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 76 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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Core Private Client Services

Wills
Trusts
Inheritance tax planning
Estate & wealth planning
Probate & estate planning
Older & vulnerable clients
Farmers & Landowners succession planning
Business owner succession planning

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, write a will
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Lucy Gordon

Director
01295 204000
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Liliana Tomasulo

Director
01295 204144
Tom McInerney, Private Client at SE Solicitors, write a will
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Tom McInerney

Senior Associate
01295 204092
Kristina Dunne, Private Client, SE-Solicitors, Bicester, write a will
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Kristina Dunne

Senior Associate
01869 222304
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Diana Popescu

Solicitor
01295 204038
Ore Smith, SE Solicitors, Private Client
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Ayo-oreOluwa Smith

Solicitor
01295 204042
Aimee Bowles, Private Client at SE-Solicitors, write a will
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Aimee Bowles

Executive
01295 204029
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Isabelle Draper

Paralegal
01295 204132
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Nilam Keshwala

Paralegal
01295 204023

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.

Endorsements & Memberships

Private Client, SE-Solicitors
Society of Trust and Estate Practitioners

Our client testimonials

“They are very knowledgeable in their fields of expertise and respond to queries quickly and efficiently.”
The Legal 500 2027
“This is a terrific practice. Good old-fashioned dedication and professionalism. Always responsive and charming to deal with. It’s just a practice that is determined to make clients happy!”
The Legal 500 2027
“SE delivers a first-rate service very efficiently, offering excellent value to its clients. It provides access and a rapid response to top-level knowledge and expertise. The team is very proactive and responds to queries quickly and efficiently. They are very knowledgeable in their fields of expertise.”
The Legal 500 2027
“I required help with probate and finances and with SE- Solicitors, I found true sensitivity with absolute clarity regarding my situation. The lead solicitor and trainee solicitor that were assigned to me couldn’t have been better, being most professional, knowledgeable, charming and helpful throughout. The warm hearted openness made the whole situation relaxed and comfortable. I consider myself very fortunate to have received such kindness. The whole situation soon felt as though I was being helped by close friends.”
David Clarke, Trustpilot 2026
“The service we got from Ore was outstanding. He understood our needs quickly and was able to guide us in the right direction.”
Client 2026
“From start to finish everything went smoothly and was a great help to me at a very difficult time. Aimee and other members of staff were kind understanding and efficient.”
Client 2026
“I have been extremely impressed by the approachable, welcoming, helpful, efficient, effective, reliable and excellent service delivered by SE-Solicitors and their team.”
The Legal 500, 2026
“Lucy Gordon is capable, responsive and easy to deal with. She has great knowledge, is thoughtful and thorough – everything you want in a lawyer.”
The Legal 500, 2026
“They have in-depth knowledge of their subject and are willing to investigate any obscure points that may arise.”
The Legal 500, 2026
“I have dealt mainly with Liliana Tomasulo and have always found her to be courteous and polite. The information she gives is always clear and concise and she always makes sure that I understand what she has told me.”
The Legal 500, 2026
“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
“The team have great resilience and zeal against what at times seemed impossible odds.”
The Legal 500, 2025
“Everyone at SE with whom I had contact were very friendly, helpful and approachable and my dealings with them were easy to understand.”
The Legal 500, 2025
“I have always found the firm in Banbury to be very professional and courteous and the probate team were especially sensitive in their dealings with me during this difficult time. They handled the whole process efficiently and expedited all necessary paperwork in a timely fashion.”
The Legal 500, 2025
“Very easy to deal with, speak in plain English avoiding legalese. Communication is to suit the client. I feel that we got great advice to ensure our financial affairs were put in order.”
The Legal 500, 2025
“We have used SE-Solicitors on several occasions and shall continue to do so in future as the need arises. We have confidence in the professional and efficient service we receive from them.”
Client, 2024
“From beginning to end, our experience with SE in Banbury was excellent. All staff were friendly and helpful. It was a pleasure to work with Liliana Tomasulo in creating our new wills and discussing inheritance tax matters. Thanks to everyone!”
Client, 2024
“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.”
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
“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
“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
“The firm has been extremely helpful in all my dealings with you. They have understood my wishes and the aim in trying to leave things as uncomplicated as possible for my family.”
Client, 2024
“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.”
The Legal 500 Review, 2023

Recent Private Client Posts

SE-Solicitors Celebrates Increased Individual Recognition in The Legal 500 2027 Guide

SE-Solicitors Celebrates Increased Individual Recognition in The Legal 500 2027 Guide

7 Oct 2026

SE-Solicitors is celebrating its continued recognition in the 2027 edition of The Legal 500 UK guide, one of the legal profession’s most…

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What the Sir Ranulph Fiennes Story Teaches Us About Lasting Powers of Attorney

What the Sir Ranulph Fiennes Story Teaches Us About Lasting Powers of Attorney

28 Sep 2026

Recent media attention surrounding Sir Ranulph Fiennes has brought Lasting Powers of Attorney (LPAs) into the spotlight. Reports have…

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French Succession Law: An Important Clarification for English and Welsh Private Client Practitioners

French Succession Law: An Important Clarification for English and Welsh Private Client Practitioners

8 Sep 2026

Article 913(3) of the French Civil has attracted significant attention since its introduction in 2021. The provision created a droit de…

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Why Every Adult Should Consider a Lasting Power of Attorney

Why Every Adult Should Consider a Lasting Power of Attorney

22 Jul 2026

A Lasting Power of Attorney (LPA) is one of the most important legal documents you can put in place, yet it is often overlooked. Many…

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SE-Solicitors Assists in Donating Remarkable Historic Photo Collection to Aireborough Historical Society

SE-Solicitors Assists in Donating Remarkable Historic Photo Collection to Aireborough Historical Society

14 Jul 2026

SE‑Solicitors has proudly donated an extraordinary historic collection of family photographs, diaries and military documents to the…

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A Fairer End to Relationships? Government Consults on Major Family Law Reforms

A Fairer End to Relationships? Government Consults on Major Family Law Reforms

18 Jun 2026

The Government has launched its consultation, A Fairer End to Relationships, proposing some of the most significant changes in family law…

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Separated but not divorced? Your spouse may still inherit

Separated but not divorced? Your spouse may still inherit

15 Jun 2026

Does a separated spouse still inherit if there is no Will? Yes. In England and Wales, separation alone does not remove a spouse’s…

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What happens to your property when you die?

What happens to your property when you die?

10 Jun 2026

Dealing with a loved one’s estate when they die can be challenging, especially during an already emotional time. When we talk about…

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Government consultation could lead to greater legal rights for cohabiting couples

Government consultation could lead to greater legal rights for cohabiting couples

5 Jun 2026

A consultation on reforms that could provide cohabiting couples with greater legal rights in the event of a relationship break down or…

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How Blended Families Can Avoid Inheritance Disputes

How Blended Families Can Avoid Inheritance Disputes

15 May 2026

Almost half of the professional practitioners recently surveyed by STEP have said that they have noticed an increase in disputes within…

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Is My Cross-Border Will Valid?

Is My Cross-Border Will Valid?

24 Apr 2026

One question I genuinely do get asked a lot (usually in a panic first thing on Monday morning or last thing on a Friday evening) is: ‘Is…

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Inheritance Tax Planning: Why It’s More Complex Than People Realise

Inheritance Tax Planning: Why It’s More Complex Than People Realise

15 Apr 2026

Inheritance tax (IHT) planning is often reduced to a single question: how much can I give away without paying tax? In reality, the rules…

Read More