Private Wealth Law
High Net Worth Guide 2024 : Guildford and surrounds
Band 2
About
Provided by TWM Solicitors LLP
Type of work handled
Advising on the full-spectrum of private client work, including the following key areas:
- Acting as Professional Attorney and Deputy for clients
- Court of Protection applications of all types
- Cross-border advice
- Elderly Client and later life planning
- Estate Administration (for both taxable and non-taxable estates)
- Personal tax service
- Preparation of Wills (ranging from complex to simple)
- Tax planning and wealth management
- Trust creation, administration and winding up
The department’s client base is predominantly Surrey and London based and include local families, business owners, entrepreneurs and landowners.
Chambers Review
The team at TWM Solicitors advises high net worth clients on wills, probate and tax matters. The team also advises on estate planning and administration, and trusts.
Strengths
Provided by Chambers
"I have been very thankful and grateful for TWN's expertise in the execution of wills. I have been most thankful for their excellent attentiveness to my requests."
"I am very impressed by and grateful for TWM. During a difficult time, I was much alleviated by the calm, friendly competence of the TWM staff."
"They have suggested and expertly drafted responses to counter the claims against us, and have consistently advised on what would most likely secure the outcome we want."
"I have been very thankful and grateful for TWN's expertise in the execution of wills. I have been most thankful for their excellent attentiveness to my requests."
"I am very impressed by and grateful for TWM. During a difficult time, I was much alleviated by the calm, friendly competence of the TWM staff."
"They have suggested and expertly drafted responses to counter the claims against us, and have consistently advised on what would most likely secure the outcome we want."
Notable Practitioners
Caroline Foulger heads up the TWM private client team, and frequently advises wealthy individuals on trusts and estates matters. A chartered tax adviser, Foulger has particular expertise in tax planning.
David Lunn is a managing associate at TWM based in Epsom. Lunn advises private clients on trusts and estates as well as powers of attorney matters.
"David was excellent to work with. He was patient and understanding and able to express himself very clearly in difficult circumstances."
"I rate David very highly. He takes time to understand client needs and to explore all the issues in the course of developing real-world solutions."
"We regard David Lunn as a most professional lawyer, who we now regard as our go-to lawyer. He is efficient and caring, with relevant help and advice, so we have no hesitation in recommending him."
Ranked Individuals at
TWM Solicitors LLP
Guildford and surrounds
Members
Provided by TWM Solicitors LLP
Allison Crossman
Bryony Greenfield
Charlotte Vardy
Duncan Mitchell-Innes
Fiona Wright
Gillian Dunlea
Jeremy Harcourt
Joanna Soteriou
Laura Walkley
Louisa Wilday
Madeleine Beresford
Sue Crosby
Tegan Knight
Tim Collins
Tory Sawyer