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  1. Personal tax, trusts and probate: Hampshire
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Who Represents Who

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Blake Morgan LLP is, according to one client, 'the leading firm in our area when it comes to large and complex cases' and provides an 'exemplary' service. The team has notable expertise in wealth protection and its clients range from private individuals, business owners, including farming and landed estate owners, to families and executors. The team has considerable experience in probate, trust administration, Court of Protection and tax matters and is able to draw on the firm's wider real estate, family and commercial expertise when required. Helen Bunker heads the group together with Simon Treherne, who combines 'great knowledge with being balanced and objective and very on the ball'. Other key names include Douglas Smith, who is 'a true expert with a helpful attitude'; director Jessica Wiltshire, who has 'deep knowledge in the areas of wills, trusts, and all associated tax planning'; associate Darren Price, who combines 'professional skill with a kind' manner; and senior associate Jonathan Sleep, who joined from Coffin Mew LLP and is noted for his 'excellent legal insight and for being very good with clients'.

Coffin Mew LLP's team, which is led by Annabelle Vaughan, stands out for its 'strong private client department and strong capability across a range of disciplines'. The team advises on wills, the preparation and management of trusts, probate, inheritance tax planning and Court of Protection work, and acts for a range of high-net-worth business owners and families and frequently advises on complex estates that include overseas property. Portsmouth-based Stacey Keech  is 'a delight to work with', has 'an excellent bedside manner' and the 'ability to think strategically and develop plans that can solve client's issues'. Associate Rachel Evans has 'a very good knowledge of the law' and is 'very fair, and very keen to seek justice'. Jonathan Sleep  departed in March 2017 to join Blake Morgan LLP.

Barry Adamson heads the team at Moore Blatch LLP, which has expertise in administering estates with assets in overseas jurisdictions, complex wills and trusts, and tax planning. It undertakes the full range of tax and private client matters including succession planning, wealth protection and trust work together with related tax advice and areas such as care fees planning. Carla Brown is a noted senior partner. Fiona Heald leads the Court of Protection team; associate Alison Lloyd is head of probate and associate Philip Whitcomb acts for rural and farming clients. The team has recently made several new hires including Roger Crouch, Aimee Dooley-Cox and Benjamin Williamson; the trio joined in July 2017 following the firm's merger with Calvert Smith and Sutcliffe.

The team at Paris Smith LLP provides 'good advice' and assists clients across all aspects of complex trusts, the administration of estates, tax issues and tax planning and Court of Protection work. Practice head Nick Turner is 'very approachable and provides sound advice'; he advises high-net-worth clients on trusts, succession and related tax issues. Jason Oliver, who specialises in contentious probate and trust cases and Isabel Deverill, who is based in the Winchester office, joined from Parker Bullen LLP in May 2017 and August 2017 respectively. Elizabeth Power and William Hadley, who is able to 'explain very clearly any legal jargon and provide all the various options', were made-up to partner in January 2018.

Penningtons Manches LLP¬†'s advice is 'highly rated' and its¬†'charges are reasonable for the quality of advice and service offered'. The team has extensive expertise in trusts law, including that with an international aspect, and contentious issues such as the¬†removal of trustees and disputes between trustees and beneficiaries. Its private client and tax practice handles the full range of advisory and disputes matters, assisting high-net-worth families resolve conflicts, preserve wealth and plan succession. The team acts for a number of high-profile clients and highlights included acting for an American family in¬†an international burial dispute as well as handling trust and estate issues. Practice head¬†Michael Cash's 'knowledge is first rate and he has a calm reassuring manner about him'. Other noted team members include Henrietta Mason, Si√Ęn Hodgson¬†and Sarah Lee.

Phillips Solicitors' team is 'knowledgeable and practical in this area' and provides 'an excellent level of service' and is 'very informative at every step of a long process'. Caroline Wallis, who heads the department, 'is a smart, experienced solicitor who is very easy to work with' and the 'enthusiastic and knowledgeable' Sian Lias and Hannah Clark are also noted. The team advises on wills, probate, inheritance tax planning and lasting powers of attorney. It also specialises in assisting elderly clients and undertakes Court of Protection work.

Senior associate Naomi Neville heads Shoosmiths LLP's wealth protection team in the Solent office, which is led nationally by Charlotte Dunn, who is based in the firm's Milton Keynes office. The group advises high-net-worth clients (including lottery winners) and business owners on the full range of private client services, including assisting with disputes over wills, the administration of estates, including those with overseas assets, the creation of trusts and tax efficient structures. It is also able to draw on the firm's wider expertise in corporate and real estate matters.

Thrings LLP's team 'combines a very high degree of technical competence with pragmatic problem solving skills and the Southampton office is very strong'. Fiona Kellow heads the team, Rachel Brooks is 'a very strong trusts and estate practitioner' and Carol Ward is another core practitioner. Clients include farmers, wealthy land owners, business people and families and the team's expertise spans complex trust and business structures, the administration of estates, wills and probate disputes. It is also noted for its tax expertise. 

Trethowans LLP fields 'an excellent and very reliable' team and is 'a great firm to work with'. Mihiri Gajraj  is 'experienced and incredibly knowledgeable' and Elizabeth Webbe focuses on tax efficient structures particularly in relation to wills and trusts, including tax issues relevant to overseas assets. Clients include high-net-worth individuals and entrepreneurs and it has notable expertise acting for farmers and other land owners. Succession planning, the administration of estates and contentious probate are other areas of expertise.

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