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.
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.
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.
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’ and has been named Individual - Private Client Lawyer of the Year in England in the ‘Corporate INTL Global Awards 2017’.
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.
We can offer advice and help with:
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 2017
Mundays' team advises wealthy clients on complex contentious and non-contentious matters. Handles domestic and cross-border work concerning wills, tax planning, estate administration and family-owned business issues. Also assists clients involved in Court of Protection proceedings. "They are a highly motivated and well-run outfit. They are very user-friendly and straight to the point."
Chambers & Partners 2017
Mundays LLP advises on inheritance tax planning, high-value estate administrations and trusts management matters for high-net-worth individuals. Other areas of expertise include complex will drafting, offshore and onshore assets management, and international tax matters. Practice leader Julie Man ‘is reassuring and immediately grasps the issues’; senior associate Julie Jaggin is another key contact.
The Legal 500 UK 2017