Private Client Department

The Moerans Private Client Department is more than a group of legal experts. We are trusted partners dedicated to safeguarding your legacy, protecting your wealth, and providing peace of mind for you and your loved ones. With decades of experience serving clients, our private client team combines legal expertise with genuine compassion, ensuring that every decision is handled with care and precision.

We understand that life’s most important decisions, whether securing your family’s financial future or ensuring your wishes are respected, are deeply personal. That’s why we take the time to listen, to understand, and to guide you through every step with clarity and empathy. From drafting a will to managing international assets, our team is here to make the complex simple, the daunting manageable, and the uncertain secure.

Our Services

We offer a comprehensive range of private client services, designed to address every aspect of your personal and financial planning needs

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Areas of law we cover include:

Wills: Our solicitors create wills that reflect your unique circumstances, providing clarity and peace of mind for you and your loved ones. We also advise on updating existing wills to account for life changes ensuring your intentions remain secure.
Trusts: Trusts are powerful tools for protecting and managing your assets, both during your lifetime and for future generations. Our team will help you establish and administer trusts, guide trustees on their duties and help beneficiaries understand their rights.
Inheritance Tax Planning: Our solicitors provide expert advice on tax-efficient strategies, such as lifetime gifts and trusts, to preserve more of your estate for your loved ones.
Lasting Powers of Attorney: A Lasting Power of Attorney (LPA) allows you to appoint someone you trust to make decisions on your behalf if you’re unable to do so. It covers finances, property, or health and welfare and our team helps you create an LPAs specific to your needs. We also advise on registering LPAs and guide attorneys on their responsibilities, providing support at every stage.
Long Term Care Fee Planning: We provide compassionate guidance, helping you consider all aspects with confidence and clarity.
Court of Protection: When someone lacks the mental capacity to manage their affairs and no LPA is in place, the Court of Protection can appoint a deputy to act on their behalf. We can assist with deputyship applications, ensuring the process is handled sensitively and efficiently.
Probate: Probate is the legal process of administering a deceased person’s estate, ensuring their assets are distributed as intended. Our solicitors guide executors through every step, from obtaining the Grant of Probate to settling liabilities and distributing assets.
Estate Administration: Estate administration involves managing and distributing a deceased person’s assets, often a complex and time-consuming task. Our team takes on the burden, handling everything from valuing assets and paying taxes to resolving disputes and finalising distributions. We will work with sensitivity and efficiency and will work diligently to ensure that estate is administered in line with the deceased’s wishes and legal requirements.
Deeds of Variation: A deed of variation allows beneficiaries to alter the distribution of an estate after someone has passed away, often to reduce tax liabilities or redirect assets. Our solicitors advise on whether a deed of variation is appropriate, drafting the necessary documents to ensure its legally sound and tax efficient.
International Wills & Tax Planning: For clients with assets or family members abroad, international wills and tax planning are essential to avoid conflicts and double taxation. We can provide guidance on this.

Contact us
Schedule a consultation with our private client experts to discuss your needs and explore your options. With Moerans, you will be able to make decisions with clarity, confidence and peace of mind. Our extensive experience and a personal approach, we simplify the complexities of estate planning, family matters and peace of mind.

The Moerans Private Client Department will help you navigate your journey with clarity and confidence. With our extensive experience and a personal approach, we simplify the complexities of estate planning, family matters and wealth protection.