This includes pensions, life insurance and assurance policies, antiques, vehicles, investments, property and more. Please talk to us about your wishes, and we’ll help you plan your Inheritance tax liability 
  • Succession planning:  We’re adept at working on succession planning for many eventualities, ensuring families can meet estate and inheritance taxes.  We can also work with you to discuss if you’d prefer to pass on your business or sell it, and we will talk you through the ramifications of both options
  • Estate and Succession disputes:  Though our preference is always for the alternative dispute resolution route, sometimes conflict is necessary or unavoidable. In these cases, we will pursue or defend litigation and/or arbitration proceedings involving multiple parties in multiple jurisdictions
  • Asset management Our expertise includes worldwide asset-tracing and recovery, injunctions and freezing orders

We also offer advice in the following areas: 

  • Professional Negligence/Breach of Trust: claims concerning the administration of Trusts and Estates 
  • International private wealth and capital:  advising on structuring international investments in the most efficient manner
  • For fiduciary and trust companies, we draft contracts and Trust Deeds
  • Complex wills and probate: We can offer solutions to clients wishing to ensure their estate passes to their children but not their children’s spouses in the event of any future separations
  • Tax Compliance: We assist clients from initial advice through to HMRC investigations

Discreet, professional and experienced, your Private Client matters will be safe in our hands. 

Our Private Client contact
David Brogelli
Finance and Practice Manager, Paralegal
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Related case studies

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Tax planning for a family with significant property and investment company wealth

We were approached to implement tax planning for a family with significant property and investment company wealth. We reviewed advice given by a previous adviser, which we believe would be caught under the Disclosure of Tax Avoidance Scheme rules, and strongly advised against its implementation. Having considered the assets both here and outside the UK, we devised and implanted IHT advice using the Potentially Exempt Transfer rules and the use of Qualifying Non-UK Pension Schemes. 

By providing clear and comprehensive tax advice in many areas, we established a non-aggressive structure that gave the family what they wanted, advising on all aspects and successfully working with their accountant.

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What our clients say

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Was recommended to use Elysium Law from another law company, when the ante was raised and things became complex. I was involved with a few others in the same boat, all with their own complications. We were well managed and looked after, many times outside normal working hours. They proved themselves with their knowledge and settled the issues in our favour. I would certainly recommend them to anyone looking for their type of help.

Tony T

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Please do get in touch if you’d like to ask any questions or arrange a consultation.
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