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Blake Morgan LLP

HARBOUR COURT, COMPASS ROAD, NORTH HARBOUR, PORTSMOUTH, PO6 4ST, ENGLAND
Tel:
Work 023 9222 1122
Fax:
Fax 0844 620 3404
DX:
124490 PORTSMOUTH 9
Email:
Web:
www.blakemorgan.co.uk

Simon Treherne

Tel:
Work 023 8085 7048
Email:
Blake Morgan LLP

Work Department

Private client.

Position

Simon specialises in advising entrepreneurial private clients on all issues affecting them as founders an owners of large private businesses. As the head of the firm s corporate department for the last nine years, he has advised family companies and owners of many of the leading private businesses and agricultural businesses on the South Coast. His practice involves all aspects of being an owner ‚Äď financing, family trusts, succession and tax issues, sale and purchase of companies and businesses, company and partnership law, and management incentivisation. His recent transactional experience includes: advising the founders of Auto Online on securing significant strategic investment from Tesco and the launch of TescoCars.com; the formation of family investment companies; the sale of substantial shareholdings in private companies.

Career

Trained Wilkinson Kimbers; qualified 1986; Turner Kenneth Brown; partner Blake Lapthorn 1999.

Member

Law Society.

Education

Isleworth Grammar School; Leicester Polytechnic (1983 BA Law Hons); College of Law, Guildford.

Leisure

Spending time with family.


South East: Corporate and commercial

Corporate and commercial: Hampshire

Within: Corporate and commercial: Hampshire

Blake Morgan LLP has 'an excellent range and depth of team knowledge and good commercial understanding' according to clients. One of the largest teams in the South East, it is equipped to handle the full range of corporate and commercial work and private equity investments. It can also draw on its specialist expertise in areas including franchising, restructurings, acquisition finance and capital markets. It attracts clients ranging from SMEs to AIM and publicly listed companies in diverse sectors such as healthcare, education, technology and retail. James Hawkeswood heads an 'outstanding' team that includes 'outstanding negotiator' Mark Hepworth, who is 'diligent, knowledgeable and professional with great pragmatism'. Stephen Archibald and Simon Treherne are other core team members together with 'experienced and trusted adviser' Gemma Spiceley and Jasmin Eames, who is 'excellent on detail and holding people to account'. Mary Chant  joined Thrings LLP in June 2017.

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South East: Private client

Personal tax, trusts and probate: Hampshire

Within: Personal tax, trusts and probate: Hampshire

Blake Morgan LLP is, according to one client, 'the leading firm in our area when it comes to large and complex cases' and provides an 'exemplary' service. The team has notable expertise in wealth protection and its clients range from private individuals, business owners, including farming and landed estate owners, to families and executors. The team has considerable experience in probate, trust administration, Court of Protection and tax matters and is able to draw on the firm's wider real estate, family and commercial expertise when required. Helen Bunker heads the group together with Simon Treherne, who combines 'great knowledge with being balanced and objective and very on the ball'. Other key names include Douglas Smith, who is 'a true expert with a helpful attitude'; director Jessica Wiltshire, who has 'deep knowledge in the areas of wills, trusts, and all associated tax planning'; associate Darren Price, who combines 'professional skill with a kind' manner; and senior associate Jonathan Sleep, who joined from Coffin Mew LLP and is noted for his 'excellent legal insight and for being very good with clients'.

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