Private Wealth

Legal specialist for private wealth management

Legal specialists for private wealth management

Secure your family’s future for generations

Passing your assets to the next generation is a process that requires considerable preparation, particularly high net worth individuals who ultimately have more to give. Successful high net worth estate planning involves multiple elements, from tax planning to the use of Trusts and Wills. Each element will need to be very carefully structured and integrated.

Your dedicated lawyer, whenever you need us

By establishing long-term relationships with our clients and their families we are able to provide in-depth, clear and bespoke wealth planning services.

Our Private Wealth expertise includes:

  • Private Wealth and divorce

  • Pre and post nuptial agreements

  • Trusts

  • Tax, estates and succession planning

  • Wills and probate

  • Estate planning, UK & abroad

  • Purchase and sale of high value properties.

  • All areas of non residential land and property acquisitions and disposals.

  • Business succession planning, including business restructures, refinance arrangements and preparing shareholder agreements.

Don’t risk expensive mistakes.

Supporting high net-worth families since 1882

The Goughs approach to private wealth

Our expert team of solicitors provide advice on all aspects of wealth planning for high net worth individuals. Our advice is bespoke to our clients’ needs.  We find practical solutions to meet our clients’ objectives in relation to tax efficiency, asset protection and succession planning.

Your private wealth team

Dawn Moir

Partner (TEP)

Dawn joined in 2003 and became a partner in 2004. Whilst Dawn supports her team with all aspects of estate planning and estate administration, her particular areas of expertise are later life planning & support, and trust creation & administration, including all things tax.

Phillip Bolton

Partner & Head of Private Wealth

Phillip is a Partner and Head of the Private Wealth Team at the firm. His practice encompasses all aspects of private client work, with a particular interest in complex Wills, wealth preservation, tax mitigation, and estate planning.

Sophie Laird

Residential Property Practitioner

Sophie deals with all aspects of residential property, remortgaging, tenancies, transfer of equity, help to buy, and military help to buy schemes.

 

Nadine Stevenson

Associate Solicitor

Nadine joined Goughs as a Solicitor in 2019 and progressed to Associate level a year later. Nadine provides a professional service to her clients in a friendly and welcoming manner, and she works proactively and efficiently to ensure that her clients' needs and expectations are met.

Ross Phillips

Partner

Ross thrives on obtaining favourable financial settlements for his clients and achieving a fair outcome for parents who may be having difficulties managing childrens’ arrangements with their ex-partners.

Gemma Sumsion

Head of Real Estate & Corporate

Gemma is a Partner and Head of Real Estate & Corporate. She specialises in commercial property and corporate matters, acting for a wide range of clients.

Our clients rate us excellent

Shaun
We have just completed some legal paperwork with Mrs Isabel Figueiredo and as ever she provided a brilliant service. She explained everything and made sure that my wife and I understood before proceeding. I cannot recommend her enough and thank you again.
Sue Greenman

Everything was completed professionally and within my tight time scales. I would like to say thank you and would definitely go back to Goughs should I need help in the future.

Matt Saunders

Sophie was very attentive and responsive and understood the need to act quickly in regard to our purchase process. She was diligent with the paperwork and was very easy to talk to and clear at explaining what was required in terms of action from our side and from the seller.

Ali McBrine

Thank you Alice Blackmore for your fantastic professional support, with care, compassion and kindness, of our need for explanation and understanding of the system and language in a lot of correspondence. Thank you too for being always being honest and empathic of our feelings.

Mike Blunsdon

Ellie genuinely cared and was invested in her work which added that personal touch of understanding and empathy that is needed when it comes to sensitive family matters. Her dedication and hard work secured my family and I the best possible outcome we could have hoped for.

Andrew Alvis

Another well-managed transaction handled promptly and professionally by Nadine Cook and her team. We have used Goughs before, will use again and would not hesitate to recommend their services to anybody.

Jennifer Jay
Luchia was extremely professional yet relaxed in her approach. Her experience and knowledge were obvious and she was tactful to the extreme in some of our unconventional bequests and wishes during a Will making appointment.
Phil Carter

Goughs Solicitors provide a friendly, professional and extremely reassuring service. The whole team, especially Georgina Catlin, are empathetic and provide sound advice when required, you definitely feel you are in safe hands.

Your private wealth questions answered

The simple answer is yes. In recent years the law has developed to make pre-nuptial agreements very powerful documents, provided all the necessary legal requirements have been met.

At Goughs Solicitors we act for many wealthy individuals for whom protecting and passing on your wealth to your loved ones is an inevitable priority at certain points in life. Our expert team of family lawyers advise on pre-nuptial agreements to ensure that wealth passed down to children who plan to marry is protected. We also advise those who have married but have not received an early inheritance yet, and a post-nuptial agreement can be a sensible way to ensure protection for family wealth is in place before steps are taken to gift assets or money, or to transfer business assets as part of an early inheritance.

For those who have been married before, who are bringing high value assets to a marriage, are likely to inherit or receive wealth in the future, or wish to recognise the position of children from previous relationships, a pre-nuptial agreement, or a cohabitation agreement where parties do not intend to marry but will live together, is a sensible and even essential safeguard to put in place.

The Private Wealth team at Goughs Solicitors are specialists in advising on the creation and administration of Trusts, and in particular, in relation to the preservation of wealth.  Trusts have long been used as vehicles to offer protection to family wealth.

A Trust will give assets to the people you allocate (the Trustees) to hold for the future benefit of others (the beneficiaries). Trusts can be set up during your lifetime (by using a Trust Deed) or upon your death (when included in your Will). Trusts are often used as a tool for the benefit of inheritance tax planning.

The Goughs Private Wealth team are able to offer bespoke advice in respect of every client’s individual needs.

Succession planning can involve making a Will to set out who you wish to inherit your assets. For complex families and particularly those with high net-worth, there may be additional steps required. This could be creating Trusts or family investment companies to protect your wealth for future generations. It may also include the appointment of professionals to assist in the management of your assets. Succession planning will:

  • Manage family expectations of their inheritance to avoid future disputes

  • Educate the next generation on their future responsibilities and how to manage their large inheritance

  • Minimise inheritance tax

  • Assist you in deciding how to hand over control of your business

  • Allow you to consider the rewards of allocating some of your wealth to charity (find out more of the benefits by clicking here.)

  • Give you the opportunity to plan for unexpected circumstances, such as losing mental capacity

The Private Wealth team at Goughs Solicitors, Wiltshire, specialises in advising clients on how best to structure their estates to ensure their wealth is passed down through their family.

A Will may be the most important legal document a high net worth individual can consider and create. A Will sets out how your assets, business, property and finances, will be distributed on your death.

Although, in cases of ultra high net worth estate planning you must have a very clear and comprehensive idea of how you wish your assets to be broken down on your death. A Will is the essential part of the process to ensure this happens. 

Goughs Solicitors can offer advice tailored to you and your family to create a Will that suits your requirements. A vague or confusing Will may get contested after your death which will ultimately mean further suffering, and financial burden, on those left behind. 

Specialist home & property lawyers

Local since 1882, with an excellent reputation

First-class, effective service

Largest solicitors in Wiltshire

Seven offices throughout the county

Nationally accredited law firm

Recognised by Legal 500 and Chambers & Partners

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