Hall Of Fame

Firms To Watch: Personal tax, trusts and probate

Led by Richard Marshall, who joined the firm in November 2024 from Hay & Kilner, Hill Dickinson LLP has entered the Newcastle market with an established practitioner who provides an array of private client advice, with further knowledge of digital assets, decentralised assets and cryptocurrencies.
With the recent addition of practice head James McMillan, who joined the firm in June 2023, Punch Robson Solicitors is strengthening its private client offering in the North. The team assists in all areas of estate planning and administration.

Personal tax, trusts and probate in North

EMG Solicitors

Reputed for its work with high-net-worth clients and wealthy families, EMG Solicitors specialises in private client work as well as Court of Protection services, acting in significant professional deputyship cases often arising out of injuries. The department consists of experienced directors Jemma Morland and Emma Gaudern in Durham, and Samantha Edward in Newcastle and Penrith. Morland leads the Court of Protection team, often working with vulnerable clients, and Court of Protection deputy Gaudern also acts as a professional trustee in several high-value personal injury trusts. Edward leads the wills, trusts and probate team and is particularly engaged in complex estate planning matters, supported by associate Claire French.

Practice head(s):

Jemma Morland; Samantha Edward; Emma Gaudern


Other key lawyers:

Claire French


Testimonials

‘Samantha Edward leads by example. Sam as an individual manages to convey advice that requires the deployment of complex professional knowledge, straightforwardly, with great personal humanity and integrity. That approach is evident in the way the rest of the team operate and interact with clients.’

‘Emma Gaudern and Jemma Morland are stand-out individuals and founders of the firm. Huge intelligence combined with approachability and compassion but with steely strength when needed.’

‘They are undoubtedly a leading firm with specific expertise in all things related to the Court of Protection, vulnerable clients and Deputyship. Top of the league.’

‘Emma Gaudern – no better deputy in the UK. Knows her subject backwards. Stands her ground and fights her client’s corner. Jemma Morland – always available and ever approachable.’

‘Jemma Morland and Emma Gaudern who lead the practice are brilliant, very responsive and on top of their work. They manage a large team seamlessly with great processes in place to ensure the work is done at the right levels. We love working with them both!’

‘Claire French provides excellent service and advice. Claire is a lovely person to deal with and is very efficient.’

‘Sam Edward really knows her stuff! She explains things clearly to clients and always works hard to ensure the best outcomes for them.’

‘Emma Gaudern and Jemma Morland have enormous experience. I trust their judgment and commercial acumen. I think they work hard for their clients.’

Hay & Kilner

Noted for its capabilities in estate and succession planning, Hay & Kilner‘s private client department in Newcastle covers a wide range of advice, including trust administration, tax planning and Court of Protection work, regularly assisting high-net-worth individuals. Alison Hall leads the department and is particularly experienced in claiming agricultural and business property relief and in the preparation of farming partnership agreements. Alice Clewes advises on all aspects of private client work and is the key contact for complex tax planning work, while Rachael Leathley and Tom Bridge cover various private client matters, such as wills, powers of attorney, and trust administration issues. Richard Marshall departed to Hill Dickinson LLP in November 2023.

Practice head(s):

Alison Hall


Other key lawyers:

Alice Clewes; Rachael Leathley; Tom Bridge


Testimonials

‘Personable, knowledgeable individuals who have a passion for what they do. They always take the time to get to know their clients and their individual needs. As an independent longstanding firm, they are well respected in the North East of England and beyond.’

‘Alice Clewes has an excellent all round knowledge and is always able to offer practical solutions. Her added tax knowledge makes her a good all round adviser.’

‘Alison Hall is a well-known and highly respected legal professional in the North-East of England who alongside her undoubted legal expertise, has a particularly personable manner.’

Womble Bond Dickinson (UK) LLP

Womble Bond Dickinson (UK) LLP‘s private wealth department in Newcastle is adept at handling the full range of contentious and non-contentious advice for domestic and international private clients, trusts, entrepreneurs and landed estates. The practice is led by managing director David Dale, private capital expert Will Bonas, and Simon Kirkup, whose practice covers agriculture issues, farms and estates. With a broad private client offering, Helen Tavroges handles asset protection and capital tax planning work. Deborah Jude acts as trustee for family trusts and charitable entities, while Harriet Campbell leads the probate team. Associate Elisabeth Gubb is focused on working for landed estates and farmers.

Practice head(s):

David Dale; Will Bonas; Simon Kirkup


Other key lawyers:

Helen Tavroges; Deborah Jude; Harriet Campbell; Elisabeth Gubb; Susan Maxey


Testimonials

‘Elisabeth Gubb is refreshingly empathetic.’

‘Simon Kirkup – first rate on agricultural and estate matters.’

‘Stand out partner is Simon Kirkup. Very personable and explain complicated legal jargon easily.’

‘The clear sector leader in the North East, and now covering the entire country, with the breadth and depth to handle all private client business.’

‘Deborah Jude is the complete article, hugely experienced, eminently practical and client-sensitive. Susan Maxey is astonishingly bright and technically superb, but also tremendously easy to get on with. Helen Tavroges has the nous to avoid being dragged down by detail, focusing on the bigger picture and finding the solution.’

‘Helen Tavroges’ relationship with the family is extremely strong, and they are heavily reliant on her legal expertise, her talent for explaining complex issues in simple language, and her approachability. She is their trusted adviser.’

‘Will Bonas and Susan Maxey are outstanding.’

Latimer Hinks Solicitors

In Darlington, Latimer Hinks Solicitors' private client team assists with succession and estate planning issues for agricultural and business families as well as individuals, and handles wealth protection and strategic planning, probate and elderly client issues and trust work; the team also handles Court of Protection work. The department is jointly led by Elizabeth Armstrong, who also heads up the firm’s trust department, and Natalie Palmer, who also leads the Court of Protection and capacity team. Other key members of the team are director Gillian Ibbotson, who leads the farms and estates team, Jennifer Quayle and Daniel Williams.

Practice head(s):

Elizabeth Armstrong; Natalie Palmer


Other key lawyers:

Gillian Ibbotson; Jennifer Quayle; Daniel Williams


Testimonials

‘Strong on private client law, trusts and estates.’

‘Gillian Ibbotson is widely experienced and has dealt with my problems in an exemplary manner. She is a very easy person to deal with.’

‘Elizabeth Armstrong is exceptionally knowledgeable when it comes to trusts and estates. As a lawyer she is also competent on the tax issues involved when advising on such areas.’

Sintons LLP

Based in Newcastle, Sintons LLP has vast experience dealing with complex wills, tax planning issues, trusts, and the administration of estates, in particular with cross-border elements. Paul Nickalls leads the department and covers complex wills, tax planning work, estates administrations, trusts, and Court of Protection applications. Paul Collingwood regularly assists with estate administrations and trusts, and supports the Court of Protection unit. Senior associate Katie Gosling has experience in advising on a range of trusts, trustee issues, and inheritance tax work, while senior associate Sophie Moore heads up the Court of Protection unit.

Practice head(s):

Paul Nickalls


Other key lawyers:

Paul Collingwood; Katie Gosling; Sophie Moore


Testimonials

‘Paul Nickalls has been excellent. Taken me through various steps and explained everything along the way.’

‘Paul Collingwood has a calm and measured style that has helped immensely during a contentious probate. His patience, combined with calming influence has helped to steer me though some difficult times and I have found his support and dedication to a good solution has proved invaluable.’

‘Paul Collingwood was exemplary, readily understanding the issues, excellent knowledge and advice, dealt with the matter extremely promptly, and was highly professional throughout.’

Ward Hadaway LLP

In Newcastle, Ward Hadaway LLP’s private client practice advises on a broad range of matters, including succession and inheritance tax planning issues, trusts and wills, as well as Court of Protection applications, deputyships and state administrations. Andrew Facer heads up the department and handles complex succession planning work. Gaynor Jackson handles a range of inheritance issues, as well as probate issues and the construction of wills, while Deborah Spence advises on a range of inheritance tax post-death issues as well as specialising in complex lifetime tax planning for farmers and business owners. Other key members of the team are Sarah Dove and Rachel Hunter.

Practice head(s):

Andrew Facer


Other key lawyers:

Gaynor Jackson; Deborah Spence; Sarah Dove; Rachel Hunter


Testimonials

‘Gaynor Jackson is one of the most experienced advisers I use. I trust her views wholly. Gaynor is always happy to give initial and sound advice, enabling my clients to make informed decisions. Gaynor is both knowledgeable and personable.’

‘Gaynor is very skilled in the area. A safe pair of hands with a wealth of experience. She is extremely efficient and uses strong interpersonal skills to build long standing relationships with her clients.’

‘Gaynor Jackson’s knowledge in all areas of contentious probate, estate administration and taxation is outstanding and we are confident that we receive the best and most appropriate advice from her and from the team who work with her.’

‘Gaynor Jackson is an excellent communicator, intuitive and incredibly ‘user friendly’. She thinks ‘out of the box’ and gets results by being thorough in her research and determined yet fair in her approach to resolving difficult issues.’

BHP Law

With expertise in all aspects of Court of Protection services, BHP Law also covers child care issues, mental health law, criminal law, family law and Court of Protection financial work. The Court of Protection department is spearheaded by Sapna Tugby in Durham, who is a key contact for mental health and Court of Protection work. She is well-supported by Victoria Burrows in Stockton, who represents vulnerable individuals before the court. Based in Darlington, Jonathan Barker also assists with mental health and Court of Protection mandates.

Practice head(s):

Sapna Tugby


Other key lawyers:

Victoria Burrows; Jonathan Barker; Melanie Morley


Testimonials

‘Victoria Burrows stands out for the speed and clarity of her analysis of her cases, and the calm and measured approach she takes even in the more difficult or contested cases.’

‘Victoria Burrows is a breath of fresh air. Her clients love her and engage with her because she is so down-to-earth, so personable, and approachable. Victoria did an excellent job of ensuring the client was able to access a good level of support in any event. Victoria cuts through legal obstacles to achieve what matters to the vulnerable adults for whom she acts.’

‘Jonathan Barker fights vigorously for his clients. His considerable knowledge and experience in Court of Protection is obvious in all of his correspondence. He is also incredibly pragmatic to deal with, and provides clear and robust advice to his clients.’

Gibson & Co Solicitors Ltd

Experienced in trust matters, acting as trustees, as well as probate issues, Gibson & Co Solicitors Ltd’s private client practice draws from the firm’s strong agriculture practice to assist with a wide range of estate planning matters, including tax planning work. The team is jointly led by Derwent Gibson in Hexham and Christopher Sheppard in Newcastle. While Gibson focuses on private client work for farming families, Sheppard covers wills, trusts, contentious probate issues and estate administrations. Other key members of the team are Michael Macgregor and Louise Peacock.

Practice head(s):

Derwent Gibson; Christopher Sheppard


Other key lawyers:

Michael McGregor; Louise Peacock


Testimonials

‘Chris Sheppard – from start to finish he was very professional, answered all my questions and I cannot find fault in all that he did for me. I was and am very grateful.’

‘This firm genuinely puts their clients at the heart of all they do. They offer a warm and professional service.’

‘Chris Sheppard has a very high level of technical knowledge and is patient and caring. He is always available when he is needed and offers a huge amount of support when advising clients.’

Key clients

M R Finn Will Trust


Work highlights


  • Acting for M R Finn Will Trust in taking on the administration of the Trust and dealing with complex tax and property issues.

Mincoffs Solicitors LLP

Mincoffs Solicitors LLP covers property matters, complex trust and estate work, agricultural issues and business matters, as well as contentious probate work. The department in Newcastle is headed up by Lydia McCaslin, who was promoted to partner in April 2023. McCaslin assists clients with all aspects of wills, Court of Protection applications, estate planning and trusts and is especially experienced in estate administration work. While Victoria Richer is the key contact for asset protection mandates, Janine Kennedy has particular experience in working with the Court of Protection.

Practice head(s):

Lydia McCaslin


Other key lawyers:

Victoria Richer; Janine Kennedy


Testimonials

‘Lydia McCaslin had excellent knowledge, I was treated with empathy and dignity at what was a difficult time, I was fully advised and given time to think about what I needed from the service, on deciding what was needed everything was managed quickly – the service I received was second to none.’

‘Mincoffs are a long established and well-known Newcastle upon Tyne Legal Practice with excellent professional reputation.’

‘Lydia McCaslin was sensitive to our needs, informative and knowledgeable.’

Swinburne Maddison LLP

Swinburne Maddison LLP‘s private client department is adept at handling estate planning matters for family-run businesses and farming clients, advising on the drafting and administration of trusts, and Court of Protection matters. Anna Stephenson leads the team in Durham; she acts as a professional trustee for a significant number of trusts, as a professional deputy in Court of Protection issues, and also handles property and finance work. Amy Pyman is skilled at drafting wills and advising on lasting powers of attorney, estates administrations, and trusts.

Practice head(s):

Anna Stephenson


Other key lawyers:

Amy Pyman


Testimonials

‘Swinburne Maddison provide a service that combines good technical knowledge with a common sense approach. A client can know that they will get advice that works for them and not just the application of a generic structure.’

‘Anna Stephenson has good technical knowledge, but her top attribute is that she cares about giving the best possible service to her clients.’

‘Anna Stephenson has been very helpful and efficient in helping take the pressure off me when I was named as an executor. All my dealings with the firm have been met with professionalism.’

‘The team have a very professional yet personable approach which immediately places you at ease. Their warmth and friendliness shines through, accompanied by a steely determination to deal with matters professionally and proficiently.’

‘Updating a Will can be onerous but Anna Stephenson made the whole process simple, straight-forward and painless. Her exceptional knowledge of Wills, Trusts and Probate shone through making it very easy to navigate around any tax pitfalls and obtaining the desired outcome quickly and efficiently.’

‘I have worked with Anne Stephenson & Amy Pyman and both are very good at what they do; thorough and communicative.’

‘Anna Stephenson is simply fantastic. Highly knowledgeable, her experience and specialism ensures that any and all situations are catered for with the utmost care and diligence. Her ability to put clients concerns to bed is incredibly valuable and the professionalism that her team delivers meets and exceeds all expectations.’

Work highlights


  • Acting on behalf of a longstanding family of clients – whose assets include a £40m business – in connection with their estate planning.
  • Assisting with a complex IHT planning exercise which included the careful drafting of a Trust instrument to achieve the client’s aims.
  • Acting in the administration of various estates which have included overseas property interests.

Iain Nicholson & Co

Iain Nicholson & Co’s specialised private client practice is well known for its expertise in estate planning issues, wills and probate. The practice’s work also spans residential and commercial conveyancing, agricultural advice, power of attorney issues and mandates relating to elderly clients. Exemplifying this is the ‘exceptional’ Iain Nicholson who leads the practice. Peter Dakin is the firm’s contact for agricultural estates, and Victoria Stevenson covers residential conveyancing, wills and probate issues, and Court of Protection applications.

Practice head(s):

Iain Nicholson


Other key lawyers:

Peter Dakin; Victoria Stevenson


Testimonials

‘We have been very involved as a family with Iain Nicholson himself who has been a trusted confidante of the family over the years and also had very positive dealings with Peter Dakin and Victoria Stephenson who have both helped with various conveyancing and tax issues.’

‘All my dealings have been with Iain Nicholson over the years who has always been very helpful and accommodating in difficult times.’

‘Their attention to detail and how much they care about their clients. Outstanding!’

Irwin Mitchell

Advising clients on all aspects of wealth and succession planning, Irwin Mitchell‘s lifetime and estate planning team in Newcastle is headed up by Andrea Jones, who works across Leeds and Newcastle. Jones and Elizabeth Gibbison deliver the full range of private client services, including handling succession planning and wealth protection mandates, and representing claimants in wrongful birth claims. Gibbison is recommended for being ‘an exceptional lawyer whose knowledge is outstanding, with the ability to put clients at ease with her caring nature’.

Practice head(s):

Andrea Jones


Other key lawyers:

Elizabeth Gibbison


Testimonials

‘Irwin Mitchell’s private client offering operates on a national team basis but providing local services on the ground meaning full collaboration with true experts in each niche area. What sets the team apart is that they deal with very complex matters with a particular strength regarding the use of trust structures.’

‘Elizabeth Gibbison an exceptional lawyer whose knowledge is outstanding, with the ability to put clients at ease with her caring nature.’

‘I have always found Elizabeth Gibbison very knowledgeable, proactive and approachable. She explains everything carefully, ensuring her advice has been understood and never shows any impatience when asked to clarify any aspect of her advice. She is a definite “safe pair of hands”, hard-working and diligent.’

‘Irwin Mitchell has ensured it has individuals specialising in every area of wills, trusts and estates as well as wealth management so there is no category of personal financial planning or asset management that is not catered for by its teams, at whatever level, from the simplest of wills to the most complex of estates or succession planning.’

‘Elizabeth Gibbison, my primary contact at Irwin Mitchell, has always impressed with her knowledgeable and professional yet friendly and accessible approach. She always takes time to ensure all aspects and implications of her advice are understood and generally gives the impression that nothing is too much trouble.’

‘The team have a wide breadth of experience including tax trained staff. This gives us confidence that we can refer cases with a tax element. The team are also very personable, approachable and professional and we are happy to recommend them to our clients.’

‘My main point of contact is Elizabeth Gibbison and I would recommend her highly. She cares very much about helping her clients and finding them a solution that works on all levels, practical, emotional and professional.’

Muckle LLP

Muckle LLP advises high-net-worth clients, private family businesses and business owners, often with cross-jurisdictional estates, on a range of private client matters, including succession planning, wills, trusts, lasting powers of attorney and estate administrations. Julie Garbutt leads the team and is an expert in estate planning for business owners and their families. Rachael Stephenson deals with succession planning issues; Tim Boardman covers all aspects of agricultural and landed estates; and associate Winter Addis assists with estate and succession planning matters.

Practice head(s):

Julie Garbutt


Other key lawyers:

Rachael Stephenson; Tim Boardman; Winter Addis


Testimonials

‘Julie Garbutt has continued to deliver a very efficient and friendly service and I wouldn’t hesitate to recommend her to my clients.’

‘Individual partner I work with who is outstanding in every way is Julie Garbett. Muckles are always a pleasure to work with and I am fully confident when recommending them to others.’

‘A well established dynamic team able to support potential clients through a range of services. I am confident that potential clients will be looked after in a professional manner with trusted advisers.’

‘Individuals I work with seek to provide a holistic service to ensure client’s needs are fully catered for.’

‘Rachael Stephenson’s team is proactive in client care, and always go the extra mile to deliver on exceptional client service. The team is well run and second to none when it comes to dealing with technically complex issues.’

‘Rachael Stephenson stands out as an absolutely pragmatic and strategic lawyer. She possesses unrivalled talent in handling the most complex situations with utmost ease, humanity and skill. She is very approachable and provides excellent, timely service- very client focused and exceptional on detail.’

‘The individuals get to know their clients fully and ensure that they are looking at their circumstances holistically as opposed to just considering any one particular area. They are friendly and approachable and clients are always comfortable dealing with them. Both Rachael Stephenson and Tim Boardman have been introduced to some of my clients and both have provided excellent service which has also been commented on by my clients.’

Weightmans

In Newcastle, Weightmans frequently assists business owners with succession planning, lifetime trusts, charitable trusts, business protection and family investment companies. The team benefits from the firm’s national Court of Protection offering, and advises on mental health and elderly clients. Louise Miller delivers the full range of advice on estate planning work, including wills, trusts and probate. She has been described as ‘impeccably mannered, blisteringly efficient, expertly knowledgeable, utterly engaging, entirely trustworthy and disarmingly kind.’

Practice head(s):

Louise Miller


Testimonials

‘Louise Miller is impeccably mannered, blisteringly efficient, expertly knowledgeable, utterly engaging, entirely trustworthy and disarmingly kind.’

‘Louise Miller helped us with probate. Louise was sensitive and informative. She guided me and my family through the potential minefield of all that is involved in managing an estate following death. Louise was professional and proactive and the whole process was as painless as it could be at a really difficult time in our lives.’

‘The service provided by Louise Miller was first class from start to finish, the various details and intricacies relating to our case was explained to us in a very thorough and friendly manner during which all our concerns and questions were addressed by Louise and her associate.’

‘The team spent time understanding our needs and addressing them in detail. They were very good at communicating and answered all our emails quickly and in detail. They gave us very good support and clear instructions in completing the power of attorney forms to get it right first time.’

‘I can’t speak highly enough of the legal service provided by Weightmans. Weightmans exceeded my (very high!) expectations. The team demystified the entire process.’

‘Louise Miller has to be one of the most professional, knowledgeable and kind solicitors I have ever worked with. From day one, we knew she had the client’s interests at heart and felt like she was one of the family. Louise spoke with them in a way that did not patronise them and took the time to understand their wishes and worries.’

‘Louise Miller is incredibly warm and approachable. She is always open to talking through an issue with a view to deciding on the best course of action for a client. I am confident she will help clients as best she can.’