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 and tax.
Our advice is founded on relationships which stand the test of time. Mutual confidence and a personal service help us to achieve tangible results for our private clients, freeing them up to focus on what matters to them most.
Our people, your team
With a multi-disciplinary team of 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 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.
STEP Code for Will Preparation in England and Wales
STEP Code for Will Preparation in England and Wales Guide for the Public
Advice for professional services firms
We also work with a number of other professional services firms, including law firms, tax consultants, Independent Financial Advisors (IFAs), 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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