Private Wealth Disputes

TWM advises high-net-worth individuals, families, trustees, executors, beneficiaries and business owners on the full spectrum of private wealth matters, combining recognised expertise in wealth planning, succession and private wealth disputes. The team supports clients in preserving, managing and transferring wealth across generations, while providing strategic advice when disputes arise concerning estates, trusts and inheritance. The practice is particularly known for advising entrepreneurs, family business owners and multi-generational families with significant personal, business and property interests. Clients benefit from integrated advice covering Wills, succession planning, Inheritance Tax mitigation, trusts, estate administration, wealth preservation and asset protection, alongside specialist representation in contentious matters. TWM regularly acts in matters involving substantial estates, family businesses, trust structures and international assets. The team advises on contentious probate, Inheritance Act claims, trust disputes, executor and trustee conflicts, proprietary estoppel claims and allegations of undue influence, financial abuse and breach of fiduciary duty. It is recognised for combining technical excellence with a pragmatic and sensitive approach to matters that often involve both significant financial interests and complex family dynamics. With specialists across Surrey and South West London, TWM advises on wealth preservation, succession and disputes.