Planning for the future! This is one of the most important tasks private individuals can undertake. Part of such planning should relate to the disposal of our assets on death, in accordance with your wishes. In a solicitor’s firm, such matters are dealt with by the Private Client Department.

Here at W. Davies, we offer a bespoke and specialist service to ensure your estate is in good order for your loved ones to take responsibility, when the time comes. The service you will receive is built on 100 years of experience. Today, we continue to expand our reputation for being at the cutting edge of developments in the Private Client area.

You can receive a range of services within the Private Client Department, including:

• Preparation of Wills and Living Wills;
• Establishment, implementation and administration of Trusts;
• Advice for Trustees;
• Inheritance Tax and Care fee planning;
• Preparation and registration of Lasting Powers of Attorney;
• Registration of Enduring Powers of Attorney;
• Court of Protection Applications;
• Advice for Attorneys or Deputies;
• Care fee advice;
• Administration of estates
• Advice on tax returns or accounts for Trustees, Attorneys, Deputies or personal individuals.

Whenever you contact our Private Client Department, you will receive an efficient, friendly, approachable and sympathetic service. We do offer home visits, if required. We have a mixture of male and female Solicitors and you may express your preference for either. Some of our Wills and Estate Department Solicitors are also members of the Solicitors For the Elderly and the Society For Trust and Estate Practitioners.

For more information about this please contact Alexandra Milton on akm@wdavies.com or Fiona Gould on feg@wdavies.com