Private Client & Financial Services

One of the leading Private Client teams in the UK, the Private Client & Financial Services* department is committed to meeting the legal and financial advisory needs of the private individual.

The team caters for a wide range of clients, but specifically for executive/entreprenurial individuals and families. The driving ethos of the department is the delivery of the highest quality of service, in a commercial yet personable fashion.

Whether you are going into or coming out of business, are in the flush of youth or looking to the next generation, the Private Client & Financial Services team is well placed to address your individual circumstances, enabling a client to house all private and financial business under one roof.

The Private Client & Financial Services department endeavour to collate the broader picture when dealing with a client's affairs, ensuring a comprehensive approach. Boasting a range of personalities and expertise, the team is dedicated to the client's needs first and foremost.

With over 300 years of cumulative experience, the department offers services in respect of the following:

*Gateley (Scotland) LLP utilises the vehicle Cornerstone Asset Management LLP, which is authorised and regulated by the FCA.

Related news, events
and publications

News

17th December 2012

Cash Clinic: Inheritance tax

I have two daughters who will inherit equally. I have taken out Equity Release (ER) on my property - current value 450K. I have a term assurance policy with 14 years to run to more than cover the equity release made out in trust to both the girls. Am I right in thinking that : 1. the policy does not form part of my estate therefore will not be liable for inheritance tax 2. Inheritance tax will only be payable on the remaining value of the property after the ER has been repaid even though this will be done by means of the insurance policy.

Latest publications

England

4th January 2013

Private Client News January 2013

Scotland

18th April 2013

Why should I make a Will?

UK

23rd October 2012

Business News Autumn 2012

Publication archive

“The lawyers give a high standard of personal service. The group has good commercial awareness, communicates well and spends time getting to know clients”

Chambers UK 2013

“The team has worked closely with me in relation to my long-term planning and private financial issues and has provided a first-rate service which has assisted me greatly”

Stuart Wilson, Managing Director, Baronsgate Estates