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Wealth Protection

We have advised families over many decades as to how to manage their assets to maximise their potential. Find out how we can help you here.

We are happy to undertake a pivotal role in working with Accountants, Investment professionals and Financial Advisers to tailor-make personalised solutions for clients through carefully structured lifetime trusts and wills. We can fine-tune and preserve control where it is needed. We can also advise how best to ensure that beneficial enjoyment of assets attaches to the right people and at the right time, all the time bring fully aware of the taxation minefields that surround this area of law.

Our expertise

Our specialist team of solicitors and tax experts can help you with:

Key Contacts

Laura Walkley

Partner and Head of Private Client

Duncan Mitchell-Innes

Partner and Deputy Head of Private Client

Meet the team

Contact the team

Here’s how to get in touch if you have any questions at all or would like to speak to us about your enquiry. Please complete the form below and one of our experts will get in touch to discuss how we can help.

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What our clients say...

“Louisa Wilday solicitor was very helpful in sorting out my relative’s probate and was at all times courteous, professional and helpful. She was clearly competent in what she did and had excellent communication skills. Throughout the process she kept me informed at every stage and I have no complaints or concerns around her practice. I would recommend her.”

Google Review - February 2023

“Allison Crossman and her team dealt with the estate of someone I was an executor for. Very efficient and personable service, always responded to queries quickly and very helpful giving plenty of advice. Thank you again.”

Private Client - February 2023

“Excellent in every respect.”

Private Client - March 2024

“Excellent grasp of our special requirements.”

Private Client - March 2024

“The service could not have been better.”

Private Client - March 2024

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View all our insights

In the press

13 August 2025

 Featured in Money Week, IFA Magazine, City AM and The Times, Duncan Mitchell-Innes highlights dramatic increase in “gifts out of surplus income”.

View article

24 July 2025

Featured in MoneyWeek, Gillian Dunlea highlights that while lifetime gifting can reduce inheritance tax, HMRC may still treat assets as part of the estate if the gift isn’t deemed genuine.

View article

24 July 2025

Featured in The Telegraph, Yahoo Finance and IFA Magazine, Duncan Mitchell-Innes warns that as tax-efficient options to pass on wealth narrow, families are increasingly relying on the remaining inheritance tax reliefs.

View article

21 July 2025

Featured in Daily Mail, MSN and This is Money, Duncan Mitchell-Innes warns that simple inheritance tax mistakes can lead to costly consequences without proper legal guidance.

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18 July 2025

Laura Walkley, featured in FT Adviser, Money Week and Proactive Investors, warns that penalties for tax avoidance and evasion can be severe, stressing the importance of accurate IHT calculations and professional advice.

View article

29 June 2025

David Lunn, featured in IFA magazine, warns that digital Wills may increase fraud risks, especially for vulnerable people, and stresses the need for strong safeguards.

View article

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Thank you for contacting TWM Solicitors, your completed form has been sent successfully. If this is an enquiry we are able to assist with, one of our team will be in contact with you as soon as possible. Please note, this may not be until the next working day, and during business hours. If you require urgent assistance, please call: 0330 555 0440.

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