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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

Duncan Mitchell-Innes profile picture
Duncan Mitchell-Innes

Partner and Deputy Head of Private Client

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Laura Walkley profile picture
Laura Walkley

Partner and Head of Private Client

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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...

"Exceptional service received from Louisa and her team. They were both kind and considerate, and provided us with helpful advice. I would thoroughly recommend TWM Solicitors."

Google Review - September 2026

"She was excellent in guiding me through everything at a time when I was coping with bereavement."

Private Client - September 2026

"David Lunn is careful, thoughtful, and thorough, and I have had no hesitation in recommending his services to a number of acquaintances. In addition, we have had a number of occasions where we required documents to be notarized and separately for a deed of trust relating to property. We were very satisfied with TWM's services."

The Legal 500 - 2027

"David Lunn is the person we have mostly dealt with, and we have been absolutely satisfied with his services."

The Legal 500 - 2027

"The solicitors were very approachable and clear in their advice. The support staff were good and helpful."

The Legal 500 - 2027

Related insights

  • 08 October 2026

How trusts can protect your assets and provide for your family

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  • 17 September 2026

IHT returns: how to avoid penalties and costly mistakes

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  • 08 September 2026

TWM Solicitors strengthens Private Client team with appointment of new partner

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  • 20 August 2026

Steering clients towards mediation: a practical guide for solicitors

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View all insights

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Call us

0330 555 0440

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Email us

info@twmsolicitors.com