Private Wealth Law

Stevens & Bolton's Private Wealth team advises individuals, families, trustees, family offices & entrepreneurs in the UK and internationally on the preservation, protection, and succession of wealth. Combining technical excellence with personal service, we provide clear, practical advice tailored to each client's personal, financial, and family circumstances.

Our integrated team advises across the full spectrum of private wealth matters, including wills, succession planning, trusts, estate and probate administration, taxation, charitable giving, heritage property, and landed estates. We're recognised for bringing together legal, tax, trust, and fiduciary expertise to deliver joined-up solutions for private clients and their advisers. Much of our work has an international dimension, including cross-border succession planning, trusts, tax and estate matters for globally mobile individuals and families. Our private wealth disputes specialists work closely with our advisory teams to provide seamless support where disputes arise. We advise on contentious trusts and estates, Inheritance Act claims, trustee applications, succession disputes, trust-related matrimonial issues, and tax litigation. We act for high-net-worth & ultra-high-net-worth individuals, families, trustees, charities, family offices, and entrepreneurs. Clients value our technical expertise, commercial pragmatism and personal approach, delivered through long-term trusted relationships and advice they can act upon.