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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More about Private Wealth

Planning for private wealth is a personal matter. It requires more than legal documents, it demands clarity, discretion and long-term thinking.

At Forbes Solicitors, we advise high-net-worth  individuals, families and business owners on protecting wealth, planning for succession, and resolving inheritance disputes with confidence. Our approach is partner-led, strategic and joined up, bringing together expertise across family law, estate planning, residential property and corporate law.

Whether you are planning ahead or responding to a dispute, we provide calm, commercially-minded advice focused on outcomes.

Our Private Wealth Expertise

Our Private Wealth Expertise

Private Wealth for Estate, Asset and Inheritance Protection: We advise on wills, trusts, lifetime planning and succession, helping you protect wealth and reduce uncertainty for the future.

Private Wealth Inheritance Disputes: Where conflict arises, we act decisively to protect your position, with a strong focus on early resolution and discretion.

Private Wealth Family Law: We provide strategic family law advice for clients with complex assets, property interests, business ownership and long-term inheritance planning considerations.

Private Wealth Residential Conveyancing: We deal with high value conveyancing delivered with a Private Wealth perspective - including ownership structuring, family transfers and probate-linked transactions.

Private Wealth Corporate Services: We advise high-net-worth individuals, business owners, shareholders and corporate executives on the structuring, protection and governance of private capital.

Who We Support

Who We Support

We support clients where the legal and personal issues are high value, high sensitivity, or both.

Business Owners: Succession planning, business shares in estates, protecting family control
How we help: We structure wills and trusts to support long-term succession and protect ownership intentions.

Blended Families: Complex family structures, stepchildren inheritance, avoiding disputes
How we help: We put clear planning in place that reflects modern family life and reduces future conflict.

High-Net-Worth Individuals: Multi-jurisdictional assets, tax and legacy planning, trust structures
How we help: We provide strategic advice for complex estates, including cross-border considerations where required.

Families with multi-generational wealth:
How we help: We provide strategic advice to structure, transition and protect wealth across generations.

Why choose Forbes Solicitors for Private Wealth?

Why choose Forbes Solicitors for Private Wealth?

Our clients choose Forbes Solicitors for Private Wealth advice when the matter requires discretion, judgement and a long-term view. Our team are consistently ranked by Chambers and Partners and The Legal500.

We are known for being:

Partner-led and strategic - calm, experienced advice at senior level
Clear and pragmatic - focused on practical outcomes, not unnecessary complexity
Joined up teams – Private Wealth, Family, Property, Corporate and Disputes
Proactive on risk – helping reduce uncertainty and prevent disputes
Robust when needed – strong representation where matters become contentious

Contact our Private Wealth Team

Our dedicated Private Wealth team

Victoria Motley.jpg

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

John Lambe.jpg

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.

Need any more help? 

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Our experts are available to advise and guide you on a wide-range of legal matters. Feel free to get in touch.

 

0800 689 3206 - Monday - Friday: 09:00 - 17:00

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Contact Us

No obligation, no pressure. We will only use your information to return your call and you won’t receive marketing emails. A member of our team will get back to you shortly.

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

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