About

Provided by DMH Stallard LLP

Our London HNW Private Client team

We thrive to provide complete care and protection for our clients, working with them, their families, and other professional advisers to understand the full spectrum of estate planning, wealth management, domicile and residency issues, tax planning, inheritance, charity law, and later life care considerations based on each client’s individual financial and family circumstances. We also specialise in wills, trusts, power of attorney, estate administration for high net worth clients.

Our aim is to understand clients’ long-term goals, to develop effective tax saving strategies and protect wealth for future generations. We also regularly work with professional advisors in other jurisdictions to ensure we get a full understanding of our clients’ asset portfolio and understand any tax considerations.

Specialist areas

  • Expert tax advice to help clients protect their wealth and make considerable savings by reducing tax liabilities.

  • Estate planning and tax advice for clients with children (inc from previous marriages)

  • Providing expertise on charity law and governance to help clients leave lasting charitable legacies

  • Working with clients who have business interests and large portfolios with assets held overseas (inc non doms)

Chambers Review

Provided by Chambers

Private Wealth Law - London (Firms)

6
Band 6

What the Team is Known For

DMH Stallard offers tailored advice on wills, trusts, and estate planning. The team earns plaudits for its tailored and solution-oriented approach.

Notable practitioners

Ingrid McCleave is a key contact.

Strengths

Provided by Chambers

Members

Provided by DMH Stallard LLP

Abigail Bartlett

Ingrid McCleave

Lorna Fairbairn

Head of Department

Malky Chaloner