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Private Wealth
Mundays Private Wealth team has an outstanding reputation for its expert and highly professional handling of clients’ private business.
Our friendly, open and flexible approach means that our partners and staff are viewed as ‘family advisers’ and many of our clients have become personal friends. Yet we are also big enough to handle the largest and most demanding matters.
"The Surrey firm's private wealth team primarily caters for high net worth indiviuals and entrepreneurs in the region, although the client base extends into areas such as Devon, Derbyshire and Norfolk. "The 'technically knowledgeable and very helpful" team handles wills, tax planning (including offshore advice), trusts and advice for the elderly"
Chambers and Partners UK 2008
"The team at Mundays LLP went from strength to strength with the recruitment of Nicola Dudley. The group largly acts for the entrepreneurs behind the medium sized enterprises that make up the firm's corporate client base"
Our Private Wealth team offer advice on:
- Tax Planning
- > Reducing the impact of Inheritance Tax and Capital Gains Tax
- > Lifetime and post death planning
- Wills
- > Ensuring fair division of your estates
- > Protecting vulnerable beneficiaries
- > Statutory wills for Mental Health Act patients
- Trusts
- > Tax reduction via trusts
- > Tax efficient family provision
- > Asset protection (against divorce or debt)
- > Providing for disabled beneficiaries
- > Trusts to record joint ownership of land
- Elderly client services
- > Protection of finances against fraud
- > Helping rebut undue influence
- > Preserving assets against Social Services clawback
- > Lasting Powers of Attorney
- > Appointment of Deputies
- > Advance Directives
Please contact Mehboob Dharamsi for further information: mehboob.dharamsi@mundays.co.uk
- Click here for a department brochure
- Click here for our factsheets
- Click here for further information about our team in this specialist area
