Private Wealth & Succession Planning

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We understand that the private wealth sector is becoming an increasingly complex environment, and our clients can rely on us to navigate these complexities with them, providing advice to individuals and their families on how to protect their wealth now, and for future generations to come.

Our highly experienced private wealth lawyers work with our clients to help manage and protect our clients wealth by finding tailored solutions right for their individual circumstances. This includes assistance with family services, real estate (both residential and commercial property), landed estates, private client matters including tax planning, and disputes.

Our Family Team has vast experience in dealing with divorces involving high net worth individuals with trust funds, significant pension provision, property portfolios and family companies.

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The team have collectively amassed a wealth of experience and expertise in assisting and advising High Net Worth (HNW) clients and their families, business owners, farmers, landowners and entrepreneurs on building, enhancing and protecting their family wealth and businesses. 

The team is particularly strong on succession planning and is keen to ensure that clients are able to pass on their businesses and their wealth in a tax-efficient manner to the younger generation of their families thus ensuring continuity.

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Disputes relating to private wealth can be difficult and stressful – often arising in a family context. Our Private Wealth Disputes Team provide specialist advice and take pride in assisting clients to navigate these sensitive disputes. 

Our team is experienced in assisting with a range of contentious matters, including (but not limited to):

  • Will validity claims, including: lack of testamentary capacity, undue influence, fraudulent calumny, lack of knowledge and approval
  • Equitable claims – such as proprietary estoppel
  • Claims for reasonable financial provision under the Inheritance (Provision for Family and Dependants) Act 1975
  • Trustee Disputes / Breach of trust claims
  • Claims relating to trusts of land / beneficial interests in property, including: constructive trusts, resulting trusts and proprietary estoppel
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We work with our high net worth clients on property instructions, including sales and purchases, executing wealth management and planning strategies, financing and leasehold portfolio management matters.

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Our team can assist with a number of financial planning arrangements and corporate transactions, including family investment companies (FICs), Employee-Ownership Trusts (on both employee and seller side transactions), and corporate governance (such as shareholder and partnership agreements, corporate restructures, and investment agreements) to ensure that your investment in a business, or a business' succession, is enacted as intended. This can include, where required, interacting with our Wills, Trust and Probate Team for effective financial planning.

Our team understands that such matters often come with complex financial requirements, which can often be  combined with other challenges, such as family dynamics, the safeguarding of a business' across the generations, or seeking to minimise the legal risks that come with investing private funds in a business. Our focus is to provide peace of mind, so that you can move forward knowing that your investment, or your succession plans, are in place and secured.

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What our clients say

We have dealt with Leathes Prior Solicitors for many years and have always been very satisfied. Recently we have updated our Wills and as we are fast approaching 80 years of age, we were especially pleased with their expert knowledge and kind and friendly approach. Everything was explained in a very understanding way. We highly recommend Leathes Prior Solicitors.

Google review

Once again, superb advice and wise counsel from Leathes Prior - this time a shout out for Patrick Gibney who has efficiently dealt with drafting our Wills in a most professional manner.

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We cannot recommend Leathes Prior Solicitors enough, in particular Polly Langford. Throughout all our dealings with them we have received nothing but an efficient, thorough and impeccable service. Our matter was brought to a swift conclusion in a highly skilled and professional manner. 10/10. If you need a solicitor look no further than Leathes Prior.

Client feedback

We used LP to undertake our first Wills and Jordan Walker couldn't have been more helpful and professional in providing advice and drafting our wills for us. Would thoroughly recommend.

Client feedback

We would like to express our appreciation and thanks for the friendly and professional way Jordan Walker updated our wills. She was both understanding and informative in her explanation of legal matters and we greatly appreciated the fact that she came to us to conduct matters. Many thanks and best wishes to her and the team at Leathes Prior.

Client feedback

Countrywide Signs has benefited from its association with Mike Barlow and the Leathes Prior Franchise Team for the best part of 20 years. Mike is professional, approachable and helpful and his support is second to none. I cannot recommend Mike too highly.

Tony Williams, MD – Countrywide Signs

It’s not a helpline, it’s a lifeline.

Client feedback on the employment advice helpline

My confidence in the outcome was never in doubt as you guys are great, both in the preparation and the execution. I really enjoy working with you for your professionalism and your humour, both go a long way so thanks again.

Lynda Hulme – HR Director, Fowler Welch

We honestly could not have got through the year without your help.

England and Wales Cricket Board - ECB

I am writing to say that the service provided by Darren Bowen was excellent. His communications and explanations were very clear and I felt well guided by him throughout the dispute.

Client feedback

Thank you for all the help Dan!

Alex Albon

We honestly could not have got through the year without your help

England and Wales Cricket Board - ECB

Thank you for all your continued hard work, and for being the total legend that you are!

Seb Morris - Professional Motor Racing Driver

Dan Chapman is the best solicitor I've ever worked with. We've used him for years.

Kate Howarth - Head of People & Culture - British Horseracing Authority

Dan, thank you so much for your kind assistance, for your professional approach in this difficult matter.

Title Sponsor of a Formula 1 team

Thank you for forwarding documentation confirming the positive outcome for my current case in your hands. You have conducted my affairs in a professional and most pleasant and friendly manner. Kind regards and once again, thank you.

Client feedback

I wanted to express our appreciation of the way you supported us over the Will dispute and achieved a satisfactory outcome. Next Tuesday is the second anniversary of my brother's death and for the first time, I can think about him without worrying about the Will problem.

Client feedback

Many thanks for this Alison and huge thanks to you personally for all your help and Leathes Prior, we are thrilled with the service/representation we received and would highly recommend Leathes Prior to others.

Client feedback

That is excellent news. Thank you to you and Penny for all your hard work, perseverance, and determination in reaching a successful conclusion.

Client feedback

Thank you again for all your support with everything, the legal advice you have given me has been exceptional and highly appreciated.

Client feedback

We recently sold two properties and bought a third all with the assistance and expertise of Madison King, who went above and beyond what we expected to bring all three to a successful conclusion. We have happily recommended Leathes Prior to family and friends, who have been equally impressed by the standard of service offered. We have no hesitation in recommending Ms King.

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I have instructed Rebecca Millard on a number of occasions. I have always found that she has provided a first rate professional service & I would not hesitate to recommend her to anyone seeking legal advice on commercial property.

Google review

My experience from start to finish was professional and thorough.

Client feedback

I found myself in a hopeless employment predicament, which several law firms weren't prepared to offer help and advice. Leathes Prior took on my case with confidence and took all the pressure off my shoulders. It's unfair to name specific individuals as Leathes Prior worked as a team, from the Company Partner through to the assistants. I thank you all for the efforts and results you achieved.

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Jake was brilliant from start to finish when selling my property. The whole process was handled professionally, communication was excellent, and everything was explained clearly whenever I had a question. Selling a property can be stressful, but Jake made it feel far more straightforward than I expected.

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