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

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Burges Salmon LLP’s team, headed by Catherine Hallam, conducts cross-border work for private banks and individuals with multimillion-pound assets. Jim Aveline is also recommended along with Tom Hewitt, who ‘reacts fast and efficiently, and demonstrates a very high level of knowledge’.

Charles Russell LLP provides tax and trusts advice to several individuals from The Times Rich List as well as to substantial estates. Department head Christopher Page has ‘a clear way of presenting advice’, and Julia Cox is ‘shrewd’ and ‘innovative’.

Clarke Willmott LLP’s Anthony Fairweather is ‘helpful, knowledgeable and creative’, particularly in relation to Court of Protection and elderly care matters. Stuart Thorne is ‘very approachable and communicates well’, and Elizabeth Smithers is also popular with clients.

Michelmores LLP recently advised a Middle Eastern family with £15m assets in five jurisdictions, and acted for a widow in relation to a £54m estate. Adrian Miller has ‘great expertise’, and acts with ‘finesse and kindness as well as efficiency’. Jonathan Riley is well liked and team head Will Michelmore is also recommended.

Osborne Clarke acts in the full range of personal tax and trusts matters. Mark Woodward acts for individuals as well as Coutts and RBS. Practice head Sandra Brown is also recommended.

Wiggin Osborne Fullerlove’s team is highly regarded by peers. Matthew Cain has specialist knowledge of tax-efficient investment structures. Mark Payne’s clients include overseas trust companies, banks and families with inherited wealth.

Frances Mayne leads Wilsons’ sizeable probate and trusts team, which administers estates ranging from the very modest to some in excess of £100m. Matthew Bennett advises high-value family trusts, and Andrew Farley handles succession and tax planning.

Lester Aldridge LLP attracts high praise for its level of service. Geoff Thomas heads the private client group and leads on contentious trust and probate work. David Parkhouse specialises in wills and estates, and Barry Glazier is highly experienced in onshore and offshore tax planning.

Carolyn Green’s ‘outstanding’ team at Rickerbys LLP provides a full service including extensive estate planning and trust administration work. Mark Hartley and Phillipa Bruce-Kerr are recommended.

Michelle Rose’s team at Veale Wasbrough Vizards is ‘hardworking, thorough and rapid’, and has an impressive contentious probate offering. The team is representing eight beneficiaries in relation to an £8m estate in Cornwall. Christopher Mills has Court of Protection experience.

Ashfords LLP’s Michael Alden leads a team of ‘smart and astute lawyers’. Robert Horsey is recommended for his ‘sensible, commercial approach’.

Angela Bridges’ team at Foot Anstey is very good and efficient’, and ‘reasonably priced for the quality of work’.

Anne Minihane heads the team at QualitySolicitors Burroughs Day; she is a Professional Deputy and has ‘encyclopaedic’ legal knowledge. Fiona Dawrant leads on contentious trusts and probate work.

Stephens Scown LLP’s lawyers ‘deal with complex matters efficiently, imaginatively, courteously and economically’. The practice is led by Graham Murdoch.

Patrick Wooddisse’s team at TLT LLP is ‘highly competent and user friendly’.

Michael Young heads Thrings LLP’s impressive tax and trusts team, which also includes the recommended Elizabeth Evans.

Withy King LLP’s Amanda Noyce takes the lead in contentious work; she is ‘very calm, considerate and obviously very experienced’. James McNeile heads the team.

Frettens LLP’s Lee Young has ‘integrity, knowledge and personable presence’.

Philip Siddons at Humphreys & Co. is known for his contentious probate expertise.

Kate Mansfield is recommended at Laceys, which represents several large family trusts.

Robert Sykes and Nick Turner advise on wills, trusts, capital tax and estate planning at Parker Bullen LLP.

John Andrews and Paul Causton are recommended at Steele Raymond LLP.

Stone King LLP’s practice head Alison Allen and Andrew Mortimer are recommended.

Helen Honeyball’s team at Stones Solicitors LLP enjoys a good reputation in Exeter.

Trethowans LLP advises individuals and businesses on succession and tax planning. Department head Elizabeth Webbe is particularly good.

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