Private
Client

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Protecting your wealth and assets for today, tomorrow and the future.

Preparing for your future and safeguarding your wealth matters to us. Our Private Client team invest in long lasting client relationships and deliver the highest quality legal expertise, insight and support to a range of clients including landowners, farmers, business owners, the elderly and high net worth individuals.

We are consistently recognised as a top-tier law firm in the Legal 500 and have an enviable reputation for all aspects of private client law, including administration of estates and obtaining probate, trust planning, disputes, will writing, powers of attorney and court of protection matters.

Our strategic advice covers wealth planning, establishing trusts, managing estates with complex assets and navigating the rules, exceptions and reliefs associated with inheritance tax planning.

Led by leading lawyer Lucy Gordon, our team of six specialist private wealth solicitors have over 165 years of collective knowledge and expertise. We aim to cut through complexity, and deliver excellent technical and pragmatic advice with empathy, integrity and discretion.

At SE-Solicitors, our private client and family law team work closely together in addition to our dedicated corporate and residential property teams to ensure our clients have access to the best possible advice for all their legal needs. We also have an extensive network of advisers and specialists in their field, including accountants, pensions experts, tax and financial advisers and valuers.

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Why Choose SE-Solicitors

Understanding

With our belief that relationships really do matter, we’re focused on understanding you and your world more deeply.

Expertise

By harnessing our collective skills, knowledge, and depth of expertise, we support you to manage the unique complexity of your personal and commercial interests in a smarter way.

Insight

Naturally strategic, we’re able to see the bigger picture, solve problems and realise opportunities more effectively.

Agility

Always responsive, with a solutions orientated mindset, we get to the heart of the matter fast, enabling you to reach positive outcomes more quickly.

Meet our Team for Private Clients

Lucy Gordon, Private Client Director at SE Solicitors
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Lucy Gordon

Director
01295 204000
Liliana Tomasulo, Senior Associate at SE Solicitors, Private Client
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Liliana Tomasulo

Senior Associate
01295 204144
Tom McInerney, Private Client at SE Solicitors
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Tom McInerney

Senior Associate
01295 204092
Julia Routen, Solicitor at SE Solicitors, Residential Property
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Julia Routen

Solicitor
01295 204012
David Endicott, Private Client, SE Solicitors
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David Endicott

Consultant
01295 204023
Kristina Dunne, Private Client, SE-Solicitors, Bicester
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Kristina Dunne

Senior Associate
01869 222304
Aimee Bowles, Private Client at SE-Solicitors
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Aimee Bowles

Probate Executive
01295 204029

Get in touch

For help with your legal needs, please get in touch with our team. You can call us, email us or fill in the form and we will get back to you as quickly as we can.

Our client testimonials

“SE-Solicitors offers extremely high quality contentious and non-contentious Private Client advice.”
Client, The Legal 500 2024
“Well established and knowledgeable team. Good communications and understanding of customer requirements.”
Client, The Legal 500 2024
“Lucy Gordon is a standout and runs a good team. You get niche expert advice without incurring London prices. All work is done efficiently and with a realistic commercial feel.”
Client, The Legal 500 2024
“Very knowledgeable, yet able to make this knowledge very accessible to lay person. Very personable professionals who are also friendly and warm and show real empathy.”
Client, The Legal 500 2024
“SE-Solicitors is a unique practice. Efficient, friendly, with an amazing work ethic that we have never experienced with other practices.”
Client, The Legal 500 Review 2023
“I particularly value the personal relationship, continuity, and knowledge of my family over many years. I have always had excellent, prompt service at what I believe are reasonable prices.”
Client, The Legal 500 Review 2023
“Lucy Gordon is an excellent lawyer who will find a sensible solution to any problem and do so in the most efficient manner. I do not hesitate to recommend high-net-worth individuals to her for advice. The work is done effectively and efficiently and the clients love her.”
Client, The Legal 500 Review 2023
“The team take the time to understand client needs and then have a high level of technical knowledge to work through situations and provide solutions.”
Client, The Legal 500 Review
“Tom McInerney is extremely knowledgeable and has a warm and understanding demeanor when dealing with all clients. He has a particularly calming and caring influence on clients.”
Client, The Legal 500 Review 2023