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Personal tax, trusts and probate in North West

Addleshaw Goddard

Addleshaw Goddard provides comprehensive advice to high net-worth and ultra high net-worth individuals and families on trusts, wills, lasting powers of attorney and estates. The team draws on the wider firm's corporate expertise to provide full-service assistance, including handling the restructuring and sale of assets. Practice head Yorke Eaton is adept at complex tax and succession planning, such as advising clients who own overseas assets. Many of Eaton's clients have long-term relationships with the practice.

Practice head(s):

Yorke Eaton

Other key lawyers:

Laura Woffinden; Pervinder Kaur

Testimonials

‘I have known the team for in excess of ten years and have always been grateful for their conduct and professionalism when dealing with my clients.’

‘They have seamlessly added new staff members during lockdown without it adversely impacting on the quality of the service they have provided. Their willingness to engage, educate and advise on all matters relevant to my clients during lock down has been much appreciated.’

‘The stand-out partner is Yorke Eaton. Laura Woffinden is another exceptional colleague.’

‘The Addleshaw Goddard private client team are quietly going about their business developing a strong team of Associates and Managing Associates under the guidance of Yorke Eaton. The strength in depth of the team is really starting to separate them from the rest of the market. For UHNW Families and successful entrepreneurs they remain the go to firm, especially as they sit within the corporate division, where their appreciation of combining corporate and personal tax issues becomes more and more refined. Their collaborative approach with other professional advisors is extremely strong. This should re-assure any client that they will receive the best of all the combined disciplines they may engage to advise them.’

‘Yorke Eaton – unquestionably the North West’s private client lawyer of choice. His insight into complex inter-generational succession planning sets him apart from others seen in the market. The genuine breadth of his knowledge from advising on high value corporate transactions and the personal tax planning associated with them to multi-generational landed estates and trust arrangements as well as an increasing specialisation in funeral plan schemes mean clients are reassured of a broad and highly experienced view on how to solve and deal with their legal requirements. He is also happy to challenge clients (albeit politely) on their plans and requests which ensures they are not just getting a yes man all the time. ’

‘The Addleshaw private client practice is a very well know team across the North of England and beyond, with a fantastic client base of business leaders, entrepreneurs, landed estates and wealthy families. Their reputation in the market place spans, from my personal experience, over 25 years – which is a credit to the firm and the team.’

‘Yorke Eaton and Pervinder Kaur are very well known in the private client space – they both are very effective in terms of dealing with very complex issues, but can adapt their style very effectively for clients, so that the matters are understood. They have a depth of experience and they can help clients understand the decisions they are making, with client stories and examples, which is invaluable for clients. They have built a strong team around them which is equally capable and technically strong.’

Brabners LLP

Brabners LLP's sizeable private client team advises high and ultra-high net worth clients, many of whom have long-standing relationships with the firm, on estate planning. In addition to providing proactive tax and will planning advice, the practice also handles the administration of complex estates. Duncan Bailey's recent work includes advising on the establishment of trusts and family investment companies, lifetime gifts and business succession. Louise Scholes handles estate planning and also has a specialism in acting for elderly clients as well as Court of Protection work; Sarah Murphy is also active in this area. Mark Feeny and Steven Appleton are also recommended, with Appleton having a niche specialism in providing advice related to philanthropy.

Practice head(s):

Duncan Bailey; Louise Scholes; Steven Appleton; Sarah Murphy

Other key lawyers:

Mark Feeny

Testimonials

‘There is a strong team ethic evident within the Brabners private client team. A willingness to get involved with the client, spend time understanding their needs and to do all of this consistently in a highly responsive, professional and efficient way. We have worked together with the Brabners team on numerous client cases now and the collaborative, open approach is quite evidently reassuring to the clients. We also find Brabners fees to be highly competitive which is an added bonus – the result is professional, top quality service at fair rates.’

‘Excellent technical knowledge, and whilst this is a given perhaps, the ability to deliver explanations and convey important experience to clients is a way that is clear and easy to follow is itself a special ability/skill. The Head of the Private Client Team – Steven Appleton – leads by example and delivers a top quality service in a key strategic planning area for private clients and their planning.’

‘A very good company and team to deal with. Thorough and good in all aspects of our dealings across a range of areas.’

‘Steven Appleton and his team are our key contacts. Easy to deal with, responsive, understanding and very thorough in approach.

DWF

DWF's private client team works alongside the firm's property, corporate and tax practices to provide ultra-high net worth clients with comprehensive advice on their estates. Many of the team's clients are entrepreneurs and business owners, whom it advises on matters encompassing the creation and administration of trusts and family investment companies, succession planning, and the creation of wills. A significant proportion of the practice's work involves globally-connected estates with overseas assets and trusts. Christopher Noel leads the practice.

Practice head(s):

Jon Gould; Christopher Noel

Testimonials

‘Chris Noel is very approachable and has good market presence. A reliable advisor.’

‘Chris is technically very good. Always available and willing to make time. Trusted by clients. Good knowledge of a variety of areas. Commercially aware.’

Hill Dickinson LLP

Hill Dickinson LLP‘s 3-partner practice advises on tax planning, the creation and administration of trusts, succession arrangements, and Court of Protection issues. Practice head Fionnuala Kenny has over 25 years’ experience in this area, with a particular focus on advising business owners on passing down their companies and assets to the next generation in a tax-efficient manner. Paul Baker and Susan Sherry are also highly experienced; Baker frequently advises non-UK domiciled clients and clients with overseas assets on capital tax planning, while Sherry handles Court of Protection work, in addition to estate planning.

Practice head(s):

Fionnuala Kenny

Other key lawyers:

Paul Baker; Susan Sherry; Barry McDonagh

Testimonials

‘The practice is well-established and consistent in its approach to clients which is helpful and considerate.’

‘The preeminent partner is Paul Baker. His technical knowledge of income tax, inheritance tax and capital gains tax is precise and detailed. His understanding of Trust law is extensive and informed by sound judgement. He is a consummate professional.’

‘A very knowledgeable and friendly team – always happy to help. Their clients are all treated kindly and with respect. They offer an ongoing service to clients which is quite unusual and ensures that clients feel part of a family unit and well looked after.’

‘They will bend over backwards to give clients excellent service. I find Susan Sherry and Barry McDonagh particularly helpful.’

‘Technical competency. Understanding the needs of the client. Rapid response time.’

‘Fionnuala Kenny provides technical competency, understanding the needs of the client, and rapid response time.’

Hugh Jones Solicitors

Boutique firm Hugh Jones Solicitors specialises in acting for vulnerable clients, representing them in Court of Protection proceedings as well as handling estate administration. The team's partners are also noted for their work as expert witnesses. Hugh Jones is highly experienced in this sector, and is a panel deputy for the Office of the Public Guardian. Elizabeth Hughes exclusively focuses on Court of Protection work, including matters involving cross-jurisdictional aspects, financial abuse, and other complicating factors. Rebecca Brown leads the team's expert witness group, and Chris Gallagher handles contentious Court of Protection work including disputes involving deputyships and powers of attorney.

Practice head(s):

Hugh Jones; Elizabeth Hughes; Rebecca Brown

Other key lawyers:

Chris Gallagher

Testimonials

‘The team at Hugh Jones Solicitors are approachable, friendly and very professional. They are focused on achieving the right outcomes for their clients. The team is efficient and effective in dealing with client matters. They are focused on listening to their clients circumstances, needs and objectives and innovative in delivering solutions to meet these needs.’

‘Hugh Jones offer an excellent service in Court of Protection matters and I have happily referred several clients to them with positive results. They are efficient and responsive to calls and emails. I have been impressed with their functioning during the pandemic and with their professional and timely approach to enquiries.’

‘Hugh Jones set up the firm using the vast experience he has in this area. Liz Hughes as partner has provided dedicated service to her clients to ensure cost effective services.’

‘Elizabeth Hughes is extremely knowledgeable but at the same time approachable and personable. Elizabeth is pragmatic in her approach and in my experience has always reached the outcome before others have got there.’

‘Hugh Jones and his team provide a genuinely personal service. We have previously used other “big name” firms and been disappointed with their lack of understanding of individual circumstances. The contrast with Hugh Jones’ team is stark; they put a lot of effort into understanding their clients and responding to their needs. In the last year, Hugh has helped us find support for a small charity we run, personally supported resolving issues with the local health care provider, helped source PPE in extremely challenging circumstances and helped with long term financial planning. This team really care about their clients and their circumstances. Unfortunately, that seems to be quite rare in firms providing similar services.’

‘Hugh Jones and Rebecca Brown are very knowledgeable on deputyship/Court of Protection arrangements. They are quick and responsive. I have used them for a number of years as expert witnesses in high value birth injury claims.’

‘Elizabeth Hughes is very knowledgeable, practical and very helpful. Liz is always willing to discuss matters and potential issues on cases where Deputyship support may become necessary long before she is instructed. Liz is very approachable and adds value from a litigation support perspective.

‘Rebecca Brown is extremely knowledgeable about her subject area and is a consistent and responsive medico-legal expert on Court of Protection costs. She is pro-active and intuitive about our needs.’

JMW Solicitors LLP

JMW Solicitors LLP's private client team was substantially bolstered in October 2020 when it was joined by a 14-strong Court of Protection team from Linder Myers. This team, led by Megan Christie-Copeland and Andrew Cusworth, handles some of the highest-value matters in this area as well as cases with novel aspects. The CoP practice adds to the firm's strong capabilities in wills, trusts, and estates work. Counting ultra-high net worth businessmen, sportspersons and media personalities amongst its clients, the team handles complex, cross-jurisdictional estate planning and administration. Joe Cobb and Paul Gotch are key contacts in these areas.

Practice head(s):

Megan Christie-Copeland

Other key lawyers:

Andrew Cusworth; Joe Cobb; Paul Gotch

Testimonials

‘The team are very person-centred and they have got the size and depth within the team to nominate the correct fee earner that would work best with the dynamics of the service user. I have found them all very positive in dealing with all aspects of the complex needs of the service users. They have been able to show good understanding of processes and procedures to work with a number of commissioning provisions including continuing healthcare, local education providers and social services.’

‘I have found Andrew Cusworth to be very person-centred, professional and knowledgable whilst at the same time being easy to work with. Andrew’s breadth of legal knowledge plays a key role in navigating the team that supports these very vulnerable service users with complex needs. Andrew is a calm voice during times of crisis and difficulty which has a positive affect on the rest of the team and professionals but most importantly the client and the family. Andrew does not step back from a challenge where it acts in the best interest of the service user. He is willing to make decisions to enhance the quality of life for the service users.’

‘JMW provide both personal injury and Court of Protection services. This promotes excellent collaboration, good communication and a seamless support for both the client and case manager. They have significant experience in the area of personal and catastrophic injuries as well as Court of Protection work.’

‘JMW has a great private client offering – the team they have recruited over the years is very strong and compliments the JMW wider offering extremely well. The firm has a great reputation in the North West.’

‘Joe Cobb is an excellent communicator and he can adapt his style very quickly, to suit the client. He is technically very strong and experienced, so he can relate to the client situation and give appropriate solutions very quickly. More than anything, he is very likeable and clients warm to him very quickly.’

‘I have worked with JMW for many years now and with various different departments including Tax, Trusts and probate and Court of Protection teams. In each department their strengths are definitely how they deal with their clients. They are always clear with how they bill and very transparent with clients. Each individual within the firm have a very caring side with clients and that’s not something you see with every law firm and this is definitely the culture at JMW.’

‘Each individual I deal with at JMW is extremely knowledgeable in their area and go above and beyond with clients.’

‘Megan Christie-Copeland and Andrew Cusworth are very dedicated to their clients and have built a substantial team and profile.’

Kuit Steinart Levy LLP

Kuit Steinart Levy LLP routinely acts for business owners, particularly owners of family-run businesses, on managing their estates. The team's work on succession planning aids clients in protecting and passing on their businesses in a tax-efficient manner. The practice is also active in estate administration and the representation of vulnerable individuals, including acting in multi-jurisdictional matters. A particular niche specialism for the firm is the creation and management of personal injury trusts to hold compensation awarded following injuries, preventing these funds from being assessed for means-tested benefits purposes. Estate planning specialist Graham Wood leads the team, and is ably supported by the 'highly approachable and technically excellent' Paul Bricknell. Elaine Roche joined the practice from JMW Solicitors LLP in May 2020.

Practice head(s):

Graham Wood

Other key lawyers:

Paul Bracknall; Lauren Clyne; Elaine Roche

Testimonials

‘Kuits has a strong client focus looking to deliver a diverse range of legal services. It applies its expertise and knowledge in a collaborative and open manner. ’

‘Graham Wood has a very engaging manner and a technical specialist in so far as personal tax, trusts and probate service is concerned. He is happy to share his expertise with colleagues and clients alike. ’

‘The team are knowledgeable, proactive and commercial in their approach and personable when dealing with clients. They are also willing to go the extra mile when required.’

‘Paul Bricknell has provided invaluable advice for clients. He is very commercially aware and explains complex matters in a way clients understand.’

‘The alignment of values is what I find the most important. The client coming first in all situations and the ability to work together to create the best possible client outcome.’

‘Paul Bricknell is both highly approachable and technically excellent. He has the ability to quickly put clients at ease and quickly create lasting relationships’

‘The team are constantly providing ideas and support for us. We work in close collaboration with them sharing information and ideas’

‘Graham Wood is our principal point of contact, and will always make himself available for Zoom meetings, particularly in the past 12 months when Covid has such an effect on usual life.’

Work highlights

  • Advises on all of the legal arrangements for a charitable trust, dealing with donations to, and agreements with, over 20 recipient charities. This has involved distributions in excess of £50 million for projects that are having a significant positive impact on the Manchester community.

Mills & Reeve LLP

Mills & Reeve LLP has a proven track record in advising high-net-worth individuals on wills, trusts and estates. Many of the firm's clients own family businesses, and the team provides advice on business succession and company structures. Deborah Clark is also noted for her knowledge of family investment companies, while Zahra Siddiqui handles matters including advising on offshore assets and assisting vulnerable individuals with managing their assets. Senior associate Charlotte Shaughnessy and principal associate Anna Moore are also key contacts; Moore has a focus on will and tax planning. Tony Hall retired from the practice in April 2020.

Practice head(s):

Deborah Clark; Zahra Siddiqui

Other key lawyers:

Anna Moore; Charlotte Shaughnessy

Myerson Solicitors LLP

Myerson Solicitors LLP specialises in advising high-net-worth individuals on estate planning, providing assistance on complex matters ranging from the establishment of Family Investment Companies to clients with significant overseas assets. The team also works on the administration of multijurisdictional estates, including some involving unusual assets. Bik-ki Wong leads the team and has a broad practice in this area. Clara Staunton was promoted to partner in September 2020, while Amanda Freeman retired in August 2020.

Practice head(s):

Bik-ki Wong

Other key lawyers:

Clara Staunton

Testimonials

‘Bik-ki Wong is extremely approachable and has a vast wealth of knowledge within the private client sector.  Bik-ki and her team are always willing to assist.’

‘Bik-ki Wong impressed us greatly with the way that she quickly got on top of the detail of the estate and put together a proposition accepted by HMRC that drew on combination of different reliefs. She was always very clear in her communications and the final billing felt very fair.’

‘Laura Willis and Bik-ki Wong have been a credit in resolving my issue and ensured the process was both timely and transparent. Thank you!’

BLM

BLM provides its client base of high-net-worth individuals with comprehensive advice on estate planning, including assistance with asset protection, tax mitigation and succession planning. The team is adept at advising on estates with complicating aspects, such as vulnerable beneficiaries and the need to guard against potential claims. Practice head James Beresford is also active in estate administration; his recent work in this area encompasses estates involving disputed wills and interstacy.

Practice head(s):

James Beresford

Other key lawyers:

Charlotte Pritchard

Butcher & Barlow LLP

Butcher & Barlow LLP is noted for its expertise in agricultural work, advising farmers and owners of agricultural assets on a range of matters. The team advises a number of long-standing, high value trusts on their administration, with Christopher Hopkins particularly active in this area. Mike Bracegirdle routinely helps agricultural clients with succession planning; elsewhere, the practice handles Court of Protection work on behalf of vulnerable individuals, with Samuel Dale and Philip Jennings active in this area.

Practice head(s):

Chris Hopkins

Other key lawyers:

Mike Bracegirdle; Samuel Dale; Philip Jennings; Jessica Shore

Testimonials

‘Personable, professional and efficient.’

‘Samuel Dale has been approachable, responsive , balanced, patient with ability to understand complexity of situation ’

‘Butcher and Barlow were very efficient and professional when dealing with my private case. They provided a sympathetic and personal service whilst maintaining their professionalism at all times.’

‘Our solicitor was Sam Dale. He was exceptional throughout whilst dealing with our case. Everything was dealt with very quickly but we never felt rushed in dealing with paperwork. He was sympathetic at a difficult time. We felt we could trust Sam completely and he did an excellent job for us.’

‘Over several years I have found Chris Hopkins to be most professional, always giving sound unbiased advice and with an exceptional personal touch’

‘My husband used Buther & Barlow to deal with his late father’s Estate back in 2002 and because of this I have used them to handle my late father’s estate. I have always found Butcher & Barlow Solicitors & their other staff to be very helpful, professional, polite and courteous. They have kept me well informed at each stage of the progress of my father’s estate. I have been provided with itemised billing – so I know what exactly I am paying for. ’

‘The 3 solicitors that I have dealt with at Butcher and Barlow’s Bury Office have always been very professional, polite, courteous & helpful – especially Chris Hopkins who has been dealing with my late father’s estate.’

‘Chris Hopkins is extremely knowledgeable in his field. He is proactive, approachable and work is completed efficiently within a good timescale. I have always found him to be very helpful and constructive.’

Work highlights

  • Acting as Trustees on Trusts dating back to 1955 which benefit multiple generations across several continents.
  • Acting as Deputy for a severely disabled teenager.
  • Obtained a Grant of Probate for an individual with significant property assets in Hong Kong.

Clarke Willmott LLP

Clarke Willmott LLP is adept at advising globally connected, high-net-worth families and individuals on managing their affairs, from drafting wills to establishing trusts. The team’s work is international in scope, frequently featuring non-UK domiciled individuals with assets in the UK as well as UK residents with overseas assets, such as properties and offshore trusts and pension funds. Highly experienced practice head Paul Davies offers clients ‘outstanding breadth and technical knowledge’, while senior associate Nicola Walker is active in estate administration and Court of Protection issues. Senior associate Rebecca Clarke is another name to note.

Practice head(s):

Anthony Fairweather; Paul Davies

Other key lawyers:

Nicola Walker; Rebecca Clarke

Testimonials

‘Paul Davies has outstanding breadth and technical knowledge. Paul is highly qualified and experienced in dealing with the requirements of high net worth clients. His advice is direct and and his style is relaxed which inspires confidence. Associate Rebecca Clarke provides proactive and constructive advice, technical knowledge, excellent client service and attention to detail.’

‘Rebecca Clarke was very personable and explained legal technicalities in language that was accessible and clear.’

‘Nicola Walker is efficient and knowledgeable. I always receive prompt attention and my business has been concluded in a timely fashion. ’

‘The team at Clarke Wilmott are very knowledgeable and helpful, and engaging. I have referred clients of mine to them for assistance and they have always been happy with the service provided.’

‘Nicola Walker is exceptional – both with her technical ability and her client facing skills. ’

‘Rebecca Clarke has a fantastic manner with clients. Conscientious and caring, she will do whatever she can to meet the client’

‘I love working with Clarke Willmott. Nothing is ever too much trouble and they are always happy to support myself and my clients ’

‘I work closely with Nicola Walker and find her extremely knowledgeable and unique in what she can offer – she goes the extra mile not only for me but also for my clients’

DTM Legal LLP

Under the leadership of Amanda Bailey, DTM Legal LLP advises high net-worth individuals and estates on multijurisdictional tax, estate and will planning. The practice acts for a number of landed estates on governance, ownership arrangements, and tax-efficient restructurings. On the individual side, Bailey routinely advises business and agricultural property owners, aiding them in passing their assets onto the next generation as well as the sale of businesses, and the subsequent use of the proceeds to provide for descendants. Estate administration is another area in which the team is active.

Practice head(s):

Amanda Bailey

Other key lawyers:

Emily O’Donnell

Testimonials

‘The team always provides sensible and well thought through solutions to family issues.’

‘The team clearly have the ethos of simply getting on with the job in hand as efficiently and openly as possible. Personal tax, trusts and Probate can be a very overwhelming and complex area but DTM Private clients takes all that away from the client with a reassurance that is sadly lacking from some of the so called “bigger” firms.’

‘The Private client team collectively work really well and compliment each other brilliantly. Emily O’Donnell is a competent, efficient and very personable individual whom I have had recent contact with. She always delivers what she says she will do and importantly she always responds to any queries/requests in a timely manner. At the helm of this amazing team is Amanda Bailey, a very ambitious, professional and incredibly thoughtful individual.’

‘Strength in depth across a range of departments focussing in the services needed by owner managed businesses.’

‘Amanda Bailey is probably the best Trusts and Estates lawyer I deal with. Technically excellent while being practical and innovative in her approach. A pleasure to work with.’

‘DTM acts with speed, and is right up to date with all current legislation. As a result they are ready to respond to questions whenever issues are raised. In this regard, they are, in the main, streets ahead of their competitors.’

‘I find the team at DTM to be very efficient, friendly and explain all potential issues very thoroughly at the outset.’

‘Amanda Bailey leads her team well having the respect of all whom she comes into contact with. The feedback from my work colleagues who I refer to her for various personal and professional contact help, has always been very positive so I have no hesitation in recommending her to any of my clients or contacts.’

Key clients

The Manor Farm Estate

Roger Dawes

The Wyresdale Estate

The Homer Family

Bernard Goodwin

Helen Proffitt

JWS Waste & Recycling Ltd

The J Robertson 1944 Will Trust

Cwybr Fawr

The Dickens Family

The Estate of Professor Price Evans

The Greenway family

The Griffiths Family

The Bhambra Family

Work highlights

  • Advising on the transfer of The Wyresdale Estate, an 800 acre estate of a Lancashire Family to the next generation.
  • Advising on the restructuring of the ownership of The Manor Farm Estate, a landed estate in Oxfordshire held in trust.
  • Advising Mr Dawes, a highly successful international professional in the private wealth sphere on his domicile position and advice on mitigating exposure to UK Inheritance tax.

Gorvins Solicitors

Gorvins Solicitors' private client team focuses on advising clients with estate planning and will preparation, and also assists trustees and executors with administering estates. Business owners form a key part of the team's client base, as it provides advice on matters including succession planning and tax planning related to the sale of businesses. The practice's estate work encompasses advising on matters involving complex and unusual assets. Christine Thornley leads the team, with specialisms in acting for family-owned businesses as well as clients with disabled beneficiaries. Michael Smoult is another key contact and has experience in contentious and non-contentious estate matters. Senior associate Tasoula Addison is also well-regarded by the practice's clients.

Practice head(s):

Christine Thornley; Michael Smoult

Other key lawyers:

Tasoula Addison

Testimonials

‘Our main contact was with Tasoula Addison. When we rang up to enquire about someone to handle my mothers probate we were allocated Tasoula and she handled the work extremely well despite COVID keeping her working from home for much of the time.’

‘Tasoula Addison was able to transmit calm and assurance at a difficult time. My mothers affairs were in quite a mess due to dementia but nothing seemed to worry Tasoula and she made us feel very much like she was in charge of the situation. We particularly liked her approach because she listened well. Was very clear and economical in how she explained things and we always felt we were being given the best information on which to make the decisions that needed to be made. We subsequently used Tasoula for our will as powers of attorney as a result of our first interaction regarding my mothers probate.’

‘Gorvins as a practice is unique in that within one building there is a wide diversity of specialists in all aspects of anything legal. A high degree of professionalism and attention to detail is always evident, and clients’ privacy is respected at all times. All of the team are approachable and communication is excellent. In my opinion you do not get the reassurance that your needs will be met promptly and effectively by other firms.’

‘Tasoula Addison helped my wife and I as executors. She explained the intricacies of the will in a manner that we could understand and she explained what the processes involved in obtaining Grant of Probate were. At all times Tasoula was professional, friendly and her communication skills were excellent. We both felt that we had chosen the right person to help us through Probate application.’

‘We used their services when Mum passed away in 2016 and Tasoula Addison was very knowledgeable in dealing with the Estate, Probate and Family Trust matters. Because of this we had no hesitation in contacting her again when Dad passed away in Dec 2020. She has completed an Inheritance Tax Return and has submitted Dad’s Probate forms in a timely manner and has again been very knowledgeable and helpful in dealing with our Family Trust in relation to the sale of Dad’s house (part held in Trust) which was dealt with by another firm of Solicitors.’

‘Tasoula Addison has never skimped on the time that she has given us. She also explains every step and issue in a way that we can readily understand. I would have no hesitation in using these services again in the future. We know that we are in safe hands with her and the wider company. ’

‘Personality, professionalism and technical competence. Perfect communication.’

Pannone Corporate LLP

At Pannone Corporate LLP, practice head Jane Shaw is adept at advising high-net-worth individuals, many of whom are long-term clients of the firm, on wills, tax and succession planning. The team's work frequently includes advising non-UK domiciled clients and clients with overseas assets, such as offshore trusts, on managing their assets in a tax-efficient manner. A particular focus for the practice is advising business owners on pre-sale and pre-IPO tax planning. Shaw is highly praised as a 'no-nonsense solicitor' with 'exceptional technical ability'.

Practice head(s):

Jane Shaw

Testimonials

‘Jane Shaw is extremely bright, commercial and practical. She always gives timely and pragmatic advice and sees the bigger picture, listening to our needs and concerns. She is a real asset to our family and business and I find her very easy to deal with. Jane is very good at explaining difficult or complicated issues and guides us through our options with professionalism and humour. She is a really excellent lawyer.’

‘Jane Shaw combines exemplary knowledge with pragmatism and solutions. She is very personable and easy to work with and understand our business needs’

‘Pannone have handled 2 separate cases for me. They gave calm factual advice to me regarding these very emotional cases. They always replied to my calls or emails promptly. They referred me to other professionals for further legal advice as required. They were honest from the start about whether I had a case rather than allowing me to incur charges on a non starter.’

‘Jane Shaw has exceptional technical ability and immediacy of response.’

‘Very entrepreneurial team that connect extremely well with likeminded clients. The team have the depth of skills to accommodate most matters and they pull-together extremely well across different service lines – with Team players all there to deliver an outstanding service to the client. It’s clear the team all connect well and enjoy working together, when you see them all interact with a client – which makes the whole client experience easy.’

‘Jane Shaw is well known in the private client space – she is a no nonsense Solicitor and helps clients make decisions very easily. She is technically very strong and that gives clients confidence in the decisions they are making – she explains the reasons in a simple way, which clients can understand. She has a great sense of humour, delivers the work with a smile and it’s easy to see why clients hire her.’

SAS Daniels LLP

SAS Daniels LLP handles wills and estate planning, estate administration and trust matters, with a particular focus on acting for elderly and vulnerable clients. Justine Clowes is especially experienced in this area; a former chair of Solicitors for the Elderly, she is frequently instructed on matters involving mental capacity issues and care funding. Helen Gowin and Helen Kelly are other key partners in the team; Gowin's practice focuses on estate administration, while Kelly is a specialist in trust creation and management.

Practice head(s):

Justine Clowes

Other key lawyers:

Helen Gowin; Helen Kelly

Testimonials

‘The team are a close set of individuals that offer the whole gamut of services regarding Tax Trusts and Probate – they work well together and provide a comprehensive service.’

‘Justine Clowes is head of the department and has an excellent and caring ‘bedside manner,’ is a lateral thinker and also works well and closely with vulnerable clients. Helen Kelly deals with the Trusts aspects and is extremely efficient and knowledgeable and hustles all parties for resolution to a problem. Helen Gowin is the lead on Probate and works effectively and caringly with the families of the bereaved to ensure good outcomes in a timely manner. ’

‘I have found SAS Daniels to be a very responsive and proactive law practice, from their Stockport office. I have worked with them over 3 years with regard to wills, powers of attorney, trusts, estate management and closure following the death of a family member. I have also received advice on landlord and tenant relations. In all cases I have found SASD to be prompt and effective in their communication, much achieved remotely in the last year. I have found them accessible and helpful, with the team members that I have dealt with.’

‘The stand out partner I have dealt with has been Helen Kelly, it has been a pleasure working with her. She has a very positive, engaging and efficient approach to her clients, sets a timetable for actions, which is kept to. Her advice is given in straightforward style and sensitively given, when dealing with a family member’s estate, and most of all I trust that she has my interests at heart. When I send an e-mail, she always acknowledges it, so I know that she has the actions in hand. I feel that I could call Helen in the future and she would always provide her attention, help and advice.’

‘I was so very pleased and reassured to be dealing initially with solicitors here in Bramhall, albeit with the new name SAS Daniels, where they could have not been more helpful, instructive and friendly with their expertise. And I, who was decidedly naive in the legal world, did not once feel patronized. I felt 100% supported in every way. I was however somewhat nervous about the scheduled to move to “bigger and better” offices in Stockport. It was further away, there would be new faces and personalities… But my concerns were completely unnecessary. The “new” staff were just as constructively friendly as the “old” members, and someone had the brainwave of making the old Bramhall clients especially welcome’.

‘At certain points of the year there are special hospitality events usually a delightful afternoon tea with of course a legal input. And even in this dreadful year with lockdown, they very successfully organized a virtual meeting, with a cream tea delivered to our door! And the talk was about the pros and cons of gifting a house to offspring. The net result is that I have genuinely felt myself to be among friends, whether dealing with probate, will trusts, will-making or setting up lasting power of attorney. And I talk about them to friends and neighbors who at times cannot believe the superb experiences I’ve been able to have as a client of SAS Daniels. ’

Weightmans LLP

Weightmans LLP provides advice on the full range of wills, trusts, and estates matters, from the execution of complex, cross-border estates to the planning of tax-efficient wills. Business-owners are a key group of clients for the team, and it provides advice on the management of personal and business assets, including succession planning. The team also advises clients on planning their estates to safeguard the interests of vulnerable beneficiaries. Richard Bate is noted for his tax mitigation work, acting for high-net-worth clients as well as elderly and vulnerable individuals. Principal associate John-Paul Dennis is another key contact, with particular specialisms in succession planning and estate management related to property. Lorraine Wilson was promoted to associate in September 2020 and is praised by clients.

Practice head(s):

Richard Bate; Sarah Louise Walker; John-Paul Dennis

Other key lawyers:

Lorraine Wilson; Sally Cook

Testimonials

‘I’ve worked closely with Lorraine Wilson, who I would describe as a great all-rounder. Her technical knowledge is spot on but she is also extremely approachable and has the ability to engage clients in difficult conversations. Lorraine is part of the Manchester team, which is headed by Richard Bates. ’

‘Lorraine Wilson and Richard Bate have both been steadfast, knowledgeable and dependable over the last 3 years, consistently working through a multifaceted and at times unorthodox situation, providing guidance and support around many areas including the complexities of international law, encompassing jurisdictions including the USA, Chile, Canada and Jersey.’

‘The most recent work was carried out by principal associate Sally Cook. She provided excellent advice on all aspects of getting our IHT calculated and probate granted. She was also very proactive and provided excellent, timely communication and clear advice.’

‘The team, headed up by Richard Bate, are excellent. We use them on a regular basis to provide an input on wills, trusts, estate planning, etc. at pre-retirement seminars we run for senior police officers. They are extremely knowledgeable and engaging in their presentation style. Delegates are encouraged to make contact with the relevant team member after the seminar on a pro bono basis if they wish to seek clarification on any aspect of the input or their own personal circumstances. COVID restrictions have prevented us from holding ‘physical’ seminars for over twelve months. The team haver adapted well to delivering their input ‘on line’’

‘They are extremely knowledgeable in their field and have an engaging way of sharing this with the various delegates. Their style of delivery is relaxed yet informative. They also make appropriate use of humour, which serves to lighten what could otherwise be extremely serious, and potentially quite depressing subject matter. Richard Bate, in particular, has a way of making delegates feel at ease.’

‘My go-to firm for anything private client related. John Paul Dennis is the stand-out solicitor in a stand-out firm, I have been consistently impressed by his intellect, hard work, and devotion to the cause. He has a broad series of disciplines which means he can cover all aspects of a case. JP is very good with clients for whom he has a fierce loyalty and is willing to go the extra mile for the best result.’

‘Weightmans have been entirely professional in all my contacts with them. The people are fantastic, have a vast wealth of knowledge and I have personally appreciated the diverse range of specialties that this firm can offer. They have been able to manage a lot of our work in house with ease and professionalism and have already delivered some really positive outcomes for us.’

‘My main contact at Weightmans is Lorraine Wilson. Lorraine has been instrumental in building the working relationship we have established with this firm. Lorraine reviews all cases that we issue to Weightmans, provides a good overview of the case and the steps that we can take. She is extremely knowledgeable, well organised and keeps an overview of all the cases that we have referred to them even when she is not particularly dealing with the case herself. I have valued the work that she has done and continues to do. ’

Aaron & Partners LLP

Aaron & Partners LLP's varied practice advises high-net-worth clients on tax planning, such as accessing business and agricultural property relief, as well as handling the administration of estates. Practice head Clive Pointon is highly experienced in wills and trusts, and also frequently acts as a trustee and Court of Protection deputy, receiving referrals for deputyship work from across Cheshire and North Wales.

Practice head(s):

Clive Pointon

Other key lawyers:

Rowena Ridgeway

Testimonials

‘The team in the Trust and Probate department of Aaron & Partners don’t confuse you with legal/technical language. They are able to convey the detail in clear plain English which allows clients to understand the subject matter in hand. They are sympathetic in their approach and understand quickly the clients requirements and deliver their response in a concise manner. As an accountancy practice, we are able to introduce clients to Aaron & Partners and we are assured our clients get the best possible legal advice.’

‘Clive Pointon is a long standing well respected Senior Partner in the city. His ability to communicate concisely and clearly without legal technical jargon is a tremendous asset to the practice. His diplomacy with clients and beneficiaries alike is exemplary. He is firm and resolute in his understanding yet sympathetic to all concerned. ’

‘Clive Pointon has a wealth of knowledge. Creative in finding solutions. Ability to communicate effectively with clients of different knowledge and experience. Ongoing service, develops long term relationships, Clive still provides a service to clients that I introduced him to 20 years ago.’

‘The firm employs a high caliber of professional staff both legal and support staff who appear always to live up to a high standards expected in a firm of solicitors. All staff are smart in appearance and behave as though they know what they are doing which gives confidence to a client.’

‘Clive Pointon is extremely knowledgeable not only in Trusts Wills Probate matters and Inheritance Tax but has helped me in dealing with my late husband in a care home and what that entails. He clearly understand the complexities of his specialised subjects and is good at explaining the law. He makes always confirms his advice in writing in clear language easily understandable and logical . He is patient and makes the client feel he has time to listen to them.’

‘My sister and I were executors of my late uncle’s will. In that capacity we were charged with setting up a trust fund and investment portfolio for my cousin in order to provide him with a monthly income and also financial provision for him in later life. Aaron & Partners were involved with my uncle and nephew before the former passed away and they dealt with all the legalities after his death and continue to administer the trust fund and the investments. In terms of the legal aspects of our association with the firm, the information they send us is always set out clearly with a full explanation of everything we are required to do. I cannot praise highly enough their efficiency and professionalism. I have dealt with other solicitors regarding tenancy matters relating to our family farm. It was not a happy experience and was in stark contrast to the way Aaron and Partners handle matters. ’

‘Clive Pointon has been an absolute godsend to my sister, father and I. My cousin has many mental health difficulties and complex needs. He doesn’t understand the concept of money or spending and is often clinically depressed. None of us live anywhere nearby to help on a daily basis so Clive has informally taken on this support role on our behalf, purely out of the goodness of his heart. So not only does he provide invaluable professional advice on a subject about which my sister and I know nothing and have little experience, he also deals with my cousin when he appears in his office asking for money to buy a new car, go on holiday, etc etc. We are massively indebted to him. ’

‘Clive Pointon is unassuming and easy to get on with. He knows his subject matter well and offers practical, sensible advice. He is easy to get hold of, and responds promptly to emails and telephone messages.’

FDR Law

FDR Law experienced turnover in its private client team during 2020, as Nina Sperring joined the team from Bartletts Solicitors Limited and Ian Sydenham and Simon Cieluch departed, joining Jolliffe & Co LLP and Myerson Solicitors LLP respectively. Under Sperring's lead, the team continues to advise clients throughout the North West on tax planning, estate administration and will preparation. Solicitor Stephen MacKeller is also recommended by clients.

Practice head(s):

Nina Sperring; Stephen Lawson

Other key lawyers:

Stephen MacKeller

Testimonials

‘The firm provides a more personal approach than some of the very large “city centre” legal firms.’

‘I have found the individuals to have a detailed knowledge of their clients’ backgrounds etc, often due to the fact the firm has acted for its clients for a significant number of years.’

‘Friendly, respond to emails, understand the process and have realistic expectations.’

‘Stephen MacKellar and his team are dedicated to exceptional customer service and getting things done. I find their modern, can do attitude refreshing and they are always a pleasure to work with.’

‘Stephen MacKellar is an expert in his field and is the ‘go to’ guy for any complex probate or trust related matters.’

‘The team has extraordinary breadth and depth of ability across a wide range of disciplines.’

‘Really knowledgeable about their subject matter and able to put it across to clients in a way that is both comprehensive and comprehendible. I’ve been really happy with their communication skills.’

‘Personable yet professional.’

Forbes Solicitors

Administration of estates is a focus of the private client team at Forbes Solicitors, which handles matters including estates with overseas assets and foreign beneficiaries, as well as interstacy administration of estates. The team's work includes handling the disposal of assets, including those held overseas or with unclear valuations, as well as business succession issues. The practice is also active in estate planning and the establishment of discretionary trusts. Jane Burbidge leads the practice, while Victoria Motley was promoted to partner in 2020.

Practice head(s):

Jane Burbidge

Other key lawyers:

Victoria Motley; Megan Diamond

Testimonials

‘I found them to be thoroughly professional and yet not overly dependent or doing everything via electronic methods. People still value the personal touch and contact even in these days.’

‘I have found Megan Diamond to be thoroughly professional and very pleasant in dealing with all these difficult subjects that sometimes can cause stress and worry. Her manner and approach helped put people at ease I found with dealing with her.’

‘Victoria Motley is a very experienced and knowledgeable Wills, Probate and Trust solicitor, who I do not hesitate to recommend.’

‘Personable, knowledgeable prompt to respond. On the ball when it came to seeing new introductions in the lockdowns.’

‘Friendly and approachable. Clear advice and easily understandable.’

Gateley Plc

Gateley Plc handles private client matters including succession and will planning, frequently acting for business owners and other high-net-worth individuals. Sean Williams is the key figure in the team.

Glaisyers LLP

Glaisyers LLP handles a broad range of private client work,  advising mid- and high-net-worth individuals on will and inheritance planning in addition to trust administration. The practice also administers complex estates and handles Court of Protection applications on behalf of vulnerable clients. Practice head Chris Burrows' experience encompasses handling matters involving international assets such as offshore trusts.

Practice head(s):

Chris Burrows

Testimonials

‘Chris Burrows is an excellent solicitor – he is knowledgeable, experienced and supportive. In our dealings with him, he has made sure we fully understood legal implications and legalese, he has always been prepared to discuss and explain complex issues and he worked with us to achieve the best outcome.’

‘My initial contact with Glaisyers was with Chris Burrows, Head of Private Client. He was immediately approachable and explained the situation clearly and without resorting to “legalese”.’

‘The team is well led and responsive to my client’s needs. Response time to queries is good and communication excellent.’

‘A helpful, efficient and responsive staff team.’

‘Chris Burrows is very efficient and professional, turning matters around quickly and with a good outcome.’

Work highlights

  • Handling the administration of a complex intestate estate including multiple companies and business interests requiring protracted negotiation with HMRC, safeguarding of the estate and resolution of distribution issues between beneficiaries.
  • Advising different generations of a high net worth family on interconnected will and estate planning.
  • Advising a trust corporation on complex issues arising in the conduct of its duties as trustee.

Jolliffe & Co LLP

Jolliffe & Co LLP's private client practice was substantially bolstered in November 2020 by the arrival of Ian Sydenham, who joined the team from FDR Law. Sydenham now serves as practice head alongside the highly experienced Hugh Butler, and brings to the team an expertise in Court of Protection work, with a number of his clients following him to his new firm. Butler and Sydenham also advise a range of clients on trusts and estates, including matters involving cross-border assets.

Practice head(s):

Hugh Butler; Ian Sydenham

Testimonials

‘I think the team at Jolliffe and Co LLP is superb. Ian Sydenham and the team there have really innovated and are always available through various technology mediums for our clients. Their advice is sound and trusted and I would not hesitate to recommend them!’

‘Ian Sydenham has a great manner with clients and is very approachable and knowledgeable. In an area of planning which can be daunting for some its great that Ian uses plain language and takes a real interest in his clients. ’

‘There are a number of individuals in the team giving a depth and breadth of approach and expertise. The team has also takes a collaborative rather than purely silo approach to matters which means there is always someone able to help if your assigned solicitor is not available. ’

‘Hugh Butler is very approachable and has a knack of explaining the pros and cons of different choices in an easy to understand and accessible way. Hugh is also hugely experienced and technically very good.’

‘I have dealt with Jolliffe’s for many years and their friendly, professional approach has always impressed. The firm demonstrates exceptionally high standards of competency and knowledge and the service levels are splendid. What is most outstanding is their ability to empathise and the care and attention that they demonstrate with clients.’

‘Hugh Butler has a high degree on empathy with clients and is able to communicate complex legal and tax matters in a way that makes them easily understood. He takes a great deal of personal interest in clients which makes them feel at ease with what can be distressing matters. But the most important factor is that he delivers accurate and highly proficient legal advice in a timely manner, which gives one great confidence that you can put your complete trust in the legal service.’

‘My wife and I first availed ourselves of the services of Jolliffe & Co. about 2 years ago following the retirement of our former solicitor. This solicitor had been a long-standing family friend and ‘family solicitor’ of a kind that seems to have largely disappeared. Jolliffe’s therefore had a hard act to follow but it is the highest praise I can give to say that Hugh Butler has seamlessly moved into the ‘family solicitor’ role where we were looking for a replacement.’

‘Hugh Butler is professional but friendly, always smartly turned out, always available and gets things done quickly. When his advice is sought he gives a considered answer with explanations of his reasoning so we can understand his thought processes. In his work premises he is supported by very pleasant and helpful receptionist and secretarial staff. When I communicate with him by email I invariably get an emailed response the same day or the next. I’m sure that over time he will become a family friend.’

Linder Myers

Linder Myers' trusts and estates team is led by Richard Ashton, and provides wide-ranging advice on will planning, trust administration and tax matters. The firm's Court of Protection team departed in October 2020 to join JMW Solicitors LLP.

MLP Law LLP

MLP Law LLP frequently handles the administration of estates, particularly those with cross-border assets, and is also active in the planning of wills and the preparation of powers of attorney. The practice collaborates with the firm's corporate and commercial team to advise business-owning clients, including providing assistance with discretionary trusts and business property relief. Jane Hunter leads the team, which was joined by legal director Doris Raggatt in November 2020.

Practice head(s):

Jane Hunter

Other key lawyers:

Doris Raggatt

Testimonials

‘A solicitor that we have had dealings with in the past has recently moved to this firm. Our dealings with MLP indicate a very professional and efficient organisation. Nonetheless, one’s relationship is generally with an individual lawyer.’

‘Doris Raggatt is approachable, efficient, friendly and competent.’

Oglethorpe Sturton & Gillibrand

Lancaster-based Oglethorpe Sturton & Gillibrand is known for its experience in acting for rural clients, such as landowners. Under the leadership of Clare Love, the team advises these clients on will planning and trust administration; it also draws on its experience of agricultural matters to advise farmers on succession planning and issues around partnerships and tenancies. Love is valued by clients for her 'vast knowledge and expertise in the field'.

Practice head(s):

Clare Love

Testimonials

‘Going the extra mile for clients is the norm for OSG’s private client team and really makes them stand out from the crowd. Led by the extremely knowledgeable Clare Love, the team has a deep understanding of issues affecting private clients and is well equipped with the skills to deal with a broad range of different private client matters.’

‘Oglethorpe Sturton & Gillibrand LLP (OSG) are a long established practice who have worked hard to become the pre-eminent practice in the local and wider area. In particular the Private Client department has recruited very talented staff who are able to service High Net Worth clients equally as well if not better than many of the larger City firms. This is largely due to the personal attention they give to clients backed up by excellent knowledge and a very professional approach in the way they deliver their services. The level of communication from the team is exemplary and all services are delivered to time. The team also work extremely closely with accountants and financial advisors to ensure that clients receive well balanced and appropriate advice to achieve their specific needs.’

‘Very knowledgeable team, with strong partner lead. Very approachable, it is easy to pick up the phone and discuss ideas or issues with the team. They offer a friendly and very much personalised approach.’

‘OSG have expertise in many fields, they offer well rounded advice. People find their approach friendly, thoughtful and assertive when required. I have worked with a number of members of the team who are able to lead a project to completion in the trickiest circumstances, ensuring the client feels protected.’

‘My personal solicitor for many years now has been Clare Love. She is knowledgeable, very efficient and, above all, highly able. As it happens I have been called to the bar myself and although I subsequently chose a career in publishing instead of law I have always felt that Clare’s grip and understanding of legal issues inspires considerable confidence.’

‘The team at OSG is very well qualified and importantly very approachable and easy to deal with. In particular Clare Love shows leadership and sets a high standard of client care and service. She is very knowledgable and provides innovative solutions to achieve best results for her clients. She and her team take ownership of assignments such that the client knows that they are receiving the highest level of service. The depth and wide ranging knowledge from Clare and her team set them apart from other firms in the area. Her keenness to work with other advisors acting for clients is appreciated and ensures that the best advice is given and that all advisors are fully informed of that advice.’

‘Clare Love in particular is able to assist with estate planning, spotting issues and handling personalities beautifully, complimented by her vast knowledge and expertise in the field. She often goes the extra mile for her clients and her approachable and calm manner ensures that the clients feel like they are being ably guided through.’

‘There are no egos at OSG. It does not matter how big or small the job may be the client is treated the same which is so refreshing. The work ethic is tremendous, the partners lead by example.’

Price Slater Gawne

Since Tom Young joined the firm in 2018 from Hugh Jones Solicitors, Price Slater Gawne has expanded its Court of Protection practice to cover a range of contentious and non-contentious matters in this area. Young serves as a deputy for clients, assisting them with financial affairs and care arrangements. In addition to non-contentious advice, the team acts in litigation related to care funding. Young is praised as 'incredibly professional and yet friendly with an eye to detail', and the team now serves on the Court of Protection panels for a number of local authorities.

Practice head(s):

Tom Young

Testimonials

‘This team really try to understand the situation from the client’s perspective and take the time to find out what is needed and why without preconconceptions. They are truly flexible and client centred in a way that puts them ahead of the competition.’

‘Changing my mother’s deputy over to Price Slater Gawne was not a decision I took lightly, but rather one that I gave significant time, thought and consideration. After changing deputy to them, my only regret is that I didn’t do it sooner. My initial research into deputyship provided a raft of results but having come across an article on changing deputy by Tom Young, I was provided with the answers to many of my questions all in one place. I truly believe that anyone can have a job, but blessed are those that work not only for themselves but also to help others. I found that the Price Slater Gawne team truly want to help their clients.’

‘The Court of Protection team is going from strength to strength and has grown considerably even in the challenging climate of 2020. The team are approachable and knowledgeable about their area with client care at the centre of what they do.’

‘Tom Young is incredibly professional and yet friendly with an eye to detail. I have no hesitation in recommending Tom for all Court of Protection cases including property and affairs and welfare matters.’

‘Tom Young is a key Court of Protection practitioner. He has an easy approachable manner with clients and is always happy to have a no obligation chat. He has helped numerous clients of mine and always provides balanced advice.’

‘Tom Young is very knowledgeable in local authority and continuing health care funding matters. He is an expert on the legislation and is highly knowledgeable in supporting clients navigate this complex area to ensure they obtain and protect the funding they are entitled too. Tom effectively assesses a clients circumstances, needs and formualtes a plan to help clients achieve their objectives. He is well connected to match the clients personalties with professionals to support a client needs including case managers, therapists, support workers etc to ensure the best chance of delivering improvements. Tom takes the time to listen to a clients issues and works with the client to understand the solutions which they are receptive too and have the best chance of succeeding.’

‘Tom Young has guided and expanded the team in the last few years with a confidence beyond his years. He is both knowledgeable and approachable, working tirelessly to achieve the best for his clients. Tom’s experience in both health and welfare and property and affairs work sets him apart from many of his peers. I have no doubt he will continue to take the team from strength to strength even in these challenging times.’

Temple Heelis

Temple Heelis is the pre-eminent tax and estate planning firm in the Lake District area, providing advice to high-net-worth individuals on issues related to estates, inheritance tax and wills. The team is also active on Court of Protection matters, particularly those related to tax. Robert Kornas leads the team, and in addition to wills and estate planning handles much of the team's Court of Protection work. James Hamilton is highly experienced in advising entrepreneurs, business owners and landowners on estate management, while director Laura Priestley is another key contact in the team.

Practice head(s):

Robert Kornas

Other key lawyers:

James Hamilton; Laura Priestley

Testimonials

‘Temple Heelis has a breadth of knowledge spanning multiple disciplines. The range of services offered compliments the client bank we have (as a firm of financial planners). They can help with business sales, house purchases, family disputes and all other matters a client may need help with. The family side practice collaboration and the litigation/disputes side prefer to resolve matters with a chat, rather than letting things escalate. Temple Heelis have embraced technology and have been appearing on Trustee meetings via zoom and are more than capable of delivering top service throughout the pandemic.’

‘Laura Priestley is diligent, organised and professional. I can confidently recommend Laura to anyone knowing she will impress (and reflect well on me!!). Jamie Hamilton is highly regarded and very personable. He also has a very good technical knowledge base.’

‘I believe that Temple Heelis has an exceptional team and in my experience the best in the area. Having worked with the practice for many years, in particular with Jamie Hamilton and Laura Priestley they are the firm I would recommend for Wills, Probate, Powers of Attorney and Inheritance Tax planning. They have a depth of knowledge and service levels that support their professional service, which in my experience isn’t always provided by other firms. We have many joint client meetings, some alongside an accountant, which provides fully comprehensive planning advice for the clients. ’

‘Working with Wills and Probate team they provide a personal and professional service, which complements our financial planning service. Working with both Jamie Hamilton and Laura Priestley they have had great feedback from clients and explain the matter in question in a way in which the clients can understand the advice and process. Recent meetings with Jamie have touched on more complex matters such as transferring company shares into Trust and the transfer of property assets and the advice has been invaluable to the clients. ’

‘I mainly dealt with Robert Kornas, who has impressed me greatly. A careful, tactful listener, he both reflected my wishes accurately and offered helpful advice in areas around the establishment of trusts etc. But what impressed me most was his ability to guide me towards the most efficient solutions without being in any way proscriptive. The finished Will felt like the result of a collaborative process, and fully reflected my wishes.’

‘I have been a client of Robert Kornas for over eleven years and Robert acted for both of my parents for many years before that. Robert has a very wide experience of and is an absolute expert in probate and trust matters including those relating to powers of attorney and Office of the Public Guardian procedures. He is extremely knowledgeable and provides a high standard of technical advice. Robert is very personable and a pleasure to deal with and has been extremely empathetic and supportive during challenging times of bereavement. He is also extremely professional and practical and had a realistic common sense attitude during a prolonged and difficult family situation. He is always available and ready to be of assistance. I have no hesitation in recommending him.’

‘Provides me with a front to back coverage of all legal affairs. I have a single point person who is then able to introduce me to other team members in more specialised areas if required, but I continue to feel supported and understood by client relationship manager. During the pandemic we have been able to leverage their technology infrastructure to hold meetings and even share and view documentation, which has made connectivity and collaboration as well as use of time so much more productive. ’

‘My legal partner is Robert Kornas at Temple Heelis, he is oustanding in his breadth of legal knowledge and his ability to connect our personal and business affairs together. Where necessary he will refer us to other specialists in the firm, whilst maintaining a watching brief. In the past year Robert has shown great skills and perserverence in helping resolve a complex disupute and has shown great negotiating and communication skills. ’

Work highlights

  • Advised a client with an estate worth in excess of £10 million on the best way of structuring her Will and leaving assets in a tax efficient manner.
  • Advised the executors on the administration of the estate of the late Mrs A with a value in excess of £3.5 million and on the administration of several lifetime settlements.
  • Advised upon and set up two Discretionary Trusts into which the clients have settled shares in a multimillion-pound family business.