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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
  • Powers of Attorney
  • Court of Protection
  • Trusts and Settlements
  • Acquisition and disposal of assets including residential properties

Key Contacts


David Tournafond

David Tournafond heads the Private Client practice of Bermans. David graduated from Liverpool University and was a partner in Bremners and subsequently Brabners. David joined Bermans in 2014 to develop their Private Client service.

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