Private Wealth

The Private Wealth sector comprises individuals, families, their personal and business interests and the banks, wealth management entities and other advisers that protect their key assets.

Our Private Wealth Solicitors offer a number of different legal specialities to the sector, ranging from traditional private client advice of the highest quality to commercial advice to new corporate entrants into the market on all aspects of their business. 

Many of our clients in the sector, especially entrepreneurs and landowners, rely on us to advise on the legal and tax challenges of their business, real estate and personal matters in a coordinated way. 

Our reputation and experience in the sector attracts financial institutions, partnerships and other advisers as clients who see us operating as a key player in the UK's private wealth sector and understanding its fast-changing regulatory and commercial environment. 

We do not offer private wealth management services, allowing us to work with a variety of independent specialists who do. 

We have a specialist focus on four key areas:

  • Wealth generators and Entrepreneurs
  • Landowners
  • Wealth managers and Institutions
  • International



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Michelmores has proved to be a modern, empathetic law firm with highly skilled specialist teams - their professional 'weight', knowledge and integrity was first class. A highlight was their good knowledge of case law, excellent strategic planning skills and empathy to the client without clouding their judgement.
Chambers HNW 2021
They have a large and varied team so, as far as we've experienced, if there's a specialist question that needs addressing, there'll always be someone within their team that can answer with great expertise.
Chambers HNW 2021
Michelmores have an excellent understanding of our needs and consider PR concerns as well as the commerciality of all advice and settlement parameters.
Chambers HNW 2022
The teams offer good strength in terms of the depth and breadth of the teams involved... they are always very timely and thorough.
Chambers HNW 2022
Very good value for money. They are technical but pragmatic.
Legal 500 UK 2022
Approachable and have a good understanding of working with other professionals.
Legal 500 UK 2022
This is a very highly skilled team indeed... I would have no hesitation in recommending the team to any client that requires absolutely first class tax, trusts or probate assistance’
Legal 500 UK 2023
The private client team at Michelmores has done a great job of developing a position as one of the thought leaders in cross-border US-UK estate planning.
Legal 500 UK 2023


Recent experience

  • Working with the owners of significant privately-owned family companies to ensure an effective succession to the control and capital value of the business.
  • Advising family shareholders on a £500m plus asset disposal programme.
  • Advising as to how best to structure the tax efficient receipt by a UK resident (US citizen) of capital distributions from an existing offshore structure.
  • Nuptial arrangements to protect family assets both before and after a marriage.
  • Advising non-domicilaries how best to structure assets before becoming UK resident.
  • Providing on-going advice to more than 30 landed estates and also acting as trustees for a considerable number of these.
  • Advising a leading EIS Fund on its investments
  • Reputation management advice to high-profile listed plc director.
  • Advising founder of a healthcare technology business on corporate sale to a US buyer
  • Advising a private bank in respect of its standard documentation.
  • Providing family constitution advice to a client with a £30m family business and a disparate successor generation.
  • Our tax compliance team has worked with our tax planning lawyers to develop a comprehensive tax compliance and mitigation service.
  • Advising the trustees of a group of eight family trusts that own significant City property interests and investment portfolios in their management and strategic planning of the family's wealth and related interests.
  • Managing a £50m distribution of limited partnerships interests; negotiating warranties, indemnities and advice as to the conditions on assignment.
  • Advising as to best practice for a Liechtenstein Foundation in view of the recent UK/Swiss tax agreement.