David Lunn

Private Wealth Law

Wills and succession planning

Estate administration and probate

Inheritance Tax planning

Trusts and estate planning

Wealth preservation

Lasting Powers of Attorney Advice to trustees and beneficiaries

Cross-border succession and estate matters.

David Lunn is a Partner in the Private Client team at TWM Solicitors, based at the firm's Leatherhead office. He qualified as a solicitor in 2001, joined TWM in 2014 and was promoted to Partner in October 2025.

David is recognised in the Chambers High Net Worth Guide for Private Wealth Law – Guildford and surrounds.

David advises high-net-worth individuals, families, trustees and beneficiaries on all aspects of succession planning, estate administration, trusts, tax and wealth preservation. His practice spans both lifetime planning and post-death administration, with particular expertise in complex estates and situations involving sensitive family dynamics. Known for his pragmatic and approachable manner, David combines technical expertise with practical solutions. He regularly advises on matters involving substantial property portfolios, international assets, vulnerable beneficiaries and inheritance tax planning, helping clients navigate legal, financial and family considerations with confidence.

Society of Trust and Estate Practitioners (STEP) – Full Member

Association of Lifetime Lawyers – Full Accredited Member

David became a full member of STEP in 2022, qualifying via the examination route with an overall distinction grade.

David regularly comments on developments in private client law, inheritance tax and estate planning. His expertise has been featured in national and specialist publications including The Telegraph, MoneyWeek, Wealth Briefing and IFA Magazine.

High-net-worth and ultra-high-net-worth individuals

Entrepreneurs and business owners

Multi-generational families

Trustees and beneficiaries

Executors and attorneys

Individuals with UK and international assets.

David is known for his calm, practical approach and his ability to build trusted relationships with clients and their families. He is particularly skilled at helping clients navigate sensitive and often complex private wealth matters, combining technical excellence with straightforward, commercially minded advice.

Successfully concluded a complex estate administration by facilitating discussions between executors and a beneficiary, helping resolve a long-running dispute.

Advised on an estate involving a poorly drafted Will and conflicting beneficiaries, negotiating a settlement and implementing a Deed of Variation.

Secured charitable relief in an estate involving a gift to a French convent, resulting in the estate qualifying for Inheritance Tax relief, despite initial concerns that the relief would not be available.

Advising on the administration of a complex estate comprising a family home, investments and 26 rental properties, requiring detailed inheritance tax planning and estate administration advice.

Advising on a multi-million-pound estate involving Scottish property, land, fishing rights and claims for both Agricultural Property Relief and Business Property Relief.

Successfully resolved a difficult estate administration by facilitating discussions between executors and a beneficiary, bringing a long-running dispute to a conclusion.

Advised on cross-border succession planning involving assets in England, France and other jurisdictions, helping families structure their affairs efficiently across multiple legal systems.

With more than 20 years' experience in private client law, David advises on all aspects of estate administration, succession planning, Trusts, Wills and Powers of Attorney. He has particular expertise in high-value estates, complex Inheritance Tax planning, cross-border matters and situations requiring careful management of family relationships alongside technical legal issues.

English. David also speaks fluent French and Italian, together with some conversational Spanish.