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

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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 attracts praise for the ‘impressive breadth and depth of legal talent’ housed within the team, whose ‘expertise and depth of capability is excellent’. It advises on high-value estate administration and tax planning matters, as well as a variety of trust work including trust administration, insolvency and restructuring matters. The firm is regularly instructed by European clients to advise on their UK interests, and leverages expertise in Court of Protection and agricultural and commercial matters to provide a full-service offering. Helen Bunker and Simon Treherne lead the practice following the departure of former head Rachel Brooks to Thrings LLP. Also recommended are Douglas Smith, whose ‘knowledge and corresponding advice is of a very high level’, Nicholas Buckman, who is ‘extremely professional and very knowledgeable’, and Rachel Giles. Legal director Jessica Wiltshire joined from Clarke Willmott LLP.

Moore Blatch LLP is ‘excellent on all fronts’. Tax planning, including succession matters and inheritance tax advice is an area the firm excels in; it also regularly handles probate issues and matters involving vulnerable or mentally incapacitated persons. The team also advises international clients on tax planning, offshore assets and investments into UK assets among others. Practice head Carla Brownhas a good knowledge of the topic and presents articulate and relevant options’. She is assisted by senior solicitor Philip Whitcomb, who is noted for his ‘friendly but professional approach’, the ‘experienced and knowledgeable’ Tom Lacey, Fiona Heald, who is a key contact for Court of Protection work. Barry Adamson, joined in December 2016 as head of private client from Irwin Mitchell. Joyce Bradbeer retired.

Paris Smith LLP is adept at handling high-value estate planning and administration, inheritance tax planning and complex trust management matters. Clients include national and international high-net-worth individuals, which the firm regularly advises on domiciliation issues and international tax planning. Working in conjunction with the firm’s sizeable dispute resolution department, the firm assists clients with contentious private client matters. Nick Turner heads the team in Southampton, which includes associate and Court of Protection specialist Elizabeth Power. The Winchester office, which was opened in December 2015, has associate William Hadley as the key contact.

According to clients, Penningtons Manches LLP’s ‘level of service is second to none’. The team advises national and international clients on succession planning, high-value estate administration, obtaining court orders for executor actions and trust management. The team also has experience in Court of Protection orders for vulnerable persons, as well as handling offshore asset management and international tax planning matters. The ‘indomitable and formidableMichael Cash heads the practice; he ‘consistently provides sympathetic and helpful advice’. Senior associate Henrietta Mason, who joined the team in January 2016 from Withers LLP, ‘is whip-smart, direct, and pulls no punches’. Also recommended are associate Nicola Hibbert, who is ‘accessible, knowledgeable and a good communicator’; and senior associates Siân Hodgson (who is a ‘first-class lawyer’), Sarah Lee and Nyree Craig. Craig joined from Taylor Wessing LLP.

Clarke Willmott LLP regularly advises clients on a full range of private client matters including high-value estate administration, particularly for landed estates, inheritance tax planning and complex probate matters. It also specialises in advising on matters involving vulnerable or mentally incapacitated clients, and works closely with the firm’s family and property teams to provide clients with wide-ranging international tax planning expertise. Former head of department Kelly Greig left to join the Chichester office of Irwin Mitchell and Jessica Wiltshire departed for Blake Morgan LLP. Senior associate Rupert Thompson, who joined in December 2016 from Letchers Solicitors, now heads the team, assisted by Anthony Fairweather and Carol Cummins.

Coffin Mew LLP advises clients on the full spectrum of private client matters, including capital gains tax planning, complex will drafting and trust management. It has a particular focus on high-value estate matters, including estate administration, estate restructuring and contentious issues involving agricultural estates and property portfolios as well as assets located in the UK and abroad. Jonathan Sleep heads the practice in Southampton, which includes associate Roz Wyeth and solicitor Stacy Keech, both of whom are adept at handling powers of attorneys issues, probate matters and inheritance tax advice.

Phillips Solicitors’ Basingstoke practices services national and international clients, advising on lasting powers of attorney matters, Court of Protection applications, trust management and asset protection. It also provide advice on capital gains tax matters and inheritance tax planning. Former practice head Michael Le Fort left for a counsel position at Southampton City Council, with solicitor Caroline Wallis taking over the department. She is ably supported by solicitor Jane Erlam.

The ‘excellentShoosmiths LLP is recommended by clients for its work drafting wills, handling trust management issues, and on powers of attorney matters. Other areas of expertise include inheritance tax planning and tax mitigation, as well as high-value estate administration. The practice is also complemented by the firm’s commercial and property practices, which provide additional support in estate management. Practice head Charlotte Dunn is noted for her expertise advising high-net-worth and high-profile individuals on trust management matters and Court of Protection applications. Associate Naomi Neville, a specialist in wealth protection, is also recommended.

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Legal Developments in South East for Personal tax, trusts and probate: Hampshire

  • Parking rights: here to stay? Consent might be the surprising answer 


    In the field of the acquisition of easements by prescription, little has caused more consternation over the last decade or so than the question of whether a right to park cars can be acquired by twenty years user as of right. The types of property capable of being adversely affected range from individual residential units all the way up to major development sites. The establishment of such a right can have a devastating impact on the value of the burdened land.

    - Falcon Chambers

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