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Howes Percival LLP

FLINT BUILDINGS, 1 BEDDING LANE, NORWICH, NR3 1RG, ENGLAND
Tel:
Work 01603 762103
Fax:
Fax 01603 762104
DX:
5280 NORWICH
Email:
Web:
www.howespercival.com

Richard Lovett

Tel:
Work 01603 281966
Email:
Howes Percival LLP

Work Department

Charities, tax and wealth management, wills and probate.

Position

Richard is a partner and specialises in trust matters and high-level estate planning. He was a founder member of the Norwich branch of STEP. Richard’s experience includes advising on large family trusts, many with significant property interests. He is also experienced in advising charities, being trustee of two grant making charities and member of the Norwich & District Grant Funders’ Forum. Working in the Howes Percival estates team, Richard provides tax and estate planning advice particularly to landowning clients. Richard is widely recognised for his ability to advice on succession planning and particularly for providing solutions to tricky trust problems.

Career

Legal executive Cozens-Hardy & Jewson 1972; trust manager KPMG (via Peat Marwick McLintock) 1984; Grant Thornton (formerly KPMG Norwich office) 2000; trust and tax manager Howes Percival 2001; partner Howes Percival 2010 to date.


East Anglia: Private client

Charities and not-for-profit

Within: Charities and not-for-profit

Howes Percival LLP provides 'excellent service and prompt responses; all fee earners have sound knowledge and are good value for money'. Several of the firm's partners act as charity trustees and have experience in governance issues. The multi-disciplinary practice draws on the firm's private client, employment, property and estates groups to handle all aspects of charity formation, mergers, restructuring and administration. Head of estates Catherine Scott is the key contact and acts as trustee of a large grant-making charity with endowed and investment property. One client praises corporate and commercial partner Nathan Horton, associate and employment law specialist Nicola Butterworth , and property and education director Nicola Curle  for their 'excellent knowledge of their subject matter and their ability to respond promptly'. Richard Lovett is also praised for his specialist knowledge of the charity sector. Paul Bassham Charitable Trust, Royal Norfolk Agricultural Association, Theatre Royal Norwich, The Woodland Trust and YMCA Norfolk are among the firm's clients.

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Personal tax, trusts and probate: Norwich

Within: Personal tax, trusts and probate: Norwich

The practice at Howes Percival LLP is 'efficient, extremely knowledgeable, client-oriented and excellent at working with other professionals to provide the client with the complete service'. The firm is known for providing high-quality bespoke planning and strategic advice in complex situations to high-net-worth individuals, families and trusts. Specialist agricultural lawyer Catherine Scott leads the estates team and regularly advises farmers and landowners on tax-efficient property structures, estate planning and trust-related matters. One client remarks that head of tax Stuart Maggs and Richard Lovett, who specialises in tax planning for large family trusts, 'have a greater level of technical expertise than their peers in respect of particularly complex or unusual issues'. CIOT-accredited Stuart Maggs is also recommended for advice to high-net-worth individuals on complex technical issues arising from wills, tax planning and estate administration. Another key partner is Jonathan Wortley, who has 37 years' experience in private client and property matters. One complex matter dealt with by the practice in 2017 involved making provision for an estranged child to prevent an Inheritance Act claim involving a multimillion-pound estate.

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