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United Kingdom > West Midlands > Private client > Personal tax, trusts and probate > Law firm and leading lawyer rankings



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

Leading individuals

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Higgs & Sons’ team specialises in wealth preservation and estate planning. Practice head Nick Moxon focuses on estate and tax planning for directors and shareholders. Peter Gosling, who is also recommended, deals with wealth planning for high-net-worth individuals and families. Solicitors Claire Whittall joined the team from FBC Manby Bowdler LLP and Richard Stone joined from Lanyon Bowdler.

Lodders Solicitors LLPoffers excellent service to clients’ and focuses on tax and estate planning, as well as care and capacity matters for the vulnerable and elderly. Department head Martin Green and chartered tax adviser Eamonn Daly are recommended, and Louise Igoe was promoted to equity partner.

Mills & Reeve LLP represents high-net-worth individuals and entrepreneurs, providing wealth planning and tax structuring services. Practice head Matthew Hansellhas superb legal expertise which he applies with apparent ease and speed’, and John Grundy is also endorsed by clients. Gary Barber retired.

Shakespeare Martineau LLP advises on trust administration, elderly client advice and landed estates. One highlight for the team was advising on setting up a family investment company for a client who is worth nearly £200m. Lesley Davis worked on that matter. Davis and Clare Laird are key contacts in the team.

Anthony Collins Solicitors LLP’s team was boosted by the arrival of James Hall from Meridian Private Client and Lisa Whitehouse from Higgs & Sons, and by the promotion to partner of Donna Holmes. The practice advises on inheritance tax issues, pension trusts and Court of Protection issues.

The team at DWF, which is led by Roger Williams, focuses on asset protection, complex probates and all manner of matters for high-net-worth individuals.

Julie Burn, practice head at FBC Manby Bowdler LLP, acts as deputy to a number of clients who have impaired faculties due to medical, traffic or workplace injuries. Advising on personal injury trusts and Court of Protection issues are particular strengths. Sophie Yates is recommended.

Knights Professional Services Limited’s team specialises in succession planning, and tax and trusts. Charles Jones and Lindsey Howland are key contacts.

Sydney Mitchell LLP’s team handles complex Court of Protection issues, administration of estates, and elderly client care and care work. It is described by one client as ‘a quality firm with in-depth specialist know-how’. Tracy Creed and Sue Capstick are key contacts.

Wright Hassall LLP has a niche specialism in estate planning for farmers and rural landowners, and also carries out succession planning for entrepreneurs and business owners. John Rouse heads the team.

Marie Tisdale, practice head at Ansons Solicitors Ltd, ‘demonstrates a thorough knowledge of all aspects of inheritance tax and the probate system’. Tisdale has expertise in agricultural estates and also provides specialist tax advice.

Recent work for Lanyon Bowdler includes assisting a client with setting up a discretionary trust and reviewing his and his partner’s wills, having sold a business for an eight-figure sum. The ‘very personableEdward Rees is head of the practice.

Pinsent Masons LLP represents commercial, corporate healthcare and property investment trusts, as well as non-resident and non-domiciled individuals. Clients include Scottish Widows, Standard Life and Royal London. Janet Hoskin heads the team.

The ‘very sound and efficient’ team at QualitySolicitors Mander Hadley has particular strengths in Court of Protection matters, including lasting and enduring powers of attorney, and family trusts and settlements. David Webb heads the department and Andriy Buniak is also recommended.

The ‘very responsive and helpfulQualitySolicitors Talbots specialises in Court of Protection applications, international estate planning and trust structures. Adrian Mabe heads the practice, and Melanie Blackburn is ‘technically skilled and has a lovely manner with clients’.

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Legal Developments in West Midlands 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

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