Personal tax, trusts and probate in Yorkshire And The Humber

Addleshaw Goddard

Sitting as part of the firm's corporate department, the private capital team at Addleshaw Goddard provides a full and integrated service to its entrepreneurial and family business clients. Focusing on owner-managed and family businesses, the team, led by tax expert Pervinder Kaur, regularly advises ultra-high-net-worth individuals, families and trusts on significant national and regional business, succession and planning issues. The group also provides specialised advice on the use of trusts in a commercial context. The practice fields a qualified accountant with significant experience in private client tax.

Practice head(s):

Pervinder Kaur

Testimonials

Yorke Eaton is careful, considered and effective. Charlotte Smart and Laura Woffinden are other members of the team that have historically delivered for clients. They work well as a team and are happy to give a feel for what might be required before the client commits to the work.

Pervinder Kaur is a pleasure to work with. Always approachable, keeps us updated, has excellent knowledge of the law and the client’s circumstances.  Very sound judgement, and I always trust Pervinder’s judgement. Laura Woffinden is always helpful, always approachable, and is a pleasure to work with. Her knowledge is excellent.

Excellent knowledge and communication. A pleasure to work with. Highly collaborative.”

Wrigleys Solicitors LLP

Wrigleys Solicitors LLP is a specialist private client firm, which acts for many of the region's wealthiest families; the group also acts at a national level. The team, which is jointly led by Andrew Wriglesworth and Marie-Louise Hamilton in Leeds, and Jane Netting, Lisa Eato and Lynne Bradey in Sheffield, covers all aspects of private client work. The practice also specialises in trust management and cross-border work, including Brussels IV planning matters. Leveraging its trust expertise, the group was recently instructed to create the trusts for the children and vulnerable beneficiaries of victims of the Grenfell disaster. Julia Boyes attracts high praise for her notable expertise.

Other key lawyers:

Julia Boyes; Kieron McIvor

Testimonials

They have considerable knowledge about LPAs and wills. I have a variety of investments which cause my will not to be straightforward.  Wrigleys have handled my wills for a number of years and I feel secure in their knowledge and advice. Wrigleys prepared my LPAs sensitively and revised where necessary due to a conflict of interest of one of my executors. Wrigleys have also handled loan agreements for me. Their team has supported me in these areas over a lengthy period and their in-house experience provides the confidence that I have not enjoyed with some other firms.

Kieran McIvor is “on the ball”.  He is enthusiastic, knowledgeable, and approachable. Kieran brings together the individuals from whom I need advice/assistance within the firm. Apart from his superior, Andrew Wriglesworth, Kieran is the person who stands out for me.

Work highlights

  • Advising the London Emergencies Trust on the Grenfell Tower trust, including handling the trust arrangements to ensure that charitable payments made to children affected by the disaster and various fundraising activities are appropriately managed.

Andrew Jackson Solicitors LLP

Andrew Jackson Solicitors LLP handles succession and lifetime planning issues for high-net-worth individuals, the creation and administration of lifetime and will trusts, and Court of Protection matters including cases involving retrospective approval of actions of deputies and high-value cases with various fund sources. The team, which is jointly led by Kevin Webster and Peter Duffus, also receives referrals from other firms involving high-value estates with complex tax issues, business assets and international elements.

Practice head(s):

Kevin Webster; Peter Duffus

Clarion

Clarion fields a full-service private client practice and advises on wills, trust requirements and estate planning matters for many multi-generational ultra-high-net-worth families. The private client team is led by Vivienne Wild and Lynsey Harrison heads up the contentious practice. The group is frequently instructed by private clients with assets in several jurisdictions and who are non-UK domiciled. The department also works closely with the corporate team to assist with capital taxes and trusts relating to succession planning issues. Legal director Clare King leads the team which advises on complex mental capacity issues and Court of Protection work.

Practice head(s):

Vivienne Wild; Lynsey Harrison

Other key lawyers:

Clare King

Testimonials

Independent firm, consistency of staff, vibrant and approachable.

Vivienne Wild is reliable, non-judgemental and responsive and we have been her client since she moved to Clarion. She is proactive and is skilled in making relationships with all ages of clients. She has really taken the time to understand our priorities and these have been reflected in the way she has constructed our wills. She works well with our other advisers and is happy to be collaborative when required. We never have to chase her and when things change she makes the appropriate alterations but doesn’t milk it for fees!

The team at Clarion are client focused in terms of providing a seamless and efficient client service; and they consistently seek to provide innovative solutions to client challenges.  In particular, I find Vivienne Wild (partner) easy to work with because of this approach, and I am happy to introduce her to clients “face to face” as she is client friendly whilst also ensuring the clients are challenged with relevant thought provoking questions.

Clare King – excellent customer approach – blends excellent knowledge and professionalism with a warm and approachable attitude.

I think the fact that we mainly deal with one person is pretty unique. I’m sure there is an extremely able team behind Vivienne Wild but we have dealt with her consistently.

Key clients

Estate of the late Mr J W Heselden OBE

Work highlights

  • Dealing with the administration of the estate of the late James William Heselden.

Irwin Mitchell

The tax, trusts and estates department at Irwin Mitchell, which is led by Paula Myers at a national level, with Gillian Coverley and Andrea Jones leading in Sheffield and Leeds respectively, is a part of the firm's private wealth offering, which advises business families and high-net-worth individuals on all aspects of estate planning. The team advises on the legal and tax elements of wealth and succession planning issues including wills, trusts, power of attorney matters, pre- and post-death inheritance tax, capital gains tax, Court of Protection applications and probate issues. Within the wider practice, the group has two notable areas of expertise: acting for owner managers of businesses, senior executives and professionals, and assisting later life clients, vulnerable individuals and their families.

Testimonials

The team provide both a positive and professional experience at all times.

Paula Myers is a market leader.

I have professionally known Andrea Jones for nearly 10 years and would recommend her to any of my clients.”

Gillian Coverley has been exceptionally responsive, patient and supportive in the successful completion of complex matters relating to trusts.

This team are thoughtful, courteous, knowledgeable and above all approachable. They work brilliantly as a team and I feel confident contacting any one of them.

Paula Myers has built a market leading team.”

I have been exceptionally pleased with the service provided by Irwin Mitchell.

Key clients

Age Co

Nationwide Building Society

Leeds Building Society

Macmillan Cancer Support

Apex Trustees Limited

Lord Clarke Limited

Work highlights

  • Advising a large national accountancy firm on the private client legal work for its national client base, including wills, deeds and powers of attorney.

Mills & Reeve LLP

The private client team at Mills & Reeve LLP is led by Andrew Playle and has seen considerable recent growth. With several members of the team being STEP qualified, the firm specialises in advising on structuring the ownership of wealth, tax and trust advice and has considerable expertise in advising professional trustees as well as family investment companies. The firm also assists owner-managed businesses, leveraging the firm's key connection between its private client and corporate departments.

Practice head(s):

Andrew Playle

Other key lawyers:

Rachel MacIntosh

Testimonials

The team is very efficient, technically very capable and responsive.

Andrew Playle is a very experienced partner, generous with his time while allowing his associate, Rachel MacIntosh, to run with the project. She clearly has a sounding board when necessary and is not afraid to admit when she needs to consult with Andrew or other specialists.

My dealings with Mills & Reeve have only been very positive. I particularly like the way they work collaboratively with other advisers: tax and financial as this greatly improves the delivery of a well balanced solution for the client. I also like the fact that there is a considered “blue sky” view to the planning needs for the client and how they are able to bring in different disciplines from within the practice so the clients gets all the answers under one roof.

Andrew Playle is a consummate professional and is incredibly level headed. He has an exceptional grounding in the law but has a very good understanding of complimentary professions so he can consider many non-legal considerations too. He has great rapport with clients and has introduced me to the “kitchen table” concept where all advisers need to able to sit in the theoretical client’s kitchen and just get on with the client and all other advisers. No egos are at play and the client is 100% central to the discussions.

Raworths

With close collaboration between the private client and commercial, dispute resolution and property teams, Raworths provides advice to wealthy entrepreneurial clients and clients with complex asset bases. The private client team, which is led by Rachel Tunnicliffe, specialises in tax advice and acts for a client roster of high-net-worth individuals, trusts, owner-managed businesses and charities. Caroline Hedges and Peter Greswold also contribute to the practice; Hedges primarily acts for families, while Greswold is a key contact for business owners.

Practice head(s):

Rachel Tunnicliffe

Testimonials

Excellent team with a very collegiate attitude and approach. Consistent advice with staff working at appropriate levels. Very loyal to clients with first rate advice coupled with a practical approach. Dedicated and able to work to deadlines as necessary. Will be able to deal with everything needed but if there is something lacking they will work to find a second solution.”

Peter Greswold and Rachel Tunnicliffe are both extremely knowledgeable, no-nonsense lawyers who are focused on delivering realistic straightforward solutions. Very pleased with the fee levels charged which are fair and reasonable. They are able to deal with complex matters including international clients and they are an invaluable resource to clients.

The team is excellent, headed by extremely talented partners. They seek to add value, are attentive, good at detail, excellent communication skills. The practice has a team of equally talented staff at all levels, and a clear succession plan for the practice as a whole.

Rachel Tunnicliffe, Peter Greswold, Caroline Hedges and Alison Walker are all very personable, approachable, knowledgeable, experienced, excellent and talented lawyers.”

Very practical firm of lawyers who are trusted advisers for many families.  Broad range of expertise across the firm and particularly strong on trusts and wills.

Rachel Tunnicliffe – trusted adviser for clients who respect her immensely.  She is very good at dealing with clients and has an easy manner.

Raworths always seem to provide a seamless team based approach which means that clients get the right advice rather than one partner simply hanging on to things too long. A lot of effort is obviously put into bringing through the young talent which bodes well for the future.

Work highlights

  • Advised one of Yorkshire’s wealthiest families on trust, group and LLP structures for a combined wealth in excess of £700m, the acquisition and disposal of diverse assets and the provision of family office services.
  • Coordinated advice for the executors of a complex estate across five jurisdictions and advised on a number of potential claims against the estate.
  • Advised a wealthy family on the complex restructuring of its New Zealand estate and implementation of a Balfour partnership agreement.

Harrowells Solicitors

The private client department at Harrowells Solicitors focuses on high-value, complex succession planning and probate matters. The team, which is headed up by Ed Ryder, regularly advises clients on lifetime tax planning issues and probate matters involving business property relief and agricultural property relief elements and asset sales issues. The group also undertakes significant Court of Protection work and handles the administration of affairs for vulnerable clients; the practice also works with local Alzheimer’s and dementia organisations.

Practice head(s):

Ed Ryder

Keebles

Michele Wightman leads the private client team at Keebles, which focuses on handling issues for high-net-worth clients including capital tax problems. The firm is a key regional option for independent financial advisers and accountants for trust, estate planning and probate work. The team also fields a departmental accountant, who acts on client tax issues.

Practice head(s):

Michele Wightman

Knights plc

The private wealth team at Knights plc delivers the full spectrum of advice required by private individuals on non-contentious and contentious matters encompassing trust and estates, personal, estate and succession planning work; private capital and transactional issues, and contentious mandates.

Langleys Solicitors LLP

The private client department at Langleys Solicitors LLP in York is headed up by James Knowles  and has niche expertise in advising farmers and landed estates on the interaction of agricultural property and business reliefs; the group also specialises in succession planning work, acting for business owners, entrepreneurs and owner-managed businesses. The team also advises trustees on onshore trusts and acts in Court of Protection matters.

Practice head(s):

James Knowles

Other key lawyers:

Edward Allen

Testimonials

Edward Allen is open, friendly, professional and interested. He made me feel as if my concerns were his biggest priority. He went out of his way to make sure I was kept up to date on any and all developments. There was never any doubt that I was in safe hands.

From the very start Langleys were interested and engaged. Their motto, like Barack Obama’s, seems to be: yes we can. They were always looking for a way to make things work; to find a solution. A pleasure to be around that sort of energy. Plus, of course, they knew their stuff and if it came to pass that they did not have an immediate answer, they went out of their way to find it.

I have used the practice for some 20 years and feel confident knowing they have the experience and reliability I look for.”

“I have received excellent service from Edward Allen who recently has advised and progressed matters pertaining to wills guardianship power of attorney etc. Edward visited our house and spent considerable length of time advising on moves to suit my situation and the best way forward, and continued to always discuss and sort out matters as time and circumstances progressed – always professional but with that human touch which nowadays is sadly often lacking.

I have worked with Langleys for several years and always find the teams to be knowledgeable and happy to help.”

Ed Allen – always happy to take a call and I have confidence in referring my clients to him.”

Langley’s team come across as very professional, approachable and knowledgeable.

LCF Law

The private client team at LCF Law is led by Neil Shaw and has expertise in Court of Protection applications and handles lasting powers of attorney issues. The practice also acts for clients with learning disabilities and works closely with Mencap and Cerebra to advise on the appropriate trusts, power of attorney issues and documentation. The team further assists charities and is a member of the Cancer Research will writing scheme, providing free wills to supporters of the charity.

Practice head(s):

Neil Shaw

Other key lawyers:

Mark Jones; Amjed Zaman

Testimonials

The Private Client and Corporate teams offer excellent advice with a high level of technical competence. Advice delivered to clients with a “plain English” approach, and quick turnaround times.

Mark Jones and Neil Shaw in the Private Client team are technically excellent and also provide excellent advice and service to clients.

I have dealt with LCF Law for years and have always found them to be a very professional practice. I’ve dealt with different people in the firm and found the service fees and professionals to be consistent. I have been comfortable taking my clients to see all members of staff within the firm including at partner level and always felt well looked after and wouldn’t hesitate to recommend their services.

“Very efficient and polite.”

Amjed Zaman and Neil Shaw, both of whom have been excellent and always happy to help. They have several regional offices and are happy to meet clients in any of them not just the ones in the city centre.

Lupton Fawcett

Lupton Fawcett handles a variety of private client matters, including estate and trust administration work, will writing issues, estate planning mandates and powers of attorney matters. Hugh Thompson leads the practice.

Practice head(s):

Hugh Thompson

Schofield Sweeney

The Huddersfield-based private client department at Schofield Sweeney is headed up by Ashley Iredale and has notable expertise in acting for high-net-worth clients and family investment companies, and handling stamp duty land tax. The group has particular experience acting for South Asian, Arab and Muslim clients, ensuring tax and estate planning work is compliant with clients' religious and cultural needs.

Practice head(s):

Ashley Iredale

Other key lawyers:

Duncan Watson; Simon Glazebrook

Testimonials

A broad team with a multitude of strengths across disciplines. Collaborative and a pleasure to work with. The team is drawn from a range of backgrounds, from large multinational firms to small, local practices. This gives excellent diversity amongst the team.

Duncan Watson is an excellent solicitor, with particular strength in agriculture and landed estates. He has been an excellent addition to the firm and has helped to raise their profile in the Yorkshire Private Client market.

Ashley Iredale is very knowledgeable but also very approachable.

Simon Glazebrook – excellent lawyer with good client handling skills, knowledgeable and great to work with.

Key clients

Trustees of the SH Will Trust

Trustees of the Leslie Sykes and Rose Roofing Trusts

Taylor & Emmet LLP

Richard King heads up the private client department at Taylor & Emmet LLP, which leverages its close connection with the contentious private client and real estate departments to provide a full-service offering to clients. The department also includes a specialist, recently formed intestacy tracing and empty homes team, which deals with the legalities of tracing beneficiaries and assets, applying for and obtaining grants to estates, and distributing estate assets among the rightful heirs.

Practice head(s):

Richard King

Testimonials

What makes Taylor & Emmet unique is its ability to provide advice in simple to understand terms whilst at the same time providing clear and transparent information about charges. I have dealt with many firms of solicitors over the years regarding wills, trusts and probate with varying levels of satisfaction. Taylor & Emmet have been exceptional and I can highly recommend them. They really do work as a team and there are no egos to get in the way of providing good, sensible and practical advice. Everyone in the team is friendly, approachable and efficient.

Wake Smith Solicitors Limited

The Sheffield-based private client team at Wake Smith Solicitors Limited is headed up by Suzanne Porter, who acts as trustee for various private and charitable trusts. The team handles the full range of non-contentious private client work including probate applications, estate administrations, inheritance tax planning work, will drafting matters, elderly client issues, trust and power of attorney mandates, and Court of Protection applications.

Practice head(s):

Suzanne Porter

Other key lawyers:

Rachel Baseley

Testimonials

Friendly, professional, efficient, good value.

The personal contact and communication when dealing with this firm is excellent. From reception to Solicitor the firm is unique in keeping staff who know who their clients are. They know your history without getting you to repeat everything over and over again. I only have to ring and will either be put through to my solicitor or reception will keep me updated so I am not hanging around all day for a reply. There is a feeling of a friendly firm who treat you as they would a member of their own family. I feel I can question everything without feeling stupid. They will go to great lengths to make sure I understand what they are doing for me. I use this firm for everything. Also makes sure before I embark on something I will be told of the likely costs.

My Solicitor is Suzanne Porter. I cannot thank her enough for the good advice and support she has given through many years of my life’s events. Her listening skills are really good and sometimes I know I am not making sense because of stress. Suzanne seems to understand me and will take time to make sure I know what I am doing. So I think she is first of all a very caring and patient person who does care about her clients. This is not just a job for her, it is a vocation.

This is a practice that has its heart and roots in Sheffield and so retains a local authenticity whilst bringing really top-class legal advice across a broad range of services. The private client team is knowledgeable and approachable.

The team are headed by Suzanne Porter who is a ridiculously likeable lawyer.  She marries that with excellent technical knowledge, strong commerciality and fantastic leadership.

Ward Hadaway

The private client department at Ward Hadaway's Leeds office provides estate planning advice including assisting with business succession issues. Working closely with the corporate, commercial and family departments, the team provides bespoke advice to individuals and family business owners. Group co-head Andrew Facer has particular expertise in acting for entrepreneurial and landed clients, while fellow co-head Andrew Evans deals estate planning matters.

Practice head(s):

Andrew Facer; Andrew Evans

Testimonials

I have known the team for many years, and I find the service of high quality, very personable with a high level of knowledge amongst them.

Andrew Evans is very personable, offering a high level of service, together with a very sound advice which the clients are looking for.

“Cover a good cross section of services. Very helpful and friendly team. Quick to respond/act.”

Andrew Evans, extremely approachable and friendly, explaining legal matters in a very client friendly way.”

Ability to work as a cohesive unit – from Partner to PA they will always offer support however mundane the matter might be. Deadlines are always met & if documents are required by a certain time they will always be waiting for you. First class & joined up service.

Andrew Evans always goes that extra mile – he takes time to fully understand your concerns and then acts accordingly. He is approachable & will help you understand all the legal aspects of your proposal. He’s friendly and builds up a good rapport with clients.”

I believe the personality within the private client team is what makes them unique. They are diverse team and keen to help.

Weightmans

At Weightmans' Leeds office, the team has particular expertise in advising business owners on wills and general succession planning issues including lifetime trusts, charitable trusts, cross-option agreements and other arrangements. The group is led by David Stokes, and fields several lawyers who are STEP qualified and members of Solicitors for the Elderly.

Practice head(s):

David Stokes

Womble Bond Dickinson (UK) LLP

Supported by a specialist trust and probate disputes team, the Leeds-based private wealth team at Womble Bond Dickinson (UK) LLP acts predominantly for clients with substantial assets, using complex structures to handle wealth issues in a tax efficient way. The team, led by legal director Susan Maxey, acts for some of the region's wealthiest families and sits as part of the firm's national practice.

Practice head(s):

Susan Maxey

Other key lawyers:

Fiona McLaughlin

Testimonials

Excellent knowledge in Private Client areas. Very client aware and responsive. Always consider the team is looking for the best solution for us – the client.”

Susan Maxey is an excellent Director who fully understands how difficult this area can be for clients. She always ensures that the client has an understanding of the issues and the solutions. She is very patient and clear with a very nice style which is appreciated by clients. Fiona McLaughlin is also a very good member of the team and works very closely and effectively with Susan.

Susan Maxey and Fiona McLaughlin are both very polished operators.

Highly knowledgeable and approachable team.

Susan Maxey is smart, knowledgeable and effective.  She understands complex situations and is able to convey the reasons behind her legal solution clearly and effectively to the client.”

I rate Susan Maxey as absolutely outstanding in this area – switched on, technically accomplished, business-savvy and, above all, a gifted communicator.

Bell & Buxton

Bell & Buxton is able to provide comprehensive support to its clients. The firm's commercial and private client teams work together to provide clients with a holistic approach to mandates spanning tax planning issues, trust and estate administrations and cross-border matters. Charles Neal heads up the wills, trusts and probate team out of Sheffield.

Practice head(s):

Charles Neal

Testimonials

‘The team were helpful and accommodating from our first contact, guiding us through updating our wills, answering our questions and suggesting alternatives we may consider. We were regularly updated and received paperwork with surprising speed. We were also impressed with the charitable work that the firm does.’

‘Charles Neal was knowledgeable and guided us through updating our wills with patience and care.’

‘The firm’s in depth knowledge of the local area, courts, and judiciary is unparalleled and enables them to provide first class practical advice. The firm also have a atmosphere where views can be exchanged freely so as to ensure that the best, client specific advice is given and acted upon.’

‘Demelza Wrigley is outstanding in that she has a fantastic legal brain and is able to build a brilliant rapport with clients. Following Demelza’s lead is Baljinder Boughan. She is a very capable solicitor with a knack of grasping the issues and giving very sensible and realistic advice.’

‘The team members are efficient and are welcoming and professional in dealing with clients. Issues are addressed with clarity and without jargon.’

‘Excellent. Very supportive and approachable.’

‘Jane Statham is helpful, supportive and always willing to go the extra mile.’

‘Charles Neal is very approachable, professional.’

Berwins

Gareth Marland heads up the life practice at Berwins in Harrogate. The team advises high-net-worth individuals with particular expertise in estate planning, inheritance tax planning and will issues. The team also handles probate matters, the administration of estates and planning for beneficiaries, and Court of Protection matters.

Practice head(s):

Gareth Marland

Blacks Solicitors LLP

Nick Rhodes heads up the wills and probate team at Blacks Solicitors LLP, which assists clients with wills, power of attorney issues and the administration of estates. The team also administers the finances of vulnerable clients through its Court of Protection work.

Practice head(s):

Nick Rhodes

Testimonials

‘There is a strong team ethic. So much so that if a key person is off or unavailable then another member of the team is always more than capable of dealing with the matter in hand. This contrasts with other firms where typically individuals have their own work and aren’t able to help if a key person isn’t available.’

‘Very accessible, approachable and always willing to help.’

‘They are approachable and ensure clients understand what they are including in their wills and LPAs. They also seek to assist clients obtain advice on other matters (e.g. tax returns) at what can be challenging times for their clients.’

‘Nick Rhodes is approachable and responsive to queries. Good at networking.’

‘Very friendly and helpful team. Wide variety of services.’

‘Excellent knowledge, always very happy to help both on specific cases and with general queries. Very willing to sit down with clients and discuss how they can help. Make working with Blacks a pleasure. Nick Rhodes and Gail Sandford are great to work with.’

‘A personal customer service delivered by professionals who don’t blind you with technical jargon.’

Emsleys Solicitors Limited

Elizabeth E. Webb heads up the wills and probate department at Emsleys Solicitors Limited. The team regularly acts for elderly clients on will issues, lasting powers of attorney matters and estate administration work, and has strong relationships with local charities for the elderly, regularly undertaking pro-bono work. Former practice head Helen Gott is now at Shoosmiths LLP.

Practice head(s):

Elizabeth E. Webb

Other key lawyers:

Victoria Sladdin

Testimonials

‘Very good team of people who work well together. The firm is efficient which stands out compared to many firms I deal with. Good understanding of Trust law.’

‘I have worked with Victoria Sladdin on a number of cases in recent years and I have always found her to be very knowledgeable and thorough, and clearly acting with her clients’ best interests at the forefront of her mind. She has a very pleasant manner and is very easy to talk to.’

‘Elizabeth Webb is a great lawyer and just gets on with it.’

McCormicks

Peter McCormick is a key contact at McCormicks and jointly heads up the private client team with Elaine Lightfoot. The group provides a broad range of services to private clients and handles complex instructions. Particular areas of focus include estate planning and administration work, Court of Protection matters and lasting power of attorney issues.

Key clients

The Estate of the late John Herbert Strutt

The Premier League

Progeny Law

Progeny Law provides a range of private client services, including assisting with succession planning issues, tax mitigation and trust structuring work, probate administrations, will and power of attorney planning mandates as well as dealing with Court of Protection matters.

Ramsdens Solicitors LLP

The private client team at Ramsdens Solicitors LLP is led by Veronica Mullins and advises on all aspects of wills, trusts, estates, tax planning issues and care and capacity matters. The team regularly hosts pro-bono clinics.

Practice head(s):

Veronica Mullins

Other key lawyers:

Mark Burn

Testimonials

‘Extremely strong team in the region, very capable associates working on behalf of panel deputy/partner Veronica Mullins. Associates really know their stuff and and have excellent skills in working with vulnerable and difficult clients.’

‘Speed and efficiency of operations make them an outstanding choice.”

‘Ramsdens Solicitors are friendly, accommodating, caring, understanding, fair, knowledgeable, thorough and professional. These are not necessarily unique attributes but the fact that Ramsdens continually displays all these attributes together and at the time makes them unique. Other firms may be able to display similar qualities but not always as consistently as Ramsdens.’

Ridley & Hall

Ridley & Hall advises on the full range of private client matters including will writing issues, estate planning work, lasting power of attorney mandates, deputyships, Court of Protection work and trust administrations; the group also has notable expertise in estate administrations and contentious probate matters involving missing people and elder financial abuse. Jill Waddington and Lynsey Bashforth head up the Huddersfield and Pontefract teams respectively.

Other key lawyers:

Helen Webster; Victoria Ridge

Testimonials

Great team of people with care and compassion.’

Wilkin Chapman LLP

Wilkin Chapman LLP’s personal tax, trusts and probate department has a varied offering, covering a range of estate planning issues with particular experience in family succession work, asset protection matters, tax mitigation issues, mental capacity mandates and estate and trust administrations. Lesley Archer, who is STEP qualified and also acts as a professional trustee and deputy, heads up the team.

Practice head(s):

Lesley Archer

Testimonials

‘Lesley Archer was very professional and spoke clearly and concisely on what was required. She dealt with all subsequent phone calls, emails and meetings in a timely and efficient manner and I always felt that she was very accessible and willing to help. She further helped us with a deed of variation, and handled the whole process superbly. In particular, she answered a number of technical questions raised by myself with great clarity and expertise. It was very satisfying for me that Lesley made all aspects of the process clear, particularly to my father. At the end of the process my father and I breathed a huge sigh of relief and are both so grateful for the help and guidance provided by Lesley.’

‘The team works well together, there is no problem in engaging with different members who are knowledgeable about different sides of the business. They are a team rather than a collection of silos. I find the firm very easy to work with.’

‘I have great respect for Lesley Archer. She is quick and highly intelligent, able to explain to me and my family in laymen’s language, the intricacies of estate planning, registration, probate. She has been looking after my family for many years, and I recommend her to my friends. I am confident that her advice is always good, and that she takes great care over our affairs.’