Private Client

In today’s world, we’re living longer, getting married later, if at all and we’re not afraid to divorce if things don’t work out. Our family lives are more diverse, complex and blended – and then span three or four generations.

Choice is a wonderful thing, and successful people running businesses are more empowered than ever before when it comes to managing family life – but does that really make planning our finances, protecting our families and managing our assets easier?

Providing for your family is about making sure the right legal plans and structures are in place as families evolve and grow. Whether you wish to help fund your children’s or grandchildren’s education, help them onto the property ladder, or navigate the shifting sands of social care reforms, the assets you have carefully built up need to be just as carefully looked after and managed.

Blake Morgan’s specialist private client team provide legal services in a way which differentiates us from other legal service providers – we are committed to delivering a personal service to every single one of our clients.

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Our Clients


Blake Morgan’s Private Client team has considerable experience in advising high-net-worth individuals, entrepreneurs, business owners and families who require advice on succession and tax, residential property or sensitive family issues. We specialise in advising international clients, with particular expertise in the succession and tax legislation in France, Switzerland, Hong Kong and the US.

"Professional yet personable approach. Very compassionate and empathetic."
- Legal 500, 2023


"I was very impressed by their range of knowledge and expertise and the assistance they were able to provide at a very difficult time."
- Legal 500, 2023


I found in each area they really knew what they were doing. They are friendly, courteous and nice people to deal with, and above all they got the job done quickly and effectively.
- Chambers High Net Worth, Private Wealth Law


Awards, Accolades and Accreditations


Our Experts


James
Greig
Partner

Oxford

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Helen
Bunker
Chair

London

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Lisa
Davies
Partner

Cardiff

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Simon
Treherne
Partner

Southampton

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Paula
Shea
Partner

Southampton

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Blake Morgan's Fees Guides


No two matters are the same – just as clients’ circumstances and desired outcomes will always differ, so will the work that we do and the advice that we provide in pursuit of those outcomes.

We are always as transparent as we can be about our costs upfront to help you understand the options available to you. The links below take you through to our Fees Guides for a number of different services. These provide an indication of the work that we will do for you, who will do that work, how long it will take and, importantly, how much it might cost based on a number of different scenarios. Before starting to work for you, we will always meet or speak with you to understand exactly what’s going to be required and provide a bespoke quotation based on your particular circumstances – we will also provide you with regular updates on costs as the matter progresses as required. Click on the relevant section to download our fees.

Download our Probate pricing guides here:
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BM Insights


Newsletters

Welcome to this month’s edition of Private Client Issues, Blake Morgan’s monthly round-up of the topics you may find of interest. It features insight and advice on developments affecting private...

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Articles

End of life planning is a difficult but necessary topic to talk about. This week (6-12 May 2024), marks Dying Matters Awareness Week. This is a week when we are...

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Newsletters

Welcome to this month’s edition of Private Client Issues, Blake Morgan’s monthly round-up of the topics you may find of interest. It features insight and advice on developments affecting private...

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Articles

The 6th April 2024 marks the start of a new financial year. In this article we review the new annual allowances, exemptions and details of self assessments that may be...

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Articles

Can you stop challenges on your Will? The recent case of Sim v Pimlott considers the use and effectiveness of No-Contest clauses in Wills for the purpose of dissuading beneficiaries...

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Newsletters

Welcome to this month’s edition of Private Client Issues, Blake Morgan’s monthly round-up of the topics you may find of interest. It features insight and advice on developments affecting private...

Read More

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