The Legal 500

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

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Burges Salmon LLP’s ‘high-calibre’ team whose clients include RBS Coutts and several families with multimillion-pound assets. Catherine Hallam heads the group, which includes the ‘extremely capableJohn Barnett.

Charles Russell LLP’s ‘excellent’ team is headed by Christopher Page and acts for many very high-net-worth individuals. Julia Cox is ‘second to none’ and ‘personable’.

Clarke Willmott LLP has a ‘first-rate’ team of ‘market-leaders’. It advises on 300 trusts, and took over all the private client work of the defunct Sisman Nichols. Tim Russ is ‘head and shoulders above the competition’; Anthony Fairweather is a ‘force’; and practice head Stuart Thorne is also recommended.

Lester Aldridge LLP’s ‘first-class’ group is led by the ‘exemplary’ Geoff Thomas, a contentious trust and probate expert. Richard Fairbairn is noted for his ‘business acumen and good client care’ and leads the tax and trusts team, and John Maddocks heads the international probate services practice.

Michelmores LLP provides ‘expansive knowledge’ and an ‘extremely professional service’. It acts on high-value matters, and was recently retained by the shareholders of a £50m property investment group. Practice head Will Michelmore is ‘very able, concise and approachable’; Adrian Miller is ‘much liked and admired’; and Tony Cockayne is also recommended.

Osborne Clarke’s ‘first-class’ team recently acted for a major investment bank in reviewing all English law trusts for which the client acts as investment manager. It also advised on a complex intestate estate, where the deceased was a Czech/UK national. Mark Woodward and practice head Sandra Brown are recommended.

Wiggin Osborne Fullerlove’s Matthew Cain has a notable specialism in creating tax-efficient structures for high-net-worth individuals.

Wilsons provides ‘exceptional service’ and expertise in advising foreign-resident and foreign-domiciled individuals on structuring investments and bringing funds to the UK. ‘Brilliant practitionerFrances Mayne heads the group, and Matthew Bennett is also recommended.

Rickerbys LLP’s team is ‘excellent in trusts and tax planning’, and has expertise advising agriculture and charities clients, and in assisting elderly and vulnerable individuals. Carolyn Green leads the practice, and Mark Hartley provides ‘sound, well-prepared and expert advice’.

Veale Wasbrough Vizards is ‘one of the best’ for contentious probate matters. The group acted in a case involving a multimillion-pound estate in the UK and Switzerland. Practice head Michelle Rose is a ‘bright, tough litigator, and excellent with clients’.

Ashfords LLP’s Michael Alden is a ‘first-class’ lawyer who ‘inspires confidence’. Jim McIntosh is also recommended.

Foot Anstey’s Angela Bridges demonstrates ‘great interpersonal skills and high professional competence’.

Stephens Scown LLP has ‘strength in numbers’ and handles many matters for high-net-worth clients. Practice head Graham Murdochdoes what he says he will, and on time’.

Trethowans LLP’s ‘knowledgeable, helpful and reliable’ team is headed by Elizabeth Webbe, and acted on several multimillion-pound private client matters. Miriam Tarrant-Smith is also recommended.

Coodes’ Richard Pollock is ‘warm, friendly, and professional, and inspires confidence’.

Frettens LLP’s Lee Young is recommended.

Humphreys & Co.’s Philip Siddons is a ‘very sound, mature and tenacious advocate’, with particular skills in disputed wills.

Laceys’ ‘exceptionalKate Mansfield produces work of the ‘highest quality’.

QualitySolicitors Burroughs Day’s ‘excellent and ever helpful’ Anne Minihane handles the gamut of personal tax and probate issues.

Steele Raymond LLP’s John Andrews is recommended.

Stone King LLP is ‘competitive; advice is always excellent and response times are good’. Alison Allen heads the team.

Helen Honeyball heads the team at Stones Solicitors LLP, where inheritance tax planning in agriculture is a specialism.

TLT LLP’s Patrick Wooddisse advises many international clients on high-value matters.

Thrings LLP’s Jim Sawer and William Wyldbore-Smith are recommended.

Willans LLP’s ‘client-friendly’ team, led by Jenifer Gillman, is ‘good value for money’.

David Rich heads Withy King LLP’s ‘excellent’ team, and Amanda Noyce takes a ‘very real personal interest’ in clients.

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