Private legal services

Our expert team offers specialist advice across a broad spectrum of private client legal work.

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Why choose Progeny?

Private legal advice for you, your family and your business

We can support you to achieve your goals by taking a solution-oriented approach, striving to achieve excellence at every turn.

Our legal team can support you to create, enhance, preserve and realise the value of your estate for future generations.

 

With offices throughout the UK, we offer face-to-face services nationwide. Giving you the opportunity to meet your advisers in person to discuss your specific needs.

As a B-Corp certified firm, we are proud to join a select group in the UK professional services, committed to high standards of social and environmental impact globally.

Our financial and legal advisers work closely together to get the best results for you, your family and your business.

Progeny Law and Tax have been selected as one of the Top Law Firms by eprivateclient which recognises the top private wealth law firms and departments across the UK.

Please note

Our legal team is based in our Leeds and Worthing offices. Other meeting locations are available on request.

What our private legal services can do for you

Our team offers a broad range of expertise and offer a wide range of private legal services including succession planning, tax mitigation, trust structuring, Will writing and Power of Attorney planning. We also have particular experience in dealing with Court of Protection matters, trust and probate administration.

Our private legal approach

A world of advice, shaped around you

We put our clients at the centre of everything we do. Many clients often share similar priorities, but their views on how those priorities should be pursued can be very different. We take the time to understand how you view your wealth and how you wish that wealth to be passed on.

Whether you are a high-net-worth individual, the steward of your family’s affairs, or a business owner – you will receive the personal attention and tailored advice of our dedicated lawyers, who are focused on understanding and achieving your specific objectives.

High net worth and ultra high net worth individuals encounter increasingly complex issues in managing, safeguarding and growing their wealth. With assets often spread across multiple countries, family members residing in various jurisdictions, and ever-changing laws and tax regulations, these individuals require expert legal advice across a broad range of specialties.

At Progeny, we offer a world of advice shaped around you. By putting our clients at the heart of what we do, we can create tailored solutions for your complex financial and legal needs.

When it comes to financial and estate planning, every family has unique needs. Family offices can often be complex and difficult to navigate alone. Our expert team can offer bespoke guidance to you and your family in your estate planning.

We understand how difficult it can be to discuss wealth with the family, particularly across multi-generations. Our legal advisers can act as neutral facilitators in these conversations to help ensure everyone is on the same page. We’ve helped generations of families protect and preserve their wealth for the future. Whether you’re looking to set up a family office, organise succession planning or optimise your estate to mitigate the impact of inheritance tax, our team are here to help.

You may be a first generation business owner who would like to discuss new issues about a business sale or succession. Or perhaps you are a fourth generation family member who has recently inherited a family business. At any stage of the family business ownership journey, we can help.

We recognise that there are many different issues faced by you and your family, and our aim is to work with you to provide the most appropriate solutions for you, your business and your family. Our focus is on helping you to preserve your business the way you wish to and plan for the future.

Private legal guides

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A Basic Guide to Inheritance Tax
Progeny Private Law’s basic guide to Inheritance Tax. In the UK, Inheritance Tax is, broadly, the tax levied on the value of the estate that yo…
Progeny Private Law’s basic guide to Inheritance Tax. In the UK, Inheritance Tax is, broadly, the tax levied on the value of the estate that yo…
Read more
Reasons why you should have a Will
Article
5 reasons why you should have a Will in place
Making a will is often something that people avoid for as long as they can, particularly the young. However, recent research has shown that the pandem…
Making a will is often something that people avoid for as long as they can, particularly the young. However, recent research has shown that the pandem…
Read more

Are you looking for dedicated private legal services to help plan your estate? Our team are here to help you.

By building strong relationships with you and with other generations of your family, we can create bespoke solutions that enable your beneficiaries to receive a significant and lasting benefit from their inheritance.

With professional guidance and clear communication of your intentions, you can ensure your intergenerational wealth transfer is managed effectively, and that the next generation also has something to pass on in the future. We can help to facilitate conversations with family members to ensure every generation is on the same page when it comes to your family’s wealth.

Please get in touch to see how we can help you.

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Frequently Asked Questions

The standard IHT rate is 40%. It’s only charged on the part of your estate that’s above the tax-free threshold of £325,000.

Our team are highly experienced in setting up and managing trusts for younger family members, as well as facilitating discussions around wealth with the next generation.

We have helped countless clients with their business succession planning, whether they decide to go down the route of family succession planning or MBOs.

We can support in creating the appropriate vehicles for passing on wealth to children and grandchildren.

A multi-specialist approach for the richest outcomes

With Progeny’s unique multi-expert approach that brings together financial planning, tax, legal and asset management advice, we’re able to offer you the most comprehensive view of your financial situation.

That’s why our legal team work closely with our tax, legal and financial planning experts, to offer clients a seamless and truly holistic service.

Whether you are heading towards retirement, looking to reduce your financial obligations or wanting to ensure your wealth is protected for when you are no longer around, we are available whenever you need support.

Speak to an expert today

Get in touch to discuss your situations

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