Twitter Logo Youtube Circle Icon LinkedIn Icon

United Kingdom > East Anglia > Private client > Personal tax, trusts and probate: Norwich > Law firm and leading lawyer rankings

Editorial

Other

Index of tables

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

Leading individuals

  1. 1

Next generation lawyers

  1. 1

Who Represents Who

Find out which law firms are representing which Personal tax, trusts and probate: Norwich clients in East Anglia using The Legal 500's new comprehensive database of law firm/client relationships. Instantly search over 925,000 relationships, including over 83,000 Fortune 500, 46,000 FTSE350 and 13,000 DAX 30 relationships globally. Access is free for in-house lawyers, and by subscription for law firms. For more information, contact david.burgess@legal500.com.

CLICK HERE TO VISIT THE WHO REPRESENTS WHO SITE

The practice at Howes Percival LLP & Norwich 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.

The ‚Äėextremely competent‚Äė practice at¬†Mills & Reeve LLP¬†makes it 'a firm of choice for complex private client matters'. It has 'excellent strength in depth and provides careful, well-considered and comprehensive advice'. For high-net-worth individuals and landed estates the firm provides 'very good tax knowledge and careful tax planning advice that is not overly aggressive, and all of the lawyers are very good handling clients'. Virginia Edgecombe¬†has 'great depth of experience and is a safe pair of hands'. She leads a four-partner practice that includes newly promoted partner Lauren Parker, who is 'very good on technical tax points especially Inheritance Tax and Capital Gains Tax'; senior partner Justin Ripman, who¬†acts for a large number of landed estates across the UK; and private tax specialist¬†Gregory Laming. Laming and principal associate Elizabeth Field¬†have¬†‚Äėa thorough understanding of the issues, an up-to-date knowledge of relevant legislation and case law, and the ability to merge the two in an effective and challenging way‚Äė. One client remarks that Field 'displays great knowledge in the area of trusts and estates and demonstrates a good ability to get on with clients'. 'Bright and sensible' associate Alexandra Clarke¬†is also recommended.

The Norwich office of Birketts LLP is a key part of the firm's cross-office private client practice, which handles wills and lifetime estate planning for farm owners, landowners, industrialists and entrepreneurs across East Anglia and further afield. It also deals with complex and disputed probate, including those with cross-border elements, as well as trust administration, tax advice, Court of Protection matters and the management of elderly clients' affairs. The vastly experienced Lorna Spear is the key contact. She frequently focuses on the needs of agricultural clients and acts for numerous landed estates and high-net-worth farming families. She works closely with agricultural trust expert Jack Royall. Senior associate Ruth Pyatt joined from Steeles Law to add experience in a broad range of private client matters, with a particular focus on cross-border and elderly client matters. Partner Neil Sparrow advises high-net-worth clients and landed estates on complex tax and trust matters, including a recent succession planning matter for a multimillion-pound estate. Senior associate Margaret Smith has more than 30 years' experience in this field of law.

Clapham & Collinge¬†has a ‚Äėvery capable and professional team that is friendly, approachable and happy to deal with all sizes of client‚Äė. The firm is a member of Norwich City Dementia Action Alliance with Age UK Norwich, and its broad range of work includes acting for families of clients with dementia. One client describes the firm as ‚Äėthe best solicitors I have worked with ‚Äď always very efficient, professional and friendly, and always willing to go that extra mile‚Äô. Leading light and head of one of Norfolk's largest private client departments¬†Lin Whitehead¬†‚Äėtakes good care of her clients and has a first-class team‚Äė. Ben Lowe¬†handles the full range of private client work and has 'a good knowledge of trusts and tax law, particularly in relation to agricultural property, and has a very deft touch with clients'. The firm also has many talented junior lawyers including solicitors Lauren Abbs¬†and Jennifer Nash. Whitehead frequently acts as Panel Deputy for clients in care homes or who have lost capacity to handle their own affairs.

At¬†Fosters, the team is ‚Äėexcellent and good value for money‚Äė. ‚ÄėThe service is excellent, communication is great, help and support are always there and the expertise is very comforting‚Äė, says a client who praises the ‚Äėfriendly, clear, concise and thorough'¬†Trina Worden. She handled a complex probate matter in which the deceased had not completed income tax returns for five years, resulting in detailed investigations of income sources, negotiations with HMRC and the submission of multiple returns. Senior associate¬†Rachel Chiarotti¬†is also recommended. She acted for a woman who excluded her husband from her will on the day of her death. The experienced practice has a growing client base that includes many high-net-worth individuals, and generates new relationships through its legal partnerships with Norwich City Football Club and the Eastern Landlords Association.¬†Laura van Ree¬†¬†left the firm to join Clapham & Collinge Solicitors¬†in North Walsham.

The practice at Rogers and Norton is 'extremely professional, efficient, personable and always sensitive to clients’ needs'. The firm is known for the management of several Norfolk estates, complex will drafting, tax planning, trust formation, advice to high-net-worth estates and Court of Protection matters for clients in East Anglia and abroad. The wills and probate practice, led by legal executive Wenke Lie-Critchley and solicitor Louisa Shailes, has 'a wealth of experience and the lawyers are all very knowledgeable, approachable and helpful; they are patient and extremely good at explaining things in a clear way, checking that clients understand and putting them at ease'. Solicitor Laura Rumsey works with clients suffering mental incapacity and is 'incredibly knowledgeable within her field and has always gone above and beyond to provide a first-rate service'. Legal executive Barbara Pond is 'very good at communicating with people and explaining  complex issues; she is also very organised and deals with enquiries efficiently'.

At¬†Steeles Law¬†‚Äėthe overall level of service is excellent, everything at every stage is explained in full‚Äė and clients report that they receive¬†‚Äėthe best advice possible at a competitive price‚Äė. One remarks that the firm is 'excellent, efficient and professional with knowledgeable responses to queries and a warm individual approach'. Another sees the firm as 'extremely welcoming and friendly and the work is timely, efficient and thoroughly professional; everything is always explained clearly and carefully'. The firm has six fee earners and is supported by a company commercial team that advises family businesses on succession planning.¬†Associate and practice head Karen Bacon¬†is ‚Äėexcellent ‚Ästvery knowledgeable and very patient, professional and efficient'. She has more than 30 years' experience and leads a team that clients praise as¬†‚Äėfriendly, helpful, easy to contact‚Äė. She recently handled a high-value probate matter involving a complex estate with properties abroad. 'Courteous and patient, efficient and knowledgeable‚Äė associate Amy Taylor¬†provides 'a first-class, professional service'. Paralegal Katherine Bearman¬†is¬†‚Äėextremely conscientious, knowledgeable, patient, thorough and an absolute pleasure to deal with'.

'I have always found the service to be very good and have never had any complaints with them', says a client of Cozens-Hardy LLP. The private client team attracts complex and high-value trusts, estate planning and probate matters from clients based in Norfolk, London and Europe. STEP-accredited principal Michelle Collins, who is highly regarded by her peers, leads a team of eight fee-earners. The team, particularly associate Lisa Greeves, is 'polite, helpful and considerate'.

Leathes Prior has a large and technically skilled private client practice led by the vastly experienced William Riley, who has more than 30 years' experience in this field of law. Newly promoted partner and STEP member Tessa Bonser specialises in wills and estate planning, estate administration, trusts, probate and matters relating to the Office of the Public Guardian and the Court of Protection. She is also a member of Solicitors for the Elderly and handles many cases for senior clients. Associate Barrie Baker has nearly 30 years' experience in private client matters. Solicitors Claire Woolliscroft and Bethany Slaughter are also recommended.

Spire Solicitors LLP has one the largest private client teams in Norwich with a client base that extends across Norfolk. Practice head and STEP member Alisdair Liddle handles all aspects of private client work but has a particular focus on will, trusts and matters involving elderly clients, especially those relating to the funding of NHS continuing care. He also handles the affairs of many clients in the farming sector. Also recommended is solicitor Bronwyn Bailey, who deals with estate administrations, wills, estate planning, lasting powers of attorney and Court of Protection matters. She recently acted as administrator of a multimillion-pound estate that includes a portfolio of London properties.

Interview with...

Law firm partners and practice heads explain how their firms are adapting to clients' changing needs


GC Diversity and Inclusion Report

In partnership with...

International comparative guides

Giving the in-house community greater insight to the law and regulations in different jurisdictions.

Select Practice Area

Press releases

The latest news direct from law firms. If you would like to submit press releases for your firm, send an email request to

Legal Developments in the UK

Legal Developments and updates from the leading lawyers in each jurisdiction. To contribute, send an email request to

Press Releases in the UK

The latest news direct from law firms. If you would like to submit press releases for your firm, send an email request to