Private Wealth & Tax

Trusted legal advice to protect and grow your family wealth

We understand that managing wealth effectively can be challenging – from tax management and pensions to wealth succession across the generations.

At Jurit, we provide specialist legal advice to private clients, their families and businesses to help them to navigate the often-confusing world of private wealth management.

Our advice is founded on relationships which stand the test of time. Trust and a personal service help us to achieve tangible results for our private clients, freeing them up to focus on what matters most to them.

Our people, your team

With a multi-disciplinary team of 15 solicitors and paralegals led by two experienced and well-known private client partners, Jo Summers and Nicola Dudley, we are able to support you across a variety of legal issues relating to wealth management and regulatory compliance.

From pensions advice (offshore & UK) and employee benefit structures, to personal tax, trusts and probate, as well as wills and court of protection work, Jurit can help.

How we help

We will take time to understand you, your family and your business. We use this knowledge alongside our legal and commercial experience, to provide the best possible solutions to meet your objectives, protecting and growing your wealth along the way.

And with a French presence run by a dual-qualified French and English lawyer, we are also able to advise on cross-border wealth and tax management issues.

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Our services include:

  • Charity Law
  • Deeds of Variation/Family Arrangement
  • Domicile and International Estates
  • Discrimination, whistleblowing and other grievances
  • Pensions (UK & International)
  • Powers of Attorney and Court Protection
  • Probate and Estate Administration
  • Philanthropy
  • Sharia Wills
  • Trusts (UK & International)
  • Wealth Planning and Personal Taxation
  • Wills & Succession Planning

Advice for professional services firms 

We also work with a number of other professional services firms, including law firms, tax consultants, actuaries, accountants and insolvency practitioners, to provide trusted advice to their own clients, on a strict ‘no poach’ basis.

We prefer, whenever possible, to agree fixed fees so you know exactly how much our advice will cost in advance.

To find out more about how we can help your clients, get in touch.

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