Private Wealth and Private Wealth Disputes
Safeguarding and managing private wealth involves much more than drafting legal documents. It’s about protecting your assets, guarding against potential disputes, and safeguarding the interests of your family and estate, now and in the future.
JMW’s Private Wealth team advises on a wide range of matters, covering both non-contentious and contentious aspects of private wealth and succession planning. Our services range from strategic estate planning and sophisticated tax planning to the effective resolution of high-value inheritance and trust disputes, and we will work closely with you and your advisers to create tailored solutions. We place your personal and commercial interests at the heart of our recommendations to protect your wealth for the long term.
We are recognised nationally for our strength in managing a broad range of complex matters with a focus on delivering robust, commercially focused advice. By combining our technical expertise with a tailored approach, we deliver a cohesive service that safeguards personal and commercial interests, helping you navigate intricate domestic and cross-border issues with confidence.
To learn more, speak to our Private Wealth and Private Wealth Disputes team on 0345 872 6666, or fill in our online contact form to request a call back at a time that suits you.
On This Page
Meet the Private Wealth and Private Wealth Disputes Team
Wills & Estate Planning
Creating a will and planning your estate are fundamental steps in preserving your wealth and ensuring your wishes are carried out. At JMW, we take a commercially focused approach to wills and estate planning, tailoring each solution to meet your personal and business interests. Our team advises on all aspects of wealth structuring, guiding entrepreneurs, business owners, and high net-worth individuals through often complex tax obligations and regulatory considerations.
By working closely with your existing advisers - including accountants, wealth managers, and tax specialists - we deliver a cohesive service that accounts for every element of your financial and personal circumstances. We strive to ensure that your assets, whether held in the UK or abroad, are protected and distributed in accordance with your wishes.
Our key services
Our expertise spans the following core areas:
- Wills
- Powers of Attorney
- Inheritance Tax Mitigation
- Tax Planning
- Family Investment Companies
- Trusts
- Probate and Estate Administration
- Post-Death Planning
- Personal Injury Trusts
- Life Assurance, Death in Service and Pensions
- Declarations of Trust
- Charity Law
- International Matters
- Tax Compliance
- Asset Protection
- Business Succession
- Vulnerable Person Trusts
- Emergency Wills
- Agricultural Property
Inheritance and Trust Disputes
Disputes over a will can arise for many reasons, including questions about its validity, disagreements between executors and beneficiaries, or concerns about the distribution of assets. At JMW, we recognise that these matters can affect both personal relationships and significant financial interests, so we focus on resolving them efficiently and with a clear commercial outlook.
In every instance, we aim to protect your wealth and focus on your wishes. Our solicitors may recommend alternative dispute resolution methods, such as mediation, where appropriate. However, if litigation becomes necessary, we have the skills and resources to pursue or defend claims in court. Through targeted advice and pragmatic solutions, we help preserve relationships and maintain your commercial interests wherever possible.
Our key services
Our expertise spans the following core areas:
Why Choose JMW?
At JMW, we combine specialist expertise with a sharp commercial outlook, and this expertise has earned us a reputation as one of the country’s leading Private Wealth and Private Wealth Disputes teams, serving clients nationwide.
Our team is led by Alison Parry and Joe Cobb. Alison is a recognised leader in the Private Wealth Disputes field, who is a full member of the Association of Contentious Trust and Probate Specialists (ACTAPS) and a member of the Society of Trust and Estate Practitioners (STEP) Contentious Trusts and Estates Special Interest Group. Joe is a recognised leader in the Private Wealth field and is also a full member of STEP, and has more than a decade’s experience of providing tax, estate and succession planning advice to ultra-high net-worth individuals, institutional clients and entrepreneurs.
We are consistently ranked among the top private client teams in the country by both the Legal 500 and Chambers High Net Worth guides, reflecting the strength in depth we bring to even the most challenging matters.
Our depth of knowledge in both non-contentious and contentious aspects of private wealth means we can manage everything from complex tax planning to high-stakes disputes, providing a one-stop solution for entrepreneurs, business owners, and high net-worth individuals. We are able to seamlessly integrate robust estate planning with effective dispute resolution, ensuring you benefit from a cohesive approach at every stage.
By placing your commercial and personal interests first, we deliver a standard of service that is both highly professional and tailored to your individual requirements. If you are looking for advisers who understand the realities of managing substantial wealth and assets - alongside the potential pitfalls - our team offers the reassurance you need.
Recognition of Our Team
Our Private Wealth and Private Wealth Disputes team is consistently recognised as one of the leading practices in the UK, with rankings and awards that reflect our strength in both contentious and non-contentious matters:
Northern Powerhouse Awards 2025
- Private Client Firm of the Year - Shortlisted
The Legal 500
- Contentious Trusts and Probate - Top Tier Firm
- Alison Parry - Leading Partner
- Ben Wilson - Next Generation Partner
- Ian Johnston - Leading Associate
- Personal Tax, Trusts and Probate - Top Tier Firm
- Joe Cobb - Leading Partner
Chambers High Net Worth Guide
- Private Wealth Disputes - Band 1
- Alison Parry - Band 1
- Ben Wilson - Up and Coming
- Private Wealth Law - Band 2
- Joe Cobb - Band 1
The Probate Industry Awards 2024
- Best Probate Law Firm - Highly Commended
- Best Estate Planning Team - Highly Commended
British Wills and Probate Awards 2023
- Contentious Wills and Probate Team of the Year - Boutique - Finalist
Manchester Legal Awards 2022
- Private Client Team of the Year
The following quotes demonstrate the high level of respect in which our Private Wealth team is held, both by our peers and our clients:
These accolades and quotes highlight our ability to handle the most complex private wealth and private wealth disputes matters, with a team that is regarded as one of the strongest in the sector. Whether advising on sophisticated estate planning or resolving high-value disputes, our lawyers bring a level of technical excellence and strategic insight that sets us apart.
Talk to Us
Managing private wealth requires expert guidance, whether you are planning for the future or dealing with a dispute. At JMW, our nationally recognised team provides strategic advice tailored to your personal and commercial interests, ensuring your assets are protected and your matters are handled with precision.
To speak with a member of our Private Wealth and Private Wealth Disputes team, call us on 0345 872 6666, or complete our online contact form to request a call back at a time that suits you.