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

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’.

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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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Press Releases in the UK

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