Private Wealth Solicitors

Our team of private wealth solicitors advise high-net-worth individuals, families and business owners on estate and succession planning,  divorce and asset division, inheritance disputes and high value property conveyancing. Discreet, partner-led advice.

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Recognition of our work

More about Private Wealth

Protecting your wealth is about more than planning for today. It's about securing your future and preserving your legacy. Whether your wealth includes a successful business, investment properties, family trusts or assets built over generations, we'll help you make confident decisions that protect your wealth today and preserve it for future generations.

At Forbes Solicitors, we advise high-net-worth  individuals, families and business owners to protect, manage and pass on their wealth with confidence. From succession and estate planning to family matters, property, business interests and inheritance disputes. We provide strategic, partner-led advice tailored to your circumstances.

We take a joined up approach, bringing together expertise across private wealth, family law, succession planning, property and corporate services to deliver seamless advice that supports your wider objectives.

Whether you are planning for the future or responding to a complex dispute, we're here to help you make informed decisions and protect what matters most.

Contact our Private Wealth Team

Strategic Advice for Every Stage of Wealth Planning

Private Wealth Estate Succession and Wealth Planning
Private Wealth Family Law
Private Wealth Property
Private Wealth Inheritance Disputes
Private Wealth Corporate Lawyers
Our Private Wealth Expertise

Our Private Wealth Expertise

Private Wealth for Estate, Asset and Inheritance Protection: Protecting your wealth starts with careful planning. We help you preserve your assets, safeguard your family's future and pass on your wealth with confidence through tailored advice on wills, trusts, succession planning and lifetime gifting.

Private Wealth Inheritance Disputes: Disputes over estates, trusts and inheritance can be complex and deeply personal. We provide clear, strategic advice to protect your interests, resolve issues where possible and take decisive action when litigation is the right course.

Private Wealth Family Law: Your family arrangements can have a lasting impact on your wealth. We advise on divorce, financial settlements and children matters involving complex assets, family businesses, trusts and inherited wealth. Helping you protect what matters most.

Private Wealth Property: Whether you're buying, selling or transferring high value property, we provide a seamless partner led service with your wider wealth objectives in mind. We advice on ownership structures, family transfers, probate related transactions and property help within trusts or investment portfolios.

Private Wealth Corporate Services: For many clients, personal and business wealth are closely connected. We advice business owners, entrepreneurs, shareholders and senior executives on protecting, structuring and transferring private capital, supporting long term succession and wealth preservation.

Who We Support

Who We Support

We advise individuals, families and business owners whose personal, financial and commercial affairs require careful planning and strategic legal advice.

Business owners and entrepreneurs: Your business is often your most valuable asset. We help protect it through succession planning, shareholder arrangements and estate planning, ensuring your wishes are respected while supporting the long term success of the business.

High-Net-Worth individuals and families: Whether your wealth includes property, investments, trusts or business interests, we provide tailored advice to help you preserve your assets, manage risk and pass on your wealth in the most effective way.

Families planning for future generations: Protecting family wealth is about more than preparing a Will. We provide strategic advice to create long term plans that safeguard your legacy, support future generations and reduce the risk of disputes.

Blended and modern families: Every family is unique, we provide sensitive, practical advice that reflects your person circumstances, helping you protect loved ones and provide for future generations and reduce the risk of conflict.

Trustees, executors and beneficiaries: Whether you're administering an estate, managing a trust or protecting your interests as a beneficiary, we provide clear guidance through every stage, helping you fulfil your responsibilities and resolve issues with confidence.

Clients with international assets: We advise on cross border estate, overseas property and international succession issues. Working with trusted advisers where necessary to provide coordinated and seamless support.

Why choose Forbes Solicitors for Private Wealth?

Why choose Forbes Solicitors for Private Wealth?

Protecting your wealth is making the right decisions at the right time, whether you're planning for the next generation, managing complex assets or navigating sensitive family matters.

At Forbes Solicitors we combine technical expertise with a personal, long term approach. We take the time to understand your personal circumstances, working alongside you to protect your wealth now and for future generations.

Our clients choose us for Private Wealth advice because we offer:

Joined up advice: Wealth spans family, property, business and succession planning. Our specialist work together to provide seamless advice that reflects the bigger picture.

Trusted expertise: Our Private Wealth team is recognised by Chambers and Partners and The Legal500 reflecting the quality of advice and service we provide.

Partner-led relationships: You'll receive strategic advice from experienced lawyers who take the time to understand your priorities and who remain by your side as your circumstances evolve.

Practical, straightforward guidance: We explain complex legal issues clearly, helping you make informed decisions with confidence.

Planning with the future in mind: We help you preserve wealth, reduce risk and put the right structures in place to protect your legacy and minimise the risk of future disputes.

Contact our Private Wealth Team
How We Work

How We Work

Protecting wealth is about building a long term strategy that evolves with your life. When you work with us we'll:

Take the time to understand your situation: We get to know you, your assets and what you want to achieve.

Identify opportunities and risks: We help you protect your wealth why reducing the potential for disputes.

Work alongside your trusted advisers: We regularly collaborate with accountants, tax advisors, wealth managers and independent financial advisors to ensure your legal advice supports your wider financial planning.

Bring together the right expertise: Our private wealth lawyers work closely with specialist across the firm to provide joined up advice.

Support you long term: As your circumstances change, we're here to review your arrangements and help you plan with confidence for future generations.

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When You May Need Private Wealth Advice

When You May Need Private Wealth Advice

Clients come to us when they're making significant life or business decisions that could affect their family and future.

  • Building or preserving family wealth

  • Selling or transferring a business

  • Buying, selling or restructuring valuable property assets

  • Planning for retirement or the next generation

  • Entering into a marriage or second marriage

  • Supporting children or vulnerable family members

  • Creating or reviewing trusts

  • Managing an estate as an executor or trustee

  • Protecting wealth after divorce

  • Facing an inheritance or trust dispute.

We'll help you to understand your options and plan with confidence.

Contact our Private Wealth Team

We regularly advise clients whose wealth includes:

  • Family businesses and shareholdings

  • Investment and property portfolios

  • Agricultural and rural assets

  • Multiple residential properties

  • Trusts and family investment structures

  • Pension and investment portfolios

  • Overseas assets and cross border estates

  • Inherited wealth.

Forbes has a knowledgeable team that provides advice that is always tailored to clients' needs.

Chambers & Partners - High Net Worth Respondent

Forbes made the experience of selling my late parents as pleasant and as easy as possible. We used their services for the Probate and for the house sale. They were professional, thorough, compassionate and knowledgeable every step of the way. They made a very difficult situation, that bit easier.

Daniel and Paul West

I have always used Forbes for conveyancing. They have a professional team, and are available to answer and queries. All the staff are helpful and friendly. I would recommend them every time.

Forbes have been our solicitors for a number of years now, their services have always been great. There is often frustration when it comes to buying/selling property, but Kathryn kept us informed and pushed to meet our deadlines.

Stephen and the wider Forbes team have been a trusted source of legal advice and support throughout our dealings. They consistently provide clear, practical and commercially focused guidance, combining strong technical expertise with an ability to explain complex matters in a straightforward and accessible way

Louise S

The go-to law firm for contentious probate. Growing leaders in the practice area. Superb term. Extremely responsive. Always client-focused.

Legal 500 Respondent

The team at Forbes are so efficient, and thorough in everything they do. I wouldn't hesitate to recommend them.

Legal 500 Respondent

Rubina Vohra is a truly excellent and exceptional solicitor and advisor. Experienced, unflappable and capable. Always provides detailed and accurate advice which is reliable and sound.

Legal 500 Respondent

Our dedicated Private Wealth team

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Partner, Wills, Probate, Tax & Trusts

Victoria Motley

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Senior Associate, Wills, Probate, Tax & Trusts

Ashley Marshall

Tom Howcroft.jpg

Partner, Wills, Trusts & Estate Disputes

Tom Howcroft

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Partner, Wills, Trusts & Estate Disputes

John Lambe

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Private Wealth FAQs

Do you only act for ultra-high-net-worth clients?

No. We advise a wide range of clients, including professionals and business owners, where assets or circumstances require a Private Wealth approach.

Can you help prevent inheritance disputes?

Yes. Clear wills, trust planning and properly documented arrangements can significantly reduce the risk of disputes later.

Can you advise if my matter overlaps family, property and inheritance?

Yes. We regularly support clients where decisions in one area affect the wider wealth picture, and we provide joined-up advice accordingly.

Protect What Matters Most

Whether you're planning for future generations, protecting family assets or resolving a complex dispute, our Private Wealth Team is here to provide clear, strategic advice tailored to your circumstances. Contact the team today to arrange a confidential conversation.

0800 975 2463 - Monday - Friday: 09:00 - 17:00

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