Hall Of Fame

Rising Stars

Personal tax, trusts and probate in South West

Burges Salmon LLP

With lawyers spread across Bristol and London, the 'market leading' practice at Burges Salmon LLP regularly advises high-net worth individuals and families on complex and cross-jurisdictional tax, trusts and probate matters.  The practice is spearheaded by John Barnett, a tax solicitor and a Chartered Tax Adviser who has particular expertise advising wealthy individuals and banks. Other notable individuals include Catherine De Maid - heads of the firm’s philanthropy team - who specialises in international tax, trusts and estate planning advice, and Tim Williams, noted for his focus on the taxation of development land.

 

 

 

Practice head(s):

John Barnett


Other key lawyers:

Tom Hewitt; Catherine de Maid; Tim Williams; Suzanna Harvey; Jim Aveline; Emma Heelis-Adams; Ronnie Myers; Edwards Hayes


Testimonials

‘The team we deal with at Burges Salmon is very responsive and provides timely practical advice, sometimes at very short notice. I have confidence in the advice they give. In recent years, I have not dealt with any other legal firm that provides such a good and consistent level of service.’

‘The team are all very personable and give good practical advice. Tim Williams, in particular, gives good, clear advice, both verbally and in writing.’

‘Jim Aveline is very able and approachable. An excellent communicator.’

‘Market leading personal tax, trusts and probate practice.’

‘The team are fantastic and show real empathy towards their clients. They are approachable, collegiate and very knowledgeable.’

‘Tom Hewitt, Jin Aveline, Tim Williams and Guy Broadfield – are all excellent, capable and very good to work with. They share a fantastic empathy with clients, understand their needs and deliver solutions that are digestible and client friendly.’

Work highlights


Charles Russell Speechlys LLP

‘Professional, approachable, dependable, and knowledgeable’, the team at Charles Russell Speechlys LLP works with a deep roster of clients on a wide spectrum of tax, trusts and succession matters, underpinned by a cross-disciplinary approach. Advising clients on both a national and international scale, the practice has been described as having ‘London quality with Cheltenham value for money’. Practice head Christopher Page - who has 35 years’ experience advising the owners of landed estates and agricultural businesses - is an expert in complex strategic and succession planning. Julia Cox continues to draw high praise for her 'outstanding technical advice', while Henry Fea is noted for his cross-border expertise.

 

Practice head(s):

Christopher Page


Other key lawyers:

Henry Fea; Julia Cox; Katie Talbot; Tabitha Collett; Harman Bains; Mary Perham; Tom Denny


Testimonials

‘The quality of work and innovation for clients can be described as London quality with Cheltenham value for money. There is real depth in the team and a collegiate approach both within the firms departments and outside.’

‘Julia Cox is the go to private client lawyer in Cheltenham, and beyond. Julia has brought on an excellent team to support her and grow the business, about which she cares deeply. Julia also really cares about her clients and can empathise with their situations and is always available to find a solution and deliver with care and competence.’

‘Professional, approachable, dependable, and knowledgeable – the CRS personal trust team are a cut above the rest in my experience.’

‘Julia Cox continues to be extremely professional and runs a fantastic team, along with Henry Fea. In the last year, I have been particularly impressed by Tom Denny, who is extremely bright and easy to get on with.’

‘The combination of excellent technical knowledge and the ability to truly understand what a client is trying to achieve.’

‘Julia Cox delivers outstanding technical advice in a very warm and compassionate way that clients instantly feel comfortable with.’

Work highlights


Clarke Willmott LLP

Praised for their 'preparedness to work collaboratively on more complex issues', Clarke Willmott LLP is a key port of call for clients seeking assistance with tax planning, estate administration, trust advice, and management and tax law. The practice is jointly chaired by Carol Cummins, noted for her experience of working with private clients, executors and trustees on complex estates with business and agricultural issues; Anthony Fairweather, who specialises in UK and international Court of Protection matters; and Emma Pope, who is noted for her work dealing with high-value estates.

 

Practice head(s):

Carol Cummins; Anthony Fairweather; Emma Pope


Other key lawyers:

Samantha Neagle; Tom Chiffers; David Maddock; Jacqui Lazare; Emma Barry; Harriet Neusinger; Georgia Collier


Testimonials

‘There is sufficient depth in expertise to have advice on a range of issues should it be needed.’

‘The individuals are competent, pleasant to deal with and clearly set out their fees in relation to the scope of the work requested. There is also a preparedness to work collaboratively on more complex issues.’

‘The individuals I am working with on behalf of clients are personable, knowledgeable and exude confidence together with quick replies.’

 

Work highlights


Michelmores LLP

Working across offices in Exeter, Bristol, Cheltenham, and London, the team at Michelmores LLP offers expert advice on all aspects of wealth structuring, working with high-net-worth individuals and their families on a national and international scale. Lauded by some clients as the ‘premier firm in the South West’, the team has seen considerable growth in offshore trust and international work in the last year. Bristol-based practice head Sandra Brown specialises in preservation of personal wealth, with a particular interest in the use of trusts. Edward Porter is noted for the breadth of his private client capabilities, including estate planning and trusts issues. Holly Mieville-Hawkins continues to bolster the firm’s mental capacity offering.

 

 

Practice head(s):

Sandra Brown


Other key lawyers:

Edward Porter; James Frampton; Caroline Alexander; Charlotte Coombs; Elinor Crosbie Dawson; Nerys Thomas; Holly Mieville-Hawkins


Testimonials

‘Michelmores are the premier firm in the South West, they have excellent quality throughout the team in this area.’

‘Sara Chisholm-Batten and Alice Daniels are both top quality partners who can be relied upon to achieve quality results for their clients.’

‘Max Nicholls is excellent. Strong relationship skills and a wealth of expertise.’

‘The team are thorough and innovative. They proactively look to make things more cost-effective for the client and work with us collaboratively to ensure that the client is getting the best of both disciplines.’

‘James Frampton is excellent at dealing with complex estates.’

‘An impressive depth of knowledge and the ability to communicate it effectively and concisely.’

‘James Frampton and Charlotte Coombs have an exceptional attention to detail and client focus.’

Work highlights


TLT

Praised for their ability to provide ‘practical and cost-effective solutions to problems and situations’, TLT acts for a range of domestic and international clients, from wealthy individuals and entrepreneurs to banks and farmers. The team is jointly led by Debbie Gale and Claire Johnson: Gale, who heads up the probate and trusts team, regularly advises high-net-worth individuals and banks; and Johnson has over 25 years of experience in tax, trust and estate planning. Patrick Wooddisse has moved to Osborne Clarke LLP.

Practice head(s):

Debbie Gale; Claire Johnson


Other key lawyers:

Kate Ward


Testimonials

‘The team members are very knowledgeable and responsive. They explain the issues and actions clearly and comprehensively.’

‘Provide a joined-up, effective service for my unique needs for both the trust and charity I have with them.’

‘Debbie Gale really listens to what we need from TLT and finds pragmatic solutions to challenges. She explains complex matters in an easy to understand way and is responsive and helpful.’

‘Debbie Gale was super at facilitating our use of other areas of TLT So that we actually used the trust to buy a property, as well as help us with another financing issue.’

‘The TLT tax trusts and probate team stands out as being particularly client centred and focussed on finding practical and cost-effective solutions to problems and situations.’

‘Debbie Gale is a stand-out practitioner, and has superb legal knowledge combined with a client-centered approach to issues raised. She takes a 360 degree view of the matter, focusing on what the client is trying to achieve, before delivering a practical and workable solution which is watertight whichever way it is turned. She responds quickly and deals efficiently with enquiries.’

Work highlights


Wiggin Osborne Fullerlove

Praised for its ability to provide ‘city quality and expertise that comfortably rivals many of its London competitors’, Wiggin Osborne Fullerlove's boutique private client offering spans asset protection, taxation, corporate and commercial disputes, and probate and estate planning. Tim Osborne and Stephen Green jointly lead the practive. Other key names to note include Matthew Cain - described as a ‘charming and smooth operator with a wealth of experience’ - who specialises in the structuring of private wealth, and Rose Chamberlayne, who specialises in creating bespoke wealth preservation structures. ‘Visionary and adaptable, bright and engaging’, Matthew Shayle has key expertise in the areas of trusts, foundations and succession.

 

Practice head(s):

Tim Osborne; Stephen Green


Other key lawyers:

Matthew Shayle; Rose Chamberlayne; Matthew Cain; Paul Hunston; Stephen Pallister; Hannah Hughes; Genevieve Morrall


Testimonials

‘Its reputation in the industry is well deserved. Their old-fashioned courtesy and style disguises a highly responsive, forward-thinking, full service private client offering.’

‘Matthew Cain is a charming and smooth operator with a wealth of experience. He has all the attributes of the best traditional private client partners but couples them with technical expertise and 21st century response times. As a barrister, I greatly enjoy working with Matthew and I always know he will bring a valuable perspective to a case.’

Matthew Shayle is visionary and adaptable, bright and engaging.’

‘High quality team with a top client base. Matt is a fantastic lawyer and private client advisor, creating strong client relationships, proactive and commercial advice. He is a go to for UHNW international families for intergenerational planning.’

‘The team gives clients City quality and expertise and comfortably rivals many of its London competitors. Many team members have experience of working offshore and are very well-connected.’

‘Working most closely with Matthew Shayle and Genevieve Morrall, they are a formidable team with a wealth of experience. They easily win the trust of clients with their reassurance and understanding.’

‘A strong presence in the international space, which is very unusual for a domestic firm located outside the capital.’

‘Matthew Shayle is a charming and accomplished private client specialist whose legal analysis and thoroughness is exactly what the market requires. A pleasure to work with.’

Work highlights


Wilsons

Wilsons sizeable practice is divided into four dedicated sub-teams, testament to the depth of its capabilities across landed estates, probates, Court of Protection matters, and international work. The team advises both domestic and international clients on all aspects of private client work, offering clients a fully comprehensive legal service. The team is led by the ‘fantastic' Frances Mayne, who heads the Court of Protection team; Belinda Watson, who leads the landed estates offering; and Tim Fullerlove, who spearheads the offshore practice.

 

Practice head(s):

Frances Mayne; Belinda Watson; Tim Fullerlove


Other key lawyers:

Ben Smith; Christopher Bull


Testimonials

‘The team have a diamond in Frances Mayne and the work she carries out.’

‘Frances Mayne is fantastic with clients. Level-headed, practical and very approachable without being judgmental. Excellent for all types of vulnerable clients who need professional support when managing their money.’

Work highlights


Womble Bond Dickinson (UK) LLP

Noted for its work in relation to landed estates, onshore and offshore trusts, philanthropic ventures, and complex estate administration, Womble Bond Dickinson (UK) LLP advises a host of domestic and international clients on both contentious and non-contentious matters. The practice is also well versed in cross-border tax advice. The team is headed up by James Radcliffe, who is noted for his expertise advising UK domiciled and non-UK domiciled individuals in relation to their estate planning. Christopher Kerr-Smiley specialises in trust restructuring, trust taxation and trustees’ powers and duties.

Practice head(s):

James Radcliffe


Other key lawyers:

Christopher Kerr-Smiley; Mark Woodward; Suzy Pawsey; Michael Conway


Work highlights


Ashfords LLP

‘Efficient, knowledgeable, professional and extremely capable’, Ashfords LLP advises a wide range of clients including high-net worth individuals, business owners, landed estates, farmers, executors and trustees. The 'professional and extremely capable' team has specialisms in complex succession and inheritance tax planning, will drafting, capital gains tax mitigation and high value estate administrations. The practice is jointly chaired by Michael Alden, who has extensive experience of working with high-net-worth individuals, and Kerry Morgan Gould, an ‘extremely intelligent, focussed’ partner who oversees the private wealth department.

Practice head(s):

Michael Alden; Kerry Morgan-Gould


Other key lawyers:

Jonathan Hickman; Victoria Emmett; Victoria Green


Testimonials

‘The team at Ashfords is, literally, the whole package. They cover everything from day-to-day will writing to complex trusts and estates and a litigation team, should the unfortunate need arise.

‘Everyone I have worked with at Ashfords has been efficient, knowledgeable, professional and extremely capable whilst remaining approachable and easy to work with.’

‘Kerry Morgan-Gould is an extremely intelligent, focused contentious probate partner. Definitely someone you would want on your side. Calm, unflappable and just all round winner.’

‘Victoria Green is just the warmest, most down-to-earth probate associate. Empathetic and kind – I recommend my most vulnerable clients to Vicki, and she never lets me down.’

‘Sarah Mansbridge is a bright, creative lawyer who just gets stuff done. Great on trusts and overall estate management.’

‘Our experience of the team has been excellent. A deep understanding of what is required and, importantly, how to most effectively reach a solution. Easy to engage with the team, who has an ability to relay information clearly and advise on all options available and potential outcomes.’

Work highlights


Ellis Jones Solicitors LLP

The team at Ellis Jones Solicitors LLP has been praised for their ‘thoughtful, incisive, friendly – but tough – advice.’ The practice has expertise in will writing, estate planning, estate administration, and is highly regarded for its trust expertise. Department head Carla Brown is noted for her extensive experience in advising high and ultra-high-net-worth individuals on estate and tax planning. Beverley Randall joined the team from Laceys in January 2023.

Practice head(s):

Carla Brown


Other key lawyers:

Andy Kirby; Christopher Pemberton


Testimonials

‘The consistency, professional confidence and competence of individuals of all levels from support administrators, juniors to partners is what impresses, retains me and increases the volume of work I instruct. All matters relating to wills, probate, trusts, conveyancing, taxation, estate planning have been addressed and executed with professional diligence and delivered in timely manner without errors or redundant work.’

‘Careful, polite in depth analysis.’

‘Thoughtful, incisive, friendly – but tough – advice.’

‘The personal tax, trusts and probate team have the technical knowledge to met all personal and private client needs. They have the advantage of having a local presence and have exceptional expertise in the area.’

‘Carla Brown is exceptional in her knowledge and client care. She is not afraid to tackle complex technical and family matters. I would never hesitate to recommend Carla to my clients.’

Work highlights


  • Advised a businessman and his family and network of advisers to provide holistic estate and inheritance tax planning advice.
  • Advised on the administration of a large estate for a long-standing client, leading to multiple other matters for the children.
  • Acted in case of apparent financial abuse by carer, involving prolific spending on client’s debit card in the three months pre-death, as well as safeguarding issues due to suspected physical neglect.

Foot Anstey

Foot Anstey advises private individuals, entrepreneurs and landowners - both domestically and internationally - on an array of matters which include succession, tax planning and probate. Practice head Anna Parker possesses 15 years of experience as an international and domestic tax and trusts lawyer, while Michelle Seddon is praised for her 'prompt and effective manner' - particularly in estate administration.

Practice head(s):

Anna Parker


Other key lawyers:

Michael Evans; Michelle Seddon; Lisa Weekes; Robert Marshall; Jos Style; Shaun Thomas; Gabrielle Medland; Yasmin Metcalfe


Testimonials

‘The practice is very professional and has experts in many fields. This gives a client security that the person that they are dealing with has experience and knowledge on hand if need be. The collaborative facility gives the client more scope ‘in-house’ on different aspects of their needs.’

‘Excellent service and explanations of complicated laws and legal terms. My solicitor has given and explained that there are different options to tax liabilities etc, for me to have the knowledge to decide the best way forward.’

‘Michelle Seddon casts aside stuffiness and bravado to get to the core of the problem, and deals with things in a prompt and effective manner.’ 

Work highlights


Harrison Clark Rickerbys

Noted for its expertise in handling cases for older and vulnerable clients, Harrison Clark Rickerbys' wide-ranging advice spans from the establishment and running of personal injury trusts, through to financial administration, health and welfare issues, and asset protection. Practice head Alex Taylor has expertise in complex tax planning, as well as trust and estate administration. Other key figures include Tom Murphy-Kirkhope, noted for his specialism in wills, tax planning and the administration of trusts and estates.

Practice head(s):

Alex Taylor


Other key lawyers:

Tom Murphy-Kirkhope; Phillipa Bruce-Kerr; Mark Hartley; Niamh McAlonan; Lauren McGurk


Testimonials

‘In my experience, the team really get to know their clients and support them really well.’

‘I have mostly worked with Lauren McGurk and her team, I find them all to be very professional, friendly and understanding, especially for clients who need extra support due to physical or emotional health needs.’

‘Very professional, always understanding, and kind. An excellent team.’

 

Work highlights


RWK Goodman

‘Strong service ethos with value for money’, the private client team at RWK Goodman is split into various sub-teams, variously covering wills and estate administration, estate planning, elderly and incapacity matters, trust accounting and administration, and contentious trusts and probate. Edward Vidnes and Mandy Casavant jointly lead the practice; Vidnes manages the Wills and Probate, and Elderly and Incapacity sub-teams, while Casavant's practice focus encompasses inheritance tax planning, trusts, power of attorney, capital tax planning, and wills. Other key names to note include Amanda Noyce, who draws superlative praise for her 'first-rate intellect'.

Practice head(s):

Edward Vidnes; Mandy Casavant


Other key lawyers:

Amanda Noyce; James McNeile; Cherry Stuckey; Rebecca Purchase; Christine Wonnacott; Carla Jerram; Mythili Bonham


Testimonials

‘Strong service ethos with value for money – the team has a high level of pragmatism, knowledge and expertise even in more obscure areas.’

‘James not only gives excellent legal advice but most importantly, he has a real understanding of the family so is able to come up with pragmatic solutions. In particular, his diplomatic approach to some unusually difficult family and trustee dynamics, achieved (and continues to achieve year-on-year) just what is required whereas a purely legalistic approach would probably have failed. I can’t rate James highly enough.’

‘Clear, practical and focused advice.’

Work highlights


Stephens Scown LLP

Headed up by Philip Reed, the team at Stephens Scown LLP is noted for its expertise across trusts, landed estates, and elder client services. The trusts service covers all aspects of trust work, including planning and UK or offshore advice; the landed estates team advise some of the largest estates in Cornwall; and the elder client service team place a particular emphasis on the care sector, including Court of Protection work and preparing Lasting Powers of Attorney.

Practice head(s):

Philip Reed


Other key lawyers:

Graham Murdoch; Ian Newcombe; Megan Julier; James Stone


Testimonials

‘Very knowledgeable. Stand out figures include Phil Reed and Ian Newcombe.’

Work highlights


Thrings LLP

Thrings LLP regularly acts for high and ultra-high-net-worth individuals - including entrepreneurs and business owners - on an array of matters, including tax and succession planning, estate administration, and landed estates. Practice head Michael Westbrook has particular expertise acting for clients on strategic succession planning and asset protection, with a focus on the use of trusts, partnerships and companies. Other key figures include the 'very knowledgeable' Penelope Munro.

Practice head(s):

Mike Westbrook


Other key lawyers:

Gavin Smith; Penelope Munro


Testimonials

‘The team’s availability, approachability and understanding of the needs and sensitivities surrounding this personal work are major positives.’

‘Extremely knowledgeable personnel giving prompt and efficient service on all aspects.’

‘My personal dealing is with Penelope Munro, a very knowledgeable person who listens, understands and then delivers everything one requires in a pleasant, caring and understandable format. Most importantly, the client is kept informed every step of the way, so does not have to keep chasing for an update. Costs are quoted and agreed at the outset and bills presented quickly.’

‘Things has an excellent reputation for having excellent partners.’

‘Good firm with good people at all levels. I would happily recommend them.’

‘Mike Westbrook combines excellent legal and tax knowledge with obvious intelligence, insight and practical common sense. An ideal combination of skills in this area – highly recommended.’

Work highlights


VWV

Drawing praise from a host of clients, the Bristol-based team at VWV is capable of advising on an array of matters, from highly complex estate administrations to day-to-day wills and lasting powers of attorney matters. The practice is headed up by Michelle Rose, highly regarded for her commercial and strategic awareness, and Leila Goodarzi who is described as a ‘highly knowledgeable’ partner with ‘excellent client relationship skills.' Henry Garden is noted for his trust advisory capabilities.

 

 

Practice head(s):

Michelle Rose; Leila Goodarzi


Other key lawyers:

Henry Garden


Testimonials

‘They are extremely helpful, always get back to me promptly and explain the situation and make suggestions that are always timely and on point.’

‘Honest, open, and professional whilst being friendly and approachable. They will be my solicitors from now on.’

‘My requirements have been accurately captured and understood. A realistic timescale was established, work has progressed in accordance with the agreed schedule and within the cost estimate. The quality/progress of the initial work undertaken gave me confidence to engage VWV in further follow-on work and additionally recommend VWV to a family member.’

‘Because VWV is so large, it has the capacity to cover a wide field of expertise, so we have been able to consult on different legal matters with confidence. I have used this firm over the past 40 years.’

‘VWV is the first firm of solicitors I have used for various legal requirements e.g selling a business, buying a residential property, writing a will, contract law etc. In every case, we have been given the highest level of professionalism & customer care. When you get this service, the billing takes care of itself. Total value for money!’

‘Leila Goodarzi is highly knowledgeable and has excellent client relationship skills. She is practical in her advice and very focussed on solutions and positive client outcomes.’

‘The team is extremely well-placed to advise on a wide range of topics, and we have come to rely on their excellent advice regarding estates and legacies.’

‘Market-leading personal tax, trusts and probate practice’.

Work highlights


  • Advised charity clients on legacy protection and on disputed legacies.
  • Advised and administered high-value (£5m+) trusts to hold compensation for personal injury and medical negligence awards.
  • Administered multi-million-pound estates.

Wansbroughs

‘Reliable, courteous, friendly, professional, knowledgeable’, the team at Wansbroughs is well placed to advise clients on trust matters, administration of complex estates, Court of Protection issues and inheritance saving reliefs. The practice is led by Alan Ciechan, who has over 40 years of experience in private client work, regularly advises owners of large landed estates, as well as various trustees on the use and formation of trusts. Other key figures include Anna Wensley Stock, who is well regarded for her 'commercial, efficient' practice.

 

 

Practice head(s):

Alan Ciechan


Other key lawyers:

Anna Wensley Stock; Emily Anderson; Kathryn Smith Cowap; Thomas Britten; Beth Williams; Andrew Langbridge


Testimonials

‘They are able to handle complex and sometimes contentious probate cases, with efficiency and sensitivity. They also have experience of Court of Protection cases.’

‘Kathryn Smith Cowap has worked for us for several years. In all that time, she has been unfailingly helpful, responsive, good at explaining difficult concepts, approachable, courteous and highly professional.’

‘Reliable, courteous, friendly, professional, knowledgeable, wide range of services.’

‘All members of the team are not only experts in their field, but approachable and explain to clients complex legalities in an easy-to-understand form.’

‘Wansbroughs approach to private client advice is thorough and personable. Their strengths are their exceptional knowledge of tax planning and trusts and their ability to handle probate cases with sensitivity. The team work efficiently, updating with progress regularly. Their new website was launched last year, which is modern and appealing to clients and intermediaries, reflecting their extensive experience.’

‘Excellent and thriving private client department. Knowledge and expertise is excellent so you are in safe hands, including complex work coming out of London. Plenty of very good legal brains available. Internal support and training is better than I have seen in much larger firms.’

‘Wansbroughs provide an excellent service. Highly knowledgeable staff, attention to detail and an efficient prompt service.’

‘Anna Wensley Stock is fantastic – she’s commercial, efficient and makes even the most complex issues logical and easy to understand.’

Work highlights


Blanchards Bailey LLP

Lauded as an ‘impressively modern, highly skilled, diverse team', Blanchards Bailey LLP regularly advises clients on issues related to estate planning, inheritance tax issues, and Court of Protection work. Practice head Jerome Dodge has extensive expertise in wills and estate planning, inheritance tax, powers of attorney, and trust administration.

Practice head(s):

Jerome Dodge


 


Other key lawyers:

Catherine Roberts; Sophie Lawrence; Emma Needham


Testimonials

‘Blanchards are friendly and attentive from reception to head of department. They are empathetic and thorough, and I enjoy working with them.’

‘Impressively modern highly skilled diverse teams, with high achievement and goal oriented aims. Close, detailed, client collaboration. Open, efficient, sympathetic.’

‘Jerome Dodge’s expertise, ability to delegate to highly qualified and skilled individuals has been impressive over the years.’

‘The team is a regional leader in South Dorset and provides sound, professional advice proportionate to the scale of the individual and estate, without complication. They have been consistently accessible and helpful over a number of years, developing a deep understanding of the family’s requirements and engendering complete trust.’

‘Blanchards Bailey’s team cover a wide range of areas of expertise. They are very experienced with all areas of trusts and estate planning. They also have access to a financial planning department who can assist with probate cases, ensuring continuity of service and Blanchards Bailey relationship for generations.’

‘The individuals within the team are extremely knowledgeable and, above all else, are very approachable.’

Work highlights


  • Designed an Inheritance Tax planning scheme to save a client’s family up to £800,000.
  • Advised on estate planning for a £15m farming enterprise.
  • Administered complex deputyship with multiple Court of Protection applications.

Stone King LLP

‘Practical, timely and approachable’, Stone King LLP is experienced in various private client matters, including estate planning, care services for the old and vulnerable, cross-border succession and probate advice, and bespoke capital tax planning. The team is led by Kathryn Layzell, who specialises in older client advice and care funding. Andrew Mortimer is praised for his 'calm, measured approach'.

Practice head(s):

Kathryn Layzell


Other key lawyers:

Andrew Mortimer; Daniel Harris; Alison Allen; Kerry Rogers; Charlotte Macdonald; Raquel Ugalde; Emma Seaton


Testimonials

‘Practical, timely and approachable.’

‘Intelligent and practical.’

‘Andrew Mortimer adopts a calm, measured, no-nonsense approach and has been a pleasure to deal with.’

Work highlights


Tozers Solicitors LLP

Drawing praise from various clients, Tozers Solicitors LLP is noted for its niche expertise in succession planning and tax relief claims for park owners, as well as its capabilities in the administration of complex and high-value estates. Grainne Staunton, who leads the team, frequently advises holiday and home park owners on succession planning and inheritance tax issues. Other key figures include the 'wholly exceptional' Rachael Morley, and Sue Halfyard, who was promoted to partner in July 2022.

Practice head(s):

Gráinne Staunton


Other key lawyers:

Rachael Morley; Sue Halfyard; Naomi Hoare; Sarah Phillips


Testimonials

‘Tozers are clearly very well-organised and understand the importance of good teamwork. I always feel that they have my interests at heart, and they use clear, simple language.’

‘I have found the team to be approachable and reliable. Happy to deal with any problems and questions that we may have. Very quick response to issues. Great communication.’

‘Sarah Phillips is a true confidant. Very knowledgeable and asks the right questions when dealing with other professionals. Quick to action and organise responses.’

‘Tozers is one of the few law firms I know and work with who have a very dedicated bedside manner with clients. They act as trustee, deputy and attorney for many of their clients, whom they truly care about and look after.’

Rachael Morley is wholly exceptional.’

Work highlights


Trethowans LLP

'Young, dynamic and highly collaborative', Trethowans LLP advise a range of clients, from families to high-net-worth individuals. The 'impressive and knowledgeable' team’s specialisms include complex probate administrations, succession planning for business owners and entrepreneurs and Court of Protection and mental capacity issues. Mihiri Gajraj - who leads the practice - has specific expertise in tax planning and trust advice.

Practice head(s):

Mihiri Gajraj


Other key lawyers:

Adam Scott; Kathryn Anderson; Richard Dollimore; Claire Radigois; Paula Arnold


Testimonials

‘The team are young, dynamic and highly collaborative. Their work is both impressive and knowledgeable, and mutual clients have very high regard to the quality of the team.’

‘The individuals are amenable and professional. Senior solicitors and partners are knowledgeable and demonstrate experience beyond their years.’

‘Very approachable and knowledgeable team.’

‘Adam Scott is always available to offer timely and professional advice to me personally and to my clients.’

Work highlights


Trowers & Hamlins LLP

Praised for their 'significant depth of experience and breadth of skills across the team', Trowers & Hamlins LLP advise a wide range of clients, including farmers, family-owned businesses, and international families with UK interests. The team is led by the London-based Jonathan Kropman, who is a key port of call for various high-net-worth individuals, both domestically and abroad. Other key figures include Charisse Crawford, noted for the depth of her capabilities in private wealth disputes.

Practice head(s):

Jonathan Kropman


Other key lawyers:

Charisse Crawford; Amanda Rainford; Frank Cook; Helen Briant; Sophie Critchley


Testimonials

‘The team are excellent communicators, providing information and any instructions in a clear and concise manner that is easy to understand, with help available promptly if needed. Everyone has been approachable, and I especially appreciated dealing with an all-female team.’

‘Amanda Rainford was the main contact for dealing with my husband’s estate and probate. From the first Zoom call, I felt comfortable and confident in her straightforward manner. My family and I were very impressed at her calm, compassionate handling of our situation. Everything was clearly laid out, we knew what to expect and what we had to do.’

‘A significant depth of experience and breadth of skills across the team marks them out as quite exceptional in the South West, outside of Bristol. They collaborate across teams internally extremely well and also are very open to collaboration with other professionals such as financial planners and accountants.’

‘Amanda Rainford is exceptionally good (and very patient) with clients who often find the process of estate planning quite daunting. She guides them through the process in a calm and measured way, always moving at their pace.’

‘Frank Cook has a depth of knowledge in the tax and trust area that creates great confidence in his advice. He also stands out in terms of sharing his knowledge with fellow professionals via regular articles and seminars.’

‘The knowledge within the team is very good. They are transparent on the service and the fees that they will be charging the client and execute this work in a timely manner.’

‘Amanda Rainford is easy to introduce to clients and is proactive with options available to the client to allow them to make an informed decision. Amanda is very quick at responding to client matters.’

Work highlights


Willans LLP

‘Knowledgeable, helpful and efficient’, the team at Willans LLP maintains a broad practice, advising on international estate planning, elderly and vulnerable attorney work, probate and trust dispute advice, and Court of Protection work. Practice head Simon Cook is a key contact for the firm's high-net-worth client base, who turn to him for his considerable experience in dealing with complex elderly client issues.

Practice head(s):

Simon Cook


Other key lawyers:

Rachel Sugden; Tom O’Riordan; Laura Stone; Janine Guthrie; Miranda Hawkes


Testimonials

‘A close-knit team that really work together to provide the very best service to their clients.’

‘The whole team are knowledgeable, helpful and efficient. Work closely with us throughout.’

‘The individuals stand out from their local competitors due to their technical knowledge and ability to apply this to specific circumstances to help clients. Rachel Sugden has impressed me with her understanding and particularly good client facing skills in some difficult situations.’

Work highlights


Wollens

‘Friendly, approachable, quick, knowledgeable’, the team at Wollens advises clients on a broad spectrum of matters, including estate administration, inheritance tax, trusts, succession planning, and contentious probate. The team’s expertise also extends to care and capacity work, which includes Court of Protection cases and matters concerning powers of attorney. The practice is jointly led by Katrina Vollentine, praised for her 'great strategic and practical insight'; the 'technically superb' Christopher Linton; and the 'extremely experienced and knowledgeable' Karen Miller.

 

 

Practice head(s):

Katrina Vollentine; Christopher Linton; Karen Miller


Other key lawyers:

Charlotte McGregor; Alex Jenkins; Edward Lee


Testimonials

‘All the individuals at the firm with whom I have interacted have time to listen and understand. They make an effort to address the needs of clients – whether in the context of home visits or working with time differences with overseas clients. At all times, the client comes first. The firm should be very proud of their team.’

‘Katrina Vollentine is a really committed individual, completely wedded to her client’s interests, with great strategic and practical insight.’

‘An excellent team with real strength in depth with some excellent high-value work: not to be underestimated!’

‘Christopher Linton is technically superb with a terrific work ethic, and he is always a pleasure to deal with. Katrina Vollentine is likewise technically superb, highly efficient and a real pleasure to work alongside. Wollens has some extremely prestigious work for high-net-worth clients, and I regard the team as perhaps the best, west of Taunton.’

‘Wollens provide specialist advice to clients who are under the jurisdiction of the Court of Protection. They have the best interests of their clients at heart, which includes dealing with matters efficiently and in a cost-effective manner. They are approachable and have empathy for even the most difficult of clients. Just a genuinely lovely group of people, that are also great at their jobs. A leading private client practice in the South West.’

‘Karen Miller is extremely experienced and knowledgeable of her field of practice but also of the local market in Devon. Karen’s extremely approachable nature and ease with which to deal with the firm has impressed the mutual clients who I have referred for legal work.’

‘Friendly, approachable, quick, knowledgeable, transparent on fees, high quality service.’

‘Christopher Linton is fantastic at what he does on private client matters, and the praise that we receive from clients for recommending him speaks volumes. His knowledge, questioning mind, delivery and execution skills are as good as I have seen.’

Work highlights


  • Acted for the executors and trustees in a cross-border £40m+ matter involving the high-value sale of a private company, overseas assets, Inheritance Act claims, complex family protection issues and third party lawyers.
  • Advised the family of an author who passed away unexpectedly, without a will but with a complicated estate, leaving a spouse and minor child to inherit the estate and sort out the assets. This matter has a value of £1.2m.
  • Acted in a £50m+ matter involving wills and general planning for high-net-worth clients involving land issues, overseas assets and a young family with new additions and need to protect interests.

Frettens LLP

Practice head(s):

Lee Young; James Hammersley


Key clients

Murray Walker


Work highlights


  • Acted for Murray Walker during his lifetime, and now acting as Executor of his estate.
  • Estate planning, review and update of wills, advising in relation to existing and new family trust arrangements for an estate with an estimated value of ca. £35m.
  • Assisting with inheritance tax implications on clients’ estate and lifetime planning. Ultimately setting up an annuity with a university by way of scholarship to last in the region of 80 years after they both have died. Making sure all necessary exemptions were claimed to limit IHT on the university.

GA Solicitors

‘Personable, friendly and efficient’, the team at GA Solicitors provides a range of specialist private client advice, including trusts and capital taxes planning, will writing, estate administration and will, inheritance and trust disputes. The practice is led by Jonathan Hall, who has more than 25 years of experience specialising in inheritance tax and trust planning. Catherine Bailey and Matthew Rose also come highly recommended by clients.

Practice head(s):

Jonathan Hall


Other key lawyers:

Matthew Rose; Catherine Bailey


Testimonials

‘Very personable, friendly and efficient.’

‘Matthew Rose is the best wills, trusts and probate solicitor I have dealt with in my 25 years as a financial planner.’

‘We consider GA Solicitors to be one of the premier legal providers in the Plymouth area. Their Wills and Trusts team are professional, approachable, friendly and excellent value for money. We would not hesitate to recommend them.’

‘We hold Catherine Bailey and Matthew Rose in very high regard. They are both excellent solicitors and have a superb reputation in the Plymouth area.’

Work highlights


  • Acted for executors of JE Roseveare; restructure of family wealth portfolio covering Agricultural Property and Business relief issues, discretionary and interest in possession trusts and vulnerable beneficiaries.
  • Acted for Mr and Mrs Peter Harker – Succession review including discretionary trusts and IHT planning for business owners.
  • Advised Andrea Forsythe on provision of complex IHT planning and trust advice, working closely with client financial advisers.

Shakespeare Martineau LLP

Bolstered by its recent merger with Bristol-based GL Law, Shakespeare Martineau LLP advises clients on a range of matters, including high-net worth estate planning, trusts and estate administration, elderly and vulnerable client service work, and Court of Protection matters. Heledd Wyn - regarded by some clients as 'probably the most knowledgeable lawyer' on elderly matters - leads the practice.

Practice head(s):

Heledd Wyn


Other key lawyers:

Ben Coulson


Testimonials

‘Established practice with specialist expertise around care, vulnerability and incorporating relevant other professionals when appropriate.’

‘Trusted and known quality to give good advice and bring in others when needing further expertise, with both internal and external support available.’

‘The combination of a highly professional and highly personal approach by this team is second-to-none. Their knowledge, speed of service, and focus on really understanding the client’s wishes and concerns absolutely sets them apart from other firms I have engaged.’

‘Heledd Wynn is probably the most knowledgeable lawyer for the elderly that I know. Additionally, she is driven by a professional passion for these clients and their families, and strives to ensure very high standards of service from her team.’

Work highlights


Goughs Solicitors

Lauded for its ‘client-centered, focused, clear and consistent communication’, Goughs Solicitors handles a broad array of matters, including probate and estate administration, Court of Protection work, and wealth preservation. The practice is chaired by Emma Taylor and Phillip Bolton is the deputy head of the team. The ‘stand-outRoss Phillips is also recommended.

Practice head(s):

Emma Taylor; Phillip Bolton


Other key lawyers:

Dawn Moir; Alexine Moran; Trish Watkins; Luchia Hirst; Maxine Coles


Testimonials

‘In the past, I have found the practice to be outstanding, and this most recent experience was equally good.’

‘They keep us well-informed.’

‘Long established local firm. High partner involvement in dealing with issues that arise, which is important and essential in a country setting. Timely response to queries raised in respect of probate matters, not always the case in competitors.’

Work highlights


Laceys

‘Efficient, welcoming, and people friendly’, the team at Laceys is noted for its focus on advising elderly clients. The team is led by Kate Mansfield, a highly experienced private client lawyer who specialises in wills, tax planning and estate administration. The ‘exceptionalMatthew Crampton is also recommended.

Practice head(s):

Kate Mansfield


Other key lawyers:

Matthew Crampton; Alix Wigley; Lee Goodwin


Testimonials

‘Efficient, welcoming, and people friendly.’

‘Matthew Crampton was exceptional in steering my family through probate after my mother’s death. He was very generous with his time, sensitive to the different needs of different family members, and went above and beyond in initiating conversations with family members when I found this difficult. He steered us through this process with clarity, efficiency and kindness.’

‘I have found Kate Mansfield always very professional, precise and replies very promptly to emails. She is able to explain complex information in an easily understandable manner. I would recommend her and her advice has been excellent.’

Work highlights


Lester Aldridge LLP

Able to draw on close working ties with the firm's specialist probate team, the ‘experienced, knowledgeable, efficient and friendly’, Lester Aldridge LLP divides its practice into three core teams; UK Private Client, UK Tax and Trusts and International Private Client. The team is led by Kurt Lee, Oliver Phipps, and Mahendree Naidoo, the latter of whom joined the team in 2022.

 

 

Practice head(s):

Kurt Lee; Mahendree Naidoo; Oliver Phipps


Other key lawyers:

Richard Fairbairn; Parisa Jones; Precious Igbokwe; Magdalena Lipinska


Testimonials

‘The team specialises in international probate matters and is specialist in dealing with cross-border estates. They are efficient at obtaining UK Grants of Representations in matters where I have required a UK Grant to deal with UK situs assets. The team is particularly responsive and cost-effective.’

‘Oliver Phipps is very knowledgeable and approachable.’

‘The team at Lester Aldridge are very experienced, knowledgeable, efficient and friendly.’

‘Kurt Lee is knowledgeable and personable. Great to work with. I have utmost confidence in his advice.’

‘Lester Aldridge LLP is a practice whose level of expertise in personal tax, trusts and probate matters is exceptional, particularly in complex, cross-border matters where there are interactions between differing legal systems which may impact on a client’s overall structures and planning. Their knowledge of the interplay between the jurisdictions and their ability to navigate their clients smoothly through this complex field sets the practice apart.’

‘Oliver Phipps is a pleasure to work with. He is approachable and is always happy to assist. When dealing with Oliver personally, or referring clients to him, I have full confidence in the level of expertise offered by him, and that client’s expectations will be fully met, and exceeded.’

Work highlights


Porter Dodson LLP

Praised for its 'mountain of experience', the team at Porter Dodson LLP offers a range of services to clients, including the administration of high-value complex estates, creation of trusts, Court of Protection matters, and care home funding. The ‘very knowledgeable and hard-working’ Sharon Collier leads the team.

Practice head(s):

Sharon Collier


Other key lawyers:

Kate James; Tom Mottram; Chris Green; Sarah Stone; Paul Watkins; Clare Sanderson


Testimonials

‘Porter Dodson have a thriving personal tax, trusts and probate practice which is supported by a quality contentious probate team.’

‘Sharon Collier’s combination of ability and excellent bedside manner make her a stand-out in the firm.’

‘Chris Green is a quietly very able and intelligent contentious probate lawyer.’

‘It is evident that the team have a mountain of experience. They give good advice and are very responsive to clients.’

‘Jenni Porteous should be praised for her work ethic. She always puts the client first and ensures she gives good, succinct advice.’

‘The private client team at Porter Dodson have always provided a high level of service to our mutual clients. We feel confident recommending them. The team is led well by Sharon Collier and do seem to function very well as a team, which is important.’

‘Sharon Collier is very knowledgeable and hard-working. She gives excellent customer service despite her high workloads.’

‘Sarah Stone is the stand-out partner for me. She’s excellent, no hesitation in recommending to her. Tom Mottram is also excellent.’

Work highlights


Steele Raymond LLP

Acting for a range of clients at both the domestic and international level, the ‘proactive, thorough and professional’ team at Steele Raymond LLP is divided into three groups; Wills, Trusts and Probate, Tax and Estate Planning and Contentious Trusts and Probate. The practice is jointly chaired by Joe Spring, who joined the team in August 2022 from Laceys, and Kelly Greig, who joined in April 2023.

Practice head(s):

Joe Spring; Kelly Greig


Other key lawyers:

Harriet Dormer


Testimonials

‘Cariad Medway-Smith is empathetic and follows up her clear communications verbally with a letter in simple English.’

‘Friendly and very capable team at all levels. Highly diplomatic when required to manage difficult clients, beneficiaries and opponents without provoking or escalating disputes. Provide calm and highly effective advice. But big enough to source specialist advice in house.’

‘John Andrews epitomises all the qualities above – extremely experienced, knowledgeable and diplomatic. The ideal solicitor to deal with complex and/or high value trusts and estates, or act as an executor and trustee.’

Work highlights


Wards Solicitors LLP

With particular skill advising elderly and vulnerable clients, the ‘knowledgeable, professional and approachable’, Wards Solicitors LLP variously advises on family tax planning, trust management, powers of attorney, mental capacity work, and asset protection. Practice head Jenny Pierce is experienced in all aspects of later life planning, while Rachael Abbott is praised for her 'extremely efficient, articulate, and professional' approach.

Practice head(s):

Jenny Pierce


Other key lawyers:

Tom Scoffham; Laura Jakeways; Ruth Coles; Rebecca Parkman; Rachael Abbott; Alison Mellor


Testimonials

‘Rachael Abbott at the Yate, and latterly the Thornbury office is extremely efficient, articulate and professional. Pleasure to deal with.’

‘I found Wards Solicitors to be very professional and helpful throughout the process. They show that they care about their client especially in a very difficult time and they deliver.’

‘We dealt with Alison Mellor throughout and she was extremely knowledgeable and helpful throughout.’

‘I found this practice to be knowledgeable, clear in communication and eminent capable of interpreting my requirements in the required field.’

‘Tom Scoffam has been extremely helpful in all our dealings with him about various legal issues and in particular with our wills. He explained things very clearly and gave us a much better understanding of what we needed to do.’

‘Wards are a friendly and welcoming firm. They communicate quickly and effectively and give you a great sense of confidence in their ability to look after your interests.’

‘The team is very friendly and sensitive and accommodating to the needs of their clients. We certainly found them to respond well to our requests for consideration of health and disability issues.’

‘A firm with a high street presence offering an extensive range of services across the sector, delivered by a highly capable, approachable team who are a pleasure to work with.’

Work highlights