Led by the ‘professional and collaborative‘ Lucy Worwood, who has ‘great emotional awareness and empathy‘, the practice at Browne Jacobson LLP provides clients with extensive succession and estate planning advice spanning wealth and trust structuring issues, landed estates work and offshore trust-related mandates. Worwood is particularly noted for her knowledge of trust restructurings and handles personal tax work for non-UK domiciled individuals.
Personal tax, trusts and probate in East Midlands
Browne Jacobson LLP
Practice head(s):
Lucy Worwood
Other key lawyers:
Imogen Holmes; Daniel Edwards
Testimonials
‘I rate this team very highly for their competence and also consistently helpful approach.’
‘Lucy Worwood is professional and collaborative, with excellent technical knowledge. Lucy has great emotional awareness and empathy.’
‘Imogen Holmes – approachable and client-focused. Efficient and responsive to any queries.’
‘Daniel Edwards is an exceptional solicitor. He is very bright. He quickly identifies the good points and the bad, giving the best advice to clients.’
‘Browne Jacobson has a highly skilled and professional team who have the ability to take on the most complex of private client work. The team are all high-calibre individuals and collaborate well with other Browne Jacobson departments and other professionals. They are very highly regarded in the legal profession.’
‘Lucy Worwood stands out in particular. She’s very approachable and gives very practical advice that clients value.’
‘The personal tax, trusts and probate practice at Browne Jacobson LLP is excellent, both in terms of their technical knowledge and client service.’
‘The best private client team in the region, in my opinion.’
Work highlights
HCR Hewitsons
HCR Hewitsons‘ ‘highly professional‘ practice ‘adopts a very professional approach but manages to combine it with a personal touch which is very much in evidence with the practical advice‘. The Northampton-based group is a go-to name for inheritance tax planning advice and handles trust reorganisations and administrations at a domestic and global level. The firm also has specialist expertise in vulnerable client law thanks to Tonina Ashby‘s Court of Protection expertise. Co-head Kerri Woodrow is the primary name in Northampton and works closely with Catherine Ball. Daniel Curtis also co-heads the group from Cambridge.
Practice head(s):
Daniel Curtis; Kerri Woodrow
Other key lawyers:
Tonina Ashby; Catherine Ball
Testimonials
‘HCR adopts a very professional approach but manages to combine it with a personal touch which is very much in evidence with their practical advice and lack of complicated legalese. Their ability to drive to the nub of the matter and articulate realistic options was invaluable.’
‘Kerri Woodrow is highly competent and up to speed with changes and developments in the area of trust and succession law, including estate planning and tax mitigation. She is a pleasant person to deal with.’
‘Tonina Ashby is outstanding given the way she approaches the issues and quickly develops a clear understanding which immediately gives confidence.’
‘Mostly dealt with the excellent Tonina Ashby, who was very patient, and answered queries swiftly and thoroughly. I felt complete confidence in her knowledge and grasp of all the legal issues, and appreciated being presented with a choice of ways forward at various points in the process.’
‘I was impressed by the level of service provided. From the initial telephone enquiry, everything was handled very efficiently and promptly.’
‘For me, what makes this practice unique is the friendly nature of the individuals who work very successfully together as a team of experts, providing every legal element you may require relating to the area that you are working in.’
‘The team are very professional, and the coordination between them is excellent. We had one main contact who obviously involved other staff who were also fully up to date with our situation so we weren’t repeating ourselves.’
‘Our main contact was Kerri Woodrow who was excellent to deal with and answered each and every query promptly and in detail. She made sure that we (and I in particular) completely understood the stages we were going through. Definitely the best solicitor I have used in terms of attention to detail and also you really believed that she wanted the very best for her clients. Extremely easy to talk to and understand.’
Work highlights
Roythornes Solicitors
Acting for a roster of clients encompassing landed estates, farmers, business owners and renewable energy companies, Roythornes Solicitors‘ expertise in succession planning issues and capital tax work is spread across the firm’s Spalding and Nottingham offices. In Spalding, Jarred Wright excels in partnership restructurings and trust work, while Elizabeth Young focuses on succession planning mandates, and Robert Webb is a key contact for agricultural clients. Paul Thompson is the main name in Nottingham.
Practice head(s):
Elizabeth Young; Jarred Wright; Robert Webb; Paul Thompson
Testimonials
‘The Roythornes team for me really show their talent through their technical knowledge and delivery to clients, always customized to the client’s wider needs and/or objectives. They are responsive and are true experts in their fields.’
‘Personable individuals who can also mix with the technical knowledge requirements when needed. They have a fantastic understanding of the sectors they are involved in, and are certainly seen as market leaders for this in the local environment (which is ever expanding).’
‘The team seems to have all of the bases covered. The key strength that has benefited us is their knowledge of taxation and also trust law. This knowledge is intertwined and means that we receive holistic advice from them. Their knowledge of UK agriculture is particularly strong.’
Work highlights
Shakespeare Martineau LLP
The ‘helpful, knowledgeable and professional‘ team at Shakespeare Martineau LLP is led by the ‘very commercial‘ Suzanne Leggott, who is ‘fantastic with clients and gives great advice‘. The group handles the full range of private client work, including wealth and estate management issues, tax planning mandates, deputyships and trust administrations. Leggott is particularly knowledgeable of issues affecting family businesses, while Sarah Brack focuses on Court of Protection work, representing elderly and vulnerable clients. Lilly Toop and Emma Carr are also key names at legal director level.
Practice head(s):
Suzanne Leggott
Other key lawyers:
Sarah Brack; Lilly Toop; Emma Carr; Lauren Crowhurst
Testimonials
‘The team at Shakespeare Martineau are helpful, knowledgeable and professional. It has been helpful that they have specialists in various areas.’
‘Suzanne Leggott is fantastic with clients and gives great advice. Clients trust her and you can see that she is well respected and technical.’
‘Sarah Brack and Lauren Crowhurst have been very helpful. They have understood the complexities of different cultures and sensitively navigated this well. They have always responded in a timely manner which I have appreciated.’
‘The team are experts and very knowledgeable. Their friendly compassionate approach to dealing with sensitive issues, such as wills, probate etc. allowed my family to move on quickly and concern ourselves with more emotional and personal home events.’
‘Up-to-date knowledge. Approachable, technical, professional, kind and empathetic.’
‘Personal and responsive service.’
‘Suzanne Leggott is very commercial.’
Work highlights
Actons
With ‘reliable, clear and timely advice delivered in a friendly and approachable manner’, Actons‘ private client team handles the full range of mandates including wills, trusts and probate issues alongside Court of Protection matters. Bindiya Patel heads up the group and attracts praise from clients for being ‘very professional, approachable, friendly and efficient‘. The ‘friendly and helpful‘ Ruth Swain and Heather Parker, who has ‘an excellent ability to demystify complex areas of the law‘, are also key names to note.
Practice head(s):
Bindiya Patel
Other key lawyers:
Ruth Swain; Heather Parker
Testimonials
‘I feel that the firm generally has great local expertise. They provide a personal yet professional service.’
‘Bindiya Patel provided a very professional, knowledgeable, approachable and friendly service at a very vulnerable time. She was efficient in all aspects of the service she provided. Her empathetic attitude was helped enormously with what has been a very stressful period.’
‘I dealt with Ruth Swain throughout my time with Actons. She was very thorough and explained the process, which helped me understand.’
Work highlights
- Providing estate planning advice to a high-net-worth couple with multi-million pound business assets in the local area.
- Advising on the administration of a complex estate and numerous lifetime trusts set up by a high-net-worth individual for the benefit of their family.
- Advising business owners on the creation of trusts for the benefit of future generations.
Flint Bishop Limited
With Claire Rudkin at the helm, who excels in handling high-net-worth estates and complex trusts, Flint Bishop Limited‘s Derby-based practice acts for a varied client roster, which features foreign and UK-domiciled individuals. The practice has increasingly been handling estates with cross-border elements and also assists with estate administrations and Court of Protection work. Clients also praise the ‘exceptional‘ William Harper and the ‘outstanding‘ Samuel Balmbra, who was promoted to senior associate in 2024.
Practice head(s):
Claire Rudkin
Other key lawyers:
William Harper; Samuel Balmbra; Marc King; Laura Clare
Testimonials
‘Flint Bishop LLP has always supported me in terms of legalities. Always there for me, by considering my needs and situation sympathetically.’
‘I have dealt with William Harper and he has been exceptional in keeping me informed on the relevant issues as they have occurred and fully explaining the steps needed to resolve them. I would not hesitate in using William again should the need arise in the future.’
‘Will Harper is a huge support and explains complexities in a manner I can understand. Always on the end of the phone or email.’
‘Very professional and make me feel comfortable in knowing they will carry out my wishes.’
‘The welcoming aspect of the team was important to us and more importantly their obvious interest in our case.’
‘For us, Samuel Balmbra was outstanding in dealing with our cases put before him. Nothing was too much trouble for him and sometimes went beyond the limit of the case in question to help us.’
‘A professional and personal service provided from initial appointment through to completion of our probate application.’
‘Samuel Balmbra was extremely professional, and his personal approach made our probate application easy at such a difficult time.’
Work highlights
- Created four pilot trusts and interacting wills as part of a large tax planning exercise for a high-net-worth client with a total estate value of £230m.
- Provided tax planning and general trust advice in connection with trust appointment and potential winding up of trust fund with total estate value of £400m.
- Acting for the Executors in respect of an estate administration.
Freeths LLP
With a ‘complete understanding of client requirements, a personable approach, and collaboration within the team‘, Freeths LLP‘s sizeable trusts, estates and tax department fields practitioners with expertise across tax and estate planning work, trust administration issues, probate matters and wills. Rahul Kotecha is particularly noted for his work advising business owners on succession planning issues, and took over as practice head following the departure of Scott McKittrick to Browne Jacobson LLP in early 2024.
Practice head(s):
Rahul Kotecha
Other key lawyers:
Marie Cooper; Katherine Beggs; Sarah Phillips
Testimonials
‘At the heart of everything, Rahul Kotecha and his team illustrated that the client came first. They ensured that the client understood the process at every stage without rushing a decision.’
‘They are professional. They work with empathy with their clients. They are very knowledgeable on their subject matter.’
‘Complete understanding of their client’s requirements, personable approach, and collaboration within the team. Excellent reputation.’
‘I would highly recommend Sarah Phillips, who always demonstrates in equal measures a highly professional service but also client care, compassion and understanding.’
Work highlights
Geldards LLP
Geldards LLP is particularly noted in the market for the team’s work advising entrepreneurs and wealthy families on wealth management issues, working closely with the firm’s corporate, commercial, property, family and agriculture teams. Erica Thomson and Jaclyn Barnes jointly head up the practice; the pair act for a roster of high-net-worth individuals on wealth preservation and tax planning mandates as well as trust creation and probate matters.
Practice head(s):
Erica Thomson; Jaclyn Barnes
Testimonials
‘Erica Thomson takes a professional but friendly approach. She communicates well and explains clearly and concisely the legal issues/options. She always delivers to promised timelines.’
‘The particular strength of the team is the wide range of skills. I can speak to one individual to get all the advice as opposed to being directed to different individuals with separate specialist skills.’
‘The Private Client team at Geldards LLP offers a high level of technical expertise and also retains a very personable service. They are also very efficient in the delivery of work and responding to any queries.’
‘I work mainly with Jaclyn Barnes at Geldards and find she is approachable, responsive, very personable and efficient, all whilst delivering a high standard of work.’
‘They listen very carefully to client instructions, offer solutions in difficult situations, and explain complex matters in a way that clients understand.’
‘Erica Thomson is a very capable, knowledgeable practitioner, who possesses excellent communication skills.’
‘Jackie Barnes is exceptional. Very approachable and friendly but also highly technically experienced.’
‘Excellent client service. Attention to detail is phenomenal and they are friendly and approachable.’
Work highlights
Nelsons Solicitors Limited
Acting for a client roster of high-net-worth individuals and business owners with international assets, Nelsons Solicitors Limited handles the full range of tax, trusts and probate issues with noted expertise in surrogacy wills, Court of Protection work and inheritance tax planning matters. Jane Sutherland heads up the department and splits her time between Nottingham, Derby and Leicester. Other key names include Catherine McCannah in Nottingham, Nadia Faki in Leicester and Helen Salisbury in Derby, while Gemma Ann Hopper has Court of Protection expertise.
Practice head(s):
Jane Sutherland; Catherine McCannah; Nadia Faki; Helen Salisbury; Gemma Ann Hopper
Other key lawyers:
Karen Salt
Testimonials
‘Everyone is very pleasant. And deal with your request with as much speed as possible.’
‘We have taken legal advice from Helen Salisbury, who is approachable, relatable and has an easy charm, making her very likeable.’
‘I have worked with solicitors at Nelsons in Derby and I have always found them to be professional but caring. In my experience, they go the extra mile for their clients.’
‘The team at Nelsons are great and break the mould of the legal industry. The team at Nelsons are extremely attentive and go out of their way to achieve outcomes in a timely manner.’
‘The team at Nelsons provided a seamless service.’
‘Personality! It’s easy to find common ground, they break down jargon and provide advice in an understandable way.’
‘Helen Salisbury went out of her way to be helpful. We were always kept up to date on how things were progressing.’
‘My main contact is with Nadia Faki in the Private Client Team. I have always been impressed by Nadia’s availability and that she makes time to help with any questions I may have.’
Work highlights
Chattertons
With a ‘knowledgeable, friendly and efficient‘ team, Chattertons leverages its offices throughout Lincolnshire and Nottinghamshire to handle a range of large estates and trusts. Clients benefit from the firm’s in-house wealth management service and the Court of Protection expertise of several of its practitioners. Amanda Voakes leads the group, which also fields newly appointed head of trusts Anna Howat, Claire Clarke, and wills and inheritance tax specialist Alistair Thomson.
Practice head(s):
Amanda Voakes
Other key lawyers:
Anna Howat; Claire Clarke; Alistair Thomson; Anne Dales; Corrine Le Huquet; Janet Davis; Helen Newson
Testimonials
‘Chattertons are very knowledgeable in their field and provide clients with balanced advice and knowledge to a high standard – they are an approachable firm.’
‘Amanda Voakes heads a brilliant team. They are a pleasure to work with.’
‘Without exception, we have been very impressed with every member of the private client team we have dealt with. The things that always stand out are the breadth of knowledge in the team and excellent communication.’
Work highlights
Howes Percival LLP
Tom Lawrence heads up the practice at Howes Percival LLP in Norwich, which acts for a client roster of high-net-worth individuals, families and trusts on a broad range of wealth and estate planning mandates, administration work, trusts and capacity issues. Other key practitioners include Alexandra Hornsby in Leicester and Stuart Maggs in Norwich, who is head of the firm’s private client services group.
Practice head(s):
Tom Lawrence
Other key lawyers:
Alexandra Hornsby; Stuart Maggs
Work highlights
Lawson West Solicitors
Lawson West Solicitors‘s ‘very impressive‘ practice is ‘professional and knowledgeable‘ under the new leadership of Phoebe Skarlatos, who is noted for her experience in dealing with probate and Court of Protection matters. Former practice head Vicky Jones continues to contribute to the practice and excels in probate issues.
Practice head(s):
Phoebe Skarlatos
Other key lawyers:
Vicky Jones; Sophie Forsyth
Testimonials
‘Very friendly and caring staff during what is a difficult time.’
‘Phoebe Skarlatos and Vicky Jones are second to none, giving the best help and professional advice.’
‘I found the team at Lawson-West was very impressive. My family members were able to consult them in respect of their wills and we were all very happy with the interaction.’
Rothera Bray
Following the merger of Rotheras with Bray & Bray in late 2023, Rothera Bray’s practice in Nottingham handles a broad spectrum of work spanning wills, asset protection issues, estate administration, trusts and tax planning matters. Kirsten Wood heads up the practice and excels in drafting wills, trust mandates and lasting powers of attorney. Jeremy Allen is also recommended, as is Andrew Hitchon, who is based in Market Harborough.
Practice head(s):
Kirsten Wood
Other key lawyers:
Jeremy Allen; Andrew Hitchon
Testimonials
‘Very competent and friendly staff.’
‘It was simple to arrange to discuss the work that I needed to be done on an estate and get a clear quote for the costs involved. Rothera Bray made appropriate and full use of the phone and email to progress matters well. The work was carried out efficiently and I was kept up to date at all times.’
‘I have found Rothera Bray Solicitors to be extremely efficient, knowledgeable, accurate and prompt. I cannot fault the service received and would not hesitate to use them again in the future or recommend them to friends.’
Work highlights
Sills & Betteridge LLP
The ‘very friendly and approachable team‘ at Sills & Betteridge LLP acts for a varied client roster, which includes landed estate owners, business owners, farmers and high-net-worth individuals. The team assists across the spectrum of probate, tax trust and will mandates and also handles Court of Protection applications. Andrew Durkan and Richard Bussell jointly lead the practice from Lincoln, while Sarah Steel is the main contact in Boston.
Practice head(s):
Andrew Durkan; Richard Bussell
Other key lawyers:
Sarah Steel
Testimonials
‘I have been impressed with the hands-on & empathetic handling of the case, along with the clearly communicated technical excellence. Breaking the jargon down into concepts understandable to the layman has been essential in keeping all parties engaged throughout the journey.’
‘Very friendly and approachable team. They make you feel comfortable from the outset.’
‘The practice is very friendly and knowledgeable. They will always keep the client updated and are easy to contact.’
‘Richard Bussell is clearly an expert in his field, with excellent knowledge, not only of the law but also business accounts and taxation.’
‘Our dealings with Sills & Betteridge were carried out very professionally. They were very efficient and knowledgeable and dealt with the work as promptly as they could due to the complexity of the situation. They were very friendly and answered questions in a way that made it easy to understand.’
‘Andrew Durkan and his team are our latest experience of using this practice over the past couple of years. Their commitment to personal service and customer relationships offers a distinguishing quality to their service.’
‘Professional and get on with it attitude.’
‘Excellent communication and extremely helpful.’
Work highlights
- Advised a local farming family in relation to restructuring a £13m farming estate and ancillary businesses in order to save in excess of £1m in IHT.
- Helping business owners restructure their company to maximise BPR without putting assets at risk from insolvency and making use of trusts to protect personal assets.
Wilkin Chapman Rollits
Wilkin Chapman Rollits‘s private client team is regularly instructed by agricultural clients to handle estate and tax planning mandates, with particular expertise in advising estates with farms and caravan and holiday parks. Michele Wightman and Lucy Butterfint jointly lead the practice; the pair both excel in tax planning work and estate administrations. Sarah Adams leads the team in Grimsby.
Practice head(s):
Michele Wightman; Lucy Butterfint
Other key lawyers:
Sarah Adams; Lisa-Jane Howes; Chantel Ul Haq-Weedon
Testimonials
‘This team go over and above their expected role in delivering support and guidance to families of special needs pupils.’
‘The team are very empathetic, responding to queries quickly and keeping us updated on the ongoing transactions.’
‘I feel that Chantal Ul Haq-Weedon has been brilliant and helped us achieve more in the last 2 years than we have for a long time. She’s always ready to listen if we have a problem and tries her best to solve it.’
Wilson Browne Solicitors
Fielding a team that is ‘very friendly and efficient with expertise in different legal areas‘, Wilson Browne Solicitors‘ private client practice is praised as ‘professional, prompt, knowledgeable and reliable‘ with expertise across wills, probate, trusts, tax and Court of Protection work. Neelam Maher and Vicki Pearce jointly lead the group, based in Kettering and Northampton respectively; Maher focuses on trusts and tax work, while Pearce is a Court of Protection expert.
Practice head(s):
Neelam Maher; Vicki Pearce
Testimonials
‘The team is very friendly and efficient with expertise in different legal areas.’
‘My experience of Wilson Browne has been excellent. They are obviously very professional and legally knowledgeable but engage at a level which makes the process easy to understand for a layperson.’
‘A very thoughtful team dealing with a very sensitive subject at a trying time in your life – not leaving one stone unturned they got the difficult job completed in a very timely matter.’