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 tailored to you.
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 then helping you to accomplish your plans. We want to make sure you have the best opportunities to preserve and grow your wealth, 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.
‘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