NewLaw Solicitors
“Lifestyle Solutions is an all-encompassing service designed to deliver solutions to enable you to govern, control and preserve your wealth” David Birchall, Head of Private Client

Lifestyle Solutions

Our aim is to work with you to help you to preserve, protect and control your family and professional wealth with a variety of legal solutions from carefully structured wills, trust vehicles and family agreements that dovetail with advice from your financial adviser, accountant and lifestyle manager.

Examples of strategic legal advice


  • Governance and control of assets via
    • Power of Attorney
    • Lifetime Trust Creation
    • Flexibly drafted Wills and letters of wishes
    • Nuptial Agreements before and after marriage
    • Cross Option Agreements
    • Investment and family wealth management policies
  • Protection of death benefits from life insurance, pension plans and death in service.
  • Business, key man and career exit strategies.
  • Image rights, brand and trademark protection.
  • Managing expenditure and planning around excess income.
  • Administering wealth held in trust and advising upon trustee duties.
  • Tax mitigation planning and bepoke solution building.


Introduction of Intermediary Solutions

One of our strengths is the relationship we have with other professional advisors within other fields of expertise. We operate a trusted advisor network panel at NewLaw and conduct regular due diligence on all the advisors we work with. Our web site contains more information on how this is an integral part of our approach to wealth and lifestyle managment. see our Intermediary Solutions section

Intermediary Area

We know how important communication is when advisors trust us with their own clients. We will shortly be launching a client and intermediary area to provide an opportunity for clients and trusted advisors to review matter progress through a secure client area.

Professional fees

Being transparent about our professional fees is important to us and we know it is to you.

  • We can agree one or a combination of,
    • Fixed fees
    • Agreed hourly rates
    • Retained fees on an instalment basis

 

Next Steps


  • Telephone to discuss your circumstances
  • Make an appointment to meet us
  • Introduce us to your existing advisors
  • We will match other expertise to create solutions
  • Agree your objectives
  • Find Solutions to meet those objectives
  • Implement those solutions

 

Contact NewLaw

David Birchall
tel: 029 2078 4295
david.birchall@new-law.co.uk

NewLaw Solicitors LLP
tel: 0845 521 0945
fax: 0845 521 0946
info@new-law.co.uk


0845 521 0945

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NewLaw Solicitors LLP is a limited liability partnership registered in England and Wales with registered number: OC333752 and is regulated by
the Solicitors Regulation Authority with SRA number: 487322. The registered office of NewLaw Solicitors LLP is at Helmont House, Churchill Way, Cardiff, CF10 2HE.
A list of the members is available for inspection at the registered office.