Personal tax, trusts and probate in Yorkshire And The Humber

Addleshaw Goddard

The 'extremely capable and commercially astute' private capital team at Addleshaw Goddard is led by charities specialist Pervinder Kaur. Handling complex matters for owner-managed businesses, the practice advises clients in relation to succession, planning opportunities and tax issues. Increasingly active in the international sphere, the practice has recently advised individuals from Hong Kong, Oman and Dubai on offshore trusts, UK residence and domicile issues. Additional areas of expertise include family governance and property structures. Yorke Eaton, Charlotte Smart and Laura Woffinden are additional names to note.

Practice head(s):

Pervinder Kaur

Other key lawyers:

Yorke Eaton; Charlotte Smart; Laura Woffinden

Testimonials

‘Pervinder Kaur has a sound knowledge of the legal issues involved and knows when to delegate.’

‘The team is extremely capable and commercially astute. It has particular expertise in advising entrepreneurial clients and excels at it.’

‘Yorke Eaton is a stand-out partner. He is pragmatic, sensible and commercial. He really gets to grips with what a client wants; his client care skills are second to none‘.

Pervinder Kaur continues to run a tight ship. She is hugely intellectual and can solve the knottiest of problems‘.

‘Our experience of the team at Addleshaw Goddard is always positive. Each team member is knowledgeable and engaging and works effectively to address our clients’ needs. They are good at collaborating with third parties/other professional advisers. Their costs are always in line with agreed expectations – which is not true of all in their field.’

‘Yorke Eaton is the consummate professional, thoughtful, insightful and knowledgeable. He is happy to call in relevant experts or team members as appropriate. Clients are in very capable hands. Other team members including Pervinder Kaur, Laura Woffinden and Charlotte Smart have proven equally capable and effective at addressing all manner of legal challenges in an engaging manner commensurate with their experience and seniority. ’

Wrigleys Solicitors LLP

The key names at Wrigleys Solicitors LLP are joint head of trusts and tax Andrew Wriglesworth, managing partner Marie-Louise Hamilton, asset preservation specialist Jane Netting, trust and Court of Protection administration head Lisa Eato and Court of Protection specialist Lynne Bradey. Representing major farming and land-owning client, the team has particular expertise representing family businesses and business owners in relation to succession planning and asset protection. The firm also has a notable focus on injured, disabled and vulnerable clients and handles trust management services pertaining to compliance, the preparation of annual accounts, records and tax returns. Julia Boyes is another name to note, while Kieran McIvor made partner in November 2020.

Practice head(s):

Andrew Wriglesworth; Marie-Louise Hamilton; Jane Netting; Lisa Eato; Lynne Bradey

Other key lawyers:

Julia Boyes; Kieran McIvor

Testimonials

‘Julia Boyes – I have worked with Julia for a long time and I have heard others say that she is one of the best private client solicitors outside London’

‘Marie-Louise Hamilton is an excellent lawyer – she is hard-working and extremely capable. She is one of those lawyers that despite her seniority, she has not lost her ability to reach out and help those who seem to need it most.’

‘Wrigleys have really helped my husband and I to redraft both a complicated will, a Trust document and the Articles of our company. All this was conducted during the Covid 19 pandemic and nothing was too much trouble for them.’

‘Tom Wainman was our solicitor for the re-drafting of both my husband’s and my will. He was extremely professional but very approachable, answering all of our questions, no matter how many times we asked the same question.’

‘The team at Wrigleys are experts in their field. At all levels they are highly capable with a breadth of knowledge and experience as well as the technical expertise required to provide an excellent service to their private client base. ’

‘Wrigleys continue to offer the very highest level of expertise and intellectual rigour. They have real strength in depth, with all members of the team at the top of their games. They are enthusiastic and responsive and top quality advice is always assured.’

‘Tom Wainman is a standout partner. He brings to his role a sunny and approachable demeanour that belies his technical excellence.

Andrew Jackson Solicitors LLP

Jointly led by Kevin Webster and Peter Duffus, the private client team at Andrew Jackson Solicitors LLP handles succession and lifetime planning for high-net-worth individuals. In addition, the firm’s expertise extends to the creation and administration of lifetime trusts, wills, the drafting of deeds and complex tax returns. Contentious probate is an additional area of specialism, as is the offering’s detailed knowledge of Court of Protection matters. The 'superb' Sally Price is also recommended. Geraldine Martin joined from Duncan Rann Associates in June 2020.

Practice head(s):

Kevin Webster; Peter Duffus

Other key lawyers:

Geraldine Martin; Sally Price

Testimonials

‘I have found the team at Andrew Jackson to be approachable and friendly, especially Sally Price who has been a superb point of contact for not only myself but the whole team. The team speak in plain English which my clients really appreciate.’

Clarion

Clarion's private wealth practice typically acts for ultra-high net worth and multi-generational clients with many matters containing international complexities. Handling estate planning and technical trust issues, the firm is increasingly active in obtaining overseas grants of representation and fields expertise in capital tax and generational planning for farming families. In addition, it offers bespoke fixed fee packages for wills, lasting powers of attorney and cross option agreements and is recognised for its specialist knowledge of mental capacity disputes. The team leads are Vivienne Wild, Lynsey Harrison and legal director Clare King with support from associates Stephanie Parrish and Gareth Marland (a recent hire from Berwins).

Practice head(s):

Vivienne Wild; Lynsey Harrison; Clare King

Other key lawyers:

Stephanie Parrish; Gareth Marland

Testimonials

‘A modern, fresh, approachable team who are very much a part of the Leeds business community. Individuals are knowledgeable and professional but manage to balance this with a friendly and empathetic culture. There is clearly a focus on culture and values which attracts and retains quality staff. ’

‘Clare King has dealt with my own estate planning and that of several clients/contacts, all of which have been handled in the same warm, professional and efficient manner. She has a unique ability to build rapport and trust whilst dealing with issued which can often be emotive and sensitive.’

‘Having had an unsatisfactory and unprofessional experience with a previous legal practice, during a complex probate process, I found that the Clarion Private Client operation, headed by Stephanie Parish, to be thoroughly professional.’

‘I have mainly worked with Stephanie Parrish, and I have found her to be very competent, easy to talk to and very able in using an inclusive discussion as the preferred means of steering a course towards the successful resolution of the estate.’

‘The Clarion Private Client Team is a large team with fee earners across all ranges of seniority. They deal with high value work of the utmost complexity. In my experience they deal with work comparable to the leading firms in London. The recent recruitment of Gareth Marland from Berwins has only strengthened their offering.’

‘Vivienne Wild is highly experienced at dealing with complex trust and taxation matters. Her practice is akin to that of a leading London solicitor. Gareth Marland is also a highly experienced and skilled trusts practitioner.’

‘Highly experienced and technically very strong team – technically the best trust and probate team I have come across in Leeds. Everyone is very friendly and approachable and work in a collaborative manner with other advisors, seeking input from others where needed. ’

‘Great with clients, they have a very good client manner and are loved by clients (applies both to more junior and senior staff at Clarion). Viv Wild and Steph Parish stand out as technically exceptional in their fields.’

Irwin Mitchell

At Irwin Mitchell, the key names are national tax, trusts and estates head Paula Myers and Leeds practice head Andrea Jones, as well as Sheffield-based partner Gillian Coverley, who focuses on client relationship management and business development for the wills and probate teams. Demonstrating expertise in business finance, the firm advises landed estates, trustees and executors on matters such as pre/post-death planning, intergenerational wealth structuring and preparations for care. The practice also handles cross-jurisdictional issues (including probate work from international sources), the tax elements of succession, wills, powers of attorney and Court of Protection applications. ‘Technically excellent‘ senior associate Katherine Wainman joined from Wrigleys Solicitors LLP in May 2020.

Practice head(s):

Paula Myers; Gillian Coverley; Andrea Jones

Other key lawyers:

Katherine Wainman; Thomas Wainman

Testimonials

‘When dealing with the firm I have always found them to be very approachable, professional and knowledgeable, which has given me absolute confidence and trust in the advice that I’ve been given. My latest interactions spanned the period from pre-lockdown into lockdown during the pandemic and I felt that the team coped very well with the situation, such that I did not feel that there had been any material diminution in the level of service that I received.’

‘Andrea Jones has built an impressive team in a short space of time and the team has worked hard to make itself known and to position itself as a leader in the Private Client field.

‘Gillian Coverley is extremely personable and always makes time to provide me with advice and nothing is too much trouble. She is happy to run through any scenario I may submit to her and will always come back to me if she can’t help immediately.

‘The first meeting was very professional and very informative. The knowledge displayed was excellent and I was given choices to make with no pressure given to take any one of them. I was assured that other departments would be contacted for the points raised in the meeting which was outside the departments area of expertise and they were. Communication was always very good, friendly and professional. I’m very pleased that I employed Irwin Mitchell. The key strengths are knowledge, friendly whilst staying professional, and completing the task in hand efficiently, chasing things up and letting nothing go. ’

‘Friendly staff and ready to explain technical jargon as appropriate. Although we have not finished our business with the firm due to delays during the pandemic, they have kept us updated as appropriate. I cannot compare with other firms as I have not used this type of service before. ’

‘Kat Wainman is technically excellent, willing to talk around subjects, outward looking, and I value her judgement. I would not hesitate to refer clients, friends or family to her. ’

‘Katherine Wainman is a strong addition to the team. Her enthusiasm for, and knowledge of, dealing with complex trust matters and cross-border work is excellent.’

Key clients

Age Co

Nationwide Building Society

Leeds Building Society

Macmillan Cancer Support

Apex Corporate Trustees (UK) Limited

Mills & Reeve LLP

The private client team at Mills & Reeve LLP is widely known for its expertise in high-value work relating to family investment companies, estate planning and succession. Advising both local and national business owners, the 'user-friendly team' is led by Andrew Playle, a specialist in the structuring of trusts, wills, tax and probate matters. The firm has expertise in wealth ownership, tax (particularly IHT, income & capital gains), corporate structures and asset protection. Principal associate Ellie Milner is also well-regarded.

Practice head(s):

Andrew Playle

Other key lawyers:

Ellie Milner

Testimonials

‘Excellent technical knowledge, helpful and good at problem-solving.’

‘I found Ellie Milner to be enormously helpful, efficient and personable.’

‘A very user-friendly team who are proactive in outlining ideas and potential issues.’

‘Their approach and expertise is excellent, clearly presenting complex issues and allowing the client to make informed decisions. All the team are very professional and friendly, and you enjoy the comfort of knowing they are always focused on your best interests.’

‘A specialist team that is proactive and knowledgeable but which offers a highly personal service.’

‘Extremely professional but always friendly and approachable.’

‘Ellie Milner is knowledgeable, conscientious and affable. She was keen to respond speedily to enquiries and gave 360-degree advice, considering every eventuality.’

‘The team led by Andrew Playle is knowledgeable and approachable and react speedily to changing circumstances.’

Raworths

Described as 'the best in Yorkshire', Rachel Tunnicliffe leads the team at Raworths. With a core client base comprising high-net-worth individuals, trusts, owner-managed businesses and charitable foundations, the firm fields nine STEP qualified members and has substantive expertise in corporate tax matters. In addition, its specialisms extend to will generation, succession planning and complex family issues cutting across multiple jurisdictions. Caroline Hedges, Peter Greswold and associates Alison Walker and Sam Jenner are additional names to note.

Practice head(s):

Rachel Tunnicliffe

Other key lawyers:

Caroline Hedges; Peter Greswold; Alison Walker

Testimonials

‘The team have vast levels of both knowledge and practical experience. They focus on keeping themselves and their clients up to date with developments that have an effect rather than marketing gimmicks to try and “nudge” clients and prospects into action. Consequently, if you do something you appreciate its value and impact.’

‘The team are extremely efficient and readily available to answer questions. The firm are proactive in their thinking and deal with matters quickly and without delay.’

‘The team, headed by Rachel Tunnicliffe, has wide ranging skills, including corporate tax skills which is unusual but beneficial in a Trust department. This complements the “normal” specialisms particularly where family trusts hold shares in private family companies which are active in paying dividends. It means that the department has an understanding of both the private client and corporate taxation implications. The whole team are a very caring team from which clients benefit enormously.’

‘Rachel Tunnicliffe is a well respected extremely knowledgeable and experienced practitioner. She has a calm but firm approach and finds it easy to quickly identify clients needs. She is very approachable and hard working. Alison Walker is meticulous in her approach to problems/projects. She has a wide ranging knowledge of taxation including corporate taxation. She is efficient and very responsive to clients needs.’

‘The team is a centre of excellence for client service and knowledge, headed by incredibly talented solicitors, at a reasonable price.’

‘Rachel Tunnicliffe is knowledgeable, proactive, responsive, personable, and a joy to work with. Caroline Hedges is knowledgeable, thoughtful, personable and a delight. Peter Greswold – technically excellent, great manner, exceptionally good. Alison Walker – up and coming, personable, lovely manner, client friendly, technical but with a flair for explaining in simple terms.’

‘Rachel Tunnicliffe is in my view the best in Yorkshire. She always responds well and promptly and gives good counsel. I work with her professionally and personally.’

‘The firm unfailingly delivers an outstanding service, which is repaid by loyalty and positive feedback from their clients. From a professional perspective, they are a pleasure to deal with: efficient, engaged, diligent and interested in our contribution without ever seeking to interfere in our relationship with mutual clients.’

Work highlights

  • Advised one of Yorkshire’s wealthiest and most influential families on succession planning.
  • Negotiated and drafted a bespoke Family Charter for a sixth generation family business.
  • Established a Family Investment Company to hold a client’s significant shareholding in an international retail business.

Berwins

Berwins' 'excellent' team is led by Julie Jewers and Kathy Varley. Advising high-net-worth clients (with a particular emphasis on estate planning) the firm is equally adept at handling inheritance tax matters and will creation. In addition, the offering's probate work covers proactive planning for beneficiaries. Richard Wheeldon is another name to note. 

Practice head(s):

Julie Jewers; Kathy Varley

Other key lawyers:

Richard Wheeldon

Testimonials

‘Richard Wheeldon: an excellent communicator, with an ability to digest and translate information for lay clients.

Julie Jewers: superb drafting abilities, and reassuring manner.’

‘Helpful and friendly. Well respected and with diverse range of skills. ’

‘Julie Jewers has extensive knowledge of the are of law in question, but is also aware of potential tax issues. She advises a client of potential issues so they can seek tax advice rather than simply doing what the client asks, only for the client to find they have a tax issue I the future.’

‘Julie Jewers  runs an excellent team at Berwins. They have a in-depth knowledge and are always quick to respond to questions. Very happy to recommend any of them.’

Harrowells Solicitors

The 'extremely experienced and knowledgeable' department at Harrowells Solicitors is led by Ed Ryder. Handling complex private client work, the team is known for covering high value matters as well fielding expertise in administration. It specialises in lifetime tax planning for farming families, the restructuring of complex will trusts, partnership agreements, inter-generational transfers and post-death estate management. Monika Bone, 'a superb example of professionalism and character' made partner in December 2020 while Philip Williams joined from Addleshaw Goddard in February 2021.

Practice head(s):

Ed Ryder

Other key lawyers:

Monika Bone; Philip Williams

Testimonials

‘Edward Ryder has always been very professional and courteous in any work that he has carried out for our family .’

‘Harrowells exemplifies the values and conduct of a traditional ‘family’ law firm in an era where law firms have typically become ‘corporate’, impersonal with valueless process.’

‘Monika Bone stands out as a superb example of professionalism and character. ’

‘Extremely experienced and knowledgeable. Inspire confidence. Always have an end-game in sight – there is always a purpose to every step that they take and they do not incur costs unnecessarily. A gem of a team, who are able to deal with contentious and non-contentious issues.’

LCF Law

At LCF Law, Neil Shaw leads a team that specialises in helping those with learning disabilities. Having established close relationships with Mencap and Cerebra, the practice works to ensure that clients have the appropriate trusts, powers of attorney and supporting documentation in place. Notably, the firm includes a number of Dementia Friends and is currently a member of the free will writing scheme at St Michael’s Hospice. Mark Jones and associates Amjed Zaman and Wendy Scarr are additional names to note.

Practice head(s):

Neil Shaw

Other key lawyers:

Amjed Zaman; Mark Jones; Wendy Scarr

Testimonials

‘Due to the breadth of experience and individual specialisms within the team, I have full confidence that either I or my clients will be able to find the information and advice we require. I also find that one of the major differences with LCF Law is that they provide advice to our clients on documents such as wills, whereas I have found that other Firms act as order takers rather than advisers. In addition, due to the services offered by the wider firm, we are comfortable in knowing that our clients can draw upon a legal practice who can deal with the work they need completing at whatever stage of life and circumstances they are at.’

‘Since the start of the initial lockdown in March 2020, many individuals and families have being through very difficult times due to the health issues caused by the pandemic and sadly in many cases losing loved ones. Sadly, I have had situations where individuals were not going to leave hospital and LCF Law continued providing a service to the same standard and speed as they did prior to the pandemic, and making things slightly easier for those left behind, by executing documents at all hours of the day, whereas, I found other firms saw the pandemic as a barrier/excuse to providing effective support and advice to our clients.’

‘Mark Jones has regularly helped with client queries and my understanding of technical detail. In turn this has given me confidence to introduce clients who have all spoken highly of his professionalism, prompt action and attention to detail. He will continue to be a primary point of contact.’

‘Wendy Scarr – brilliant with clients. Really down to earth. Explains difficult concepts in no-nonsense language. Bucketloads of experience, really well suited to private client practice’.

‘Amjed Zaman was professional at all times, made sure he was available when I/we needed to speak with him, sensitive to our loss, incredibly patient, and was willing to offer guidance where needed. He is very knowledgeable about estates, kept us informed every step of the way and advised us any actions we could complete ourselves to help keep costs down’.

Lupton Fawcett

At Lupton Fawcett, the private client offering is led by family business specialist Hugh Thompson, who is also qualified as a solicitor and barrister in New Zealand. Covering the complexities of estate planning, asset protection and tax, the team also includes associates Amanda Simmonds: 'a truly outstanding private client solicitor' and Ed Taylor: 'very professional and client focused'. The firm also has a strong track record in contentious trust and probate actions and has represented clients in the court of appeal.

Practice head(s):

Hugh Thompson

Other key lawyers:

Amanda Simmonds; Ed Taylor

Testimonials

‘I have previously worked with Ed Taylor and always found the service very professional and client focused. ’

‘Hugh Thompson leads the team expertly but remains involved day-to-day in individual cases. He is very open and excellent with clients. Amanda Simmonds is the go-to person for her wide-ranging knowledge and expertise on any trust matters. I do not know of a more knowledgeable practitioner in the area. ’

‘The team work well with their clients and offer support through a range of tools where appropriate. They are very personable, and work to the timeline you require not their own.’

‘We work largely with Hugh Thompson who is always happy to help, talk and offer guidance where appropriate. The willingness to take 5 minutes out of their day seems to be a bit more unique than it should.’

‘Lupton Fawcett has a very strong team with a broad range of expertise covering the full private client sector. Their focus is on combining top-class professional service with clarity for the client, in what can be a confusing area.’

‘Amanda Simmonds is a truly outstanding private client solicitor with a national reputation. If she does not know the answer, then there isn’t one. She provides the very highest level of service while, in true Lupton Fawcett style, keeping her feet firmly on the ground. ’

‘The Lupton Fawcett team private client team work well with other disciplines in the firm such as corporate finance, and have a rounded view of client issues.’

‘Amanda Simmonds is outstanding on tax and legal trust and estate issues and is my go-to person for technical assistance.’

Schofield Sweeney

The private wealth and succession team at Schofield Sweeney has been described as 'one of the premier private client teams in the region'. Led by Huddersfield-based partner Ashley Iredale, the offering advises high-value clients on their estate and succession planning. In addition, the team has specialists in stamp duty land tax, family investment companies (Simon Glazebrook is the name to note) and regularly represents South Asian, Arab and Muslim clients.

Practice head(s):

Ashley Iredale

Other key lawyers:

Simon Glazebrook

Testimonials

‘Simon Glazebrook knows his stuff, is excellent at handling clients, a clear communicator and a joy to work with.’

‘A highly knowledgeable team with strength and depth. Friendly and approachable, creative in their thinking with a solid client base. They are one of the premier private client teams in the region.’

‘Simon Glazebrook has a disarming charm about him but he really knows his stuff and can think creatively around a problem to find the best solution for your clients.’

Taylor & Emmet LLP

At Taylor & Emmet LLP, the team is said to be 'very well rounded, with excellent technical skills'. Led by family trust specialist Richard King, the offering handles ultra-high net worth wealth plans, estate administration and complex intestacy matters. In addition, it has particular expertise in agricultural land and property where it handles farm business tenancy agreements, residency issues, property relief and legal advice for beneficiaries.

Practice head(s):

Richard King

Testimonials

‘The team is a relatively young team of private client lawyers, which does mean they embrace new ideas easily and are not constrained by old ways of working and will look to utilise external resources where appropriate to provide a complete solution to a given client.’

‘The team is very well rounded with excellent technical skills. The head of department Richard King galvanises the team to work well together so it is a genuine team approach. New members of staff are very keen to help and provide as much assistance as possible, which is testament to the recruitment policy of the department. I have personally worked with the team for over 20 years and have referred many clients across and used their services personally without disappointment.’

Wake Smith Solicitors Limited

The private client team at Wake Smith Solicitors Limited is led by Suzanne Porter, a partner said to demonstrate 'a unique blend of professionalism and efficiency'. In broad terms, the firm handles the full spectrum of non-contentious work and has particular expertise in probate applications, estate administration, inheritance tax planning and will drafting. Notably, it specialises in elderly client issues and is well versed in power of attorney mandates and Court of Protection applications.

Practice head(s):

Suzanne Porter

Testimonials

‘This practice works around their client’s practical needs. My Solicitor is up to date with family matters and remembers who is who. She is up to date with current law and gives good advice. I do not know about other firms because I am satisfied with this firm. I am always informed in detail what bills are for. ’

‘Suzanne Porter has been known to me for a number of years and over that time a relationship has been built on trust and continuity. I can ring her at any time with any problem big or small. ’

‘I recommend Suzanne Porter, Director, most highly. I first met her in 2009 when she worked in Bakewell and dealt with my late aunt’s estate. She has a unique blend of professionalism and efficiency. These were the qualities that made it unthinkable not to instruct her ten years later when my mother died, irrespective of the fact that Sheffield was not local for me. Suzanne’s career had taken her to Wake Smith by that time. Suzanne is efficient and charismatic and I noticed the warmth and admiration with which the support team spoke of her, both in Bakewell and Sheffield. I find this very significant.’  

‘Suzanne Porter has been my solicitor for wills and probate for the last 18 months, on the retirement of the director who previously dealt with my personal legal matters. I have found Suzanne very efficient whilst also being professionally informal and very approachable. In assisting me to arrange lasting power of attorney for both health and welfare, and separately for property and finance, and also in updating my living will, she has been extremely helpful, especially taking into account the restrictions imposed by COVID and the need to communicate online and by phone. I would not hesitate to recommend her to a friend.’

Ward Hadaway LLP

Ward Hadaway LLP's private client team handles the full range of issues linked to wills & probate, inheritance tax, estate planning and lasting powers of attorney. In addition, the offering's expertise extends to probate matters involving high value estates with complex business and property interests. Andrew Facer and Andrew Evans lead the practice and are respective experts in succession planning and asset protection.

Practice head(s):

Andrew Facer; Andrew Evans

Womble Bond Dickinson (UK) LLP

Demonstrating 'wide technical and commercial knowledge', Susan Maxey leads the private wealth team at Womble Bond Dickinson (UK) LLP. Advising high-net-worth clients in both domestic and international frameworks, the firm covers contentious and non-contentious matters for recognised trusts, wealthy entrepreneurs and landed estates. Notably, the practice represents some of the region's wealthiest families and assists with asset structuring, succession planning and cross-border tax advice. Managing associate Fiona McLaughlin is another important contact.

Practice head(s):

Susan Maxey

Other key lawyers:

Fiona McLaughlin

Testimonials

‘Womble Bond Dickinson has one of the premier private client departments in the UK.’

‘Susan Maxey has a wide technical and commercial knowledge of her private client area. She has experience of a large range of technical issues and their resolution. Very client focused and approachable.’

‘As one of the largest legal practices in the North East, the team can bring a lot of resource to the challenge when required. Susan Maxey is empathetic, knowledgeable and highly effective in all client matters.’

‘Susan Maxey really listens to the client and then puts in place simple solutions that address their needs ensuring that they are fully understanding along the way. Personal attention, and great service coupled with great legal know how makes her a winning proposition.’

Blacks Solicitors LLP

The wills & probate Team at Blacks Solicitors LLP advises business owners on succession planning and wealth preservation considerations. In addition, the offering assists clients with the process of will writing and has expertise in administering finances under Lasting Power of Attorney as well as Court of Protection work for the vulnerable. Nick Rhodes leads the practice and is joined by Dementia Friends Champion Annie Beaumont.

Practice head(s):

Nick Rhodes

Other key lawyers:

Annie Beaumont

Testimonials

‘Billing is clear and comes only after the job is finished. Technology used during the Covid pandemic allowed face to face meetings and it was easy to get in touch.’

‘Annie Beaumont is just the sort of solicitor you would want to have taking care of your affairs. The initial consultation was wide-ranging and informative and it was clear that our wants and needs were top priority. ’

‘Everyone was professional and cheerful. Even when associates were not under direct supervision of a partner the cheerful mood continued. It seems like it must be a good place to work.’

‘Annie Beaumont has been extremely sensitive and supportive to our needs. We do not feel pressured at all as we have in the past with other firms. ’

Their knowledge and professionalism are as good as any I have come across and I am able to avail myself of their expertise unconditionally. As a result we refer plenty of work to them and vice versa.’

Annie Beaumont and Nick Rhodes are the main individuals I deal with and both have dealt with clients of mine. I can pick the phone up to either of them and get an answer to my questions on behalf of clients, they charge a very reasonable fee for their work and my clients like them and have full confidence in their advice.’

Emsleys Solicitors Limited

Led by Elizabeth E. Webb, the team at Emsleys Solicitors Limited is adept at providing emergency services such as deathbed wills and home visits for vulnerable and elderly clients. More broadly, the offering maintains strong ties to local charities (including Dementia Friends) and has expertise in lasting powers of attorney and the administration of estates. Victoria Sladdin advises executors and accountants in relation to inheritance tax and is another key contact.

Practice head(s):

Elizabeth E Webb

Other key lawyers:

Victoria Sladdin

Testimonials

‘I have been very impressed how the team at Emsleys have continued working efficiently and productively throughout the pandemic. They promptly responded to our queries and were always pleasant to liaise with. Their billing was reasonable and clear.

‘Victoria Sladdin was always accessible and responded to any queries we had in a prompt, pleasant and helpful manner.’

‘I have dealt with the practice many times over the years and always been impressed with the efficiency of all members of the team I have been dealing with. I was particularly impressed with Elizabeth Webb.’

‘Staff at Emsleys are considerate, kind, treat all clients with respect and go to the lengths necessary to explain what is meant by the legal terms used. Everything is clearly set out, be it forms or invoices and is in user friendly format. ’

‘Welcoming informative and very well informed. We haves used Emsleys many times for purchasing houses and wills. Elizabeth Webb could not have made it any easier – a fantastic service all round.’

‘Great firm – gets the job done.’

‘Elizabeth Webb: besides an in-depth knowledge of the law, her military training ensures a ridged approach to work which ensures jobs are completed exceptionally and efficiently.’

Graysons Solicitors

Anne Rogers heads up the wills and probate department at Graysons Solicitors in Sheffield; the team has a strong track of work on high value and complex estate administration. The practice also handles lasting powers of attorney, applications to the Court of Protection, trusts and inheritance tax planning. Rogers, who is known for her 'calm and efficient manner', works alongside senior private client advisers Chris Shaw and Laura Cowan.

Practice head(s):

Anne Rogers

Other key lawyers:

Chris Shaw; Laura Cowan

Testimonials

‘I use Graysons Solicitors due to the ongoing excellent service provided and my ongoing relationship with them. I have absolute confidence in their abilities and Anne Rogers.’

‘Anne Rogers is a dedicated solicitor who is totally dedicated to client service of the highest standard. Anne will always goes the extra mile.’

‘Chris Shaw shows great attention to detail, knowledge of his specialisms, good contacts outside Graysons and an excellent clarity of thought and expression.’

‘My wife and I asked Graysons for advice on our wills, and on how to ensure that we and the family could maintain control over decisions on our health and financial affairs as we grew older. We were advised throughout by Chris Shaw. Chris really took time to get to know us  and to ensure that we were taking in what he was telling us. Both my wife and I thought he was first class throughout.’

‘Anne Rogers heads the team and has a solid reputation for administering estates in a calm and efficient manner. She is experienced in acting as independent administrator in difficult estates. She is ably assisted by Christopher Shaw who has an excellent manner with clients and fellow professionals.’

Work highlights

  • Administration of a large and complex estate involving bequests to a school and a university.

McCormicks

The 'very efficient' team at McCormicks provides a broad range of private client services, with a particular focus on estate planning, administration, Court of Protection matters and trustee/settlor advice. The firm also has expertise in the establishment of discretionary trusts, charitable giving  fiduciary duties, mental incapacity and lasting Powers of Attorney. The key partners are Peter McCormick and Elaine Lightfoot.

Practice head(s):

Peter McCormick; Elaine Lightfoot

Testimonials

‘Very efficient and helpful team, they deal with all queries very promptly.’

‘Elaine Lightfoot is an excellent communicator. She pulls together a team of advisers well to meet the client’s needs.’

Key clients

The Estate of the late John Herbert Strutt

The Premier League

Work highlights

  • Advise The Estate of the late John Herbert Strutt and the associated Trusts and Charities with regards, in particular, to the future development and/or sale of various properties comprised within the residuary estate.
  • Advise the Premier League in respect of structures to protect young players from financial predators.

Ramsdens Solicitors LLP

Huddersfield-based partner Veronica Mullins leads the private client offering at Ramsdens Solicitors LLP. The team covers all aspects of wills, trusts, estates and tax planning and handles complex matters pertaining to care and capacity issues. Notably, the practice has been kept busy with a number of intestacy cases and helps identify creditor fraud in claims brought against the deceased. The 'efficient and pragmatic' Natalie Lang heads up the firm's Court of Protection department.

Practice head(s):

Veronica Mullins

Other key lawyers:

Natalie Lang

Testimonials

‘This practice is professional, caring and goes above and beyond. The staff are consistent in their vision of putting the client first. The team have acknowledged diversity by way of inclusion. From my experience they have aimed to support individuals regardless of needs.’

‘Friendly and helpful individuals with a common sense approach to problems.’

‘Over the years of recommending firms to estates beneficiaries, the hard-working team at Ramsdens have enabled them to rise to the top of the list. Their continuous hard work, professionalism, and dedication to the job at hand is unparalleled from my 18 year experience with UK private client solicitors. ’

‘There is a real hearty Yorkshire attitude to this team and their can-do attitude is only outshone by their continuously excellent results. ’

‘Lots of experience in dealing with disputes for clients lacking capacity to manage finances.’

‘Natalie Lang is the key contact in the Court of Protection team. She’s efficient and pragmatic, always looking for the best way to resolve her client’s problem quickly.’

‘Natalie Lang is a real star. Really knows her stuff, great with clients – a pleasure to work with. ’

Ridley & Hall

Jill Waddington in Huddersfield and Lynsey Bashforth in Pontefract lead the team at Ridley & Hall. Handling will writing, estate planning and administration, the offering also covers lasting powers of attorney, deputyships, Court of Protection work and trust administration. A particular specialism is estate administration and contentious matters involving missing people and elder financial abuse.

Practice head(s):

Jill Waddington; Lynsey Bashforth

Testimonials

‘Ridley & Hall Solicitors have been fantastic to work with. The team give their clients clear advice.’

‘Jill Waddington has a good understanding of mental capacity and the ability to recognise when there may be issues that require an assessment from a mental capacity assessor to satisfy the required legal criteria. Jill is always highly praised by the clients and families that we have subsequently assessed.’