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Private Client

Supporting clients on their personal affairs

Private Client

Bermans Private Client team specialises in all aspects of succession planning and tax planning.

We advise a wide range of clients on their personal affairs.

Your goals can be achieved through skilled drafting of your Will, tax efficient lifetime giving and planning and where appropriate the creation of lifetime and Will Trusts.

Clients we work with

Business owners and their families
Entrepreneurs
High net worth individuals
Landed estates
Accountants
Independent Financial Advisors
Wealth Managers
Estate Agents

Key Services

Wills and Trusts
Succession planning
Wills disputes and contentious probate
Probate and administration of Estates
Probate: Range of costs (with fixed fee for additional work)
Powers of Attorney
Court of Protection
Trusts and Settlements
Acquisition and disposal of assets including residential properties

Practice areas

Latest Private Client News

Standstill Agreements
When is it okay to be out of time? It is not unusual for parties and their legal advisers to agree, despite time limits set out in legislation, to disregard these time limits to give them an opportunity to try and agree their dispute without court proceedings. If they manage to do so they save…
Do you need a ‘Company Will’?
If you are a business owner, in business with one or more partners, have you taken time to consider what might happen to the business if you, or one of them, were suddenly not around or capable of taking part?
Changes to Probate Fees
April 2019 sees the introduction of the new sliding fee scale for probate fees in England and Wales. Prior to these changes, a fee of £215 was payable to obtain the authority to deal with the financial affairs of somebody who had died. If the estate (the deceased person’s assets) was worth less than £5,000…
Power of Attorney Refund Scheme begins
If you registered a Power of Attorney between 1 April 2013 and 31 March 2017, you can now apply for a partial refund of your application fee. The refund is available to those who applied to register Lasting Powers of Attorney (LPAs) and Enduring Powers of Attorney (EPAs) during that period.
Cohabitation Agreements – dealing with the fall out
Over the last 20 years, changing social attitudes have led to a shift away from traditional familial relationships towards more informal arrangements. As of November 2017, the unmarried cohabiting couple was the fastest growing type of family in the UK with over 3.3 million cohabiting couples in 2017 in comparison with 1.7 million in 1997…