0800 652 3371

Private Wealth & Inheritance Tax Planning Legal Advice


Lanyon Bowdler has a team of highly experienced lawyers who can guide you in the area of private wealth.

We act for corporate clients and individuals at home and abroad, including rural and family businesses, entrepreneurs, estates and families, coming up with unique solutions to suit individual needs with the focus always on delivering the best service available.

This includes finance and funding, dispute resolution, tax advice and planning, Wills and probate, contentious estates, international wealth structuring, family and divorce matters, trusts and real estate.

How can Lanyon Bowdler Solicitors help?

Over many years, Lanyon Bowdler has built up a proud reputation of providing a service our clients can trust, and our firm is home to legal professionals in all areas of law.

Our experience in the area of private wealth extends to advising banks, trust companies, wealth managers and financial advisers.

What services do we offer?

  • Estate planning, the use of investment companies and partnerships.
  • Tax and legal issues on creating, implementing, overseeing and termination of trusts.
  • Transfer of trusts and wealth businesses.
  • Inheritance tax and procedures.
  • Cross-border multijurisdiction estates and the laws of succession.
  • Legal and tax implications for British and overseas clients involved in commercial and residential real estate.
  • Tax issues relating to offshore trusts and the structure of companies.

Podcast - Understanding the NHS Pension

In this episode you'll hear from Jack Fallows from Herald Wealth Management. Jack's talking with private client solicitor David Pugh about NHS pensions and estate planning. If you have a current or frozen NHS pension, this episode is essential listening. 

When financial planning, please consider that your capital is at risk. Tax legislation is subject to change and depends upon your personal circumstances.

Get in touch with Lanyon Bowdler Solicitors

Whatever your requirements, Lanyon Bowdler has the right legal professional you need to look after your financial affairs. Give us a call or use the online enquiry form and a member of the team will get in touch directly.

Lanyon Bowdler have offices with expert teams of solicitors in Shrewsbury, Hereford, Bromyard, Ludlow, Oswestry, Telford, and Conwy in North Wales.

We are one of the most recognised law firms in Shropshire, Herefordshire, Mid and North Wales, Birmingham and the Midlands. We are able to offer a wide range of pricing options including fixed fees and service level guarantees.

As a leading national law firm, we regularly assist clients all over the UK with inheritance tax planning. We can represent you wherever you live in England, Wales or Northern Ireland


Always very helpful, friendly and very professional.

- Mr D & Mrs A Holloway, Worcester

I was impressed by the friendly atmosphere and the obvious expert knowledge of the subject.

- Mr & Mrs Thomas, Oswestry

I was impressed by the patience in explaining the technical jargon used by lawyers.

- Mr S Martin. Shrewsbury

Everyone I have dealt with have been kind, considerate, helpful and informative.

- Mrs F Thomas, Oswestry

Everything I asked for was carried out quickly, and any questions were answered in a manner I could understand.

- Mr J Williams, Wrexham

Very clear advice given. Felt able to email questions and always had a prompt and clear reply.

- Mrs H Thomason, Telford

Impressed with the way we were treated. Clear explanation of the meaning of LPA. Security of access to accounts.

- Mr & Mrs Bound, Oswestry

Accurate, customer centric and provided the service we requested.

- Mr & Mrs Fenner, Telford