Private Wealth .

We understand that when you experience significant changes in your personal life, you will need someone to consider your particular circumstances sensitively and to provide the best professional advice tailored to your requirements.

Advising private clients has become progressively more complex over the last few decades. In an increasingly globalised world it is no longer unusual for individuals and their families to have ties to other jurisdictions, and to hold assets abroad. Carefully considered planning is therefore essential to avoid unwanted tax and succession consequences. Moreover advances in medicine and technology also mean that people are living longer. Whilst this is great news, it presents its own challenges, and long-term care issues and general retirement planning have become increasingly important.

Mundays’ team of private client lawyers are all either STEP (Society of Trust and Estate Practitioners) qualified or student members of STEP, often considered the gold standard in private client work, and have the expertise to assist on a broad range of private client matters.

Some of our lawyers are Accredited Members of the nationally recognised Solicitors for the Elderly (SFE) organisation, reinforcing our commitment to providing elderly clients advice keeping our clients up to date in this complex changing area, especially with our growing elderly population and the effects of Alzheimer’s and Dementia.

As well as having the technical expertise to provide a match for many of the London based firms, we are proud of our reputation in being able to offer a highly personalised service, and believe that getting to know our clients and establishing long standing professional relationships is the key to our success.

Head of Private Wealth, Julie Man was named Best Private Wealth Lawyer UK – 2016 in the ‘2016 Women in Wealth Awards’, Individual – Private Client Lawyer of the Year in England in the ‘Corporate INTL Global Awards 2017’ and shortlisted for Private Client Lawyer of the Year at the Surrey Law Society Awards 2018.

The Private Wealth team have recently been recognised as ‘Private Client Law Firm of the Year in England’ in the 8th Annual Global Law Experts Awards.

Services We Provide.

Tax Planning→

We can help you reduce tax payable through lifetime and post death planning. We provide a service that is tailored to your specific needs.
Wills→

By putting in place a Will you can ensure that your estate passes according to your wishes on your death. If you die without a valid Will in place (intestate), your estate passes according to the law and this may not be to the people that you wish; e.g. to the disadvantage of cohabitees, children from a first marriage etc.
Administration of Estates→

We pride ourselves on providing a personal service during this difficult time, guiding you through this process and ensuring what you need to do during the administration is done.
Lasting Powers of Attorney→

Taking steps to ensure your financial affairs, future healthcare and welfare decisions are in order will be helpful to your relatives or friends to make decisions for you, when you are no longer able to and if you require their assistance in the future.
Elderly Client Services→

With our growing elderly population it is increasingly important to protect the interests of our elderly clients and avoid future pitfalls in the management of their affairs. Our team prides itself on providing a personal and empathetic service combined with professional legal advice.
Trusts, Wills and Probate Disputes→

At Mundays we have a wealth of experience in dealing with such issues, having acted on a wide range of disputes over many years for executors, beneficiaries and trustees.
Family run businesses→

Managing a family run or family owned business presents a number of interesting and unique challenges that are rarely present in other private businesses.
Trusts→

Trusts can be used to protect, preserve and enhance the wealth of a family or individual.

department head.

Julie Man.

Partner (Head of Private Wealth)

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“
Mundays have a strong reputation in the private client world and they are very comfortable dealing with HNWIs. They have a lot of experience dealing with trusts and more complex issues. I've done joint meetings with them and they're very comfortable dealing with the client and working through complex issues. The team is pretty strong there.
Chambers & Partners HNW
Julie Man heads the firm's private wealth team and assists high net worth clients with a wide variety of matters. She advises on wills, capital tax planning, succession planning and the administration of estates.
Chambers & Partners HNW
Mundays LLP fields a team of 'knowledgeable and empathetic' solicitors. It handles the full range of private client services including tax planning, estate administration, and complex trusts matters. It has expertise in advising on international tax matters and assets in overseas jurisdictions. Mundays LLP attracts praise for its 'brilliant service, excellent attention to detail and thoroughness'
The Legal 500 UK

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