The Legal 500

South West

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

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Index of tables

  1. Personal tax, trusts and probate
  2. Leading individuals

Barclays and UBS panellist Burges Salmon LLP acts for ultra-high-net-worth individuals and private banks in arranging large amounts of property across jurisdictions. Tom Hewitt and senior associate Michael Westbrook are ‘clear on their areas of expertise and when to call in additional help’.

Charles Russell Speechlys LLP provides ‘outstanding’ advice to trustees and individuals on the creation of will trusts, including offshore trusts. Julia Cox, who co-leads the team with Christopher Page, has ‘great depth of knowledge and acumen’.

Clarke Willmott LLP’s six-partner team advises high-net-worth individuals and wealth management businesses on estate planning and taxation. Anthony Fairweather leads the department.

Michelmores LLP provides ‘City-standard advice’ on US-UK cross-border IHT issues, international probates and agricultural landed estates. The firm also has expertise regarding vulnerable clients. Jonathan Riley is ‘very responsive, capable and commercial’.

TLT’s ‘very good’ team acts for high- and ultra-high-net-worth individuals on referrals from private banks, legacy planning, trust creation and domiciliary tax. Patrick Wooddisse is recommended

Wilsons has a focus on landed estates and international and offshore trusts. Adam Herbertprovides well-considered advice on complex matters in a readily understandable form’. Frances Mayne and Lisa Schiel are also recommended.

Ashfords LLP advises on landed estates, volume trusts and structures for individual social-care financing. Department head Michael Alden acts as a Court of Protection deputy.

Bond Dickinson LLP has particular expertise advising individuals with US connections, and acting for landed estates. Mark Woodward leads the team, which acts for Lloyds and Coutts.

Foot Anstey advises institutions on international trust restructuring, taxation and legacies. Steven Howells and Deborah Carrivick lead the team.

Harrison Clark Rickerbys has particular expertise advising agricultural clients, and a dedicated team for elderly and vulnerable clients. Dawn Oliver is practice leader.

Lester Aldridge LLP’s team, with two chartered tax advisors, handles international probates and IHT planning. Kurt Lee is practice head.

Stephens Scown LLP advises on active duty issues, high-value probates, and landed estates, and acts for elder clients. Ian Newcombe has ‘an approachable and confident manner.

Wiggin Osborne Fullerlove is a boutique tax and private client firm. The nine partners are led by Tim Osborne.

Steele Raymond LLP advises on private wealth with corporate elements, international trusts and assets, and challenging taxation issues. John Andrews leads the team.

Stone King LLP’s ‘superb’ team handles estate planning and trust creation, with a focus on senior and agricultural clients. Alison Allen is department head.

Thrings LLP advises landed, business and agricultural clients on legacy planning and tax. Team leader Malcolm Emery is dual-qualified as a tax adviser.

Veale Wasbrough Vizards advises on asset protection and complex estates. Practice head Mary McCrorie is recommended.

Willans LLP provides ‘professional, efficient and friendly’ advice on inheritances and trusts with mental capacity and international issues. Simon Cook is recommended.

Withy King LLP is ‘excellent’ for wills, trusts for accident victims, and inheritance tax planning.

Battens Solicitors Limited handles CGT challenges, intestacy, and powers of attorney.

At Blanchards Bailey LLP, Jerome Dodge and Merlin Lewis ‘have the ability to convey complex matters in simple terms.

Everys’ private client team, led by Hilary Quantick, deals with later-life planning.

Frettens LLP advises on family trusts and tax planning.

Kitsons LLP handles trust creation and administration. Practice head Lynn Smith is ‘personable, responsive and capable.

Laceys’ ‘first-class’ team administers challenging estates. Kate Mansfield is recommended for probate and wills.

Meade King LLP acts for clients including SME owners and philanthropists on private trusts issues.

Mogers Drewett LLP is ‘efficient and thorough’. Rebecca Beresford is recommended.

Mowbray Woodwards Solicitors’ ‘professional, friendly and trustworthy’ team acts on international estates. David Whitworth is ‘sensible and reliable.

Pardoes advises individuals on wills, probate and later-life planning.

Porter Dodson LLP provides ‘client-friendly’ services to agricultural clients. Sharon Collieradds value’.

Parker Bullen LLP acts for military clients. Robert Sykes is recommended.

QualitySolicitors Burroughs Day has a focus on incapacity issues.

Stones Solicitors LLP provides services regarding later-life care. Helen Honeyball leads the team.

Trethowans LLP has a focus on senior clients and care-home funding.

Wansbroughs’ Alan Ceichan is a ‘leader in planning for landed estates’.

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

    Government moves to force people to justify the source of their wealth will make the right legal representation even more crucial.

    How to build an investment fraud defence case that disproves prosecution allegations of dishonesty.

    With a town council now officially facing a fraud investigation, we examine what individuals in such a large body should do if they come under suspicion.
  • The risks of liberation

    The dangers that pension liberation and money laundering pose to those involved in pension funds and management.

    What has been achieved since the introduction of the Act that was intended to tackle bribery in business?

    Five banks being fined £3.6 billion in the US for manipulating forex is a stark reminder of the legal risks involved in currency trading. Here, Aziz Rahman of Rahman Ravelli examines how the brokers and the traders in forex can avoid legal problems.
  • Foreign Intercepts

  • 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.

  • 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. 

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