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Personal tax, trusts and probate
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1
- Geldards LLP Cardiff
- Hugh James Cardiff
- Hutchinson Thomas Neath
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2
- Gabb and Co Abergavenny
- JCP Solicitors Swansea
- Morgan Cole Cardiff
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3
- Allington Hughes Solicitors Wrexham
- Berry Smith Cardiff
- Dolmans Solicitors Cardiff
- Douglas-Jones Mercer Swansea
- Francis & Co Chepstow
- Gamlins Llandudno
- Harding Evans LLP Newport
- Hopkins Law Cardiff, Cowbridge
- Howells Solicitors Cardiff
- Leo Abse & Cohen Cardiff
- Margraves Llandridnod Wells
- Passmores Solicitors Barry
- Red Kite Law Pembroke, Haverfordwest, Tenby, Milford Haven
- Smith Llewelyn Partnership Swansea
- Ungoed-Thomas & King Carmarthen
- Walker Smith Way Wrexham
- Wendy Hopkins Family Law Practice Cardiff
Geldards LLP’s Sian Williams and trusts and estates specialist Helen Downes are appointed to the Camelot Advisory Panel for lottery winners. The team recently acted on a number of complex, high-value estates involving overseas and business assets.
Hugh James’ ‘efficient, highly skilled team offers an extremely competent service’. Clients include high-value, high-profile and vulnerable members of society. Managing partner Alun Jones advises high street banks; and Lynn Wheeldon and senior associate Sarah Cash handle high-value, complex trusts and estates. ‘Experts in their field’ on the contentious side, Wiljo Salen and senior associate Matthew Evans act for various trust corporations and charities.
Hutchinson Thomas has ‘very sound business acumen, gives thorough advice and employs a sensitivity which is very much appreciated’. Practice head Jennifer Melly has ‘a fine technical knowledge of and a sound instinctive grasp of issues’, and advises a number of London-based high-net-worth clients. The highly regarded Rhian Williams became a STEP member in 2010, and ‘has a very gentle and human nature that makes it easy to relate to her’. ‘Extremely knowledgeable’ ACTAPS member Simon Thomas recently acted in a ‘leave to swear death’ case.
Gabb and Co’s specialist team, led by consultant Mike Stock, undertakes a wealth of private client matters, including contentious probate, and has experience representing high-profile clients.
JCP Solicitors is led by Court of Protection specialist Amanda Rees. Tax and trusts specialist Allison Kent advises business and agricultural clients, while Neil Jacobi handles contentious work. The practice hired associate Chris Shaw from Neath-based Probert & Gray Solicitors, who handles estate administration matters.
Morgan Cole acts for public and private sector clients. The practice is now led by Claire Johnson, who joined from Leo Abse & Cohen, with former head Richard Hale now a consultant. Jean Abell supports on wills, probate and inheritance tax matters.
Allington Hughes Solicitors’ senior partner David Parry leads on private client matters. Steve Davies heads the estates administration team.
Berry Smith’s practice head Chris Beames focuses on estate planning and trusts for commercial property clients.
Dolmans Solicitors focuses on wills and inheritance tax planning matters.
Douglas-Jones Mercer’s team is led by Jonathan Powell, with areas of focus including powers of attorney, Court of Protection matters, and Islamic wills.
Francis & Co focuses on elderly client issues.
Gamlins advises on powers of attorney, inheritance tax planning, wills and probate.
Harding Evans LLP’s Paul Lindsey is ‘a very capable lawyer, with an in-depth knowledge of the Trustee Acts and the legal system in probate’. The team has experience advising business and agricultural clients. Former practice head Bethan Owen left to set up her own practice.
Hopkins Law particularly focuses on elderly client issues.
Claire Davis leads Howells Solicitors’ practice, with Alison Huggins specialising in advising elderly clients.
Leo Abse & Cohen’s team is led by Lisa Davies, who came from Rubin Lewis O’Brien LLP and replaced Claire Johnson, who left for Morgan Cole.
Niche practice Margraves offers a depth of expertise, drawing clients from within and outside the region.
Passmores Solicitors offers expertise in elderly client issues.
Red Kite Law provides ‘first-class service, and industry knowledge that is second to none’; Tim Haggar ‘always goes the extra mile and has good all-round knowledge’, and the highly regarded Steve Meredith advises high-net-worth clients.
Smith Llewelyn Partnership’s practice is led by Peter Smith, and handles wills, probate and trusts.
The well-regarded team at Ungoed-Thomas & King is led by The Hon Adam Bruce and Welsh speaker Carys Owen. Clients include large local business owners and farming clients.
Walker Smith Way is well regarded for its knowledgeable team and personable client service. Lisa Jones advised on Court of Protection applications.
At Wendy Hopkins Family Law Practice, Dianne Evans’ client base includes vulnerable people and high-net-worth individuals, with a focus on elderly care. The practice assists with trusts for minor and disabled beneficiaries as well as probate matters.
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Press releases
Legal Developments in the UK
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New rules for students will welcome the most talented...
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Immigration Minister proposes new visa fees
Immigration Minister Damian Green has proposed an increase in visa fees in addition to an increase in application fees for UK-based visas. The changes are likely to come into force from 6 April 2012, providing they receive parliamentary approval. In his written ministerial statement, Damian Green commented: 'It is only fair that those who use and benefit from the immigration system contribute a higher share of the cost of running it - reducing the burden on the UK taxpayer.' -
Damian Green outlines Government plans for a 'selective' immigration system
Immigration Minister Damian Green has reinforced the Government's plans to create a selective and sustainable immigration system which encourages the brightest and best to come to the UK. -
Revisions to the rules for tier 1 investors and entrepreneurs?
There are a number of aspects of the rules for tier 1 investors and entrepreneurs that are unclear or unnecessarily restrictive and we have been in extensive dialogue for many months now with the UKBA on a range of issues, both policy and technical. -
No substitute for experience
If there is one part of the Localism Act 2011 about which local government lawyers have considerable concerns, it is the new standards regime.- 11KBW -
CONSULTATION AND LEGITIMATE EXPECTATIONS
Clive Sheldon QC- 11KBW -
Changes to list of approved English language tests are made by the UKBA
It has been announced by the UKBA that the list of approved English language tests for those individuals applying under tiers 1,2 and 4 of the points based system has been amended. One of the main changes is the lowering of the TOEFL points score against the Common European Framework of Reference (CEFR). TOEFL now includes scores for spouse and partner applications. -
Important information about London 2012 released by the UKBA
Important information about the London 2012 Olympic and Paralympic Games has been published online by the UKBA. With the UKBA expecting to carry out security checks on more than 380,000 workers and participants, it has set out detailed information for those individuals who will be travelling to the UK for the event. The information is divided into the following categories: -
Premium sponsorship for tier 2 and tier 2 and 4 sponsors
As reported in our November 2011 Update the UKBA is planning to introduce a 'premium sponsor' category and we expect that this will be in April 2012. -
Arts Council England introduces new procedure for tier 1 (exceptional talent) applicants
From 3 January 2012, individuals applying under tier 1 (exceptional talent) of the points based system will need to follow new guidelines if they wish to have their application endorsed by Arts Council England (ACE).
Press Releases in the UK
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Penningtons' immigration team announces consultancy agreement with prominent QC
Penningtons Solicitors LLP is pleased to announce that Judith Farbey QC will be working alongside its highly rated immigration team as an independent consultant. -
Regressive ruling on disabled air passenger rights
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The best interests of children of prisoners must be considered
The High Court yesterday handed down judgment in two joined judicial review cases brought by women prisoners challenging refusals to grant them Childcare Resettlement Leave. Charlotte Haworth Hird acted for the children of those prisoners, who were interested parties in the proceedings. -
Brent Libraries Litigation Ends
11KBW’s Elisabeth Laing QC, Joanne Clement and Deok Joo Rhee have successfully defended Brent Council.- 11KBW -
High Court makes pro bono costs order in healthcare judicial review
Following the grant of permission to bring judicial review proceedings brought by a patient group, “FOBS”, to challenge a decision of the Northumberland Care Trust to make cuts to one of the UK’s most rural GP surgeries, the Care Trust has agreed to re-take the impugned decision.- 11KBW -
Global Warming Policy Foundation: Tribunal to consider disclosure of donor identity
The Guardian reports this week that the First-Tier Tribunal (Information Rights) will hear the appeal of Montague v Information Commissioner on Friday 27 January. The disputed information is the identity of one of the founding donors to the Global Warming Policy Foundation, a climate change sceptic thinktank chaired by former Chancellor Lord Lawson.- 11KBW -
Penningtons backs LawWorks pro bono programme
Penningtons is pleased to announce that it has become a member of LawWorks, a national charity which aims to provide free legal help to individuals and community groups who cannot afford to pay for it and who are unable to access legal aid. -
Akhlaq Choudhury voted in top 100 British Bangladeshis influencing the community and Britain today
Akhlaq Choudhury has recently been voted one of the top 100 British Bangladeshis influencing the community and Britain today. Click here for more information.- 11KBW -
Penningtons' report warns that Government reforms will reduce access to justice and increase
incidence of clinical negligence -
Success for phone-hacking victims kept in the dark by the police
The Met Commissioner accepts that the failure to warn victims was unlawful