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Personal tax, trusts and probate: Hampshire in South East

Blake Morgan LLP

Blake Morgan LLP fields four specialist teams on the south coast covering the full range of succession and tax services, including estate planning, trust management and probates. Jointly led by Simon Treherne and Paula Shea, the private client group acts for a number of business owners and entrepreneurs with complex estate administration needs. Treherne takes on a comprehensive range of instructions for local private and agricultural businesses. Shea – qualified in England and Wales, and Northern Ireland – handles matters for elderly clients and families with vulnerable children. Jonathan Sleep focuses on inheritance tax mitigation strategies and safeguards for the mentally vulnerable.

Practice head(s):

Simon Treherne; Paula Shea

Other key lawyers:

Jonathan Sleep

Testimonials

‘Knowledgeable staff who guided us through a complicated process setting up our Wills and Lasting Powers of Attorneys very well, explaining each part of the process with understanding and support. What could have been a very difficult and sensitive conversation turned into a enjoyable process through the team’s good management. We felt fully supported and confident in the decisions we have made to secure the future of ourselves and family.’

‘The team is led by Paula Shea. She is very well respected in her field. She responded  in a timely fashion to all queries made of her and replied in the clearest of terms.’

‘ Jonathan Sleep: the speed of his response to a query is impressive. His obvious professional knowledge, together with his positive, no-nonsense and proactive approach in tailoring the proposed solution has been outstanding.’

‘Jonathan Sleep is, without doubt, the best lawyer I have ever had the fortune to work with; in my opinion, he is a credit to the firm and the profession. ’

‘Blake Morgan has detailed experience and expertise in trust and Inheritance Tax matters. They provide a full and professional service and have maintained this throughout the pandemic.’

Moore Barlow

Moore Barlow’s private wealth practice is regularly instructed by an array of high-net-worth individuals across the south coast. The team is especially active in the area of succession planning, where various considerations - including multi-jurisdictional complications, gift relief and trust restructurings – are often at play. Its rural offering has been strengthened by its merger, with  Phillip Whitcomb , who leads the practice, acting for owners of landed estates. Alison Lloyd handles high-value probate matters, while veteran practitioner Fiona Heald advises on gifting and inheritance tax planning orders. New partner Naomi Wilkes arrived from Parker Bullen LLP. All named lawyers are based in Lymington.

Practice head(s):

Tim Adams

Other key lawyers:

Phillip Whitcomb; Alison Lloyd; Fiona Heald; Naomi Wilkes

Testimonials

The firm has undergone several recent amalgamations and operates from several offices. It has made valiant efforts to provide a seamless service under Covid restrictions, and I cannot fault the service provided by the individual lawyers dealing with each strand of instructions.’

‘Friendly, professional and helpful.’

‘Hands on individuals with in-depth knowledge of the things that matter.’

‘This is a nice, traditionally focused, team with expertise in agricultural and landed estates.’

‘Philip Whitcomb has a particularly deft touch.’

‘I have worked with Naomi Wilkes at Parker Bullen (her previous firm) and Moore Barlow. I have found her to be highly knowledgeable and professional while providing a service that is both timely and pragmatic, always seeking out the most effective approach for the client.’

Trethowans LLP

High-net-worth individuals turn to Trethowans LLP for its expertise in capital gains and inheritance tax planning, complex (often contentious) probates, and multi-jurisdictional estate administrations. The team is especially well-regarded for its farming and landed estate focus, where practice head Mihiri Gajraj handles intergenerational planning and business relief matters. Associate Arcadius Gregory is recommended for his capabilities as an adviser to Polish clients. All named lawyers are based in Southampton.

Practice head(s):

Mihiri Gajraj

Other key lawyers:

Arcadius Gregory

Testimonials

‘High level of expert knowledge. Very quick to respond. ’

‘Mihiri Gajraj is very professional and also very approachable.’

‘We really appreciated the cultural diversity within the team. High standard of service compared to some of their competitors.’

‘Arcadius took his time to understand my needs, and assisted greatly with ensuring that I am aware what the English law states and how this might affect me.’

‘A very professional team.’

‘Mihiri Gajraj has a great knowledge of probate, will making, and inheritance tax. These qualities have enabled Mihiri to be a problem solver where the need arose. I use Mihiriri over competitors because of the combination of talents that are simply unrivalled.’

‘The practice is large enough to have specialisms, but not too big that you lose contact with individuals who can help.’

Paris Smith LLP

Paris Smith LLP’s expertise in the trusts and estate planning sphere sees it acting for a broad client base throughout Southampton and Winchester, including farmers, property investors, and business owners with significant assets. Practice head Elizabeth Power is well-versed in Court of Protection matters, and leads a team dedicated to safeguarding the interests of vulnerable people, while Nick Turner handles a range of tax planning and asset structuring matters for elderly clients. Isabel Deverill and William Hadley jointly lead the Winchester office, concentrating on wills and agricultural relief matters respectively. Winchester-based Jason Oliver leads the contentious probate and trusts disputes team, and often acts on behalf of clients at the High Court. All named lawyers are based in Southampton unless noted otherwise.

Practice head(s):

Elizabeth Power

Other key lawyers:

Nick Turner; Isabel Deverill; William Hadley; Jason Oliver

Testimonials

‘Having worked with some of them for a number of years, they have been able to deal with any problems, with a background knowledge of the matter. ’

‘Although the firm has grown tremendously over the 50 years I have known them, they still make you feel important no matter how small the problem is on which you are seeking their advice.’

‘They have great teams in place. I would happily recommend the Trusts and Estate and matrimonial teams to others’

‘I believe the team at Paris Smith are brilliant in the way they treat vulnerable clients and families with honest and trustworthy advice.’

‘Isabel is very knowledgeable and able to explain technical details so that it is easy to understand.  From a personal perspective, Isabel is always happy to ask questions and check on the detail . This is particularly important for Court of Protection or Trust cases, where a cautious and considered approach is absolutely essential.’

‘Isabel is incredibly empathetic and is very well liked by all she deals with which sets her and Paris Smith apart from other law firms. In terms of quality of advice and how it is delivered clearly and compassionately, Isabel is the best I have worked with.’

Phillips Solicitors

Phillips Solicitors is instructed by individuals and owner-managed businesses throughout the North Hampshire region. Following its merger with legacy Brian Chase Coles, Lucy Watson has assumed leadership of the wills and probate team, advising on a comprehensive range of private client matters. Sian Lias handles discretionary trust creations, estate administrations, and Lasting Powers of Attorney issues. Claire-Marie Selwood  and Laura Karon are also noted for their will preparation work. All named lawyers are based in Basingstoke.

Practice head(s):

Lucy Watson

Other key lawyers:

Sian Lias; Claire-Marie Selwood; Laura Karon

Testimonials

‘A modern and efficient firm which uses technology to produce and amend any documents very quickly. We found the process very easy and rapid.’

‘Both departments I’ve dealt with during the pandemic have handled the new technologies of home-working very well, and I’ve been impressed by their availability despite immense pressures.’

‘From the minute you enter the practice you are met with exemplary, sincere professionalism. ’

‘Sian Lias thinks outside the box.’

‘The team have excellent knowledge and experience, and their personal skills when dealing with clients is well renowned.’

‘Sian Lias is an extremely approachable and diligent member of the trusts and probates team, and having worked with her on a number of jobs I can’t fault her attention to detail.’