What Is Private Client & Estate Planning?

Our private client department will help structure, protect and grow your wealth with plans that support your family through each generation.

Estate planning to make sure your wealth is protected for you and you family is a somewhat daunting task but essential to make sure you provide yourself and future generations financial support at the right times.

O’Hara Solicitors will help you establish the best structure to help protect you and your family whilst growing and passing on wealth.

With complex UK laws and tax systems, O’Hara Solicitors will help you navigate through all the financial and legal jargon to provide a plan for future generations within your family the life and financial support you envisage for them.

We understand that every family is unique, making sure that we gain full insight to your aims and circumstances. We then take your full portfolio of businesses and assets to help build you a plan on how to achieve the desired outcome for your family via avenues such as wills, trusts and estate planning, and if needed, lasting power of attorneys.

Estate planning is not just about reducing tax, it is also about giving you peace of mind for your future, not only for your loved ones, but to make sure you have enough fund after retirement.

Our private client team cover the following areas:

• Making A Will
• Inheritance Tax Planning
• Succession Planning
• Trusts
• Wealth Management
• Administering An Estate
• Administering An Estate As A Professional Executor
• Family Home Gift And Lease Planning
• Gifts Made Within 7 Years Of Death
• Grandchildren’s Education Trusts
• Lasting Power Of Attorney
• Pre and Post Nuptial Agreements

If you need any assistance, contact one of our solicitors at via our contact page or call (023) 9225 9822 for expert legal advice

Why Choose O’Hara Solicitors For Private Client & Estate Planning Services?

Using our expert knowledge and experience with our up to date communication technology, we provide a complete bespoke plan for your estate for you and your loved ones.

• Proactive and dedicated family run firm
• Receive key updates on your matter via our O’Hara Solicitors App
• Over 45 years of legal experience
• Flexible if unable to come to the office.

We will make everything as easy as possible for you during this tough time, helping take any strain away, making your situation and options easier to grasp to help find a solution that works perfectly for you.