The Legal 500

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

Leading individuals

  1. 1

Burges Salmon LLP’s ‘leading’ department regularly acts on cross-border matters for ultra-high-net-worth individuals. Tax specialists John Barnett and Suzanna Harvey are recommended alongside Tom Hewitt and Jim Aveline.

Under senior partner Christopher Page (who splits his time between London and Cheltenham) and Julia Cox, Charles Russell Speechlys LLP’s ‘highly skilled’ team advises on establishing trusts, international tax structuring and probate.

Anthony Fairweather leads Clarke Willmott LLP’s practice, which provides ‘high-quality advice’ on Court of Protection and estate planning matters. Rachael Crocker and Anne Minihane joined from Pardoes Solicitors LLP and QualitySolicitors Burroughs Day, respectively.

Michelmores LLP handles US/UK tax, estate planning and international probate matters. Jonathan Riley splits his time between London and Exeter and leads the practice, which includes Sandra Brown, newly promoted partner Jennifer Ridgway, and Peta Shanks, who joined from Gowling WLG.

TLT’s Patrick Wooddisse assists high-net-worth UK and non-UK residents with tax, trust, estate and succession planning matters. Woodisse ‘not only understands the law, but knows how to apply it to specific client cases’.

At Wilsons, Adam Herbert manages the tax and trusts team, and senior partner Frances Mayne leads the probate and trust administration practice, where she advises on mental capacity. Tim Fullerlove was promoted to partner.

Ashfords LLP is ‘a major player’ in succession and estate planning, tax, wills and trusts. Practice head Michael Alden is a Court of Protection deputy. Tom Biddick was promoted to partner.

Bond Dickinson LLP’s expertise includes landed estates and onshore and offshore trusts. Practice head Mark Woodward and legal director Christopher Kerr-Smiley are recommended.

Foot Anstey’s private wealth group is headed by Simon Gregory. Deborah Carrivick leads on international tax, trusts and succession matters. Senior associate Bart Obszynski joined from Wiggin Osborne Fullerlove.

Harrison Clark Rickerbys’ Phillipa Bruce-Kerr acts for older and vulnerable clients. Key figures include ‘outstanding’ practice head Alex Taylor and Mark Hartley. Ecclesiastical Insurance and Barnett Waddingham are also clients.

Stephens Scown LLP provides elder client services and is noted for its Court of Protection expertise. Key figures include ‘very experienced’ practitioners Phil Reed and Graham Murdoch, and Malcolm Emery, who arrived from Thrings LLP and heads the team in Exeter alongside Ian Newcombe.

Kurt Lee’s department at Lester Aldridge LLP handles wealth and succession planning, and foreign property taxation. Oliver Phipps and Paula Shea were promoted to partner.

Steele Raymond LLP’s workload includes trust management and tax issues. John Andrews leads the team.

Stone King LLP provides an incorporated legal and financial care service to senior clients. Practice head Alison Allen also handles mental incapacity cases.

Thrings LLP’s clients include high-net-worth individuals, entrepreneurs and landowners. Director Michael Young is recommended.

Veale Wasbrough Vizards’ Mary McCrorie regularly receives referrals from private wealth intermediaries and works closely with private banks and financial advisers.

Boutique tax and private client firm Wiggin Osborne Fullerlove has an extensive track record establishing overseas trusts and foundations. Senior partner Tim Osborne is recommended.

Led by Simon Cook, Willans LLP handles tax planning, the administration of cross-border estates, and Court of Protection work. Ruth Baker was promoted to partner.

Royds Withy King’s Becky Ricards Small handles personal injury trusts, while department head James McNeile undertakes international work. Holly Mieville-Hawkins joined Foot Anstey.

BPE Solicitors LLP is many clients’ ‘first choice’ for succession planning advice involving commercial interests. Clare Young is recommended.

Blanchards Bailey LLP’s Merlin Lewis heads the department with Jerome Dodge, who manages the probate and estate administration team.

At Frettens LLP, dual-qualified tax adviser Lee Young is ‘well versed in wills, probate and tax advice’.

Kitsons LLP is noted for its ‘sound’ knowledge of tax, trusts and Court of Protection matters. Lynn Smith leads the practice, which includes newly promoted partner Charlie Siegle.

Laceys Solicitors incorporating HLF’s merger with Horsey Lightly Fynn has bolstered its ‘experienced team’, which is headed by Kate Mansfield, who handles estate administration and tax planning.

Meade King LLP provides ‘good-quality and reliable tax advice’. Practice head Vanessa Eyre advises SMEs, wealthy individuals, family trusts and philanthropists.

Mogers Drewett LLP handles wills and elderly care matters, estate administration, and provides trust and tax advice. Department head Rory McFarlane and Rebecca Beresford are recommended.

At Mowbray Woodwards SolicitorsDavid Whitworth ‘draws on an exceptional knowledge of the law’ to advise high-net-worth clients on tax, trusts and preparing wills.

Porter Dodson LLP’s Kate Jameshas a good grasp of the law and implications of how this affects farming families’. Sharon Collier is also recommended.

Trethowans LLP handles succession and capital gains tax planning. Senior associate James Hammersley joined from Humphries Kirk and heads the practice following Kelly Greig’s departure to Clarke Willmott LLP.

Trowers & Hamlins LLP merged with Stones Solicitors LLP in 2015. Practice head Helen Honeyball has ‘a strong reputation’ for inheritance tax and vulnerable beneficiary matters. Amanda Rainford and Frank Cook made partner.

At Wansbroughs, practice head Alan Ciechan is ‘an expert in landed estates’. Anna Wensley Stock is recommended.

Wards handles Court of Protection and probate matters. Practice head Jenny Pierce is recommended.

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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

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