The ‘diligent and focused’ private capital team at Addleshaw Goddard is headed by the ‘totally committed’ Pervinder Kaur. Its main focus is on owner-managed and family business matters. In collaboration with colleagues in the firm's corporate department, Kaur‘s team regularly advises high-net-worth and ultra-high-net-worth individuals, families and trusts on their business interests. Its complex workload includes advising on tax matters, international offshore trust cases and succession of businesses. The ‘insightful’ Laura Woffinden and Yorke Eaton – who is described as being ‘at the top of his game’ – are notable team members.
Personal tax, trusts and probate in Yorkshire And The Humber
Other key lawyers:
Laura Woffinden; Yorke Eaton
‘Across the team, there is broad range of age, gender, ethnicity and experience. There’s a very good team dynamic; approachable and professional.’
‘The strength in depth of the team is unrivalled in the region. Well-known for acting for entrepreneurs and family owned businesses, they are the go-to outfit for high-net-worth individuals.’
‘Pervinder Kaur is totally committed to client service. She has great experience in dealing with trusts and related issues over many years. Yorke Eaton is a very personable and experienced trustee – a pleasure to work with. He also has a good business background. Laura Woffinden is very personable, capable and responsive.’
‘The team’s ability to advise entrepreneurs planning through significant business, whilst providing wider advice on agricultural property and forestry in such a competent manner, is something that many firms claim to be able to do, but few have the ability to do it with the clarity and in-depth knowledge Addleshaw Goddard provide.’
‘Yorke Eaton has a calm and assured manner with clients that ensures he is one of the first people, if not the first person that his clients will call when they need guidance. Across both Yorkshire and the North West he is the stand-out Private Client adviser for any successful entrepreneur considering how to structure their wealth in the run up to, or after a business sale. He is not afraid to deliver difficult news when it has to be communicated and I have witnessed first-hand his ability to build relationships across successive generations, which for any parent looking to pass wealth down to their family, is highly reassuring.’
‘Laura Woffinden is a rising star within the Yorkshire Team. Insightful, energetic and confident in the way that she delivers advice and guidance for clients.’
‘Yorke Eaton is at the top of his game. He is pragmatic, sensible and adopts a commercial approach perfectly, in keeping with his client base. I do not hesitate to recommend him to high-net-worth and ultra-high-net-worth individuals.’
‘I have always found the private client team to be diligent and focused on the best possible outcome for the client.’
- Advising entrepreneurial clients on pre- and post-sale planning and management of succession for both business and family.
- Advising on the transfer of a significant book of trusteeships from one professional trustee to another, including negotiation of contractual arrangements for transfer of the trust business and subsequent practical advice in respect of ongoing trust administration and transfer of trust assets.
- Advising the trustees of high value, complex family trusts on ongoing trust management and trustee duties, including the provision of trust administration services.
The tax, trust and estates team at Irwin Mitchell is co-led by national private client head Paula Myers in Leeds, Sheffield head Gillian Coverley and Leeds head Andrea Jones. The team, which is praised for being ‘technically excellent and also very personable‘ has expanded in recent months with a series of hires from other strong firms, including Thomas Wainman and associate solicitor Elizabeth Pearson, who both joined from Wrigleys Solicitors LLP. Key areas of strength include asset protection, wealth structuring and powers of attorney – typical clients range from owner-managers of businesses and senior executives to vulnerable clients, including those holding significant assets abroad.
Paula Myers; Gillian Coverley; Andrea Jones
Other key lawyers:
Thomas Wainman; Emma McCann; Katherine Wainman; Hollie Marcham; Elizabeth Pearson; Helen Dawson; Chris Ellison
‘We found both Gillian Coverley and Chris Ellison so very helpful.’
‘Hollie Marcham has great energy and passion.’
‘I recommend Katherine Wainman for technical trust matters and Thomas Wainman to clients who have business interests.’
‘The team provides a personal service, particularly Andrea Jones.’
‘Extremely professional and knowledgeable. Always open to discuss any potential clients and how they may be able to help them. If someone in the team can’t help with the specific query, they always bring someone in from the relevant team to help out, who can advise on the specifics.’
‘I have worked with Elizabeth Pearson and rate her highly for knowledge, speed of response and being very pleasant and helpful at all times.’
‘All are excellent technically and are also personable. I have also been a member of the STEP Yorkshire committee with Paula Myers and Andrea Jones and have been impressed by them. I would have no hesitation in referring clients to them.’
The offering at Mills & Reeve LLP is led by ‘expert in his field’ and the firm’s national head of private client Andrew Playle . The team specialises in advising high-net-worth trustees, private individuals and local and national business-owners on such complex matters as family investment companies; strategic estate planning and succession. Further, it is well-versed in advising on the gifting of shares and the reorganisation of shareholdings. Its matters are often cross-jurisdictional. Ellie Milner is a stand-out team member.
Other key lawyers:
Ellie Milner; Nicola Turner
‘They instil confidence as experts in their field. Client service is outstanding. They are easy to deal with.’
‘Andrew Playle is an expert in his field. He has a great team around him and dealing with them is very straight forward.’
‘A very competent, professional, and innovative team. They prepared a timeline at the start of the project which gave us an indication of the tasks required; expected completion dates and responsibilities for inputs by all stakeholders. They liaised with stakeholders and ensured minimum movement from the timeline. Their billing is transparent, with journal printouts accompanying bills.’
‘I have dealt with many solicitors during a lifetime in business and in my opinion, Ellie Milner ranks with the best. In addition to her obvious competence and her interpersonal skills, she is very easy to deal with insofar as I have never had to chase or remind her – in fact, it is she that takes the initiative to prevent slippage by others.’
‘Ellie Milner and Nicola Turner are very efficient, thorough and organised. A pleasure to deal with.’
‘The key for me will always be the relationship. I use Mills & Reeve for all my business and personal legal support. The departments work together and keep each other informed as to my requirements and progress in delivering them; this is my view unique .’
‘I work mainly with Ellie Milner at Mills & Reeve and her ability to listen, empathise and develop solutions that are not ‘out of the box’ but clearly designed specifically to meet my stated needs or those of my clients. Ellie is also highly innovative and offers a range of solutions rather than a ‘fait accompli’. Personal wealth legal support is fundamentally based on trust; that being that you sense that the you and your family can depend upon the guidance. I trust and depend on Ellie Milner.’
The team at Raworths is led by ‘superstar lawyer’ Rachel Tunnicliffe. Many of its members are STEP qualified. It advises high-net-worth and ultra-high-net-worth clients with complex asset bases on various matters, including: trusts, private equity investments, business restructuring, review and preparation of wills, lasting power of attorney matters and estate transfers. The matters are often cross-jurisdictional in nature. The team is described as ‘a shining light in the private wealth world’.
Other key lawyers:
Peter Greswold; Alison Walker; Caroline Hedges; Sam Jenner
‘Rachel Tunnicliffe has a deep knowledge of trusts, family counsels, succession planning and wills, which are all significant characteristics of a wealthy family. Clients also benefit from the proactivity which Rachel brings to the table. Her people skills are second to none.’
‘Rachel Tunnicliffe has the rare ability to combine laser sharp acumen with great kindness and 360-degree understanding. Her broad knowledge of not only her own sphere of expertise, but penetrating many other overlapping specialities makes her my absolute go to person for broad ranging advice. She is a superstar lawyer and human. Additionally, she has developed a superb team, all of whom I would trust implicitly.’
‘My work with the practice encompasses many facets. The competency of the individuals is of the highest standard and the work is delivered without fuss and with complete openness. A shining light in the UK private wealth world.’
‘They are knowledgeable and meet our expectations at all levels. Unlike other firms the practitioners at Raworths are both interested and engaged and, for them, every point or concern is addressed professionally and advice is delivered to us in a clear, understandable fashion. Peter Greswold and Jessica Toller are our main contacts and we are delighted to work with them both. However, I have had dealings with a number of other partners such as Rachel Tunnicliffe and Alison Walker who have, in turn been excellent.’
‘I principally deal with Caroline Hedges. She is knowledgeable, extremely efficient and has an excellent manner.’
‘We worked with Raworths on a complicated cross-border family trust rearrangement. The matter involved several jurisdictions, and branches of a family. It required not only detailed legal analysis but tact and diplomacy. The Raworths team were very impressive in their ability to navigate these issues and lead the client through the difficult process of the restructuring.’
‘Peter Greswold led the Raworths team and was impressive in every respect of the matter. His technical skills and personable approach were second to none and really helped get the client transaction across the line within the timeframes needed.’
‘Raworths’ private client and trusts team is unique, as it comprises of some of the best names in Yorkshire, whom have all come together under one umbrella. Underlying that, they have a very strong team of individuals coming through, including Alison Walker. I believe this to be quite unique. The quality of advice is exceptional. They are commercial in their outlook, but also reliable because not only have you got some of the strongest names in the centre in Yorkshire leading the practice, beneath it they have depth and quality.’
The Yorkshire-based contingent of ‘extremely intelligent and engaging lawyers’ at Wrigleys Solicitors LLP is led by Andrew Wriglesworth and Marie-Louise Hamilton at the Leeds office and Jane Netting , Lisa Eato and Lynne Bradey at the Sheffield office. The team deals with highly complex matters, which attracts a client base formed of three main sectors - farming and land-owners; family business owners; and injured, disabled and vulnerable individuals. Its workload involves high-value asset division disputes, with a focus on landed estates, trusts, succession arrangements and heritage assets. Hamilton heads the trust management services within the team. Experienced practitioner Julia Rangecroft came on board as a consultant in May 2022.
Andrew Wriglesworth; Marie-Louise Hamilton; Jane Netting; Lisa Eato; Lynne Bradey
Other key lawyers:
Lucy Hargreaves, Angus Hunter Smart; Aurea Wilson; Julia Boyes; Kieran McIvor; Julia Rangecroft
‘This team deal with extremely complex issues, which involves a large degree of independent fact-finding. They are thorough and fastidious in their approach to their work, and have a staff of extremely intelligent and engaging lawyers.’
‘I have worked most recently with Andrew Wriglesworth, Marie-Louise Hamilton, Lucy Hargreaves, Angus Hunter-Smart, and Aurea Wilson across the private client, probate and trusts departments. All communications with them are always extremely impressive. They are knowledgeable and deserving of their excellent reputations for attention to detail and excellence in these areas which have long been, and continue to be commanded by Wrigleys.’
In my opinion, this is the best private client team in the region. The quality of their work is exceptional – they act for landed estates and wealth business families. The depth of their expertise is quite exceptional.’
‘Julia Boyes is quite possibly the best private client lawyer I work with. Her knowledge of trusts and tax is second to none. She has excellent partners in Angus Hunter-Smart and Andrew Wriglesworth both of whom know the law so well.’
‘A truly exceptional private client practice.’
‘Kieran McIvor has been highly responsive literally at any time, and he’s efficient. Most importantly – on substance: his advice has been extremely valuable and thorough.’
‘Marie-Louise Hamilton is an exceptionally competent solicitor and joint head of the private client team. The team are very impressive and efficient. I have seen her dedication to a mutual client we have, she is astute and wholly committed to her clients. They clearly get an excellent service. I have absolutely no reservation recommending Marie-Louise as a leader in her field.’
The team at Andrew Jackson Solicitors LLP is co-led by Richard Hoare and Peter Duffus in Hull. Its workload is mainly formed of advising high-net-worth individuals on succession and lifetime planning in cases often involving complex, cross-border assets. In addition, it advises on the creation and administration of lifetime and will trusts; Duffus specialises in contentious probate and claims under the Inheritance Act. The team is well-experienced advising upon Court of Protection matters. Other key team members include Geraldine Martin and the ‘fantastic’ associate Sally Price . Edward Allen joined the firm from Clarion in mid-2022.
Richard Hoare; Peter Duffus
Other key lawyers:
Sally Price; Geraldine Martin; Edward Allen
‘Relationships are built on trust. Sally Price dealt with my late father’s estate in a calm and professional way. I had no hesitation in introducing Sally and Andrew Jackson to friends in similar circumstances, as I knew that this would be dealt with calmly and professionally. In addition, Sally has also access to expertise which helped us to navigate our way through the limited company issues that were left to sort.’
‘The team provides a perfect ‘one stop shop’ for all of our needs.’
‘Geraldine Martin has looked after our personal affairs for the past 30 years. We have a complex arrangement of trusts and Geraldine fully understands these and also understands the requirements of the family.’
‘The team at Andrew Jackson are approachable and knowledgeable. They take time to get to know their clients and make recommendations that suit their individual circumstances. They explain their advice in a way that clients can understand which is something that I feel very passionately about.’
‘Sally Price has been a fantastic support to me and my clients over the past 18 months. Sally is approachable, and my clients have commented on just how at ease she made them feel from their first interaction, something that is so important to me when recommending my own clients.’
‘Sally has a natural ability with people and like most good advisers can change her style to suit their understanding and knowledge without it being condescending, something that you rarely find in this industry. She also possesses great communication and time-management skills. She keeps her clients informed at all stages, which is something that I have found hard to find in a solicitor firm other than Andrew Jackson. I’m thankful for all her hard work.’
The private wealth offering at Leeds firm Clarion is headed by Lynsey Harrison, Justine Osmotherley and Clare King, who leads on Court of Protection matters. Its workload primarily involves advising high-net-worth and ultra-high-net-worth clients in estate planning and technical trust and estate matters, with an increasing focus on estate planning for farming families. The team’s clients are often multi-generational, with international dimensions. The multi-disciplinary nature of the firm allows the private wealth team to draw on the resources of other specialists to ensure a well-rounded client service. Legal director Stephanie Parish is another noteworthy team member.
Lynsey Harrison; Clare King; Justine Osmotherley
Other key lawyers:
Stephanie Parish; Gareth Marland
‘The whole team at Clarion are very knowledgeable. They have their staff committed, on-board and engaged, which always transfers to clients, so they feel it too.’
‘I love working with Stephanie Parish. She always explains things simply to my clients and is so down to earth.’
‘Gareth Marland is a hugely valuable addition to their team. He is proactive, clear, approachable and knowledgeable. One of the best solicitors I have worked with in Yorkshire.’
‘Stephanie Parish is an excellent private client lawyer who is clear and concise in her advice and in my case, handled delicate death estates with a genuine personal touch.’
‘Stephanie Parish was excellent. Always accessible and explained complex legal issues in a way that made them easier to understand. She dealt with a variety of issues relating to navigating the care system, probate, wills and trusts. Clarion and Stephanie Parish supported and steered us through what was a challenging time for my family. I would not hesitate to recommend them.’
‘There are an array of legal services available within this practice, but it maintains an ability to care and provide a personal service. Plenty of young blood and ambition.’
‘A real ability to listen, understand and forge long-term personal relationships.’
Ed Ryder leads the York offering at Harrowells Solicitors. The team’s workload consists mainly of complex estate planning disputes, particularly those involving high-value family trusts, agricultural businesses and owner-managed businesses. The firm itself boasts an ability to collaborate cross-departmentally, in order to provide its clients with a well-rounded service. Key team members include Monika Bone, who specialises in the administration of estates and all aspects of lifetime planning and Mark Jones, who focuses on wealth preservation.
Other key lawyers:
Philip Nelson; Monika Bone; Philip Williams; Lauren Hooghiemstra-Maughan; Mark Jones
‘They are very personable and treat you with respect. I have not dealt with other firms as I have always been happy with the service received from Harrowells.’
‘Lauren Hooghiemstra-Maughan at the York office is exceptional. She is top quality. Not only is she clearly highly professional, approachable and intelligent but she is also very capable. She explained Harrowells probate service clearly at the start, so I knew what to expect throughout.’
‘I have always found Harrowells to be approachable and friendly to deal with. All members of the team that I have come into contact with are professional and respectful. Harrowells were able to maintain a good level of service throughout the pandemic and were able to give me the advice and the support that I needed.’
‘This is a team that it is willing to invest in you as a client in order to understand your personal situation and requirements. Advice, options, costs and instructions are provided in a clear and transparent manner. The organisational infrastructure is extremely robust but also flexible to accommodate individual client needs. The practice always responds promptly to emails, letters and phone calls and you never have to chase them, somewhat of a rarity these days.’
‘Simply the human touch. We worked with Philip Williams, who handled my mothers LPA during a very challenging time. Subsequently, we used Philip to prepare our (my wife and I) power’s of attorney and wills. Not only was Philip the consummate professional in performing all the legal duties to the highest standard and in a timely manner, he also provided great insight and advice into available options regarding the wills. On a personal level, he showed compassion in dealing with my mother’s affairs and coupled with terrific sense of humour made it a pleasure to work with.’
‘The York team is unique for me because all are courteous, helpful, consistently professional and efficient. Therefore I trust them.’
‘Philip Williams is efficient, personable, listens carefully and is altogether brilliant. I may easily and enthusiastically recommend him.’
‘Ed Ryder and Philip Williams are very approachable and both have a very ‘can do’ attitude, both with professional connections and clients alike.’
The private wealth team at Schofield Sweeney is led by Huddersfield-based Ashley Iredale, Bradford-based John Feaster and Leeds-based Simon Glazebrook. Its workload mainly involves advising high-net-worth clients on the administration of trusts and estates; stamp duty land tax; family investment company cases and agricultural and landowning client matters. The team’s caseload often has cross-border complexities regarding trusts and inheritance tax.
Other key lawyers:
‘We valued their user-friendly contact, and quick response times. They came across as experts in their fields yet always explained relevant details clearly and simply.’
‘The individuals we dealt with were always easy to contact with direct phone and email options. All were friendly, easy to deal with and gave us great confidence that we had chosen a good firm.’
‘The private client team at Schofield Sweeney is excellent. Dealing primarily with complex and high-net-worth individuals, they have a huge depth of knowledge within the team. We refer all our clients in need of private client advice to them.’
‘Duncan Watson is approachable, knowledgeable and incredibly engaging with clients. He instantly makes clients feel reassured. Simon Glazebrook is an excellent communicator and what he doesn’t know about trusts is not worth knowing!’
Wake Smith Solicitors Limited
The team at Wake Smith Solicitors Limited is led by the ‘superb’ Suzanne Porter. Many of its members are STEP qualified, and its workload consists in part of advising on and preparing lasting power of attorney matters, occasionally involving lack of capacity Court of Protection issues, appointment of trustees and division of assets. Its matters are often high-value and cross-jurisdictional. Stephanie Chung is a key lawyer in the team.
‘The team is excellent as a whole. They are very personable people and that means a lot to clients who are often having a very difficult time. The team’s personable nature, when paired with their outstanding professional service, makes for a winning combination, as proven by their continued growth.’
‘I work closely with Suzanne Porter who leads the team, and associate Shaun Talbot. They are both brilliant communicators and I trust them implicitly with my clients.’
‘Rachel Basely is superb; knowledgeable, conscientious and compassionate.’
‘It was a pleasure to work with Stephanie Chung and it very much felt like we were a team when it came to working out the best way to resolve the matter. She clearly understood the client’s needs and was very alert to some of the sensitive aspects of the case. Stephanie is extremely knowledgeable in her field but also very personable. Stephanie would always be available to have a chat to discuss any issues in the case and it was easy to have a good working relationship with her. We were able to deliver a positive outcome for the client which was largely down to Stephanie’s handling of the issues and her ability to negotiate a practical solution. I would highly recommend working with her.’
‘Suzanne Porter at Wake Smith has always been exceptional in her service and expertise.’
‘I have been astonished by the speed at which Suzanne Porter deals with my requirements. I would recommend her to anyone who seeks an efficient solicitor.’
‘Shaun Talbot provided an excellent will preparation service for my wife and me. We found him to be particularly friendly and patient, with a personable manner. His communication was very clear and he made sure that we understood the implications of our respective wills, which gave us confidence.’
‘I’ve worked most closely with Suzanne Porter – she’s a good listener, thoughtful, reliable and supportive, she gives solid advice and acts quickly. She and her associates provide a warm welcome and professional advice. I have recommended Suzanne to several friends and colleagues as well as to family members.’
Associate director Liam O'Neill and senior associate Derek Hellawell co-lead the team at Berwins; the duo are recently additions to the firm, and work alongside experienced director Julie Jewers, who is a full member of the Society for Trusts and Estates Practitioners and a full member of Solicitors for the Elderly. Advising high-net-worth clients on such matters as estate planning, inheritance tax and wills forms the majority of the team’s workload. In addition, it advises beneficiaries on proactive planning and on the administration of estates. The team also advises clients on potentially contentious matters.
Liam O’Neill; Derek Hellawell
Other key lawyers:
‘Understanding of their clients’ needs, and sensitive to individual situations. Very clear and attentive.’
‘They are empathetic and friendly, quick to respond and clear.’
‘Berwins provide clear, concise and timely advice.’
‘Julie Jewers is a star: thorough, available and clear in her advice.’
‘Very friendly and knowledgeable team. Excellent private client department with in-depth knowledge of the subjects covered. Quick to turn around work which is a key request by most end-users. The ability to work some days from home I consider to have been a major benefit as there are less interruptions. The team still do come together which remains important.’
‘Julie Jewers is very efficient and knowledgeable. Explains complex law at a level which a client can understand. Many competitors do not pitch their explanations at a level the client can comprehend.’
The private client team at LCF Law is headed by Neil Shaw. It specialises in providing advice regarding the incorporation and organisation of trusts, to high-net-worth clients. Shaw is based in Bradford, and is a longstanding member of The Society of Trust and Estate Practitioners. The firm's work regularly includes Court of Protection matters; Ann Christian is another key name in the team.
Other key lawyers:
Ann Christian; Amjed Zaman
‘LCF Law has many senior staff and partners who have been there for a long time – it is obvious when working with them that they know each other very well and are happy to bring in other team members with specialisms as required.’
‘As a client I have found LCF Law approachable and efficient.’
‘Good team. The individuals have a good knowledge of will trust and probate law.’
‘Neil Shaw is an excellent lawyer with great knowledge of private client law and very good with clients.’
Lupton Fawcett's team is headed by Hugh Thompson . It advises high-net-worth landed estates owners and small-medium sized business owners on various matters. Examples of the team’s workload include obtaining grants and administering estates in cases which often have a cross-border element.
Other key lawyers:
Amanda Simmonds; Ed Taylor
Andrew Facer and Andrew Evans co-head the team at Ward Hadaway LLP; Facer leads the overall private clien practice from Newcastle, while Evans is based in Leeds. The team works collaboratively with relevant departments within the wider firm to offer a thorough service and wide-range of expertise to its high-net-worth clients. Its caseload primarily consists of providing advice to clients regarding lasting powers of attorney and estate planning matters, including tax-efficient gifting and trust creation advice. Its cases often have cross-border elements. Vivienne Wild joined the team from Clarion in June 2022.
Andrew Facer; Andrew Evans
Other key lawyers:
‘A large firm; however, you feel that you are still dealing with a local practice that is very client-orientated.’
‘Andrew Evans has an excellent manner with his clients and can deal with clients of all types, both corporate and individuals.’
‘Extremely knowledgeable and very helpful. They give full disclosure of costs and will go that extra mile to help clients.’
‘Andrew Evans is extremely easy to deal with and has a lovely way with clients.’
‘Ward Hadaway are helpful and collaborative in many ways, from helping with drafting wills & trusts to the more complicated issues surrounding Inheritance Tax rules in the UK – nothing is too much trouble for them, irrespective of the size of the client; that’s something you don’t see in other regional firms.’
‘I work extensively with Andrew Evans who is a great sounding board for wills, trusts and other family wealth issues; he is very thorough. He quickly builds a good rapport with clients, who are often going through a difficult time; he’s a very good listener too, just who you need at such difficult times. I recommend him highly and know he will always do a good job.’
‘I have known Andrew Evans for many years, and he has a very personal approach with clients, which is well received. This, together with his knowledge and experience, means more often then not, the clients have received very good advice and service.’
The team at Womble Bond Dickinson (UK) LLP is led by Susan Maxey, who divides her time between Yorkshire and the North East, where the firm is headquartered. Advising clients on their wealth structuring and business succession planning is the team’s specialism. More specifically, it often advises the trustees of generational family trusts on such matters as the development of long-term investment strategies. Its clients are often high-net-worth individuals with agricultural or estate holdings.
Other key lawyers:
Fiona McLaughlin; Nicholas Payne
‘Great team, with strength-in-depth and a range of practitioners who can deliver.’
‘Susan Maxey is diligent, knows her stuff and has great empathy.’
‘Really great team players with excellent knowledge of their subject matter.’
Nick Rhodes leads the team at Blacks Solicitors LLP. The practice advises individuals, who are often in complex family positions or vulnerable in some regard, on personal wealth matters including wills, powers of attorney, the administration of their estates and their inheritance tax matters. The team prides itself on structuring its clients’ affairs such that they can be confident that they are tax planning-efficient. Annie Beaumont is a key team member.
Other key lawyers:
‘As a practice, the welcoming approach, no-nonsense attitude, succinct and prompt responses and seemingly knowledgeable advice, paired with a rapid and accurate understanding of client needs, is impressive and comforting. A willingness to challenge and an ability to propose options ahead are unusual amongst similar practices.’
‘Annie Beaumont combined a clear competence in her approach – which swiftly built a confidence in myself – with an exceptional empathy with and understanding of the complex and sensitive issues that had to be resolved. Annie Beaumont recognised my unusual position in the case and remained totally professional and inclusive which enabled me to manage the expectations of the others involved.
‘My work has mainly been with Nick Rhodes. He thinks about clients needs and discusses aspects where assistance is required outside his scope of knowledge eg personal tax. Will have initial conversation to brain storm and then liaise with his client to see whether they want to take forwards’
‘Excellent department. Quick to respond to queries. Very personable.’
‘Good quality service. The individuals are easy to get hold of and respond very swiftly. The work is of a high quality.’
‘Great private client team that have gone over and above to assist my clients throughout the pandemic. It has been a difficult time with clients losing loved ones and Nick has shown empathy and professionalism when dealing with my clients.’
‘I have worked with various team members and they have all been organised, dealt with matters quickly and efficiently, and provided an excellent all-round service.’
‘The individuals that I have dealt with in this practice all show the same degree of dedication to the cause. I am confident that when I need their assistance I will get a positive response the same day.’
Emsleys Solicitors Limited
Elizabeth Webb heads the Leeds-based team at Emsleys Solicitors Limited. Its workload predominantly consists of advising on wills; lasting power of attorney matters; probate grants and Court of Protection matters. Its cases are often cross-jurisdictional and complex in nature.
Other key lawyers:
‘During a time of emotional upset and stress for our family, Elizabeth Webb offered to help us. She was kind, caring, very understanding, supportive and efficient. She made a process, which previously we had been led to believe would be difficult and involved, straight forward, easily understood and she met deadlines which we had been told were unattainable. We would happily recommend Elizabeth Webb to anyone who was looking for someone to help them in her field of expertise.’
‘The team are very professional & always willing to help. I felt that after losing my mum I was treated with empathy, which made what was a traumatic experience for me, one of care and trust.’
‘Victoria Sladdin dealt with my mum’s estate. I found Victoria caring, empathetic and always approachable. Victoria made a big difference in helping me and she is a credit to Emsleys.’
‘I’ve dealt with many solicitors and other legal firms. Emsleys would be right up there with the best I’ve encountered for professionalism, customer service and efficiency. They were an absolute pleasure to deal with on my personal affairs, which were reasonably complex given that I am recently widowed and now remarrying.’
‘The team at Emsleys are always on hand to answer any queries that you may have. They are quick to respond to queries. Their knowledge in the given field is excellent, very friendly, professional and knowledgeable.’
‘Elizabeth Webb is an excellent private client lawyer. She is very approachable and has a vast amount of knowledge in her field of work. Always happy to have a chat to help with any queries you may have. Elizabeth is quick to respond if she is not available.’
‘Good team of individuals with a good knowledge of private client law.’
‘Elizabeth Webb is a good lawyer with a good understanding of private client law and she is efficient at turning the work around quickly.’
Anne Rogers heads the well-established team at Graysons Solicitors. Its caseload includes advising clients with high-value estates, including businesses; agricultural land and property, on such matters as the impact of gifts on inheritance tax, and residential care planning. In addition, the team advises on disputes arising between families and beneficiaries, and deals with applications to the Court of Protection.
Other key lawyers:
Chris Shaw; Laura Cowen
‘Graysons have a strong private client team, with a wide range of experience acting in complicated estates. They are always willing to take on the role of independent administrator, even when it means having to handle very sensitive situations and families who do not get on.’
‘Anne Rogers is a proactive team leader who is always willing to offer to act as independent administrator and help carry what may be complicated and contentious estates through to conclusion.’
‘Chris Shaw provides excellent attention to detail and will drive forward the administration of estates in an extremely efficient manner.’
‘Laura Cowan helped us at a very difficult time. Laura applied for probate and guided us through processing my late sister’s estate and kept us informed of every step. I would not hesitate to recommend her services.’
‘The personal tax, trust and probate team at Graysons are one of the best in the region. Having referred our wills and probate matters to them for some years, they have always done 110% to ensure that our clients receive a personal and professional service.’
‘Laura Cowan is an expert in her field. She has gained her knowledge through many years in the profession; she provides a professional and personal service to her clients.’
- Advised on inheritance tax and other taxes on a large estate of a long-standing client that involved a nil rate band discretionary trust.
- Advised the family of a client who had lost capacity on a nil rate band discretionary trust that had conflicting clauses and had not been registered.
The personal tax, trust and probate offering at McCormicks is co-headed by Elaine Lightfoot and Peter McCormick. The team advises trustees, beneficiaries, attorneys and deputies on a range of matters, including: the establishment and running of possession trusts and charitable trusts; the appointment of income and capital from trusts; the effect of incapacity in LPA matters; and Court of Protection applications and contentious cases. In addition, it advises on the administration of estates.
Peter McCormick; Elaine Lightfoot
- Advising on the complex estate of the late John Herbert Strutt and the associated charities with regards, in particular, the future development and/or sale of various properties comprised within the residuary estate
- Advising the Premier League in respect of structures to protect young players from financial predators.
Ramsdens Solicitors LLP
The team at Ramsdens Solicitors LLP is led by Veronica Mullins. It deals with technically and emotionally complex estate cases of significant value. Such matters include ‘re-building’ estates to discover the extent of their value and advising on the division of unique assets. The team is well-equipped to advise parties lacking in capacity and navigate difficult family dynamics.
Other key lawyers:
‘Ethical, trustworthy and committed to their clients. Very capable and knowledgeable staff. High standards were displayed in all areas. Excellent communicators. They have commissioned me on a number of occasions to act for their clients, displaying a great standard of care and responsibility towards them.’
‘I would say that the team’s knowledge, experience and client communication were exceptional in the case that was being dealt with for myself and the family concerned. I always felt that I could contact the firm at any time should I need anything clarified.’
‘Clients are made to feel valued and not intimidated by legal matters with which they may not be at all familiar. Whist professional in every way, the services are delivered in a friendly and efficient manner. Communication is made as easy as possible. Billing is prompt and there are clear instructions as to various forms of settlement. I have always felt confident that the professionals and support staff will provide me with the best advice and guidance.’
‘I was fortunate to deal with Michael Robinson and wow, am I glad I did! He was understanding, caring, thoughtful and patient with me. He made this difficult time easier and took away most of the strain. I would not have had the will-power, knowledge or expertise to deal with this if it hadn’t been for him. I am so grateful to him for his care, time, expertise and diligence in this matter.’
‘I have found through my dealings with Veronica Mullins that her ability to pay such attention to detail always results in exceptional client care. She is extremely approachable and highly knowledgeable, and one cannot fail to be impressed by her high-profile as a panel deputy. This means she is hugely respected amongst her peers because she is an expert in her field, where she is methodical and pragmatic in equal measure. This results in me always having the confidence to refer long standing clients to her.’
Ridley & Hall
The team at Ridley & Hall is led by Thomas Grice from the Huddersfield office and Lynsey Bashforth from the Pontefract office. It covers the full spectrum of private client work, but its specialism is advising on estate administration and contentious probate matters involving missing people and elder financial abuse. It has experience in dealing with cross-jurisdictional complexities in its work.
Thomas Grice; Lynsey Bashforth