Private client

Our specialist private client services

Your personal financial matters are just that – personal. We’ll work with you to understand and empathise; we’ll provide sound, sensitive advice you can trust.

The relationships we build are personal ones but each is underpinned by decades of varied experience with private client service, personal tax and trusts. However complex or sensitive your circumstances are, you’ll receive clear explanations without confusing jargon.

We specialise in helping high and ultra high net worth individuals and families, including intergenerational families and trusts. Many of our client relationships have been built over generations. We develop plans to create, manage and preserve wealth between generations, including realising value from land and property.

Our expertise also includes advising non-resident and non-domiciled individuals, as well as UK domiciled and resident individuals.

Protect your estate with a will

We can help you set up a will to protect your assets should the worst happen. Once you’ve filled in some basic details, we’ll be in touch to discuss how to protect your estate.

Click here to provide your details

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WHAT OUR CLIENTS SAY

Probate

"Ours was quite a complicated probate as a trust was involved in addition to other factors. BKL were extremely kind and patient in liaising with me during the initial consultative stages. This was very much appreciated and gave the family much reassurance that we were in good hands. The team’s kindness and professionalism continued throughout. We felt they were a great team, always sensitive to our situation, helpful, kind and on hand to clarify matters when necessary. The process was managed efficiently and in good time, taking just over a year and this was also appreciated. We would have no hesitation in recommending BKL."

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