Private Client

• Wills
  • Making a Will
  • Living Wills and Advance Directives
• Probate, intestacy and estate administration
  • Obtaining a Grant of Probate
  • Resealing a Grant of Probate
  • Presumption of Death
  • Intestacy
  • Powers and duties of Executors
• Tax and estate planning
  • Wealth management and preservation of assets
  • Tax planning
  • Lifetime and Will Trusts
• UK Trusts
  • Choosing the right type of Trust
  • Taxation of Trusts
  • Trust accounts
  • Powers and duties of Trustees
  • Administration of Trusts
• International Trusts and Tax
  • Offshore Trusts
  • Domicile
  • Residence
• Charities
  • Establishing a Charity and Charity administration
  • The role and duties of Charity Trustees
  • Associated Charities
  • Community Interest Companies
• Powers of Attorney
  • Lasting Powers of Attorney
  • Enduring Powers of Attorney
  • General Powers
  • The role of an Attorney
• Court of Protection
  • Statutory Wills
  • Deputyship applications
  • The role of a Deputy or Receiver
  • Other applications
• Capacity issues and elderly and vulnerable clients
  • Financial abuse and undue influence
  • Solicitors for the elderly
  • Assessing capacity

Ambrose Appelbe’s Private Client Department offers technical expertise over a broad base of practice areas and is committed to providing its clients with the highest quality advice alongside a service that is both personalised and professional.

The Department’s excellent reputation is founded on a simple approach. It aims to provide clear and practical advice, based on the rigorous application of the law, and deliver this in a way which is tailored to the individual needs of the client, whilst maintaining the highest standards of client care.

The Private Client team is able to provide advice on Wills and estate administration, tax and estate planning, wealth management, charities and UK and international Trusts. It also specialises in a range of Court of Protection matters and related capacity issues.

The Department is able to draw on the expertise of lawyers in the firm’s other Departments and a network of trusted professional advisors (such as accountants, financial advisors, bankers and land agents) to ensure a full and seamless service with practical and integrated solutions.

Whilst the Private Client Department has a loyal client following it continues to attract new clients, from those with inherited wealth and entrepreneurs with successful businesses to those requiring assistance with smaller Trusts or estates or with the preparation of simple Wills. Many of the Department’s clients are repeat clients or families for whom they have acted across generations.