Personal tax, trusts and probate in South West

Burges Salmon LLP

Burges Salmon LLP is especially experienced in dealing with landed estates, which involves regulatory advice regarding agricultural law and inheritance tax planning. The firm is also experienced in trust establishment and restructuring, which often involves the movements of assets domestically as well as offshore. The firm regularly liaises with family business owners on corporate and personal tax matters as well as the transfer of assets to the next generation. John Barnett provides tax advice to high-net-worth individuals and financial institutions. Senior associate Catherine De Maid leads the firm’s philanthropy team and specialises in international tax, trusts and estate planning advice.  Senior associate Tim Williams  is another specialist in tax, estate planning and trust work.

Practice head(s):

John Barnett; Beatrice Puoti

Other key lawyers:

Tom Hewitt; Jim Aveline; Suzanna Harvey; Catherine de Maid; Tim Williams

Key clients

UBS

PraxisIFM

Charles Russell Speechlys LLP

Charles Russell Speechlys LLP combines expertise in family businesses, landed estates, heritage property and international tax. Practice head Christopher Page advises estate and private land owners, family business entrepreneurs and trustees on tax strategy, succession planning. Associate Tabitha Collett assists with asset protective and ownership structures. Julia Cox and Henry Fea count both domestic and foreign residents to their client base.

Practice head(s):

Christopher Page

Other key lawyers:

Tabitha Collett; Daniel Shutt

Key clients

Real estate and land owners

Trustees

High-net-worth individuals

Foot Anstey

The expertise of Foot Anstey encompasses domestic and international tax, trusts and succession matters, which involves property structuring, shari’ah-compliant wealth structuring and succession planning, as well as the administration of landed estates. The practice also runs a trust corporation and advises financial institutions on trust law, fiduciary duties and compliance issues. The firm is additionally experienced in providing tax and probate advice tailored to elderly clients.

Practice head(s):

Deborah Carrivick; Anna Parker

Other key lawyers:

Michelle Seddon; Katherine Willmott; Lisa Weekes

Key clients

Qatar Islamic Bank

Rosette Bank

Gatehouse Bank

Greenridge Investments

Michelmores LLP

Michelmores LLP handles domestic and cross-border wealth structuring for high-net-worth individuals and their families, while working closely with the firm’s financial services, agricultural and privacy lawyers to provide advice on tax, trusts and succession planning matters. James Radcliffe is especially experienced in advising clients with connections to the USA. Typical clients of the practice include farmers, entrepreneurs, trustees as well as vulnerable persons and elderly clients that require extra assistance with formulating their will. Senior associate Edward Porter covers estate administration and focuses on estate matters with tax and trust elements.

Practice head(s):

Jonathan Riley

Other key lawyers:

Sandra Brown; Jennifer Ridgway; Edward Porter

Testimonials

Michelmores provides top quality advice at sensible charge out rates

Jennifer Ridgway has been outstanding. She is very responsive and hard-working and has extensive experience in trust and tax related work

Jonathan Riley is calm, affable and technically excellent

TLT

TLT combines banking and trusts advice and has recently increased its activity in the agricultural sector. The firm also advises on estate planning aspects and the restructuring of wealth holding structures. International tax work, especially in connection with US tax law, is another significant pillar of the practice. Debbie Gale was promoted to legal director in April 2018 and leads the probate part of the practice.

Practice head(s):

Patrick Wooddisse

Other key lawyers:

Chris Williamson; David Wheeler

Testimonials

‘Certainly a cut above any of the other firms in Bristol’

‘Patrick Woodddisse is very bright and can quickly get to the real issues.’

‘Patrick Wooddisse has the ability to think on his feet; he is exceptional and his problem solving skills are very good.’

‘They marry hand holding with professional expertise.’

‘Chris Williamson is brilliant with clients – he delivers advice clearly and concisely and is always willing to lend additional thoughts or time that may take him outside of his billable hours. He is highly professional and excellent with international clients who are new UK law and often need additional guidance when navigating their estate planning objectives.’

‘Patrick Wooddisse is a superb communicator and is as good on UK tax as he is on international matters. He is always responsive and makes intelligent commercial suggestions and is happy to agree schemes of work that are of use to me (and my firm) as his client, rather than what suits his team and is easy.’

‘Everything TLT offer is top-notch; the quality of their work is unimpeachable and I would have no hesitation in putting a client of mine in front of them knowing they were in good hands. Not only are they technically excellent, they are lovely to deal with and handle difficult or troubled clients with the utmost care and consideration.’

‘Their professionalism and proactivity ensures the clients’ wish to establish a long-term relationship’

Expertise and ability to deal with any query helpfully and in a commercial fashion’

‘Competitive pricing’

‘Always proactive, responsive and highly professional’

‘Quick to respond to requests, often go above and beyond what is required of them’

Work highlights

  • Advised a recently retired Formula 1 driver on the preparation of will and wider tax and succession planning including dealing with international image rights.
  • Developed trust policies on behalf of trustees of personal a personal injury trust for a disabled child and invested the £5m trust fund within three months of appointment
  • Advised a businessman on tax and succession planning including business succession plans
  • Provides trust advice for a bank on ad hoc issues
  • Advised a farming family and ice cream manufacturer on succession planning.

Wilsons

Wilsons advises high-net-worth individuals and families on the transfer and inheritance of business, land and real estate assets. The practice also handles the establishment and structuring of offshore trusts for farms and landed estates, which involves tax advice to individuals, farming communities and trustees. Trust litigation, private wealth disputes and settlements equally represent a major aspect of the practice’s work.

Practice head(s):

Frances Mayne

Other key lawyers:

Belinda Watson; Adam Herbert; Rupert Wilkinson

Testimonials

Wilsons provided excellent service to my family company and handled our case very well, which involved complex tax and corporate issues

Wilsons is an exceptional group of lawyers with a unique blend of being at the top of its game but very down to earth

 

Ashfords LLP

Ashfords LLP advises individual real estate owners, agricultural clients, high-net-worth family members and trust corporations on succession and estate planning, tax mitigation and wealth management. Trust administration constitutes another significant focus of the practice. The firm also handles contentious tax aspects of private wealth structuring, which involves expertise in contentious offshore trust arrangements.

Practice head(s):

Michael Alden; Robert Horsey

Other key lawyers:

Tom Biddick; John Toth; Kerry Morgan Gould

Key clients

High-net-worth individuals and families

Trustees of maintenance fund for heritage property

Work highlights

  • Assisting a high-net-worth family as executors of estate planning
  • Advising children of a deceased individual on estate administration including elements of domicile and potential intestacy

Clarke Willmott LLP

Being especially active in the agriculture sector, Clarke Willmott LLP maintains a rural client base and focuses on real estate planning to individuals and entrepreneurs along with the resulting advisory wills, trusts and probate aspects. The firm also assists with the establishment and management of family trusts as well as in relation to the winding up of taxable estates.

Practice head(s):

Anthony Fairweather

Other key lawyers:

Emma Pope; Samantha Grimwood; Imogen Lea

Testimonials

A highly competent team with excellent specialist knowledge

Clarke Willmott is very professional and has an excellent work ethic. All details are explained in clear language

A very friendly and accommodating firm

No matter how often they are contacted: they are always ready to answer queries or make early appointments

Key clients

Bath and North East Somerset Council

Bristol City Council

Somerset County Council

St. James’s Place Wealth Management

Harrison Clark Rickerbys

Harrison Clark Rickerbys offers advice on matters ranging from the establishment and running of personal injury trusts, financial administration, inheritance tax planning, health and welfare issues to asset protection. The firm also provides tailored trust administration offerings and handles both contentious and uncontentious cases, which regularly involves disputes regarding real estate ownership. Clients involve high-net-worth family members and elderly individuals.

Practice head(s):

Alex Taylor

Other key lawyers:

Phillipa Bruce-Kerr; Mark Hartley

Testimonials

A very knowledgeable team with a broad range of specialisms

Mark Hartley obviously knows his subject very well and makes clients feel confident in his advice which is delivered with warmth

Stephens Scown LLP

Stephens Scown LLP provides advice to individuals on their tax residence and domicile status and assists with the reorganisation and establishment of holding structures for partnerships and family investment companies. The practice has also expertise in the tax treatment of employment income and employment related securities, as well as on inheritance tax reliefs and exemptions.

Practice head(s):

Malcolm Emery; Philip Reed

Other key lawyers:

Graham Murdoch; Ian Newcombe

Testimonials

This team probably provides the most comprehensive service in the area of Trusts and Probate of any firm in the region

The team has breadth and depth, and its coverage is second to none

The individuals are experts in their field, and also provide practical advice and a personal service. Where appropriate, the partners deal with matters on a personal basis, and also access and face to face availability is good

A highly qualified and experienced team

Graham Murdoch is always very professional in client meetings and his attention to detail is exceptional. He has a very strong team, which means that matters are dealt with promptly and efficiently

Wiggin Osborne Fullerlove

Headed by Paul Hunston, the Cheltenham-based boutique firm Wiggin Osborne Fullerlove acts for high-net-worth clients and their families on the structuring of their assets and corporate activities. The legal services of the firm involve asset protection, philanthropy, and family office as well as estate planning. The practice is also experienced in assisting clients with HMRC enquiries and consultation processes.

Practice head(s):

Paul Hunston

Other key lawyers:

Tim Osborne; Matthew Cain; Matthew Shayle; Rose Chamberlayne

Testimonials

Matthew Cain has a strong technical knowledge combined with sound commercial judgement and an exceptional work ethic

Work highlights

  • Acting for an international family in the sale of a UK business
  • Advising a multi-business philanthropic family on UK property-holding trusts and personal investment worth £30m
  • Advising a UK-resident, non-UK domiciled individual on a personal and trust tax position in the wake of the April 2017 changes to ‘non-dom’ tax rules

Womble Bond Dickinson (UK) LLP

Womble Bond Dickinson (UK) LLP assists executors with inheritance tax matters and provides regulatory advice to trustees on the establishment and running of trusts. Legal director Christopher Kerr-Smiley is especially active with regards to the restructuring and taxation of domestic and offshore charitable, lifetime and corporate trusts. The practice’s client base includes landowners, businessmen, high-network individuals as well as wealthy families.

Blanchards Bailey LLP

Blanchards Bailey LLP provides estate planning and tax advice, is experienced in probate and estate administration, and manages client affairs through powers of attorney, deputyship orders and trusts. The firm also assists vulnerable and elderly clients with the protection of assets from high care home fees. Other clients involve high-net-worth individuals, business owners and farmers, who the firm regularly advises on tax and pension planning and equity release schemes.

Practice head(s):

Jerome Dodge

Other key lawyers:

Ian Campbell; Emma Needham; Rachel Pullen; Meggie Crane

Testimonials

Blanchards Bailey is always polite, helpful and easy to work with

They are always quick to reply to any communications

The staff is always helpful and very friendly and professional. The team goes out of its way to provide clear and understandable information, it does not talk legal jargon

Very knowledgeable and professional staff

Best in terms of personal attention, a quick response time and very good professional advice

The team has a diverse mix of people with a large variety of skills and treats its client with respect and approaches matter with a rational calm mind

The team reaches good conclusions with a minimum of fuss and delay

In a time of grief, the team gave great comfort to know that the complicated details were being dealt with

Jerome Dodge – always helpful and full of knowledge

Jerome Dodge’s advice aspires absolute confidence in the administration of the client’s affairs

Meggie Crane was extremely understanding and very professional at the same time. She is an asset to Blanchards Bailey

Ellis Jones Solicitors LLP

Ellis Jones Solicitors LLP provides tax advice and evaluates inheritance tax liabilities alongside the drafting of wills and the analysis of estate planning options for high-net-worth land owners and farmers. The firm also acts as estate administrator and assists with the establishment and administration of domestic and offshore trusts. Practice head Carla Brown joined from Moore Blatch LLP in July 2018.

Practice head(s):

Carla Brown

Other key lawyers:

Andy Kirby; Theresa Mills; Katy Sewell

Testimonials

Very approachable, build good relationships, obviously keen on what they do and keen to support clients in any way

Listening to clients, understanding them first and foremost and then being practical in the approach and advice

We found Carla Brown to be knowledgeable, helpful and understanding of our needs. Her advice has been prompt, imaginative and presented in an understandable manner. She was a pleasure to consult.

Work highlights

  • Administering £1.35m estate originally belonging to a deceased high-net-worth individual
  • Administering £3.4m estate of a deceased farmer
  • Advising on inheritance tax liabilities of a high-net-worth individual in a second marriage

Royds Withy King

Royds Withy King liaises with high-net-worth family members on the management of personal injury trusts and deputyships, the structuring of offshore real estate and farmland assets and on the establishment of philanthropic work and charities. The firm has expertise in reviewing the tax implications of property ownership structures and estate planning measures. The practice additionally assists elderly clients with the preparation of their wills.

Practice head(s):

James McNeile; Samantha O’Sullivan

Other key lawyers:

Amanda Noyce; Becky Ricards Small; Edward Vidnes

Work highlights

  • Acting on UK and US tax implications and advice regarding philanthropic intentions, use of trusts and residence aspects
  • Providing ongoing advice involving a trust rearrangement
  • Reviewing and reporting to the court on various family trusts with underlying property investment company
  • Administering taxable estates, including a valuation of shares held in private company
  • Assisting with the provision of wills

Stone King LLP

Stone King LLP advises landowners, farmers and elderly high-net-worth individuals on wills and estate planning, the management of private family trusts and capital tax planning schemes. The firm is also experienced in handling international and cross-border probate and succession matters, which regularly involves the establishment of multi-jurisdictional inheritance tax saving schemes and the challenging of decisions made by HMRC on matters including domicile.

Practice head(s):

Alison Allen

Other key lawyers:

Daniel Harris

Work highlights

  • Advising the executors of a £2m estate on the planning, arranging and meeting of care needs for an elderly individual
  • Reorganising private client arrangements for a client with a £2.7m estate.

Trethowans LLP

Trethowans LLP advises on inheritance tax and capital gains tax planning for high-net-worth individuals, establishes personal injury trusts and assists with the administration of a wide range of assets, including agricultural land, woodland and family businesses. The firm also assists farmers and entrepreneurs with succession and capital tax planning. Charity trustees constitute another significant client base, as do elderly and vulnerable clients.

Practice head(s):

James Hammersley

Other key lawyers:

Mihiri Gajraj; Rupert Thompson; Gary Pick

Work highlights

  • Advising on estate planning with cross-border elements
  • Assisting with estate planning and the establishment of a trust

Trowers & Hamlins LLP

Trowers & Hamlins LLP covers succession planning and asset structuring for family business owners and high-net-worth individuals, advises land owners, farmers and property developers on estate planning, and prepares wills for elderly clients. The practice is also experienced in advising on philanthropic work and the establishment of charitable trusts. London-based practice co-head Jonathan Kropman joined from Bryan Cave Leighton Paisner LLP in April 2018.

Practice head(s):

Jonathan Kropman; Helen Honeyball

Other key lawyers:

Frank Cook; Amanda Rainford

VWV

VWV advises on estates and trusts with issues involving inheritance tax, capital gains tax and stamp duty land tax, which also includes assistance with the claiming of any tax relief available. The firm also advises on the creation of lifetime trusts and provides advice to trustees and existing trust administrators on exercising their duties. The team regularly acts as estate administrator. Clients include high-net-worth individuals, charities and business clients.

Practice head(s):

Michelle Rose; Mary McCrorie

Work highlights

  • Acting as administrators of a £9m estate with residue left to charity
  • Setting up a personal injury trust

Willans LLP

Willans LLP advises on various aspects of private client work, which includes will drafting, lifetime and post-death tax planning, succession planning, the administration of estates as well as assistance with the funding of care home fees. Typical clients involve farmers, business owners, elderly and vulnerable clients as well as high-net-worth individuals. The practice also handles the establishment and management of trusts.

Practice head(s):

Simon Cook

Other key lawyers:

Jen Cockett; Susie Jones; Robin Beckley

Testimonials

A friendly and sympathetic team that offers friendly and professional advice at a fair price, while being always prepared to go the extra mile

Simon Cook has in-depth knowledge and combines a professional manner with a friendly reassuring approach which gives clients confidence that they are in good hands and that their affairs are being handled in a sympathetic, professional and timely manner

Work highlights

  • Administering a £20m estate including advice on agricultural property relief and business property relief issues, with lengthy negotiations with HMRC
  • Administering a large estate with overseas assets
  • Ongoing assistance with the administration of a personal injury trust
  • Administering an estate by setting up multiple trusts

BPE Solicitors LLP

BPE Solicitors LLP handles inheritance tax planning, the formulation and interpretation of wills, estate administration, as well as trust creation, structuring and management. The practice also provides elderly client services, which involves asset protection from care home fees and the management of assets for clients with deteriorating mental capacity. Another field of expertise is the establishment of charities and assistance with philanthropic work.

Practice head(s):

Clare Young

Other key lawyers:

Peter Tyrell; Lottie Goldstone; Natalie Cottrell; Rebecca Dorrington

Work highlights

  • Interpreting historically made wills and advising on potential claims against the estates
  • Managing the properties and financial affairs of an elderly high-net-worth individual with deteriorating mental capacity
  • Representing in relation to the administration of the estates of a deceased individual 
  • Advising in relation to estate planning

Farnfields LLP

Farnfields LLP’s legal services include inheritance and personal tax planning, trust and estate administration, the formulation of wills, as well as succession and estate planning for future generations. Local farming families with high-net-worth estates are among the practice’s key clients. The firm is also experienced in handling tax and trust matters on behalf of executors, and matters involving offshore assets of deceased individuals.

Practice head(s):

Susan Lacey

Other key lawyers:

Fiona Thomas; Natasha Evans; Claire Muirhead; Valerie King

Work highlights

  • Representing the client in the release of her life interest in a will trust
  • Estate planning including advice on agricultural and business property relief
  • Handling inheritance tax matters regarding a valuable estate
  • Administering estates including a solicitor’s practice and ongoing administration of the discretionary will trust

Frettens LLP

Frettens LLP advises on trust creation, taxation and estate administration as well as on succession planning for personal and business assets belonging to high-net-worth individuals, wealthy families, and pre-retirement owners and managers of regional businesses. The team also reviews wills and carries out trust restructuring, while simultaneously being experienced in advising elderly clients, particularly in relation to local authority care funding.

Practice head(s):

Lee Young

Other key lawyers:

Heather Varley; Julie Frampton

Work highlights

  • Estate and succession planning for personal and business assets worth in excess of £25m
  • Estate planning as well as review and update of wills and advice on trust arrangements

GA Solicitors

GA Solicitors is particularly active with regards to trusts and capital tax planning, the formulation of wills and probate for entrepreneurial clients and wealthy families, as well as with the administration of estates. The team is intertwined with the firm’s commercial department to provide legal services concerning business succession planning and the transfer of business assets to subsequent generations. Mathew Rose was promoted to partner in July 2018.

Practice head(s):

Jonathan Hall

Other key lawyers:

Mathew Rose; Catherine Bailey

Humphries Kirk

The specialist areas of Humphries Kirk involve handling tax and compliance reporting for trusts, dealing with Court of Protection applications as well as enabling cross-border double taxation reliefs, cross-border tax planning and estate planning for high-net-worth individuals. The firm also advises on questions of domicile and assists with the application of UK inheritance tax to worldwide estates. Simon Cross stepped down as head of department to become managing partner, while Adam Scott and Laura Staples were promoted to practice heads in summer 2018.

Practice head(s):

Adam Scott; Laura Staples

Other key lawyers:

Chris Keenan; Simon Cross; Abigail Doggrell

Work highlights

  • Advising on the administration of an estate with an IHT liability
  • Acting for executors of an estate resulting in a reduction in IHT payable by over £470,000
  • Advising on the administration of assets located in the UK and Germany and belonging to a deceased individual

Kitsons LLP

Kitsons LLP handles tax planning as well as offshore probate work for high-net-worth individuals, farmers and wealthy families. Another area of expertise is assistance with the formulations and updating of wills as well as enabling the distribution of assets in accordance with applicable probate laws. The firm also advises elderly and vulnerable clients on wealth preservation and assists them with applications for NHS and healthcare funding.

Practice head(s):

Lynn Smith

Other key lawyers:

Charlie Siegle; Marjorie Creek

Laceys

Laceys assists with the establishment and management of family trusts and handles tax-related aspects regarding landed estates, both on death of deceased individuals and for planning during lifetime. The practice is also experienced in succession planning, the formulation of probates and the modification of wills. Important clients include farmers, high-net-worth families, charities and vulnerable individuals who require additional assistance.

Practice head(s):

Kate Mansfield

Other key lawyers:

Simon Nightingale; Joe Spring

Testimonials

Laceys has a very well-run team of excellent people who work hard and deliver a first-rate service

Laceys has been exceptional

Courtesy and accessibility is a key strength. It is possible to speak directly to the lawyer and receive a swift response, whether verbally or written

The advice was crystal clear and given in a friendly way

They have an excellent team ethic and each partner is highly professional and efficient in the respective specialisation

A good spectrum of expertise, using a local firm is very assuring

Kate Mansfield is extremely easy to work with, and technically competent

Kate Mansfield provides knowledgeable financial advice and is patient and understanding at a difficult time

Kate Mansfield was outstanding in her attention to detail

Lester Aldridge LLP

Lester Aldridge LLP has expertise in international estate transfer, domestic and offshore tax planning, the establishment and structuring of trusts for vulnerable individuals, as well as in wealth planning, business succession issues and cross-border wealth transfer between high-net-worth individuals and family members. Other key clients include charities, which the team regularly advises on regulatory aspects and the structuring of assets.

Practice head(s):

Oliver Phipps; Kurt Lee

Other key lawyers:

Melanie Wilkins

Work highlights

  • Administering of an estate of a deceased wealthy individual
  • Advising on the inheritance of an offshore estate

Lodders Solicitors LLP

The legal services of Lodders Solicitors LLP include estate and tax planning for high-net-worth individuals and structuring business and land holdings under tax aspects, wealth structuring, wills and succession planning, as well as managing finances and high-net-worth assets under deputyship orders, which also involves advice on care funding and Court of Protection work. The headquarters in Stratford upon Avon is also involved in serving clients from the South West.

Practice head(s):

Martin Green

Other key lawyers:

Jessica Beddows; Stephen Brignull; Victoria Borrow; Caroline Cowley

Testimonials

Lodders are a very professional team, really personable, easily reachable and have incredible knowledge and expertise

They have a long history of providing legal expertise

They are very welcoming and spend time getting to know their clients

Very professional at every step

There is genuine interest in helping clients with their issues

They are characterised by empathy and understanding

Work highlights

  • Acting in the administration of a deceased individual’s estate
  • Advising on the preparation of wills and the establishment of a family trust for a vulnerable beneficiary
  • Managing financial affairs for a vulnerable client
  • Evaluating options to amend a will

Mogers Drewett LLP

Mogers Drewett LLP is specialised in wills and later life support, the administration of estates as well as in trust and tax planning for high-net-worth individuals, elderly clients and families involved in the agricultural sector. The practice also advises executors and beneficiaries on legal and tax obligations and assists them with the reduction of tax liabilities. The firm also serves trustees in the establishment of charities.

Practice head(s):

David Hill

Other key lawyers:

Rory McFarlane; Rebecca Beresford; Tom Chiffers

Mowbray Woodwards Solicitors

Mowbray Woodwards Solicitors assists high-net-worth individuals with estate planning, probate and estate administration, preparation of wills, and advice regarding tax and trust planning. Specialisms also include probate matters with cross-border elements and assistance is provided to elderly and vulnerable clients regarding asset transfer and protection. The firm equally handles the establishment and running of trusts and advises on inheritance tax planning.

Practice head(s):

David Whitworth

Other key lawyers:

Rebecca Broom; Eirian Whitehead; Sarah Hickson

Testimonials

‘The practice is excellent and very professional while retaining an approachable and friendly atmosphere’

‘There was a refreshing attitude with Mowbray Woodwards to the discussion of the issues, and more importantly, the willingness to consider the things that really mattered and concentrating on those first, and then moving on to close out the remaining issues.’

‘David Whitworth is extremely knowledgeable in all aspects of wills, trusts and probate. David has built a team around him of like-minded individuals’

‘David Whitworth is diligent, intelligent, thoughtful and pays attention to detail. He is efficient, timely and his charges are reasonable’

Porter Dodson LLP

Porter Dodson LLP provides long-term tax and succession planning as well as will drafting. The team deals with the creation and management of trusts through lifetime settlements and complex wills as well as with the administration of estates. The firm’s succession planning matters regularly involve the restructuring of assets with the goal of wealth preservation. The practice’s client base consists of agricultural clients, elderly high-net-worth individuals, entrepreneurs and vulnerable individuals.

Practice head(s):

Ian Sankey

Other key lawyers:

Sharon Collier; Kate James; Sarah Stone

Testimonials

Very responsive, with a great team ethos and back up

Sarah Stone is a key associate within the team. She encourages delegation, overcomes hurdles and always has the client’s needs to the fore. She communicates to clients in jargon-free manner

Steele Raymond LLP

Steele Raymond LLP specialises in technical tax issues, including advice on the taxation of offshore assets, inheritance tax, estate tax returns and the tax-efficient termination of trusts. The practice is also experienced in administering trusts and estates. The team additionally provides regulatory advice regarding company reorganisations and stamp duty land tax. Another field of expertise is the drafting of wills.

Practice head(s):

Sue Adams

Other key lawyers:

Paul Causton

Testimonials

The private client team has a great tax expertise which is a big bonus; it can interface very well with accountants and link well

Sue Adams and her team really are a credit to the firm

Sue Adams is very approachable and easily understood and a pleasure to deal with

Work highlights

  • Advising in relation to UK tax issues arising from a settler returning to the United Kingdom and becoming domiciled and resident
  • Advising in relation to a deed of variation of an estate establishing a trust for company shares and property
  • Advising and dealing with the assignment of offshore bonds and the termination of trusts on death of a life tenant
  • Advising on issues arising from the winding up of a pension scheme
  • Advising in relation the establishment of a charitable trust

Tanners Solicitors LLP

Tanners Solicitors LLP assists with the creation of traditional and discretionary wills, advises on succession and inheritance tax planning, as well as on the establishment and administration of trusts and charities. The practice also possesses expertise on the transfer of real estate assets to executors. The firm counts high-net-worth individuals, wealthy families, real estate owners and trustees among its client base.

Practice head(s):

Richard Isaac

Other key lawyers:

Jeremy Taylor; Anna Freeland; Geraldine Craig; Alice Fitzgerald

Testimonials

It is possible to talk freely on technical matters, which are addressed competently and in a timely manner

Whatever action is decided upon is truly jointly agreed on and the client is fully engaged.

Tanners has always been a very approachable and friendly firm and prepared to listen and act on issues

Quick response, attention to detail, always returns calls, trustworthy and reliable

The Tanners team is experienced, knowledgeable, and easy to deal with. It provides a bespoke personal service

Tanners is a great firm to work with. It is professional but approachable

A quality firm providing a quality service

The firm provides a service which is comprehensive in its efficiency, attention to detail, knowledge of the private client practice area, experience and case management

The stand out partner is Richard Isaac, who is highly empathetic, calm, constructive and reasonable at all times

Geraldine Craig is an excellent private client lawyer. She is very pleasant to deal with, communicates well and is attentive to clients’ needs in very complex situations

Anna Freeland is helpful and extremely effective

Work highlights

  • Advising about succession and inheritance tax planning
  • Advising on the administration of an offshore trust, including tax planning
  • Administering an estate, including agricultural and business property assets
  • Advising on estate planning, estate gifting, creating flexible wills and establishing a lifetime trust

Wansbroughs

Wansbroughs offers technical advice on the establishment of trusts and tax planning, particularly concerning inheritance tax and capital gains tax. The firm also advises on the ongoing administration of trusts after their establishment. Matters regarding family trusts, estates and tax planning regularly carry a cross-border aspect. The practice’s client base involves trustees, executors, landowners, agricultural clients, business owners, elderly and vulnerable clients as well as high-net-worth individuals and families.

Practice head(s):

Alan Ciechan

Other key lawyers:

Andrew Jenkins; Anna Wensley Stock

Testimonials

Wansbroughs’ strength is a long and illustrious tradition of providing private client advice coupled with a modern and practical approach

Wansbroughs compares very favourably even compared to high-profile London firms

They have big clients with complex needs and lawyers who can deal with that

Andrew Jenkins is a highly able and instinctive private client lawyer. He is very thorough and careful but also a deal-maker and a negotiator where necessary, bringing into play his skills and litigation experience

Alan Ciechan is a very well-respected legal brain

Anna Wensley Stock has a razor-sharp legal mind

Anna Wensley Stock is a trust and estate planning expert who can relate to clients and turns around work promptly

Wards Solicitors LLP

Wards Solicitors LLP provides legal advice to local businesses, high-net-worth individuals and wealthy families on inheritance tax planning and reduction, the establishment and administration of trusts, charitable exemptions and on the updating of wills. The firm is also experienced in assisting elderly and vulnerable clients with asset protection as well as with the securing of care home funding.

Practice head(s):

Jenny Pierce

Other key lawyers:

Andrew Wareham; Tom Scoffham; Rebecca Purchase; Ruth Coles

Testimonials

‘A very professional and friendly service in respect of will updating and rewriting as well as with regards to the preparation of LPAs’

‘Ruth Coles dealt with matters in an efficient and timely manner and has always been proactive in keeping me up to date.’

‘Rebecca Purchase’s reassuring, professional and sympathetic manner helped enormously.’

Work highlights

  • Advising on extricating clients from trusts
  • Assisting with the deputyship application
  • Advising on a statutory will application
  • Advising on applying for inheritance tax reduction regarding a £1m estate, including advice on charitable exemption and business property relief