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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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Index of tables

  1. Personal tax, trusts and probate
  2. Leading individuals
  3. Next generation lawyers

Leading individuals

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Next generation lawyers

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Who Represents Who

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Lucy Obrey  is the new practice head at Higgs & Sons , and  is particularly active in inheritance tax planning issues. She replaces Nick Moxon , who is still an active member of the team and an expert in trust administration and tax planning. Other noteworthy names include wealth planning expert Peter Gosling  and trust and tax planning specialist Robert Leek , who is similarly no longer working as a partner but is still active as a consultant.

The 'very professional' and 'efficient' Lodders Solicitors LLP  has expertise in wills, trusts, estate planning, probates and tax planning. Martin Green leads the team and has extensive experience in estate and succession planning. Stephen Brignull is an expert in estate and inheritance tax planning,  and Louise Igoe focuses on complex estates involving agricultural and business property. Other key figures include:  Sofia Tayton, who focuses on court of protection matters;  Ian Flavell, who specialises in estate and tax planning; John Rouse, who is notably skilled in capital tax planning; and Jessica Beddows, who is experienced in wills, powers of attorney and court of protection issues.

Mills & Reeve LLP  'delivers a consistent standard of high quality advice', with extensive experience in estate planning and wealth structuring. John Grundy  co-heads the practice and is 'very personable' with 'a gentle manner' and 'the ability to explain complex structures and planning in a language that clients understand'. Fellow practice head Matthew Hansall  is 'very professional','highly intelligent' and 'very personable'. Also recommended are principal associates Sarah Wood  and Adam Williams .

Shakespeare Martineau LLP  runs the gamut of tax, trusts and probate work. Clare Laird  leads the team and is an expert in tax and wealth planning.  Lesley Davis  is an expert in wealth protection and succession planning, and recently advised Npower Foundation on establishing a charitable foundation. Also recommended is Anne Tromans , who is an expert in estate and tax planning.

Anthony Collins Solicitors LLP  is 'very sound and competent' and provides 'sensible instructions'. Donna Holmes  leads the team and works with 'diligence', 'tenacity', 'professionalism' and 'a true commitment to her clients'. She regularly advises on wills, tax and estate planning. Senior associate Alex Elphinston  is 'technically sound' and 'knowledgeable' and has 'very strong attention to detail'. Also recommended are: senior associate James Hall, who focuses on tax planning; senior associate Sheree Green, who focuses on court protection issues; associate Lisa Whitehouse is an expert in wealth protection estate administration; and solicitor Clare Burke, who advises on wills and estate planning.

Roger Williams¬† leads the Birmingham team at DWF¬† and works alongside Manchester-based Paul Davies¬†, who heads the team nationally. Williams is an expert in handling will preparations, estate administration, court of protection and powers of attorney issues.  

FBC Manby Bowdler LLP's repoirtoire in this space includes advising on community care, court of protection, disputed probate, as well as inheritance tax and estate planning. Julie Burn  leads the team and is an expert in court of protection and deputyship cases. Other key individuals include: Margaret Rowe , who is an expert in wills, probate and elderly client care issues; Andrew Vernon , who has a particular interest in complex inheritance tax planning; and associate Michelle Monnes-Thomas, who is experienced in community care matters.

Gateley Plc has 'a very strong presence in private client matters' and is particularly active in matters involving tax and estate planning for high-net worth individuals. Practice head Catriona Attride  is 'a really excellent lawyer' who 'combines common sense and a sense of humour with a really sharp intellect and a very strong grasp of the legal principles and their tax consequences'. She is 'well supported' by solicitor Alexia Haines and associate Hannah Turner .

Lanyon Bowdler  has a presence in both the Shropshire and Herefordshire area, with an offering that handles trusts, estate planning, powers of attorney and tax planning. Ludlow-based Giles Scott  leads the team and focuses on trusts, wills and inheritance tax work. Other notable names include Telford -based Edward Rees , Oswestry-based Kevin Thomas  and associate Neil Davies , who is based in Shrewsbury and specialises in court of protection matters.

The 'excellent' Sydney Mitchell LLP  is particularly strong in dealing with elderly client issues, with additional expertise in wills and estate planning, powers of attorney and administration work. Tracy Creed leads the team and has extensive experience in probate and trust matters.  Also recommended is Shirley based solicitor Nicholas Bennett , who focuses on will and probate issues, and solicitor Ravinder Sandhu, who is experienced in wills, trusts and probate issues.

Wright Hassall LLP 's wills,trusts and probate team is known for its 'prompt service' 'great knowledge' and 'understanding'. Tax specialist  Eamonn Daly  is a key figure and is 'extremely knowledgeable on the areas that he covers' and 'is able to impart and explain his expertise in a very clear and concise manner'. Other notable names include: Susan Floyd  , who focuses on complex capital tax planning; and inheritance disputes specialist Martin Oliver .

Ansons  is 'focused' and 'pragmatic' with 'excellent response times'. Director Marie Tisdale  leads the team and has particular expertise in handling probate matters for farmers. Also recommended is the 'outstanding' and 'extremely professional' associate Tracey Lane  and chartered legal executive Rebecca Taylor , who are both experienced in wills and probate matters.

A key development at Beswicks Legal is the appointment of senior associate David Birchall  as its new practice head. Birchall joined from Scott Fowler and is an expert in estate planning matters. Consultant solicitor Howard Heath is an expert in inheritance tax planning, elderly care services, wills and probate. Other notable names include solicitor Juliette Carter, who specialises in estates.; wills and probate specialist Sarah Mellor ; and Kate Sutherland, who focuses on succession planning and elderly care services.

Dawn Oliver  heads up the private client team at Harrison Clark Rickerbys ' Worcester office and has extensive experience in this space. She advises on wills and estate planning for predominantly high-net worth individuals. Also recommended is Shirley Rabbetts , who specialises in advising on inheritance issues for farmers.

Mander Hadley Solicitors provide an 'excellent service' where all matters are dealt with 'compassion' and 'expertise'. The team predominantly handles deputyship, power of attorney, wills, estate planning and estate administration cases. Director David Webb  leads the team and is an expert in probate, estate administration and tax planning. Consultant Roger Pascall  is also a key figure and focuses on will preparation, powers of attorney and estate administration issues. Kenilworth-based Caroline Dobson  is 'clear' and 'concise',  and offers 'a warm and friendly service'. She predominantly specialises in wills, probate and older services.  Solicitor Andriy Buniak  is also recommended and has a similar focus on elderly care issues.

MFG Solicitors LLP's repertoire includes advising on estate administration, trust management, tax and court of protection matters. Based in Kidderminster are Valerie Robinson , who is an expert in advising on tax planning and provision for  disabled beneficiaries, and tax specialist Gary Priest. Ludlow-based Peter Stephen is notably strong in issues surrounding court of protection, powers of attorney, advising the elderly, and appointing deputies. 

Commercial and tax-specific trusts are the key focus of Pinsent Masons LLP , with a client list that includes Aegon, Scottish Widows and Simplyhealth. Chris Thomas  leads the team and works on insurance and banking-related commercial trusts. Janet Hoskin  is no longer a partner and acts as a consultant.

Senior associate Lynda Richards¬† is a key figure in¬†Aaron & Partners LLP¬†' Shrewsbury office.¬† She specialises in¬†tax, trust, estate and succession planning, and represents both individuals and trustees.  

Leamington Spa-based Neil Raiseborough¬† leads the team at Alsters Kelley LLP, and has notable expertise in tax planning and estate administration. Also recommended is solicitor Tanya Ghuman¬†, who is based in Coventry, and is experienced in advising on wills, estates and tax planning.  

Band Hatton Button LLP  regularly advises on wills, inheritance tax planning, powers of attorney, probate, estates and trusts. Michelle Gavin  leads the team and is an expert in wills, trust and estate planning.

Brethertons LLP  announced a new practice head in 2017.  Daniel Boylen joined from Knights Professional Services Limited and is an expert in trusts, tax planning, court of protection, wills, estates and elderly care services. He is supported by associate Angela Arkel, who regularly advises on will, trust and probate issues.

Emms Gilmore Liberson is headed by Terry Cooper  who is 'practical', 'knowledgeable' and 'commercial' in all areas of trust and estate planning. Stephen Gilmore  is also a key figure and is an expert in advising on complex family trusts.

George Green LLP  is led by Claire Pottinger, who is an expert in tax planning matters and on the general administration of trusts and estates.

GHP Legal is skilled in matters pertaining to probate, wills and tax planning. Victoria Wilson heads the team and advises on capital gains tax , trusts and long-term care cost provisions.

Succession panning and trusts are two core areas of Knights Professional Services Limited¬†'s practice. Charles Jones ¬†is a key figure, who focuses on wealth protection and succession planning. Also recommended is Lindsey Howland¬†, who is an expert in tax, trusts and estates.  

The 'very good' and 'thorough' Pickerings Solicitors LLP advises on will, trusts, powers of attorney, elderly client services, and provides 'excellent' inheritance tax planning advice. Emma Harrison  heads the practice and is highly skilled in wills and probate matters. She is supported by solicitor Desmond Saunders , who is notably strong in elderly client services, and the 'very efficient' solicitor Lucy Cooling, who joined from Mills & Reeve LLP in 2017 and is an expert in inheritance and capital gains tax.

Talbot & Co  is led by principal Tom Bramall , who predominantly focuses on probate, trusts, wills and tax.

Thomas Guise Solicitors  is a 'professional' and 'conscientious' practice who 'always provide an outstanding service'. Nicola Thomas  is 'able to engage and empathise with clients from a wide range of backgrounds and circumstances', and 'always fulfils her duties and role to the highest level'. She specialises in wills, probates, estates and powers of attorney. Amanda Oakes  is an expert in administering estates and is 'very efficient' and provides 'clear and concise explanations'. Associate solicitor Zoe Dale  focuses on estate administration and will drafting.

Thursfields Solicitors   has 'high levels of knowledge' and provides 'understandable' advice. Director Michelle Hetheridge  heads up the team and is predominantly focuses on succession planning. Other notable names include senior associate Tracy Ashby , who specialises in elderly care issues, and associates David Emery-Jones , Deborah Beal  and Zoe Perry .

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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 ‚Ä©

    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.‚Ä©
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