Email address
[email protected]Contact number
(020) 7863 8333Provided by Forsters
Forsters Private Wealth practice provide advice on all aspects of wealth planning to a range of clients, including individuals, trustees, family offices and private banks. Clients are both domestic and international and the team have a strong reputation in the US, Asia, the Middle East and other global wealth centres. Their partner-led approach, combined with their ability to find practical solutions is what matters to their clients. Advice is tailored to meet their clients’ objectives – that might be tax efficiency, asset protection or succession planning.
The Private Wealth team make sure they have a close involvement with leading professional bodies and tax working groups to ensure that they are always abreast of the latest developments in the law. In addition, they maintain the traditional values of discretion, quality and approach-ability which have enabled them to become trusted advisors. From their office in London, they have the flexibility to work either with their clients’ existing advisers in other jurisdictions, or choose the best international private client lawyers from their own extensive overseas network. They frequently act as a single point of contact for international clients, and have the reach and expertise to coordinate advice from different jurisdictions.
The core areas of their practice include:
Provided by Chambers
Provided by Chambers
Forsters has a very personable team that clients enjoy dealing with. The private client partners are of the highest quality and have fantastic background in sophisticated and complex matters.
The partners have many years experience of international private client work, with complex, cross-border families, and are also able to draw on a strong network of other international practitioners.
Forsters service is client-oriented. The team provides specific and constructive guidelines instead of vague risk assessments.
Forsters strengths include a proactive service, availability of partners to discuss matters, as well as comprehensive and well-structured advice notes.
Forsters are extremely efficient and quick in response, providing excellent quality of work and due care to the client. They’ve met all of our requirements, including complex ones, very well.
Forsters has a very personable team that clients enjoy dealing with. The private client partners are of the highest quality and have fantastic background in sophisticated and complex matters.
The partners have many years experience of international private client work, with complex, cross-border families, and are also able to draw on a strong network of other international practitioners.
Forsters service is client-oriented. The team provides specific and constructive guidelines instead of vague risk assessments.
Forsters strengths include a proactive service, availability of partners to discuss matters, as well as comprehensive and well-structured advice notes.
Forsters are extremely efficient and quick in response, providing excellent quality of work and due care to the client. They’ve met all of our requirements, including complex ones, very well.
Provided by Chambers
Nicholas Jacob is an excellent lawyer, with a modest approach and a way of communicating complex matters that clients find easy to understand.
Nicholas Jacob is able to creatively problem-solve when it comes to wills and trusts. He is a very good mediator, well skilled at understanding the situation and suggesting a suitable way forward.
Nick is an excellent practitioner. He's incredibly highly regarded and is a leading lawyer; he is subject matter expert who has incredible soft skills.
Daniel Ugur is highlighted for his expertise in private wealth work originating in Asia. Ugur advises high net worth clients on estate planning and business structuring. He frequently advises families on succession planning, using governance structures within family businesses for generational wealth transfer and business succession purposes.
Daniel Ugur is technical and practical. He is also very reassuring to clients, fast-paced and direct.
Every client has commented on Daniel's calm demeanour, his ability to communicate complex matters in a manner they understand and his availability.
Charlotte Evans-Tipping focuses on estate, tax and succession planning, and frequently works on matters for international high net worth clients.
Charlotte has a very calm and unflappable presence; she is always travelling for her international clients.
Charlotte Evans-Tipping has always been extremely hard working and efficient. She would go the extra mile drilling down into the detail because she is a thorough professional.
Charlotte always provides clear and timely advice. She is able to explain very complex legislation in simple terms. She is also always very professional.
Charlotte is highly respected and knowledgeable.
Emma Gillies is a sophisticated private wealth adviser who is well-versed in the cross-border space and frequents the US to visit her clients and US advisers.
Kelly Noel-Smith is highly respected and knowledgeable. Kelly is also approachable, thorough and reliable.
Kelly Noel-Smith is a very experienced lawyer who is well respected in the industry and adds huge value to her client relationships.
Xavier Nicholas is head of the private client department at Forsters. Nicholas is experienced in a range of matters including trusts and taxation, asset-holding structures and family governance.
Xavier is a strong partner for navigating complex cases, bringing technical knowledge and pragmatism.
Xavier is very knowledgeable and thoughtful. He is very practical and solution-oriented.
James Brockhurst advises wealthy international clients and family offices on tax and trusts matters.
James is a lovely guy who is very knowledgeable and user-friendly. He particularly works a lot with Middle Eastern clients.
James Brockhurst has lots of experience advising large international families.
James is a brilliant lawyer and is very valued.
Provided by Forsters