The Private Client Group acts for a significant number of high net worth individuals, executors and trustees. The Group consists of dedicated and experienced solicitors who specialise in private client law and practice.

Shepherd and Wedderburn can provide you with a range of specialist legal services, all delivered to the same high quality standard. Services include:

• Personal tax
  Managing and seeking to mitigate liabilities arising from income tax, capital gains tax and inheritance tax
• Succession planning
  Advising on wills and the use of trusts to best manage an individual’s and family’s assets
• Probate services
  Administration of estates and inheritance tax compliance
• Charities
  Charity law advice and the administration of charitable companies and trusts
• Financial planning
  Investment advice for individuals, charities and trusts
• Tax/personal tax compliance
  Completion of personal tax returns
• Partnerships
  Partnership law advice
• Adults with incapacity
  Powers of Attorney, guardianship applications and assistance with the management of the
  affairs of adults with incapacity

Our Clients
We act on behalf of several thousand individuals, trustees and executors based throughout the UK. We have particular expertise in advising high net worth individuals and those with a likely exposure to inheritance tax upon their death. We administer approximately 300 trusts.