At Cleaver Fulton Rankin we recognise the importance our clients attach to providing financial security for themselves and their families. Our Private Client team is dedicated to providing high quality specialist advice on wills, inheritance tax and estate planning, including the use of lifetime and testamentary trusts where appropriate.

We also deal generally with the administration of trusts and estates and advise on enduring powers of attorney, nursing care issues and matters involving the Office of Care and Protection. We have strong relationships with other professionals including accountants and specialist financial advisers, enabling us to ensure our clients achieve positive solutions tailored to their individual circumstances.

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Areas of Expertise

Our Private Client team are dedicated to providing high quality specialist advice in all of the areas listed below and can bring in specialists from other departments should the need arise.

  • Wills
  • Inheritance Tax
  • Trusts
  • Succession Planning for Businesses
  • Enduring Powers of Attorney
  • Nursing Care
  • Office of Care and Protection
  • Probate and Administration of Estates
  • Administering an estate where there is no will – intestacy
  • Disputes about Wills and Trusts
  • Family / Matrimonial

Why Us?

Chambers and Partners 2015 recognised our Private Client team saying “They have a depth of knowledge and are very good at what they do.” We have also been described as “everything in an ideal world that you would expect a solicitors firm to be. I couldn’t envisage going anywhere else.” Legal 500 2014 have ranked our Private Client team as Top Tier. Head of Department, Michael Graham was Chairman of the Northern Ireland Branch of the Society of Trust and Estate Practitioners (STEP), from 2012 to 2015 and remains on the branch committee, whose members are specialists in the area of trust and estate planning. When necessary, the team works closely with our propertycorporate and dispute resolution teams to ensure our clients’ goals are achieved effectively and efficiently.

Our Experience

Our Private Client team has considerable experience in administering estates and trusts including those which are complex and high-value. The Private Client team also have a trustee company for the specific purpose of providing a professional executor and trustee service for our clients, giving them the security and peace of mind which comes from knowing that their will or trust will be properly managed going forward. Our Private Client team have strong relationships with other professionals including accountants and specialist financial advisers, enabling us to ensure our clients achieve positive solutions tailored to their individual circumstances.