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United Kingdom > East Anglia > Private client > Personal tax, trusts and probate: Peterborough > Law firm and leading lawyer rankings

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  1. Personal tax, trusts and probate: Peterborough
  2. Leading individuals (region-wide)
  3. Next generation lawyers (region-wide)

Leading individuals (region-wide)

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Next generation lawyers (region-wide)

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Buckles Solicitors LLP has one of the largest private client teams in Peterborough, with clients singling out the ‘practical, knowledgeable and personableDuncan Jackson, who works between Peterborough and the firm’s London office. Other key figures include head of department Stephen Duffy, who specialises in care home fees matters, including planning to protect assets and resolving disputes with local authorities; STEP and Solicitors for the Elderly member Charles Applegate, who has nearly 40 years’ experience in wills, probate and tax planning; and Sallyann Short, whose previous experience includes work as an independent financial adviser and who is widely respected for her understanding of IHT, wills, trusts and estate administration. Legal executive and head of probate Beverley Diamond is also recommended. The team advised a client on business relief matters for a multimillion-pound estate in order to limit IHT liabilities; acted for a couple with a multimillion-pound portfolio of assets on how to restructure existing LLP and limited companies to maximise business property relief; and advised married executives from Europe working in London on tax-efficient planning for a high-value estate.

Greenwoods Solicitors LLP is known for providing ‘a personal service that is thorough and cost-effective’. Clients highlight associates Kerri Pellington-Woodrow, who ‘always makes absolutely certain that the right thing is done’, and Suzanne Evans, ‘an empathetic practitioner who offers clear and practical advice’. Pellington-Woodrow’s broad practice covers the full range of private client work including advice to lay deputies, making applications to the Court of Protection and acting on behalf of clients who lack mental capacity. Evans regularly advises on wills, trusts and powers of attorney, and helps many elderly and vulnerable clients with retirement planning issues. Consultant Trevor George, who joined the firm from Shoosmiths LLP in Northampton, has 40 years’ experience in tax matters. Among the team’s many highlight last year was the management of the UK portion of the estate of a wealthy individual based abroad, which included complex IHT and cross-border issues.

Hegarty LLP’s ‘friendly and knowledgeable’ team provides ‘excellent service in a timely manner’. The probate team deals with complex and high-value estates that often include overseas assets, and the firm is also active in estate planning for high-net-worth individuals with substantial agricultural and business assets. ‘Responsible, reliable and cautiously pragmatic’ department head Greg Baker is ‘very good at complex trusts, wills and probate cases’. Clients also recommend STEP-accredited associate Jo Wild and solicitor Emma Carter; both are ‘approachable, thorough and have a strong depth of knowledge’. The firm’s ongoing matters include estate planning for a multimillion-pound estate using trust arrangements to minimise IHT liability, advising on wills and estate planning for a high-value estate to ensure the continuation of a private business registered in the Channel Islands, and handling complex matters for an estate with holdings in private companies and investment properties.

Hunt & Coombs LLP has ‘one of the best private client offerings in Cambridgeshire’, according to one client. The firm excels in the areas of tax planning and will preparation, where it acts for high-net-worth individuals and families, and also handles the winding up of estates of all sizes and degrees of complexity. Henry Anstey is ‘straightforward, transparent on fees, trustworthy and fights hard for his clients’. He has 25 years’ experience and is noted for being ‘very knowledgeable on long-term care issues and complex wills and estates’. Senior solicitor John Wright and solicitor Andrea Harrod, along with two chartered legal executives, complete the team. The firm’s caseload from 2016 included estate and tax planning for an estate exceeding £1m in value, handling a complex estate that included a gift and loan trust, and organising enduring power of attorney for a client with substantial investment and property assets.


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