Birketts LLP is renowned for the strength of its private wealth practice, for which Cambridge is a key hub. Led by Caroline Stenner and 'knowledgeable and responsive' up-and-coming partner Rachel Winter, the team acts for many of the largest businesses, farming families and entrepreneurs in the area, handling the full range of private client advisory matters, as well as offering niche advice on equine, family business and natural capital issues. Legal director Alex Hunt has 'an eye for detail, and an enthusiastic thirst for complex knowledge'. STEP-qualified senior associates Kimberly Sayward (who has 'a commendable grasp of her subject and clients' needs') and James Marsh are also recommended.
Personal tax, trusts and probate: Cambridge in East Anglia
Birketts LLP
Practice head(s):
Rachel Winter; Caroline Stenner
Other key lawyers:
Kimberly Sayward; James Marsh; Alex Hunt
Testimonials
‘ Very experienced team with excellent client-handling skills.’
‘ Kimberly Sayward has a commendable grasp of her subject and clients’ needs.’
‘Very reliable and at the forefront of this area of law.’
‘The team is friendly, approachable and highly responsive to a client’s needs. Their strength is the depth of expertise, with a wide range of fee earners with different specialties.’
‘Kimberly Sayward is a key player in the team, with quiet confidence, meticulous preparation and advice and an excellent manner with clients. She makes my clients feel at ease immediately and can explain complex ideas with ease. Alex Hunt joined the team and is a fantastic addition. His strength is his eye for detail, an enthusiastic thirst for complex knowledge, and translating that to professionals and clients alike.’
‘Strong technically, easy to work with and good client relationships.’
‘Knowledgeable and responsive.’
Work highlights
HCR Hewitsons
Cambridge is the largest hub of the firm-wide private client practice at HCR Hewitsons, which has the largest group of lawyers in the region. Led by Daniel Curtis, who frequently acts for clients with foreign property or who are domiciled abroad, the practice provides 'personal service and a knowledge base that is second to none'. Bernadette O’Reilly handles capital tax planning for individuals and trustees; Elizabeth Davies frequently advises high-net-worth individuals, businessmen, farmers, and elderly clients; and Katherine Hague handles matters involving foreign assets and landed estates. Senior associate Kelly Wardell is also recommended for estate planning and newly hired partner Lisa Millington from Roythornes Solicitors for trusts involving landed estates.
Practice head(s):
Daniel Curtis
Other key lawyers:
Bernadette O’Reilly; Elizabeth Davies; Kelly Wardell; Katherine Hague; Keri Rowan
Testimonials
‘The team is able to draw on specialist advisors across the firm to solve complex on estate and trust disputes.’
‘Bernadette O’Reilly – excellent overview of complex transactions, very good ability to pull together the right team at the right time and to follow through to completion.’
‘I recommend them to any prospective clients as they are an excellent firm.’
‘I believe that this firm stands out in its delivery and in its outcomes. This mainly revolves around some excellent individuals and a very strong team culture. In recent times my specific contact has been with Bernadette O’Reilly, who has always been responsive and proactive in taking forward our work and in securing appropriate outcomes and conclusions.’
‘Keri Rowan has been the face of HCR and is a pleasure to work with. We trust her professional competence and judgement.’
‘Katherine Hague is very professional and really knows her stuff. She is also brilliant at dealing with clients of different ages and levels of knowledge.’
‘Katherine Hague – excellent technically.’
‘I have found the private wealth team to be among the best in Cambridge for their depth of knowledge. The five partners in the team are all approachable and are well supported by their team. I would strongly recommend them to clients.’
Work highlights
Mills & Reeve LLP
The Cambridge office of Mills & Reeve LLP has a deep bench of talent led by vastly experienced practice head Chris Belcher, who has a stellar reputation in advising wealthy UK and international individuals and families on tax, trusts and estates, including inheritance matters and capital gains tax planning. Belcher ‘clearly understands clients’ specific needs on a range of different matters, from the simplest to the deeply complex‘. His team is noted for its ‘discretion, speed, accuracy, and simplicity‘. The firm hired Lucinda Brown from Broadfield Law UK LLP, who brings a national trusts and estates practice. Principal associate Emma Geale and senior associate Katrina Hopkins are highly recommended by clients.
Practice head(s):
Chris Belcher
Other key lawyers:
Emma Geale; Katrina Hopkins; Kirsten Crawley
Testimonials
‘The team at Mills & Reeve goes above and beyond for us. They have strength in depth, so that we always have great access when required and in a timely fashion. We feel as if we are special clients and can rest easy, knowing that they always have our backs covered. In addition to having a London presence, their head office base in Cambridge makes them more accessible to our largely East Anglian organisation and more cost-effective. ’
‘Chris Belcher is a very experienced and personable partner at Mills & Reeve. He clearly understands our specific needs and is always available when required, on a range of different matters, from the simplest to the deeply complex. We have worked with Chris for a number of years and appreciate the continuity and expertise that he provides to us.’
‘The highest compliment I can pay Kirsten Crawley is that I followed her to Mills & Reeve when she left her previous firm.’
Work highlights
Ashtons Legal
The large, cross-office private client practice at Ashtons Legal has a high concentration of experience in its Cambridge office, with Court of Protection specialist Lynn Wicks and wealth management and tax planning expert Jennie Pratt
among the region’s most sought-after advisers. Senior associate Christina Duck and ‘phenomenal‘ associate Amy Pettitt also play pivotal roles in the firm’s high-value matters. Senior associate Zara Bracegirdle joined from Woodfines LLP in late 2023 to add expertise in estate planning for business owners.
Practice head(s):
Lynn Wicks
Other key lawyers:
Jennie Pratt; Christina Duck; Amy Pettitt
Testimonials
‘Amy Pettit was phenomenal!’
‘The team are friendly and supportive. It’s like seeing family.’
‘Lynn Wicks is willing and able to take on her clients’ challenges.’
‘As a team, they have a lot of experience in their field and their knowledge is varied, which ensure all needs can met, however complex they may be.’
‘Very knowledgeable in their area of expertise. Attentive and thoughtful. Communication is efficient.’
‘The key strength of the firm is in the knowledge and the collaboration between the departments.’
‘I have worked alongside Jennie Pratt and her team. Jennie is an expert in her field, but has compassion and warmth that is not seen too often in professional firms these days.’
‘Amy Pettitt is an impressive solicitor. She is technically very knowledgeable, but what impressed me particularly was her ability to communicate well, both verbally and in writing. She is also very calm and reassuring. And she is practical, too.’
Barr Ellison LLP
Barr Ellison LLP's private wealth practice is 'very knowledgeable, reliable and provides a personalised approach to the high-quality advice it delivers'. Practice head Emma Parsons is highly sought after for wills, trusts and estate planning for high-net-worth individuals, academics and entrepreneurs. Associates Chris Jones and the 'calm, patient and helpful' Tim Metcalfe , and 'very caring and professional' legal executive Courtney Searle are among the firm's many skilled junior lawyers.
Practice head(s):
Emma Parsons
Other key lawyers:
Chris Jones; Courtney Searle; Francesca Tubb; Tim Metcalfe; Serap Karaoglan
Testimonials
‘We met Chris Jones and from the start felt felt comfortable that he would give us guide us through the mysteries of probate. This was important so the procedure ran smoothly. He explained everything clearly.’
‘Chris Jones has been very helpful and approachable.’
‘Tim Metcalfe is outstanding. Calm patient and helpful. Took time to understand my personal situation and offer tailored sensible advice. Explained everything really well. ’
‘Courtney Searle has been very caring and professional in her dealings with me and my daughters following the death of my wife, both in obtaining probate and advising on subsequent actions and then in drawing up a new Will for me.’
‘I worked with Francesca Tubb. Advice provided was very clear. Very proactive and flexible in scheduling meetings.’
‘Serap Karaoglan has provided outstanding advice and support throughout.’
‘Chris Jones is a fantastic practitioner, with expert knowledge of his subject, and a cool and calm demeanour that clients and other professionals appreciate.’
‘My experience with Emma Parsons, Chris Jones and Tim Metcalfe has been second to none. Their ability to assess a situation and clearly its explain implications and arising advice is second to none.’
Work highlights
Greenwoods
Greenwoods has a large firm-wide private client practice with a foothold in Cambridge, where practice head Clare Harris is the standout practitioner. Clients regard her as 'a proactive, commercial lawyer who has great technical competencies'. Legal executive Ellen Eley also plays a key role in the 'slick and impressive team'. Both are STEP-qualified, and Harris is also a Fellow of the Agricultural Law Association. Locally, the firm has a strong bank of multi-generational trusts and estates work, and is also adept in Court of Protection matters.
Practice head(s):
Clare Harris
Other key lawyers:
Ellen Eley
Testimonials
‘A slick and impressive team.’
‘Clare Harris – a true professional.’
‘The team is responsive from the initial enquiry through to completion and billing. The fee earner is made known to the client from the start and will ensure that they are the principal contact for the matter and takes full responsibility for engagement delivery. If there is an area outside their expertise they will acknowledge and revert with the answer / conversation with an appropriate colleague.’
‘I find the Greenwoods approach refreshing against an age of hiding behind an email and no sense of relationship being built.’
‘The team at Greenwoods is very attentive, client centric and are able to distil complex information in a user friendly manner.’
‘Clare Harris is an excellent example of a proactive, commercial lawyer who has great technical competencies.’
Work highlights
- Advising executors of an estate containing numerous parcels of land and woodland, in relation to IHT and eligibility to claim Agricultural Relief (and the applicable rate), Business Relief or Heritage Conditional Exemption depending on the nature and use of the land.
- Advising a client on how his IHT position would differ if he were to enter into a civil partnership.
- Varying a Will to leave AIM portfolio to non-exempt beneficiaries in order to benefit from Business Relief.
Howes Percival LLP
Howes Percival LLP‘s private client practice is led from Norwich by Tom Lawrence but the firm is steadily building its presence in Cambridge through 'efficient, thorough' STEP member Stephen Patch, who not only handles high-value and complex matters for high-net-worth clients, but also acts frequently as an executor and trustee. Clients note that he 'strikes a good balance between professionalism and friendliness', and they praise the practice's ability to respond quickly to all enquiries.
Practice head(s):
Tom Lawrence
Other key lawyers:
Stephen Patch
Testimonials
‘Breadth of knowledge and patient with clients.’
‘I have received a professional service with clear communication at all times and with good timing.’
‘I have been working with Stephen Patch in a probate matter following the failure of another legal firm to get matters done. Stephen has been efficient, thorough and communicated well throughout. A high level of customer service has been delivered. ’
‘As a fairly new team to their Cambridge office, I feel that their advantage is they can be nimble and move in which ever direction suits them.’
‘Stephen Patch has stood out to me for his personal approach, dealing with sensitive situations with care and compassion. He has displayed in-depth knowledge, as well as leaning on other resources at HP.’
‘The most impressive aspect of dealing with Howes Percival is their speed of response. It is important when referring clients that the service they receive is good, and in my experience this has been the case with speed of response being exceptional.’
‘My main interaction has been with Stephen Patch. He is very approachable and responds quickly. Most importantly he interacts well with clients in meetings, striking a good balance between professionalism and friendliness, which is not always the case with private client solicitors. Also Stephen has the ability to explain matters in a way that is not too complex for clients to understand’
Work highlights
Tees Law
Tees Law has a large and loyal client base locally, which includes high-net-worth individuals, members of the House of Lords, academics, business owners, farmers and landowners.'Thoughtful and helpful' practice head and senior partner Catherine Mowat
stands out for succession planning for rural clients and high net worth individuals. Senior associate Chris Claxton-Shirley, who is recommended for his 'kindness, empathy and support', and 'very knowledgeable and very patient' associate Heather Fuff are among many junior lawyers who play pivotal roles in key matters.
Practice head(s):
Catherine Mowat
Other key lawyers:
Chris Claxton-Shirley; Heather Fuff; Sophie Shirley; Antonia Lomax; Angela Sewell; Sharon Chan
Testimonials
‘Catherine Mowat and Sophie Shirley have both provided excellent service for more than ten years. Very happy as a client. We have a good relationship. I feel able to seek help on any matter and know I will receive it in a timely manner.’
‘The service we have received has been everything we hoped for and required for probate.’
‘Sharon Chan and Antonia Lomax have been quick to respond to queries and to explain terminology we didn’t understand fully.’
‘During my initial interview with Antonia Lomax at Tees Law I was able to ask questions and she began to outline a new Will. Antonia Lomax sent very detailed replies so that I could make decisions. During the process every email was acknowledged and acted upon immediately. The timescales and fees were very clearly set out and adhered to. I would recommend Tees Law.’
‘I’ve never found an area where Tees have been unable to help. There is, therefore, considerable strength across the organisation. I wouldn’t currently go elsewhere as I suspect that Tees can address most of my needs. The individuals also have good contacts outside of the practice. The people are all very helpful, billing is reasonable and clearly outlined ahead of time. I have always found Tees accessible and helpful.’
‘I have appreciated the prompt, personal service and clear explanations that Chris Claxton-Shirley has provided at each step of the process of handling my parents’ estates.’
‘I have dealt with Chris Claxton-Shirley over nearly a three-year period. He has shown me kindness, empathy and support during a very traumatic period. He has guided me through the process of probate and Wills. He was always happy to explain and re explain the process, showing very good communication skills. I would definitely work with Chris again should the need arise.’
‘Catherine Mowat has been particularly thoughtful and helpful over many years, giving advice over Wills and Powers of Attorney. They are always professional, but welcome you as a friend.’
Work highlights
- Administration of a high-value, complex, cross-border estate with assets in England, Scotland, the United States of America, South Africa, Australia and the Bahamas worth in excess of £3 million.
- Creation of a disabled person’s trust to hold a criminal compensation payment for a minor child with the firm as a professional trustee.
- Succession planning in respect of an estate worth in excess of £20 million including advice on the structure of Wills, related Letters of Wishes and the preparation of Lasting Powers of Attorney.
Woodfines LLP
The private client tram at Woodfines LLP is 'able to provide a genuinely personal feel to their services and they are highly reliable'. Lead partner Mikhala Leak 'sets an outstanding positive culture' in a practice that frequently handles high-value estate and succession planning for business owners and directors. Senior associate John Wright and 'approachable and easygoing' associate Thomas Hale are part of a large and highly regarded bench of junior lawyers.
Practice head(s):
Mikhala Leak
Other key lawyers:
John Wright; Thomas Hale
Testimonials
‘A genuinely lovely bunch of people who are very client- and solution-focused. Khala Leak sets an outstanding positive culture.’
‘Comprehensive and professional service with great feedback at all times. Management of client expectations across the business is outstanding.’
‘Thomas Hale is approachable with an easygoing, professional demeanour. He reverts quickly on enquiries and questions and is flexible with clients.’
‘The team is made up of people who are easy to get along with, making them easy to work alongside. They are also knowledgeable and work in a thorough and careful way.’
‘Khala Leak and Tom Hale are both good with client interactions, balancing the need to do things properly with putting things in language clients can understand and recognising the real world issues facing the clients.’
‘They have high levels of knowledge on their area of expertise. Whilst that may be expected it is of great reassurance as to their capability and, more importantly, they combine it with an approachability and communicativeness that ensures a client is always well informed. We have worked with Mikhala Leak for a number of years to really good effect for these reasons and have more recently also enjoyed similar levels of engagement and quality from Thomas Hale.’