The Legal 500

South West

United Kingdom > South West > Private client > Personal tax, trusts and probate

Editorial

At Burges Salmon LLP, John Barnett specialises in personal and business tax advice for entrepreneurs and owner managers; and Beatrice Puoti is experienced in foreign property structuring and cross-border wealth and succession issues. Agriculture specialist Charles Wyld is ‘competent, with good judgement'.

At Charles Russell LLP, practice head Christopher Page is praised for his ‘wisdom concerning inter-generational issues associated with family succession', and ‘ability to implement and innovate difficult issues'. The ‘client-oriented' Julia Cox focuses on cross-border trusts.

Anthony Fairweather’s team at Clarke Willmott LLP advises high-net-worth individuals on estate planning including international and entrepreneurial issues, and provides support on wills, tax compliance and estate administration. Elizabeth Smithers is noted for her expertise in technical inheritance tax planning.

Michelmores LLP’s ‘excellent' team is praised for its ‘extremely responsive and commercial approach'. Sandra Brown acts for a wide range of high-net-worth individuals and has a particular focus on the mitigation of capital taxes, and on onshore and offshore trust matters. Chris Butcher and Adrian Miller are ‘highly skilled professionals'.

Wiggin Osborne Fullerlove’s seven-partner team advises on income and capital tax planning, and has particular expertise in overseas trusts establishment, asset protection and investment structuring.

Wilsons is experienced in offshore trusts and the administration of estates of non-UK domiciliaries. The 11-partner team is led by Frances Mayne and includes Belinda Watson, who advises on heritage maintenance funds.

At Bond Dickinson LLP, Mark Woodward and Robert Drewett, both previously of Osborne Clarke, provide a full service on tax and trust matters.

Foot Anstey has a multi-disciplinary private client team, with Deborah Carrivick highly recommended.

Mark Hartley heads the team at Harrison Clark Rickerbys, which has expertise in trust creation and management, estate planning and administration, and tax planning.

John Maddocks focuses on international probate work at Lester Aldridge LLP, assisting UK and foreign executors in relation to domestic and international assets.

Truro-based Graham Murdoch leads the team at Stephens Scown LLP, which acts for a growing portfolio of landed estates and also has expertise in Court of Protection work.

Ashfords LLP’s team, headed by Michael Alden, acts for landed estates and private business owners, and also handles the administration of estates involving overseas assets.

Anne Minihane at QualitySolicitors Burroughs Day is recommended for probate and estate administration matters.

Paul Causton at Steele Raymond LLP specialises in tax and estate planning for high-net-worth individuals, and Richard Smith is experienced in will drafting, inheritance tax planning and Court of Protection proceedings.

Alison Allen heads the ‘outstanding' team at Stone King LLP, which advises on inheritance tax, wills, and the administration of trusts and estates. It has a niche practice advising older and vulnerable clients. Charles Hayward is also recommended.

TLT has a strong reputation for tax and estate planning, with a particular focus on cross-jurisdictional work. Patrick Wooddisse advises on property, estate and succession planning.

Thrings LLP’s Michael Young has expertise in inheritance tax planning and tax restructurings. The team saw the arrival of Victoria Smyth from Clarke Willmott LLP.

At Veale Wasbrough Vizards, recently promoted partner Mary McCrorie advises on cross-border asset protection, powers of attorney, and estate and trust administration.

At Withy King, James McNeile has expertise in estate planning, trusts and tax planning, and acts for a range of high-worth families and non-UK individuals. Samantha O’Sullivan joined from pre-merger Mogers Solicitors LLP along with three others from Thrings LLP.

Co-operative Legal Services attracts a high volume of trust and probate instructions from clients nationwide.

Lee Young at Frettens LLP advises on tax planning, trusts and wills.

Charlie Siegle is recommended at Kitsons LLP.

At Laceys, Kate Mansfield is ‘quick to understand clients ’ expectations', and shows ‘tenacity and initiative in seeking innovative solutions'.

Vanessa Eyre at Meade King LLP ‘works in a collaborative way with clients to achieve the best possible outcome'.

Mogers Drewett LLP has particular expertise in estate administration and inheritance tax planning.

Richard Flack’s team at Pardoes advises on cross-border estate planning and landed estates matters.

Parker Bullen LLP is noted for handling wills and estate administration matters for armed forces personnel.

Helen Honeyball is recommended at Stones Solicitors LLP for her estate and tax planning experience.

Trethowans LLP has a niche practice advising farmers and landed estates on succession and capital tax planning matters.

Wansbroughs provides ‘carefully considered legal solutions tailored specifically to fit the client’s circumstances'.

Ruth Baker at Willans LLP is praised for her ‘depth of knowledge', ‘clarity of explanation' and ‘attention to detail'.

Wolferstans has a ‘very experienced' and ‘professional' team.

Press releases

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Legal Developments in South West for Personal tax, trusts and probate

  • 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

Legal Developments in the UK

Legal Developments and updates from the leading lawyers in each jurisdiction. To contribute, send an email request to
  • Home Office announces extension of support service for SMEs

    An online support service for small and medium sized businesses (SMEs) which need to recruit skilled overseas workers has been extended until 28 February 2014. The pilot was launched by UK Visas & Immigration (UKVI) in partnership with the Greater London Authority (GLA) and provides a step by step guide to sponsoring an overseas worker. This service is available via the GLA website.
  • Penningtons Manches' immigration team considers new changes to the Tier 4 Sponsor Guidance

    The Home Office has recently published new Tier 4 Sponsor Guidance, version 12/13. This guidance is to be used by all prospective and existing Tier 4 sponsors from 11 December 2013.
  • Finding the 
right words

    In the recent case of Newbury v Sun Microsystems [2013], the defendant argued that an offer to settle proceedings was ‘in principle' only and that a binding contract could not be formed until further terms had been agreed and a formal contract had been signed. It supported this argument by referring to a statement, in the offer letter, that the settlement was to be ‘recorded in a suitably worded agreement'. 

  • Behind the corporate veil: is that all there is?

    That companies have an existence entirely separate to that of their shareholders and directors is a foundational principle of English law and commerce.

  • Playing fair with penalty clauses

    It is often difficult to predict what will be recoverable as damages for breach of contract. To provide some certainty, parties will often seek to agree the sum that will be payable in the event of specified breaches. 

  • Restoring environmental damage: putting a price on ecosystem services

    On 7 August 2009 a 40-inch pipeline ruptured, spilling 5,400 cubic metres of crude oil into the soil and groundwater of La Crau nature reserve in southern France, a habitat protected under French and European law. The operator had to excavate and replace 60,000 tons of soil, install 70 wells to pump and treat groundwater and 25 pumps to skim oil from surface water, at a cost in the region of €50m. However, this was just the primary remediation (that is, restoring the site to the state it would have been if the damage had not occurred). The operator was also required to compensate for the damage to the habitats and the loss of the ecosystem services that would otherwise have been provided by La Crau nature reserve. Measures included purchasing land outside of the nature reserve and contributing to its management for a period of 30 years (over €1m), monitoring the water table for 20 years (over €500,000), monitoring fauna over three years (€150,000) and rehabilitation in accordance with best available ecological techniques (nearly €2m). Overall, the compensatory restoration (to compensate for the amount of time that the ecosystem was impacted) and complimentary restoration (to compensate for elements of the ecosystem that had been permanently lost) came to more than €6.5m. 

  • The role of arbitrators in EU antitrust law

    In May 2014, it will be ten years since Regulation No 1/2003 entered into force. When the legislator of the European Union adopted this Regulation on 16 December 2002, its main objective was to decentralise the enforcement of the two main provisions of EU antitrust law, Articles 81 and 82 of the Treaty establishing the European Community (now Articles 101 and 102 of the Treaty on the Functioning of the European Union (TFEU)). Where do the arbitrators fit in this picture?

  • New Immigration Bill, October 2013: cause for concern or appeasing public sentiment?

    The year 2013 has seen a string of reforms to the immigration system by the current coalition government. On 10 October, the government published a Bill aimed at continuing its drive to reduce net migration figures. 

  • New Schengen EU Regulations: impact on short-stay visa visitors

    The publication on 26 June 2013 of the European Union Regulation EU 610/2013 modified the incumbent Regulation EU 562/2006 in relation to third country nationals (ie non-EU citizens) and those travelling on a short-stay visitor visa, as well as those who do not require a visa to enter the Schengen area, Romania, Croatia and Bulgaria. Exceptions include EU and EEA nationals travelling to other EU/EEA states within the Schengen area together with foreign nationals holding either long-stay or residence permits for their destination Schengen countries.

  • New revised guidelines for administrators in pre-pack sales

    Pre-pack sales by administrators are now used frequently enough for most people in business to be aware of them and many have come across them in their business lives. A small amount of controversy still attaches to pre-packs, but it is probably right to say that they are now an accepted part of the UK business scene as a useful means of rescuing a business in difficulty and preserving some or all of the jobs connected with the business.
    - Druces

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