Our Private Wealth services are built around providing creative legal and tax solutions for our clients.
Whether acting for major institutions, charities and estates, through to entrepreneurs, landowners and philanthropists, when coupled with the financial planning and investment advice provided by Bond Dickinson Wealth, the service that we provide is integrated, innovative and comprehensive.
Across our Private Wealth team we’re proud to have some of the industry's leading legal experts, working together to provide a service that provides real value to our clients.
Our lawyers, financial advisers, tax experts and accountants are committed to understanding the things you want to achieve, and your plans. We want to make sure you have the best opportunities for growth and efficiency, both now and for future generations.
We work hard to provide clear, practical, actionable advice. But what matters most, to us, is that you trust us and want to work with us over a long period of time. Productive and long lasting relationships are important to us.
"They know the law and explain it in a way easily understood without losing sight of complex issues."
"They're responsive, pragmatic, good at forming relationships with clients and very keen to work on a collaborative basis, which makes a big difference for the client."
"‘Dominant player' Bond Dickinson LLP’s team is led by David Dale, and is active across succession planning, estate administration, tax planning, and wills and trusts disputes, representing high-net-worth clients, landed estates, heritage property and institutions. Helen Tavroges and George Lyall are recommended, and associate Emily Pike is a ‘rising star'."
Legal 500 UK Guide 2015