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Agriculture and estates

Index of tables

  1. Agriculture and estates
  2. Leading individuals
  3. Next generation lawyers

Leading individuals

  1. 1
    • John Griffiths - Red Kite Law LLP
    • Rory Hutchings - JCP Solicitors

Next generation lawyers

  1. 1
    • Ffion Lloyd - JCP Solicitors

Who Represents Who

Find out which law firms are representing which Agriculture and estates clients in Wales using The Legal 500's new comprehensive database of law firm/client relationships. Instantly search over 925,000 relationships, including over 83,000 Fortune 500, 46,000 FTSE350 and 13,000 DAX 30 relationships globally. Access is free for in-house lawyers, and by subscription for law firms. For more information, contact david.burgess@legal500.com.

CLICK HERE TO VISIT THE WHO REPRESENTS WHO SITE

JCP Solicitors fields a multi-disciplinary rural practice in Carmarthen that provides β€˜sound, commercial advice’ across a broad spectrum of issues affecting rural clients in south and west Wales, including those relating to wills, sales and purchases. Land disputes are another area of expertise; team head Rory Hutchings (who is β€˜very knowledgeable on agricultural property matters’) is representing a family in a dispute with the owner of common land adjacent to their farm over which they have registered rights of common. A Welsh speaker and herself from a farming background, associate Ffion Lloyd is an invaluable member of the team. Lloyd worked alongside Hutchings representing farming clients on appeals involving reduced subsidy payments as a result of alleged breaches of the subsidy scheme rules. Associate Myria Griffiths handles contentious and non-contentious agricultural work, while Swansea-based litigation associate Andrew Murphy regularly handles disputes surrounding agricultural tenancies. Clients include National Farmers Union (NFU), Wales Young Farmers Club and Sketty Park Estate.

As the oldest law firm in Wales, Gabb and Co has longstanding and established ties with the farming communities of mid-and-south Wales. Edward Jones specialises in minimising tax relief for farmers and David Lloyd regularly handles agricultural and rural property matters as part of his property practice.

β€˜One of the leading firms in south Wales in the field of agriculture and estates’, Hugh James attracts praise for its β€˜first-class work and ability to achieve fantastic results for its clients’, which include high-net-worth landowners and farmers, as well as numerous public sector entities. The β€˜astute’ Matthew Evans is β€˜sensible and calm in the midst of highly heated litigation’ and handles a growing number of agricultural estate disputes, particularly those relating to proprietary estoppel claims. The β€˜technically strong’ Roman Kubiak and solicitor Vlad Macdonald-Munteanu, β€˜who goes well beyond what is asked of him’, both regularly handle agricultural-related contentious estates work. Property litigator Robert Phillips has niche expertise advising on development-phase property disputes, including all aspects of agricultural tenancy law. Clients include the Country Land and Business Association, Welsh Water, National Resources Wales and Walters Group.

At Morgan LaRoche, team head Kevin Thomas provides β€˜refreshingly commercial advice’ to agricultural landowners across all aspects of their business, from contentious planning matters to landlord/tenant notices. Thomas also handles estates work for the University of Wales. Other key members of the firm’s multi-disciplinary agricultural offering includes William Waters, who handles property and estates administration work for numerous family estates in south Wales, and Jason Williams, who regularly advises on contentious probate and agricultural property litigation.

With a longstanding presence in Carmarthen, Red Kite Law LLP has strong ties with local landowners and farmers. Lucy Hollis heads the firm’s commercial and agricultural property team and regularly represents agricultural businesses who need specialist agricultural law advice on the sale and purchase of land and buildings, as well as agricultural tenancies such as farm business tenancies. Head of the firm’s wills and probate team, Mathew Bowen leverages his own farming background when handling agricultural estates matters.

The β€˜responsive and approachable’ team at RDP Law in Newport has β€˜real expertise in core agricultural matters’. The firm acts for a client base that spans south and mid Wales as well as the West Country and the South West, and which includes landowners and high-net-worth individuals. β€˜Excellent and approachable’ team head Sioned Thomas is β€˜able to provide very good advice to clients on matters whilst also considering the practical implications of that advice’; she is singled out for her advice on the administration of estates, tax planning and will preparation. The β€˜vastly experienced’ Robert Davies is β€˜extremely highly regarded among those in the agricultural profession’, and has niche expertise in the disposal and refinancing of agricultural property.


Charities and not-for-profit

Index of tables

  1. Charities and not-for-profit
  2. Leading individuals

Leading individuals

  1. 1

Who Represents Who

Find out which law firms are representing which Charities and not-for-profit clients in Wales using The Legal 500's new comprehensive database of law firm/client relationships. Instantly search over 925,000 relationships, including over 83,000 Fortune 500, 46,000 FTSE350 and 13,000 DAX 30 relationships globally. Access is free for in-house lawyers, and by subscription for law firms. For more information, contact david.burgess@legal500.com.

CLICK HERE TO VISIT THE WHO REPRESENTS WHO SITE

Geldards LLP provides a β€˜prompt, practical and cost-effective service’ that covers the gamut of issues affecting both national and local charities including advising on governance, restructuring and trustee liability. β€˜Experienced all-rounder’ Giselle Davies heads the team and is praised for her β€˜superb sector knowledge and ability to convert potentially complex matters into digestible advice’. Her recent work includes acting for Cancer Research Wales on its incorporation as a charitable incorporated organisation; during this process the team also identified a method of saving the client significant costs through the assignment of leases to the new charity. Other highlights included advising Cardiff City FC Community Foundation on reviewing and amending its existing articles of association. Consultant Stephen Marshall and β€˜friendly and professional’ associate Bethan Walsh are also recommended. Other clients include Age Cymru, Arts Council for Wales, and National Museum of Wales.

Headed by Christopher Williams, who has a β€˜wealth of charity law experience’, Blake Morgan LLP’s multi-disciplinary team displays a β€˜good understanding of the needs and challenges facing the sector’, and provides β€˜effective advice’ to charities in Wales, as well as an increasing number of charities based outside of the region. Williams has particular expertise in the education sector and regularly handles work for universities and sixth form colleges, including Shrewsbury Sixth Form College which he recently advised on its merger with Shrewsbury College of Arts and Technology. Property partner James Egan has experience advising charities with large retail property portfolios and regularly advises on regulatory framework and requirements relating to land held by charities; he recently advised Tenovus Cancer Care on its portfolio of 66 shops based across Wales and southwest England. As a result of his β€˜vast knowledge of Welsh law and legislation’, Emyr Lewis is also frequently instructed by non-Welsh charities seeking clarification or advice on devolved Welsh law. Constitutional law expert Eve Piffaretti also regularly advises charities across a range of regulatory and public law issues and is noted for her β€˜invaluable support in the field of data protection’.

Leveraging the firm’s employment and real estate capabilities, Hugh James fields a cross-disciplinary team that is able to provide a full service to charities and third sector clients, with an emphasis on charity regulation. Employment team head Emma Burns regularly handles work for charitable organisations including Caer Las, (a registered charity dedicated to tackling the cause and effect of social exclusion in Wales), including TUPE transfers of staff and defending it against employment tribunal claims brought by former employees. Real estate partner Caroline O’Flaherty handles a raft of work for housing associations and registered social landlords (RSLs), while Gareth Williams continues to represent the Welsh Rugby Union (including the charitable arm of the organisation) across a range of matters, including governance issues. Other clients include WCVA, Coastal Housing Group, Age Cymru and Linc Cymru.

At Hutchinson Thomas, Huw Jones has a particular focus on providing property law advice to ecclesiastical clients, including the sale and lease of churches, licences and easements. Jones also acts on property and charitable matters for the trustees of several independent chapels. Roger Morris handles a significant amount of work for charitable organisations, including the Neath branch of Mencap, the Scouts and many community organisations. Morris is also acts for a number of RSPCA branches on acquiring leasehold properties and granting unusual leases to third parties.

The cross-disciplinary practice at JCP Solicitors draws upon expertise across the firm’s employment, commercial property and litigation departments, amongst others, to provide a full service to a range of charities, including ecclesiastical entities such as The Dean and Chapter of St Davids Cathedral and The Friends of St Davids Cathedral. The firm handles a considerable amount of work for Wales Air Ambulance, including recently advising it on the commercial arrangements with Babcock for the supply of a new helicopter fleet and relation to recovering disputed legacies on its behalf. Betsan Powell is recommended.


Contentious trusts and probate

Index of tables

  1. Contentious trusts and probate
  2. Leading individuals
  3. Next generation lawyers

Leading individuals

  1. 1

Next generation lawyers

  1. 1

Who Represents Who

Find out which law firms are representing which Contentious trusts and probate clients in Wales using The Legal 500's new comprehensive database of law firm/client relationships. Instantly search over 925,000 relationships, including over 83,000 Fortune 500, 46,000 FTSE350 and 13,000 DAX 30 relationships globally. Access is free for in-house lawyers, and by subscription for law firms. For more information, contact david.burgess@legal500.com.

CLICK HERE TO VISIT THE WHO REPRESENTS WHO SITE

For some, Hugh James’s six-lawyer team is β€˜the go-to-firm for contentious trusts and probate litigation in Wales’; its β€˜unrivalled depth of experience and knowledge in the area’ enables it to β€˜handle the largest matters easily and professionally, while also being able to take on mid-sized work effectively and proportionately’. Team head Matthew Evans attracts praise for his β€˜incomparable knowledge of the law and tenacious approach to litigation’; his clients include lay beneficiaries, professional trustees and executors, as well as financial institutions and trust corporations. Although Evans is active across the spectrum of contentious matters, he has developed a particular niche in proprietary estoppel claims and is also noted for his work within the agriculture sector. The β€˜very commercial and hardworking’ Roman Kubiak was recently promoted to partner and has a strong reputation for cross-jurisdictional trust and estates disputes, where β€˜he is more than a match for leading lawyers in London-based firms’. Associate Vlad Macdonald-Munteanu is a β€˜real rising star’ whose β€˜knowledge of the law, client-handling skills and no-nonsense approach are a real asset’.

At Howells Solicitors, β€˜very knowledgeable’ and β€˜technically sound’ team head Laith Khatib is β€˜one of the leading contentious practitioners in Wales’ and has significant experience in all manner of estates, including those involving commercial issues. As well as handling direct instructions, Khatib often receives referrals from other law firms. Recent work has included prosecuting and defending numerous claims brought under The Inheritance (Provision for Family and Dependants) Act 1975.

The β€˜hardworking and efficient’ team at JCP Solicitors has a β€˜substantial depth of knowledge’, and provides β€˜very effective advice’ across the spectrum of contentious matters including proprietary estoppel claims, disputes between personal representatives and complex trust disputes. Based out of the firm’s Carmarthen office, β€˜highly experienced and intelligent’ team head Richard Howells is β€˜extraordinarily good with clients’, and has particular experience handling high-value agricultural disputes for NFU members. Other key figures include Rory Hutchings, who as head of the rural practice handles contentious work for farming clients; and Swansea-based associate Andrew Murphy.

Although it lacks a standalone team, several lawyers at Berry Smith have considerable contentious probate expertise. While he is best known for his property litigation expertise, Simon Care β€˜combines mastery of detail, the law and procedure with a very astute tactical nous’, and is particularly well placed to advise on contentious probate matters. Praised for his β€˜extremely effective litigation skills’, Care acts for clients who are challenging wills on grounds of capacity, seeking the removal of executors, and in estoppel claims. Recent highlights include defending a client against a claim made by a solicitor personal representative concerning the recovery of monies allegedly overpaid to the client in an estate with which she was a beneficiary. Iwan Doull also handles contentious probate work as part of his wide-ranging litigation expertise.

At Hutchinson Thomas, the β€˜hardworking and professional’ Simon Thomas has a strong focus on contentious probate work and is one of only four full members of the Association of Contentious Trust & Probate Specialists in Wales. Thomas provides β€˜well-considered advice’ and has a β€˜keen perception of the merits of the claim’.

Hutton's has wide-ranging expertise of contentious probate matters, including work in relation to claims under The Inheritance (Provision for Family and Dependants) Act 1975, challenges of the validity of wills, and disputes over the existence of mutual wills. Head of both the firm’s commercial litigation and private client departments, the β€˜charming, professional and thorough’ Clare Strowbridge combines both these skillsets to good effect and provides a β€˜tenacious and diligent service’ to clients on contentious probate matters. β€˜Impressive’ solicitor Ian Moore is β€˜one to watch’ and regularly handles contentious probate work as part of his broad-ranging private client expertise.

At Douglas-Jones Mercer, associate director Laura Alliss has built up considerable experience in relation to contentious probate matters, acting for claimants and defendants across a broad array of matters including litigation relating to the improper execution of wills, rectification of wills, as well as disputes between beneficiaries and personal representatives. Recent highlights include successfully acting for a claimant to set aside a trust and recover the sum paid into the trust on the basis that the settlor lacked the capacity, knowledge and approval to set up the trust, and was unduly influenced to do so.


Family: Cardiff

Index of tables

  1. Family: Cardiff
  2. Leading individuals
  3. Next generation lawyers

Who Represents Who

Find out which law firms are representing which Family: Cardiff clients in Wales using The Legal 500's new comprehensive database of law firm/client relationships. Instantly search over 925,000 relationships, including over 83,000 Fortune 500, 46,000 FTSE350 and 13,000 DAX 30 relationships globally. Access is free for in-house lawyers, and by subscription for law firms. For more information, contact david.burgess@legal500.com.

CLICK HERE TO VISIT THE WHO REPRESENTS WHO SITE

The β€˜very strong’ team at Hugh James provides an β€˜effective and high-quality service’ to a client base that includes numerous high-net-worth individuals (including several well-known sports personalities). β€˜Highly experienced’ consultant Malcolm Stevens β€˜brings a wealth of common sense to every case’ and is noted for his conciliatory approach; β€˜he works very constructively with clients and opponents to resolve disputes’. β€˜Assertive and dynamic’ senior associate Charlotte Leyshon handles a range of issues including more niche matters such as dissolution of civil partnerships and pre-nuptial agreements, where she is known for her β€˜empathetic approach’ and her β€˜complete focus on achieving the best outcomes for her clients’. Child law specialist Mark Powell QC rounds out the team.

β€˜Very knowledgeable’ boutique family law firm Wendy Hopkins Family Law Practice fields a β€˜strong team of lawyers’ with expertise across the spectrum of matters including high-value cases with assets often spread across multiple jurisdictions. The β€˜decisive and pragmatic’ Melanie Hamer specialises in complex, high-value matters, often involving multi-jurisdictional issues; recent work includes handling a highly complex case involving numerous companies and properties spread across the UK and abroad, and assets in the value of Β£50m. The β€˜hugely experienced’ Thea Hughes attracts praise for her β€˜calm and approachable handling of high-value financial cases and complicated private law matters’. The β€˜fantastically thorough’ Sarah Wyburn (who is a β€˜really safe pair of hands’) handles divorce, financial and children matters, and also has significant experience advising on gay marriage and civil partnerships. David James rounds out the team at a partner level and is known for handling high-value cases with a particular focus on business ownership and pension sharing issues, while β€˜straight-talking’ associate Rebecca Knight is β€˜excellent and always manages to build a really good rapport with her clients’.

Since its inception in June 2014, Gordon Dadds LLP’s family law department has flourished, in no small part due to the β€˜formidable reputation’ of team head Wendy Hopkins. Hopkins β€˜has seen it all when it comes to dealing with difficult family matters’, and leads a four-lawyer team that handles the gamut of family matters including complicated contact issues, as well as divorces for high-net-worth individuals, often involving an international complexion and trust issues. β€˜Knowledgeable and empathetic’ Hannah Magee β€˜fights hard for her clients’ and is recognised as one of the β€˜leading young matrimonial lawyers in the field’. Also recommended is β€˜excellent’ associate Sharon Priday, who has broad-ranging expertise across care matters, private Children Act proceedings, divorce and financial matters, and non-molestation injunction proceedings.

Fielding two practitioners in Cardiff and one in Caerphilly, Howells Solicitors β€˜really does punch above its weight’ and provides an β€˜excellent service’ on everything from public/private child law matters to high-net-worth divorces. β€˜Standout lawyer’ Richard Scott provides β€˜sensible, realistic advice and is able to quickly identify what the case is about and what the objectives for the client should be’. Scott has a particular niche advising police officers in divorce proceedings and regularly handles matters on behalf of the South Wales and Gwent Police Federations. As well as his police force work, Scott also handles work covering the waterfront of family law including cases relating to complicated financial proceedings involving foreign assets, children cases and pre-nuptial agreements.

Woolley & Co, Solicitors’ Cardiff-based team head Kathryn McTaggart has a β€˜market-leading’ reputation for family law matters, with particular emphasis on cases involving children, including abduction and matters involving implacable hostility/parental alienation. McTaggart provides β€˜refreshingly sensible advice’ couched in a non-confrontational manner, although she is β€˜willing to fight very hard for her clients if necessary’.

The arrival in December 2016 of leading local family law practitioner Gaynor Dickens from Swansea firm Graham Evans & Partners has given Geldards LLP’s nascent family strength in the south Wales region. Dickens β€˜takes a fair, constructive and co-operative approach’ to complex financial provision cases and children’s law matters. Other areas of expertise include acting for high-net-wealth clients on issues involving wealth protection, tax issues, partnerships and family businesses.


Family: South and Mid Wales

Index of tables

  1. Family: South and Mid Wales
  2. Leading individuals

Leading individuals

  1. 1
    • Catrin Griffiths - Red Kite Law LLP

Who Represents Who

Find out which law firms are representing which Family: South and Mid Wales clients in Wales using The Legal 500's new comprehensive database of law firm/client relationships. Instantly search over 925,000 relationships, including over 83,000 Fortune 500, 46,000 FTSE350 and 13,000 DAX 30 relationships globally. Access is free for in-house lawyers, and by subscription for law firms. For more information, contact david.burgess@legal500.com.

CLICK HERE TO VISIT THE WHO REPRESENTS WHO SITE

β€˜Highly regarded in the community’, Neath-based firm Hutchinson Thomas β€˜has an excellent and well-deserved reputation in the market for family law work’. Robert Williams is well regarded for dealing with difficult divorce cases, often involving complex financial issues; he recently represented a client in ancillary relief proceedings involving an extensive portfolio of properties and a substantial asset held outside the UK. The firm is also noted for its excellent childcare department, which regularly sees it act for very sensitive and emotive matters by local authorities, private clients and Cafcass. Debbie Richards is β€˜detailed and thorough in her approach; her experience in representing guardians is exemplified by her sensitive and thoughtful approach to difficult Children Act cases’. Richards, Meriel East and Rachel Pudner are members of the Law Society’s Children panel.

Led out of its Bridgend office by the β€˜excellent’ Katie McColgan, Berry Smith’s practice handles the full spectrum of private client family law work, including high-value divorce proceedings, pre-nuptial drafting and childcare disputes. Senior associate Marina Atherton heads the firm’s care team and regularly picks up work for guardians, as well as parents and grandparents.

Acting for clients from south Wales, as well as the West Country and London, Newport-based firm Harding Evans LLP specialises in high-value complex applications for financial orders in divorces, which often involve a wide array of assets including family companies, foreign properties, farms and varied pension funds. Ceri Price heads the firm’s family department and is recognised as a β€˜very safe pair of hands for any finance case’. She is ably assisted on the finance side by Suzanne Edwards, while Kate Thomas heads the firm’s childcare practice.

Matthew Wells now leads the five-lawyer team at JCP Solicitors, which has β€˜sound knowledge in the field’ and provides a β€˜supportive service and a direct clear path forward’ to clients engaged in divorce proceedings. Splitting his time between the firm’s Swansea and Carmarthen offices, Wells is well regarded for handling complex financial matters, in addition to private children law cases. Former team head Sali Jackson-Thomas remains a significant presence in the market and is noted for her β€˜professional, friendly and approachable’ style, as well as β€˜her ability to listen’ to clients in cases involving family businesses, pensions, overseas trusts, and assets based outside the jurisdiction. The firm’s Carmarthen practice continues to flourish and was recently bolstered by the arrival in August 2016 of associate Angela Killa, who is active across a range of family law matters, including complex children matters.

Led by Catrin Griffiths, Red Kite Law LLP has a strong reputation among clients in west Wales and handles work across the spectrum of family law, including contact issues and pre-nuptial agreements.

With offices in Newport, Pontypool and Cardiff, Watkins & Gunn Solicitors provides a β€˜superb family law service’ to clients in south Wales and covers the waterfront of matters, from large and small money divorce cases, to complex contact cases. β€˜Very well-respected’ team head Sophie Hughes is β€˜calm and professional’ and β€˜can fight her corner but will not unnecessarily inflame matters’; she has particular strength in often highly disputed and complex divorce and co-habitation disputes. Associate Kate Roberts has a flourishing childcare practice out of the firm’s Pontypool office, which was recently bolstered by the arrival in December 2016 of associate Belinda Moseley.

Harrisons Solicitors LLP has a strong reputation in mid-Wales across the panoply of family law matters – including in relation to complex financial arrangements following divorce – as well as child law cases. Team head Rebecca Easthope has vast experience in the field and is able to leverage her private client tax and trust expertise to assist clients in the preservation of their assets in contemplation of marriage (through a pre-nuptial arrangement) and following divorce proceedings.


Family: North Wales

Who Represents Who

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GHP Legal has significant β€˜strength-in-depth’ and is consequently well placed to handle myriad family law issues, including in relation to financial arrangements following a divorce, as well as any attendant childcare issues that may arise. Nathan Wright handles a wide range of matters and has significant experience dealing with cases involving complex business issues, high-net-worth property and high-value pensions. A partner in both the firm’s family law and mental health teams, Natalie Roberts has a particular focus on handling cases involving local authority concern for the welfare of a child.

Splitting his time between the firm’s Wrexham and Chester offices, Slater and Gordon’s Roland Humphreys handles a wide variety of family work, including advising on more niche areas such as surrogacy and transgender issues.


Personal tax, trusts and probate

Index of tables

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

Leading individuals

  1. 1
    • Mathew Bowen - Red Kite Law LLP
    • Tim Haggar - Red Kite Law LLP
    • Nicky Sherrard - Blake Morgan LLP

Who Represents Who

Find out which law firms are representing which Personal tax, trusts and probate clients in Wales using The Legal 500's new comprehensive database of law firm/client relationships. Instantly search over 925,000 relationships, including over 83,000 Fortune 500, 46,000 FTSE350 and 13,000 DAX 30 relationships globally. Access is free for in-house lawyers, and by subscription for law firms. For more information, contact david.burgess@legal500.com.

CLICK HERE TO VISIT THE WHO REPRESENTS WHO SITE

β€˜Unmatched in Wales’, Hugh James’s six-partner wealth management team provides β€˜London standards of service from Cardiff’, and has the strength-in-depth to provide practitioners with expertise across the spectrum of private client work. Eleanor Evans manages a team handling estates and trusts administration matters on behalf of numerous financial institutions and corporate trust clients. Spearheaded by Sarah Cash, the tax, trusts and estates sub-group handles an increasing amount of work for high-net-worth individuals, which is often serviced in conjunction with the firm’s London office (which has particular strength advising on cross-jurisdictional tax issues and complicated tax and estate planning for non-UK-domiciled individuals). Gareth Wisdom heads the volume will writing service, while the wealth management team is rounded out by a leading contentious probate offering led by the β€˜affable’ Matthew Evans, whose β€˜experience, knowledge of the law and tenacious approach to litigation are without compare’. Recently promoted partner Roman Kubiak, who β€˜has a good commercial sense and is able to develop rapport with his opponents’, is also recommended.

The departure of former head of the succession and tax team Awen Mellick notwithstanding, Blake Morgan LLP maintains a significant private client offering through associate Nicky Sherrard and new recruit Charlene Davies-Williams, who joined in February 2017 from Martyn Prowel Solicitors. Leveraging the firm’s significant corporate client base, the team regularly handles succession and estate planning matters for business owners and corporate executives. Clients also benefit from complementary practice areas, including litigation and tax.

Substantially reorganised since the departure of Helen Downes, Geldards LLP’s offering is now split into two sub-groups: one dedicated to wealth preservation and succession planning, and the other focusing on trust and estate administration. Claire Johnson provides β€˜remarkably clear advice without simplifying complex issues’, and heads the wealth preservation team, which receives a raft of instructions from local tax accountants and financial advisers. Johnson has a particular focus on advising business owners, working closely with corporate colleagues to provide advice on business succession and personal planning. β€˜Very personable’ senior associate Anne Taylor manages the trust and estate administration group and is noted for providing a very β€˜supportive and efficient service’ across a range of matters, including acting alongside the firm’s clinical negligence team in order to advise clients on compensation protection and Court of Protection issues. Taylor is the firm’s primary contact for Camelot in respect of advice to lottery winners and works with winners to implement effective personal planning in light of their altered financial circumstances.

Active across the spectrum of private client work, Douglas-Jones Mercer’s four-strong team has a strong reputation among clients in south Wales; as well as receiving direct instructions from clients, it also takes on a considerable number of referrals from local independent financial advisers (IFAs). Team head Jonathan Powell is particularly well regarded for his trusts law expertise, including advising individuals on succession planning implementing trust structuresas wella s trust planning for corporate entities. Rebecca Laugharne has a particular specialism in the management of elderly client finances and care home packages, and is a key member of the team, which includes associate Jonathan Cudd (who has a niche in advising vulnerable clients on Court of Protection applications) and Laura Alliss, who handles contentious probate work.

The β€˜responsive and commercial’ team at Howells Solicitors has a β€˜real ability to think outside the box’, enabling it to provide particular value to clients on complex estate planning matters. Although he is perhaps best known for his contentious probate expertise, the β€˜very knowledgeable and calm’ Laith Khatib also provides β€˜practical and sensible solutions’ to clients across the gamut of estate planning work, including the preparation of complex wills and lifetime trusts designed to protect assets and/or reduce IHT exposure. Claire Davis continues to advise families on setting up wills and lifetime trusts, with an emphasis on protecting vulnerable and disabled children. Consultant John O’Connell has vast experience in the private client field; in addition to advising on wills and lifetime trusts, he is also involved in a professional deputy capacity to help look after the property and financial affairs for clients who lack capacity. β€˜Helpful and supportive’ solicitor Hayley Rees has significant private client experience, including advising unmarried couples on the protection of their assets in the event of the breakdown of the relationship or death of one of the parties.

The β€˜responsive’ team at Hutchinson Thomas provides β€˜well-considered, accurate and prudent advice’ across the spectrum of private client work, including the preparation of wills, trust deeds, estate administration, Court of Protection applications, and powers of attorney. β€˜Truly an expert in her field’, Rhian Williams heads the firm’s offering from Neath and provides a β€˜very empathetic and professional’ service to clients. Now primarily based out of Swansea following the opening of a new office there in October 2016, Louise Williams heads the overall team and has already begun to establish strong connections with local financial advisers and accountants who have started to refer a substantial amount of work to her. Praised for her β€˜warm bedside manner’, clients appreciate Williams’ β€˜practical legal advice laced with a strong empathetic approach’.

The β€˜responsive and knowledgeable’ four-partner team at JCP Solicitors provides a β€˜first-class service’ to clients across the spectrum of work ranging from wills drafting, advising high-net-worth individuals on tax planning and trust advice, and the administration of estates. The firm also benefits from an β€˜excellent’ Court of Protection offering, where Lynne Morgan’s professional deputy credentials sees her handling the property and affairs of incapacitated children and adults; she currently manages assets in excess of Β£45m. Dividing his time between the firm’s Swansea and Carmarthen offices, lifetime planning head Chris Shaw has particular expertise dealing with the administration of estates, although he also regularly advises high-net-worth individuals – including sportsmen and women – on tax planning matters. The Fishguard-based Arwel Davies has an β€˜excellent reputation locally’ for advice on wills and estate administration, and β€˜genuinely seems to-go-the-extra mile for his clients’.

NewLaw Solicitors provides a fixed-fee service to a growing roster of clients across a range of tax and estate planning matters, including the preparation of wills, as well as handling complex matters relating to domicile issues and assets abroad. Led by Katie Edwards, the team continues to handle a large amount of wills, trusts and probate work for members of the British Medical Association. Leveraging its top reputation for claimant personal injury work, the firm provides clients with Court of Protection expertise to assist people in managing their financial affairs after they have lost mental capacity; Robert Thomas acts as a professional deputy in such matters. The firm also regularly runs surgeries for charities including Age Cymru and Carers Trust, providing free legal advice on topics including wills, probate and deputyship.

Red Kite Law LLP provides a bespoke service based on the individual needs of each client and is well-versed in providing creative solutions to those wishing to minimize their inheritance tax liabilities through, among other strategies, lifetime gifts and astute succession planning. The firm also has significant will drafting and estate administration expertise. Based out of the firm’s Pembrokeshire office, Tim Haggar has extensive tax and financial planning expertise, including advising the firm’s SME clients on succession planning and retirement. Haggar is also a professional deputy and looks after the affairs of over 55 clients across south Wales and the South West of England. Carmarthenshire-based Mathew Bowen has particular expertise in agricultural relief and trusts.

At Berry Smith, team head Chris Beames regularly assists families with complex estates, often involving capital tax advice, as well as handling Court of Protection work for vulnerable clients. Beames is also able to provide residential property input in estate planning and administration matters.

With numerous offices in north Wales, including Denbigh and St Asaph, Swayne Johnson & Wight is a β€˜leading private client firm in the region’ and provides a β€˜helpful and efficient service’ to clients. Its expertise covers a range of issues, including high-net-worth estate planning, estate administration and Court of Protection matters. β€˜Knowledgeable’ and β€˜very supportive’ managing director Sarah Noton has β€˜excellent client management skills’ and provides a β€˜very empathetic service’ to clients in Court of Protection matters. The β€˜supportive and professional’ Lynette Viney-Passig heads the firm’s private client department and provides β€˜prompt and very clear advice’, with a particular focus on estate and succession planning for business and farming clients.


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The latest news direct from law firms. If you would like to submit press releases for your firm, send an email request to