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.

Get in touch

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
David Endicott, Private Client, SE Solicitors, write a will
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David Endicott

Consultant
01295 204023
Tom McInerney, Private Client at SE Solicitors, write a will
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Tom McInerney

Senior Associate
01295 204092
Liliana Tomasulo, Senior Associate at SE Solicitors, Private Client, write a will
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Liliana Tomasulo

Senior Associate
01295 204144
Zuzanna Pogorzelska, Private Client, Inheritance Tax, SE-Solicitors, Lasting Powers of Attorney
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Zuzanna Pogorzelska

Solicitor
01295 204007
Kristina Dunne, Private Client, SE-Solicitors, Bicester, write a will
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Kristina Dunne

Senior Associate
01869 222304
Julia Routen, Solicitor at SE Solicitors, Residential Property, write a will
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Julia Routen

Solicitor
01295 204012
Aimee Bowles, Private Client at SE-Solicitors, write a will
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Aimee Bowles

Probate Executive
01295 204029
Ore Smith, SE Solicitors, Private Client
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Ayo-oreOluwa Smith

Trainee Solicitor
01295 204042

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

“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
“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
“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.”
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

Recent Private Client Posts

SE-Solicitors Celebrates Advancement in the Legal 500 Rankings

SE-Solicitors Celebrates Advancement in the Legal 500 Rankings

3 Oct 2024

SE-Solicitors, a leading law firm in the heart of England, is celebrating its success in the recent Legal 500 awards, reflecting their…

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Property Gifts to Children

Property Gifts to Children

12 Sep 2024

A gift of property to a child, under the age of 18 years  is not a simple gift, the law (recognising that not all of us are ready to make…

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The Importance of Considering Digital Assets in your Will

The Importance of Considering Digital Assets in your Will

19 Aug 2024

In an increasingly digital age, we lead more and more of our lives online. Despite this, very few people consider their digital assets…

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Assisted Dying – Lord Faulkner’s Private Members Bill and the Forfeiture Act 1982

Assisted Dying – Lord Faulkner’s Private Members Bill and the Forfeiture Act 1982

6 Aug 2024

The ethical debate surrounding assisted suicide is long standing, complicated and immotive and particularly since Esther Ransom’s…

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The impact of using unregulated firms for will writing, trusts and estate planning services

The impact of using unregulated firms for will writing, trusts and estate planning services

25 Jul 2024

The recent decision from the Financial Conduct Authority that it has no power to intervene to recover the losses for many people who were…

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Leading Law firm SE-Solicitors Announces New Managing Director

Leading Law firm SE-Solicitors Announces New Managing Director

22 Jul 2024

SE-Solicitors is excited to announce the appointment of a new Managing Director to continue the growth ambitions of the firm.  The…

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Lasting Powers of Attorney: Have you protected your future?

Lasting Powers of Attorney: Have you protected your future?

18 Jul 2024

Arranging Lasting Powers of Attorney (LPA) for Finance and Property and for Health and Welfare helps you prepare for your future. These…

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SE-Solicitors participates in Dementia Active’s ‘Marathon in a Month’

SE-Solicitors participates in Dementia Active’s ‘Marathon in a Month’

3 Jun 2024

Through the month of June, a team of 25 of us here at SE-Solicitors will be joining in the Dementia Active challenge, ‘Walk a Marathon in…

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SE-Solicitors recognised for excellence with latest Lexcel accreditation

SE-Solicitors recognised for excellence with latest Lexcel accreditation

3 Jun 2024

SE-Solicitors have been awarded with Lexcel 6.1, the latest version of a highly regarded legal practice accreditation.  Lexcel is an…

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Probate delays persist

Probate delays persist

31 May 2024

Those of you with experience in this area, whether personal or professional, will know that these significant delays have been a problem…

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Probate – what are the risks of doing it yourself?

Probate – what are the risks of doing it yourself?

7 Mar 2024

When a loved one dies and you have been nominated as an executor in charge of sorting out their property, money and  possessions, you may…

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What do you do when a loved one dies?

What do you do when a loved one dies?

19 Feb 2024

Dealing with the death of a family member is overwhelming, and the emotional aspect can be devastating. These steps can help you to…

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