Legal services

Solicitor-led legal support for important wealth and family decisions.

Rathbones Legal Services Limited provides solicitor-led private client legal services, helping clients put the right legal arrangements in place with care, precision and a clear understanding of the wider family and financial context.

A couple sit at their kitchen table while looking at legal documents on their laptop

Important legal decisions often sit at the heart of wealth planning.

Making a will, appointing attorneys, administering an estate, creating a trust or dealing with property matters can all have long-term consequences for you and the people who matter to you. 

Speak to us about your needs

Rathbones Legal Services Limited is a company which is authorised and regulated by the Solicitors Regulation Authority under SRA number 636409.

Our legal services

Wills and estate planning

A will is one of the most important legal documents you can put in place.

We help clients prepare wills that reflect their wishes, family circumstances and estate planning considerations. Where appropriate, we can also help you consider inheritance tax implications and wider succession planning needs.

Powers of attorney

Powers of attorney allow trusted people to make decisions on your behalf if you are unable or no longer wish to do so yourself.

We can prepare and register powers of attorney with the Office of the Public Guardian, helping you put suitable arrangements in place for the future.

Probate and estate administration

Administering an estate after a death can be complex and emotionally difficult.

We support executors and families through the legal process, including probate applications and the practical administration of an estate.

Trust creation and legal advice

Trusts can be used for a range of family, succession and asset protection purposes.

We can advise on trust structures and prepare the legal documents needed to create a trust, working alongside tax, trust administration and investment specialists where appropriate.

Court of Protection work

Where someone is unable to make decisions for themselves and no appropriate authority is already in place, Court of Protection support may be needed.

We can advise on applications and help families navigate the legal process with care and sensitivity.

Residential property

We provide legal support for residential property matters connected to private client needs.

This may include purchases, sales, secured lending, easements, covenants and related property arrangements.

Landed estates

Landed estates can involve complex legal, family, property and succession issues.

We advise on matters including trusts, tenancies, sporting rights, secured lending and estate-related legal arrangements.

Why solicitor-led advice matters

An icon of a certified contract with a pen next to it for signing

Some documents look simple. Their consequences are not.

A will, power of attorney, trust deed or probate application may appear straightforward. But for clients with family wealth, property, business interests, trusts or cross-generational planning needs, the detail matters.

Our solicitors take time to understand the broader context, not just the document required.

This helps ensure legal arrangements are considered carefully and aligned with your wider intentions.

An icon indicating a person moving outward in multiple directions

Connected with wider Rathbones expertise

Legal decisions often connect with investment management, financial planning, tax and trust administration.

Where appropriate, Rathbones Legal Services Limited can work alongside other Rathbones specialists to help clients receive more joined-up support.

Who we support

We work with: 

  • Individuals and families preparing or updating wills
  • Clients putting powers of attorney in place
  • Executors and families administering estates
  • Trustees and families creating or reviewing trusts
  • Clients with property or landed estate matters
  • Professional advisers seeking private client legal support for clients

Key documents

Terms of business

Download (PDF)

Probate fees

Download (PDF)

Residential conveyancing fees

Download (PDF)

Complaints procedure

Download (PDF)

Enquire about our legal services

If you need support with wills, powers of attorney, probate, trusts, Court of Protection matters or property-related legal services, please get in touch.

Our team of specialists

Matthew Wakefield

Matthew Wakefield

Private Client Solicitor And Managing Director Of Rathbones Legal Services

Alexandra Pike

Alexandra Pike

Private Client Solicitor And Director Of Rathbones Legal Services

Christopher Hordern

Christopher Hordern

Property Solicitor And Director Of Rathbones Legal Services

Kerry Shaw

Kerry Shaw

Private Client Senior Solicitor

Related services

Legal arrangements often work best when they are connected to wider wealth, tax and family planning.

Trust services

Support with professional trustee services and trust administration.

Find out more

Tax services

Personal, trust and estate tax support.

Find out more