Overview

Outsourced private client solutions

Our volume wills, probate and trusts offering provides, on a national basis, outsourced:

  • estate administration;
  • trust administration;
  • will writing (including tax advice if required);
  • Lasting power of attorney;
  • trust deed drafting; and
  • bereavement line

services on behalf of, amongst others, high street banks, lenders, financial services intermediaries, charities, affinity and membership schemes, funeral providers and large employers, and their customers and staff.

We offer an executorship and trusteeship service (through our trust corporation) and free will storage.

Each solution is bespoke to our individual client and scalable as required.  Our solutions can be delivered on an overflow or full outsource basis and can be grey labelled, if required.

All our clients, whether institutional, intermediary or individual, can find peace of mind and draw confidence from knowing that Hugh James is authorised and regulated by the Solicitors Regulation Authority and by the Financial Conduct Authority.

We have considerable experience of both inheriting and enhancing existing propositions and building new propositions in conjunction with our clients.  Each of our clients has a team of our specialist lawyers devoted to them and their customers.

Our service is based on strict adherence to service level agreements and key performance indicators and technology driven.  Full management information suites are provided to our clients and performance is measured by customer satisfaction questionnaires in every transaction.

We encourage a partnership based approach and work closely with our clients to optimise customer experience and improve services.  We offer training to relevant staff, assistance with marketing collateral.

Key contact

Matthew is a partner and Head of Wealth Management Services for the firm and is responsible for the development and long term strategy of the Wealth Management team. Matthew is recognised in the legal directories for his expertise and reputation in the field of contentious probate and is a full member of the Association of Contentious Trust and Probate Specialists (ACTAPS).

Quotes

Matthew Evans attracts praise for his ‘incomparable knowledge of the law and tenacious approach to litigation’; his clients include lay beneficiaries, professional trustees and executors, as well as financial institutions and trust corporations. Although Evans is active across the spectrum of contentious matters, he has developed a particular niche in proprietary estoppel claims and is also noted for his work within the agriculture sector.

The Legal 500

Quotes

Matthew Evans has a 'genuine commitment to excellence'; he heads the firm's overarching wealth management group and is predominantly focused on handling contentious matters including proprietary estoppel cases, an area which he has developed a leading reputation as a result of handling some landmark cases - including most notably acting for the claimant in the much vaunted Davies v Davies litigation.

The Legal 500

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