Wealth Planning

Plan for now. Plan for the future

Wealth Planning

Our Services

Work with Our Private Client Specialists on Your Wealth Planning in Leamington Spa and Warwickshire  

Whether you’re planning for retirement, structuring your estate, or seeking to minimise tax liabilities, we will provide clear, practical, and sensitive guidance ensuring that your wealth planning reflects your aspirations.

At BlytheLiggins, we recognise that your wealth is not just a financial asset but a legacy to be preserved and passed on. Our dedicated Private Client team offers bespoke advice for individuals in Warwickshire and across the UK to help you manage, protect, and grow your wealth for future generations.

Speak with our Wealth Planning experts

Our Private Client Experts Can Help With

  • Strategic Estate and Business Succession Planning
    Develop a clear plan that ensures your estate and business are passed on smoothly and according to your wishes, minimising disruption and protecting your legacy.

  • Inheritance Tax Planning
    Reduce the tax burden on your estate by understanding inheritance tax rules and implementing practical strategies to preserve more of your wealth for your beneficiaries.

  • Providing for Heirs, Charities, and Other Beneficiaries
    Structure your Will or trust to effectively support your loved ones and the causes important to you, ensuring your values are reflected in your legacy.

Meet the Private Client Team

Donna Bothamley

Donna Bothamley

Partner

Donna joined Blythe Liggins in 2000 and qualified as a solicitor in 2002. She became a partner in 2008 and is head of the Private Client team. She also sits on the firm’s Executive Committee and is the chair of the firm’s Marketing Committee.  Donna has an in-depth level of experience in matters relating to […]

Learn More

Donna Bothamley

Partner

Donna joined Blythe Liggins in 2000 and qualified as a solicitor in 2002. She became a partner in 2008 and is head of the Private Client team. She also sits on the firm’s Executive Committee and is the chair of the firm’s Marketing Committee.  Donna has an in-depth level of experience in matters relating to […]

Learn More
Jessica McDonnell

Jessica McDonnell

Solicitor

Jessica qualified as a solicitor at Blythe Liggins in 2020 and has been with the firm since 2014. She read Law at the University of Gloucestershire in Cheltenham and successfully completed the Legal Practice Course at the University of Law in Birmingham.  During her time at the firm, Jessica has gained a high level of […]

Learn More

Jessica McDonnell

Solicitor

Jessica qualified as a solicitor at Blythe Liggins in 2020 and has been with the firm since 2014. She read Law at the University of Gloucestershire in Cheltenham and successfully completed the Legal Practice Course at the University of Law in Birmingham.  During her time at the firm, Jessica has gained a high level of […]

Learn More
Kayleigh Mullins

Kayleigh Mullins

Paralegal

Kayleigh joined the Private Client department in 2021 as an experienced paralegal. She started her legal career in 2013 as a legal assistant, having gained a wealth of experience at two regional firms.  Kayleigh regularly meets clients, and her compassionate and sympathetic nature helps her to connect with clients during the difficult family situations that […]

Learn More

Kayleigh Mullins

Paralegal

Kayleigh joined the Private Client department in 2021 as an experienced paralegal. She started her legal career in 2013 as a legal assistant, having gained a wealth of experience at two regional firms.  Kayleigh regularly meets clients, and her compassionate and sympathetic nature helps her to connect with clients during the difficult family situations that […]

Learn More
Paul England

Paul England

Legal Executive

Paul joined the Private Client team in 1990 and qualified as a chartered legal executive in 1992. Paul is also responsible for organising the firm’s participation in the Two Castles Run since the firm first sponsored the event in 2006. With over 35 years of experience, Paul is well adept in advising on complex and […]

Learn More

Paul England

Legal Executive

Paul joined the Private Client team in 1990 and qualified as a chartered legal executive in 1992. Paul is also responsible for organising the firm’s participation in the Two Castles Run since the firm first sponsored the event in 2006. With over 35 years of experience, Paul is well adept in advising on complex and […]

Learn More

Get Clear Legal Advice for Your Wealth Planning.

Speak to a legal expert in Leamington Spa

Get in contact today

Request a callback

Speak with our dedicated team of experienced experts

  • This field is for validation purposes and should be left unchanged.

search Search Blythe Liggins

Search the Blythe Liggins website. You can search for things like; names of our team members and required services. E.g "Family Law" & "Lois Harrison"