"The private client team at Browne Jacobson have a wealth of experience in all matters and have delivered sound advice on a number of areas. They are all very professional and experienced individuals."
Private client services
Our private client services team has a national reach with a wide range of clients. We have extensive experience in advising clients in all areas of tax, trusts, wills and estates.
Our established and highly reputable team has years of experience acting for high-profile and wealthy individuals and professionals, as well as providing specialist trust advice for tax advisers and professional trustees.
Our clients include trustees (from individuals through to corporate trustees), entrepreneurs, landowners, investors, accountants, independent financial advisors and other professionals, both onshore and offshore.
Private client lawyer services
- Wills - including those with complex trust provisions, to help protect assets for the next generation.
- Succession of family estates and businesses through generations, and related estate planning.
- Setting up and restructuring trusts and all aspects of trust administration
- Professional trustee services – either through an individual or our trust company Mowbray Trustees Limited.
- Specialist advice on commercial trusts family investment companies, agricultural and other family partnerships.
- Tax - primarily inheritance tax including agricultural and business property relief, capital gains and income tax, succession and estate planning. Tax and legal advice for non-UK domiciled individuals.
- Trust and estate disputes.
- Probate and administering the estates of deceased individuals with complex business, agricultural and tax implications. Including estates involving overseas assets.
- Powers of attorney and appointment of deputies. Dealing with the court of protection where a person has lost capacity.
What we do
We understand how daunting this area can be.
From financial and tax planning to the future succession of your business or estate, our private client team will work closely with you and other professionals to provide tailor made solutions. Everything we do is underpinned by commercial insight, as well as technical tax, trust and will planning experience.
Our goal is to guide you through the labyrinth of rules and legislation and alleviate your concerns through effective and timely planning to help you and your family to preserve your estate.
As a full-service law firm, we collaborate closely with our wider teams to offer a wide range of services to our private clients.
Guided by your client partner, we bring additional expertise in areas such as:
- property,
- litigation,
- commercial and corporate matters,
- corporate and property taxation.
We are ranked first for private client work for the Midlands by both Chambers and Partners and the Legal 500, and we are all members of the Society of Trust and Estate Practitioners (STEP).
"The team at Browne Jacobson is structured to maximise commercial awareness, and from what I have experienced, they communicate well across the firm to understand this. It is reflected in the relationships they have with advisers and other professional services firms."
We understand how daunting this area can be.
From financial and tax planning to the future succession of your business or estate, our private client team will work closely with you and other professionals to provide tailor made solutions. Everything we do is underpinned by commercial insight, as well as technical tax, trust and will planning experience.
Our goal is to guide you through the labyrinth of rules and legislation and alleviate your concerns through effective and timely planning to help you and your family to preserve your estate.
As a full-service law firm, we collaborate closely with our wider teams to offer a wide range of services to our private clients.
Guided by your client partner, we bring additional expertise in areas such as:
- property,
- litigation,
- commercial and corporate matters,
- corporate and property taxation.
We are ranked first for private client work for the Midlands by both Chambers and Partners and the Legal 500, and we are all members of the Society of Trust and Estate Practitioners (STEP).
"The team at Browne Jacobson is structured to maximise commercial awareness, and from what I have experienced, they communicate well across the firm to understand this. It is reflected in the relationships they have with advisers and other professional services firms."
Featured experience
A private family office
Advising and liaising with a private family office in relation to their large family clients to include advising about the administration of the family trusts, the duties of the trustees and restructuring the trusts to fit with the family’s changing circumstances.
Non-UK domiciled planning
Advising non UK domiciled individuals about the UK residency and domicile rules and related tax planning.
Acting as a trustee
Acting as trustee of a number of client trusts, the high value ones between £100m and £700m.
Acting as trustee of and advising about the tax status of a large provident fund.
Landed estates and farming partnerships
Transferred land with development potential into trust and then into a family partnership to help protect the value for the family. We also prepared a land pooling agreement and related management agreement with neighbouring land owners.
Creating a family partnership for a farming family and transferring land with development potential into trust to help protect the value for the family.
Testimonials
"The private client team at Browne Jacobson have a wealth of experience in all matters and have delivered sound advice on a number of areas. They are all very professional and experienced individuals."
"The team at Browne Jacobson is structured to maximise commercial awareness, and from what I have experienced, they communicate well across the firm to understand this. It is reflected in the relationships they have with advisers and other professional services firms."
Key contacts
Lucy Worwood
Partner
Wenna Thompson
Partner
Imogen Holmes
Partner
Iain Blatherwick
Partner
Robin Lecoutre
Legal Director
Koren Holbourn
Senior Associate
Hannah Connors
Senior Associate
Bindu Kotecha
Trust Accounts & Tax Manager
Rosie Dickens
Paralegal
You may be interested in...
19 November 2025
Legal Update
Autumn Budget 2025 predictions: Conclusion
19 November 2025
Legal Update
Autumn Budget 2025: General tax rise predictions
19 November 2025
Legal Update
2025 Autumn Budget predictions
07 October 2025
Press Release - Firm news
Browne Jacobson chooses Legora for firm-wide AI deployment
22 September 2025
Legal Update
What happens when there is ambiguity in a will?
15 September 2025
Legal Update
Draft Finance Bill 2025-26: Pension changes
15 September 2025
Legal Update
Draft Finance Bill 2025-26: Inheritance tax provisions
04 September 2025
Guide
No contest clauses in wills: How they work and when they're valid
04 September 2025
Legal Update
No contest clauses in wills: How they affect Inheritance Act claims
13 August 2025
Legal Update
Costs in executor disputes: Recent judicial insights and principles
13 August 2025
Guide
Understanding your rights and responsibilities as an executor of a will
27 May 2025
Legal Update
Can those with a probate claim access a deceased patient’s records?
16 May 2025
Legal Update
Overview of the Law Commission's recommendations for will reform
17 April 2025
Press Release - Firm news
Browne Jacobson expands international disputes offering with new Head of Commercial Dispute Resolution in London
03 April 2025
Legal Update
Funeral arrangements dispute: Otitoju v Onwordi
03 April 2025
Guide
Guide to funeral disputes
19 March 2025
Guide
Construction of wills: What happens if a clause appears ambiguous?
18 March 2025
Guide
Rectification of a will: What happens if a will contains a mistake?
05 March 2025
Legal Update
What happens when only a copy of a Will can be found?
04 March 2025
Guide
Obtaining a Grant of Probate without a signed will
28 February 2025
Opinion
The Supreme Court provides welcome clarification on a problematic area of the law on adverse possession
22 January 2025
Press Release - Firm news
Browne Jacobson adds bench strength to private client team
17 January 2025
Press Release
Corporate sector: 2025 predictions
10 January 2025
Legal Update
Rising tide of inheritance disputes: Understanding the surge in probate claims
09 December 2024
Legal Update
Will challenges in 2024: Key cases on lack of capacity or lack of knowledge and approval
09 December 2024
Legal Update
Two different will disputes address: When is a child not a child?
09 December 2024
Legal Update
2024: The year as seen through the eyes of an inheritance and wills dispute solicitor
15 November 2024
Legal Update
Autumn Budget 2024: Key changes for private clients
30 October 2024
Press Release
Browne Jacobson’s private sector lawyers' reaction to the Autumn Budget 2024
06 September 2024
Published Article
Family trust disputes: When is a child not a child?
05 July 2024
Legal Update
On what grounds can you challenge a will?
26 June 2024
Legal Update
How can you make a 'deathbed will'?
13 June 2024
Guide
Challenging a will: What you need to know
13 June 2024
Guide
Inheritance (Provision for Family and Dependants) Act 1975: Common questions
01 March 2024
Press Release
Browne Jacobson appoints Scott McKittrick as Partner in growing Private Client team
22 November 2023
Legal Update
Contentious private client roundup – 2023
31 July 2023
Legal Update
Mutual wills – case update 2023
20 June 2023
Press Release
Browne Jacobson grows inheritance and trust dispute practice with partner hire
22 July 2022
Press Release - Firm news
Browne Jacobson's private client team top Chambers High Net Worth Guide rankings again
Browne Jacobson’s private client practice has been ranked as Band One in the 2022 Chambers and Partners High Net Worth Guide for its work in private wealth law.
17 January 2020
Opinion - Future Lawyer blog
A day in the life of a private client and charities trainee
Gavin Lock gives a view into working for Browne Jacobson's private clients and charities team.