Wealth Management Services

Hugh James has over fifty years’ experience of providing legal advice on the significant events in our clients’ lives.

We have over 30 lawyers devoted entirely to personal law as well as several specialist personal injury teams. Between them, they cover practically every area of law on which a private individual would need advice over the course of a lifetime.

We offer all the quality and expertise you would expect from a leading law firm. Our advice ranges from the purely personal issues such as inheritance planning and divorce through to advice on employment issues and the family business. We can also offer expert financial and tax planning advice, which means that you don’t need to go anywhere else to ensure that your affairs are organised as tax-efficiently as possible. If you find yourself in a dispute or on the wrong side of the law, we can help with that too.

In a nutshell, whatever your legal requirement, Hugh James can help. We can help you identify your goals, unravel complex issues and offer clear and pragmatic advice to help you achieve them.

 


Your home

As well as being a refuge and a focus for your family life, your home is likely to be one of your biggest investments. You need to be confident that it is properly protected.

We can help you make sure that you make the right choices at each stage and that you achieve the results you need.

Our expert lawyers can:
• help you purchase and sell your home;
• advise on funding arrangements;
• help you put in place trust agreements for the funding of your children’s homes;
• advise on tax planning, will writing and other inheritance issues;
• help recover wrongly paid nursing care fees; and
• help you with property related disputes.

Our services:

Your wealth

Lifetime events all have an effect: a new relationship, the birth of a child, school fees, divorce, a new job, an overseas placement, retirement – any of these can impact on your assets.

Whatever form your wealth takes, you need to ensure that you maximise it for your own lifetime needs and preserve as much as you can for the next generation. We can help you by advising on the most efficient tax structures and effective estate planning.

It is also vital to ensure that those you leave behind after your death are clear about your intentions. We can assist with that by helping you draft clear and efficient wills, to properly reflect your wishes.

Regrettably, sometimes disputes do arise in relation to estates. In the most extreme cases, the courts are the only solution. For those who find themselves in this unfortunate position, we have great expertise and a strong reputation for assisting in estate and trust disputes in a sensitive but robust manner.

Our services:

The future

Good financial advice and careful tax planning can help ensure that you have enough to make those later years truly golden. Our financial services advisers can help you choose the right investments for you.

The downside of our increased life expectancy is that there is a greater risk that we might, at some stage, suffer from reduced mental capacity. A properly constructed lasting power of attorney can ensure that your affairs will be properly managed even if you are no longer able to do that.

We have a Court of Protection team who can help with the appointment of a deputy to manage your affairs in the event there is no family member or friend willing or able to do so or where no lasting power of attorney exists.

We can also help with recovery of any nursing care fees which have been wrongly paid. And we can carry on looking after your interests
and those of your beneficiaries after your lifetime, right through the probate and estate administration process, ensuring that your last
wishes are carried out to the letter.

Whatever life stage you are at, proper planning can only benefit you and your loved ones.

Our services:

Testimonials

“From a business point of view the lawyers are very commercial. They put the client at the heart of what they do.”

“It is the premier firm in Wales for contentious work. It is involved in one way or the other in all major cases in this field.”
Chambers UK 2016

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Our Offices

Cardiff
Hodge House
114 - 116 St. Mary Street
Cardiff, CF10 1DY
Tel: 029 2022 4871
Fax: 029 2038 8222


London
Temple Chambers
3-7 Temple Avenue
London, EC4Y 0DA
Tel: 020 7936 3453
Fax: 020 3053 8562


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