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  1. Personal tax trusts and probate
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Leading individuals

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Helen Tavroges and David Dale lead Bond Dickinson LLP’s team, which recently advised the trustees and owner of a landed estate worth over £100m in relation to ongoing trust, taxation and heritage property issues regarding the historic house inhabited by the estate owner. Deborah Jude is recommended.

Hay & Kilner’s expertise spans inheritance tax and estate planning for agricultural clients, acting for large landed estates, and assisting with succession planning. Kirsten Cook leads the team, which includes Alison Hall, who recently advised clients on the creation of a settlement for grandchildren and on the creation of a family charitable trust.

Sintons LLP’s practice stands out for its approach to assisting vulnerable clients, including the elderly or injured. Team head Paul Nickalls assists with drafting wills and administering estates, and also provides advice on IHT and Court of Protection matters.

Clients rate Ward Hadaway for its ‘very personal and friendly level of service’, with Gaynor Jackson singled out for her ‘empathy, clear explanations, and great bedside manner’. Practice head Andrew Facer acts for entrepreneurial and landed clients with an emphasis on complex succession structures involving companies, partnerships, foreign property, and pension funds. He also provides advice on employee benefit trusts.

DWF’s clients highlight the ‘superior level of service’ provided by the team, which is led by Jon Gould, whose ‘knowledge of private client law is second to none’. Gould is advising on a complex estate involving a farming partnership worth approximately £1.5m.

For some, EMG Solicitors fields ‘the premier independent Court of Protection practice in the North East’. Emma Gaudern leads the team and is rated for her ‘personable approach, her experience and for the confidence she commands from all quarters’. Jemma Morland is developing niche expertise in the financial aspects of the 2014 Care Act.

Gibson & Co Solicitors Ltd acted for the executors of an estate including the termination of a life interest trust and dealing with the free estate valued in excess of £7m. The ‘extremely knowledgeable’ David Bawn is recommended for his ‘outstanding grasp of the law and wealth of experience’.

Iain Nicholson & Co’s responsive practice is led by Iain Nicholson, who is highly experienced in advising high-net-worth clients on wills, probates, taxation and property matters. Peter Dakin’s recent work includes advising on estate documentation for the development of private housing in Northumberland.

Latimer Hinks Solicitors’ practice is led by Anne Elliott, who focuses on wealth preservation for high-net-worth clients including preparing wills and trusts, tax planning, succession planning and related capital gains tax planning. Elizabeth Armstrongis great at building client trust, which will not only help the client now but over many years’.

BHP Law is known for acting for high-net-worth individuals with large estates. Helen Biglin specialises in acting for elderly clients protecting their assets, lasting powers of attorney and IHT issues. Karen Pratt is a go-to person for Court of Protection work and Peter Blackett acts for country landowners and farming families.

Burnetts fields a team with ‘real strength in-depth, exceptional interpersonal skills and a confident, competent approach’. Martyn Wrightson, Emma Baker and Sharon Fleming are the key contacts.

Joanna Jeeves leads Cartmell Shepherd’s team, which specialises in acting for the elderly in relation to Court of Protection matters. All senior members of the team are STEP qualified.

At Mincoffs Solicitors LLPPatricia Mellish has expertise in family trusts, wills, estate planning, lifetime trusts, administration of estates and enduring and lasting powers of attorney and Court of Protection work. Helen Robinson joined in 2015.

Muckle LLP’s team is led by Keith Hately, who focuses on advising business owners with family wealth and succession planning.

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