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High Net Worth Solicitors & Legal Support Cheshire

When you have significant wealth, the decisions you make in your lifetime can have a lasting impact on the people and causes you care about. You may be thinking about protecting what you have built, planning for the future, or simply making sure your affairs are clear and orderly, without unnecessary complexity or unwanted attention.

Every day we change the lives of our Clients, Colleagues and Community through expert Legal and Financial solutions. We specialise in advising high-net-worth clients, offering bespoke legal and financial planning services that are tailored to protect and grow their wealth.

For some people, that means personal planning that reflects their own priorities, values and long-term ambitions. For others, the focus is wider. Supporting a partner, preparing the next generation, safeguarding a family home or a business, or reducing the scope for future misunderstandings can all shape the choices you make now.

Our dedicated high net worth team has extensive experience in handling complex matters such as estate planning, tax efficiency, wealth preservation, and succession planning. We understand the unique challenges faced by affluent individuals and families and provide strategic, personalised advice to help secure assets for future generations

With a focus on discretion, compassion and excellence, we deliver solutions that align with your goals, ensuring your personal and financial interests are comprehensively protected. If you would like to speak to our team, call us today or complete the form below and we will arrange an initial conversation.

 

How we help High Net Worth Individuals & Families

At Cullimore Dutton Solicitors, we understand the unique complexities and opportunities that come with managing wealth. Our team of legal and financial experts is dedicated to providing comprehensive support to high-net-worth individuals and their families. We offer a full suite of services designed to protect and grow your assets while ensuring the best outcomes for your entire family, across generations.

We provide bespoke solutions that address the needs of each family member, no matter their age or life stage. Our team works together seamlessly to provide a holistic service, guiding you and your family through life’s most significant decisions with care, discretion, and expertise.

Ensuring your wealth is passed on according to your wishes can be complex, particularly where there are family members to provide for, business interests, overseas assets, or charities you want to support. With careful planning, we can help you put clear arrangements in place that reflect your priorities and create a lasting legacy. We provide tailored advice on wills, trusts, and inheritance tax planning so that your assets can be protected and distributed efficiently, both during your lifetime and after death, where appropriate.

Our in-house financial advisers work closely with our legal team to offer bespoke investment strategies, tax advice, and pension planning to grow and manage high-net-worth retirement wealth. For many clients, this is about balancing lifestyle today with longer-term goals, whether that means building financial security, supporting children or grandchildren, or planning for retirement. Whether you are looking to diversify your investment portfolio, review existing structures, or create a joined-up plan alongside your estate arrangements, we offer solutions that align with your long-term objectives.

We understand that relationship and family matters can be sensitive, especially when significant wealth is involved. Our expert family law solicitors can assist with pre- and post-nuptial agreements, high-net-worth divorce settlements, and financial arrangements, with a focus on protecting your position and approaching discussions with care and discretion. Where children, family trusts, inherited wealth, or complex assets are involved, we can help you understand your options and reach arrangements that are fair and workable for everyone concerned.

From high-value residential purchases to managing a diverse property portfolio, our property law experts are here to help ensure that your assets are legally protected. We handle everything from acquisitions and sales to refinancing and portfolio management, taking care to reflect wider planning aims where needed. Whether the property is for you personally, held jointly, owned through a company or trust, or intended for family use across generations, we will work to make sure your interests are safeguarded at every step.

If you own an SME, your personal legal and financial decisions are often closely tied to the success of the business. Day-to-day demands can make it easy for personal planning to slip down the list, even when the stakes feel high for you and your family.

We provide legal support  for SME business owners with dedicated, conflict-free advice focused on personal legal and financial planning. By not offering legal advice in relation to your company law matters, our guidance remains centred on your individual and family needs, with no risk of conflict with your business’s legal advisers.

Key Contact

Phil Appleby

Phil Appleby

High Net Worth Solicitor
Legal Director

Phil Appleby

Phil Appleby is a Legal Director in Cullimore Dutton’s Wills, Trusts and Estates Team. He specialises in a broad range of private client work, including Wills, Lasting Powers of Attorney, trusts, inheritance tax advice and Court of Protection matters.

Phil understands that every client’s circumstances are different and that people may be seeking advice during a difficult period in their lives.

Specialisms: Wills, Trusts and Probate

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Why Choose Cullimore Dutton?

At Cullimore Dutton, we bring legal and financial expertise together under one roof, so your planning can be handled in a coordinated way. That joined-up approach is particularly valuable when decisions overlap, for example when estate planning affects investment strategy, or when family arrangements and asset structures need to be considered side by side. It also means fewer moving parts for you, and clearer, more confident decision-making.

We work with high-net-worth individuals and families who value continuity and trusted relationships. Many clients come to us at a particular moment, such as a significant life event, a change in family circumstances, or a desire to put longer-term plans in place, and then stay with us as priorities evolve. Our heritage dates back to 1792, and that long-standing foundation supports a calm, careful approach focused on getting the detail right.

We understand how important discretion is when wealth and family dynamics are involved, and we handle your affairs with professionalism, integrity and care. You can expect clear communication in plain English and advice that is proportionate to your circumstances, whether you are making personal plans, supporting a wider family, or both.

No two clients are the same, and neither are their legal or financial needs. We take the time to understand what matters to you, then shape advice around your goals, values and the people you want to protect, now and in the future. More guidance, more clarity and more reassurance than you might expect from a standard service.

 

Contact Cullimore Dutton’s High Net Worth team today

Whether you are putting personal plans in place, thinking about how best to provide for your family, or reviewing arrangements that have become more complex over time, we will start by listening and helping you make sense of the next best step.

From our offices in Chester and Knutsford, we support high-net-worth individuals and families across Cheshire and the North West, including clients in and around Wilmslow, Alderley Edge, Macclesfield, Northwich, Warrington, Manchester and Liverpool. You can expect clear, practical advice in plain English, delivered with discretion and care, and with the benefit of joined-up legal and financial expertise under one roof.

Get in touch with our team. We will talk through what you want to achieve, outline the options available, and explain how our fees work, whether on a fixed fee or time served basis, alongside any third-party costs that may apply.