Partner
Tax Lawyers
Southampton
Estate and succession planning
Inheritance tax mitigation
Legal - Tax, wills & trusts
Tax planning
HNW
Business owners
Spear’s Review
Naomi Wilkes, a private wealth solicitor at Moore Barlow in Southampton, provides succession and estate planning advice to high-net-worth individuals along the south coast of England and internationally.
She said: ‘Most of my work is considering the structure of the transfer of wealth, and making sure that structuring work is carried out in the most effective and cost-effective way.’
Wilkes carries out some of the structural work herself – setting up trusts, for example – and in other cases, such as powers of attorney, works in a supervisory capacity.
Her clients are mostly business owners who reach a point in their lives when they begin to think about how the wealth they have generated can best be passed to their families. She said: ‘They are individuals who have set up their own business, worked hard, done well. Even though they might be talking about business interests, actually I’m advising on their personal affairs.’
Adviser Profile
Naomi heads the Private Wealth teams across six offices. Her high-quality technical ability enables her to provide advice in a holistic manner to high-net-worth private individual clients on a wide range of Private Wealth areas of law relating to Estate Planning. This involves planning and implementing the most appropriate structure to achieve clients’ goals, whether this is tax efficiency, asset protection or ensuring wealth passes to the next generation in the most appropriate manner.
Naomi’s Estate Planning work includes structuring Wills, Lifetime Planning, the use of Trusts or other vehicles such as a company, Tax Planning, Probate and Estate Administration, as well as Powers of Attorney.
Rank: Recommended
Recommended 2023, Tax Lawyers
48 High Street, Lymington, Hampshire, SO41 9ZQ
Top Recommended
Moore Barlow
Landed Estate Lawyers
London
Top Recommended 2024 Landed Estate Lawyers
Top Recommended
Moore Barlow
Contentious Tax & Trust Lawyers
Guildford
Top Recommended 2023 Contentious Tax & Trust Lawyers
Top Recommended
Moore Barlow
Landed Estate Lawyers
London
Top Recommended 2024 Landed Estate Lawyers
Recommended
Moore Barlow
Family Lawyers
Recommended 2023 Family Lawyers
Recommended
Moore Barlow
Family Lawyers
Guildford
Recommended 2024 Family Lawyers