The Legal 500

United Kingdom > East Midlands > Private client > Personal tax, trusts and probate

Editorial sections

Other

All countries

Browne Jacobson LLP excels in the structuring and reorganisation of trusts, and in contentious trusts and probate. Alan Radford and William Colacicchi obtained distribution of a £15m estate to next of kin in a high-profile contested estate case, while other work for the team included acting on the implementation of several innovative tax planning strategies.

‘Responsible, professional and very knowledgeable’, Freeth Cartwright LLP operates dedicated teams for trusts and personal tax, probate, private litigation, Court of Protection and financial services. Nigel Cullen has 40 years’ non-contentious experience. The ‘tenacious’ Mark Keeley is ‘constructive and outcome focused’.

Harvey Ingram LLP has a growing team whose recent work includes advising its mix of local SME-owner, business, and trusts clients on final salary pension schemes, tax planning matters, and variation of trusts. Mark Dunkley now heads the practice.

Hewitsons LLP specialises in inheritance tax planning, trust reorganisations, and complex estates. Recent successes include a substantial claim for inheritance tax exemption for gifts out of income. Clare Colacicchi’s team handles a significant number of £10m-plus estates, including assisting with complex claims for agricultural and business property tax relief.

Nelsons Solicitors Limited provides a partner-led, comprehensive service to individuals and trusts across probate, trust incorporation, Court of Protection matters, and investment and tax advice. Richard 
Grosberg is ‘extremely professional and sensitive, 
listens well, and is an excellent mediator’; and 
Jane Sutherland is ‘highly competent, and very experienced’.

The ‘personable, knowledgeable, efficient and sensitive’ Grace Steele, formerly of Flint Bishop LLP, has taken up the helm at Geldards LLP, where her team focuses on high-net-worth estates.

Roythornes LLP’s growing team is now headed by Jarred Wright, following Graham England’s retirement. It continues to provide an ‘excellent’ service to clients in the agricultural sector on tax and settlement matters affecting complex estates.

The ‘speedy, efficient and friendly’ team at Shakespeares delivers a ‘first-rate service’ concentrating on tax and succession planning. The ‘sympathetic, knowledgeable, efficient’ Jacqueline Lewis and ‘incisive’ John Pears recently advised on the implications of shari’ah law in relation to a disputed estate, and the formation of a community interest company in the context of a charitable trading entity.

Shoosmiths is a ‘blue-chip firm’ for private client issues: a ‘very professional set-up but highly focused on clients’ needs’. Trevor George is ‘very knowledgeable’ and ‘very good’ with high-net-worth clients.

Actons’ team, headed by Mandy Kelly, assists wealthy and elderly clients with estate, pension and tax planning.

Chattertons’ large team assists numerous private clients in Lincolnshire on wills, and tax and investment planning.

Langleys ‘offers strength throughout the team’, with the ‘experienced’ Andrew Fearn and ‘very focused and efficient’ David Wood singled out for praise.

Rothera Dowson administers over 200 estates and 115 trusts annually from its numerous regional offices.

Tollers LLP has two partners handling trust and estate administration.

Wilkin Chapman has four partners with experience in claims for IHT and business tax relief on high-value estates.

Wilson Browne’s large team includes partners qualified as Court of Protection panel deputies and notaries, and acts for numerous charities, trusts and private estates.

Flint Bishop LLP majors in will-writing through partnerships and its online service. Grace Steele moved to Geldards LLP in 2010.

Howes Percival LLP is building a new team under the leadership of Jane Cowley.

Shacklocks is active in wills and IHT planning in Derbyshire.

Smith Partnership has a highly experienced team that handles an increasing volume of wills.

Search News and Articles

Press releases

The latest news direct from law firms. If you would like to submit press releases for your firm, send an email request to

Legal Developments in the UK

Legal Developments and updates from the leading lawyers in each jurisdiction. To contribute, send an email request to

Press Releases in the UK

The latest news direct from law firms. If you would like to submit press releases for your firm, send an email request to
© 2012 www.legal500.com