Private client

Barber Titleys offers a range of legal services for groups, couples and individuals, commonly known as 'private client'. The areas of law include:

  • Tax planning and trusts
  • Wills and probate
  • Charities and charitable trusts
  • Contentious trust and probate

Dealing with personal issues, such as setting up trusts, can be an area fraught with complex rules and regulation. A key concern for clients is to gain peace of mind through efficiently drafted documents, ensuring tax efficiency and clarification of their wishes.

Highly skilled lawyers with many years of experience will guide the client with sensitivity and understanding through the necessary procedures to ensure the best possible and most relevant solution is achieved. Areas that come up for discussion include:

  • Changes to the taxation of trusts
  • Transferable nil rate band
  • Dealing with the fallout from homemade wills
  • When to review wills
  • Post death variations, tax mitigation and asset protection
  • Lasting powers of attorney
  • Flexible family trusts

Using an expert lawyer may seem expensive at first glance, however once all the considerations have been taken into account, the cost of the work is often outweighed by the considerable potential inheritance tax savings. Barber Titleys is committed to clear pricing transparency, offering excellent service, with no surprises on cost.

Writing wills and dealing with a loved one’s estate can be particularly stressful. Barber Titleys aims to make the process as reassuring as possible from the writing of a tax efficient will, ensuring that it is reviewed when:

  • There are changes in the law
  • The family status changes e.g. divorce
  • Selling a business
  • Retiring from a business

Issues regarding wills and powers of attorney affect many elderly clients. Barber Titleys private client lawyers understand the particular concerns and needs of their elderly clients, taking care to provide the best solutions for the individual and their families.

With many family breakdowns and subsequent complications, some wills may cause dispute. Barber Titleys specialise in taking on wills that are contested and may end up having to go to court.

As a well-established practice, and having one of Yorkshire’s largest charitable trusts as a valued client, Barber Titleys offers a quality private client service, providing tailored solutions which will give you peace of mind.

Contact us via our form or call one of our team by phone (details below).

Contacts

Judith Long, Partner and Department Head, Trust and Estate Practitioner
t: 01423 851 117

Mark Jones, Partner, Trust and Estate Practitioner
t: 01423 851 139

Clare Railton (nee Maddock), Solicitor
t: 01423 851 136

Belinda Strachan, Solicitor
t: 01423 851 110

Edward Taylor, Solicitor
t: 01423 502 211

Private client: useful links

 

 

Client Feedback

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