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Private Wealth Services

Protecting, managing and growing your wealth

Freeths’ private wealth services

Our Private Wealth Team specialises in advising wealthy individuals and their families, entrepreneurs, landowners, and trustees. We work alongside our clients’ wealth managers, tax advisers, accountants, corporate finance advisers and land agents to provide a joined-up service of the highest quality.

Our clients have complex needs and busy lives, so we work closely with them to gain an in-depth understanding of their objectives and we work tirelessly to support them in achieving those goals.

Why choose our private wealth expertise?

As trusted advisers we build lasting relationships with our clients, always with a view to the future challenges and opportunities facing them and their families. Offering a tailored approach to suit your needs, we will work to the finest detail to ensure that our knowledge and expertise combines to help you manage, protect and grow your private wealth.

Whatever our clients’ need, our team can provide the skills, creative thinking, specialist advice and detail-driven service to ensure you get your desired outcomes. We are also a member of an international network of law firms and accountants so can provide access to expert advice wherever you and your assets are located.

Specialist private wealth lawyers

Our Private Wealth team is made up of senior lawyers drawn from specialist departments across the firm, including personal and corporate tax, trusts and estate planning, corporate finance, family, reputation management and immigration services. We have advised our high net worth clients on a range of complex, multi-stakeholder issues including:

  • Inheritance tax planning
  • Family investment companies
  • Family and divorce matters
  • Pre and post nuptial agreements
  • Contentious estates
  • Cross-border tax and estate planning
  • Trusts
  • Property holding structures (LLPs and partnerships)
  • Farming partnerships
  • Life policy cross-options for shareholders
  • Real estate
  • Asset protection
  • Wills
  • Business exit planning
  • Immigration
  • Reputation protection

Key contact

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Our accreditations

We are celebrating another year of accreditations and rankings.

Case study

Working closely with the CEO of a major property developer in London, we offered multi-faceted support to him and his family.

The client has significant wealth, some of which is tied up in long-term property development projects held in complex corporate structures. He is an existing client of our Trusts and Estates team but needed corporate advice in order to deal with his business interests and achieve his succession planning goals. Having decided to engage advisers to carry out strategic estate planning, the client took the decision to introduce his interest in a large-scale property development partnership into a family investment company. The challenge in this case was to understand how the partnership interest could be assigned to the family investment company (FIC) under its existing constitutional rules.

Working alongside the tax team of one of the big four accountancy firms, and the business’ in-house legal team, we devised a mechanism to allow the partnership interest to be transferred to the family investment company tax efficiently. The outcome was a family investment company which held the client’s valuable partnership interest with future increase in value accruing to his minor children, but control being retained by our client and his wife.

Each client has different priorities and concerns when passing wealth to the next generation. We listened to our client and designed a structure that allowed him and his wife to retain control, and protect against future events. Whist our corporate experts drafted the company’s constitution, they worked alongside our family and private client specialists to ensure that all angles were covered. In anticipation of the complexity of the client’s business arrangements, we produced a guide for his executors (one of which is the firm’s trust company) to enable them to manage the family investment company and its assets in the event of the client’s death.

We engage regularly with our client and have helped him build the family’s wealth as the family investment company has acquired more assets. We supported the family’s business requirements, while balancing and keeping the needs of our individual high net worth clients front of mind.

Our clients’ needs remain at the heart of everything we do – we’re here to deliver and get the best results for you.

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Whatever your legal needs, our wide ranging expertise is here to support you and your business, so let’s start your legal journey today and get you in touch with the right lawyer to get you started.


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