The Legal 500

Twitter Logo Youtube Circle Icon LinkedIn Icon

Gardner Leader LLP

WHITE HART HOUSE, MARKET PLACE, NEWBURY, RG14 5BA, ENGLAND
Tel:
Work 01635 508080
Fax:
Fax 01635 521341
DX:
30805 NEWBURY
Email:
Web:
www.gardner-leader.co.uk
Maidenhead, Newbury, Thatcham

Jolyon Barton

Tel:
Work 01635 508143
Email:
Web:
www.gardner-leader.co.uk/specialist/jolyon-barton/
Gardner Leader LLP

Work Department

Personal tax, trusts and probate and Commercial property

Position

Jolyon (Jo) is a partner at Gardner Leader in the Inheritance Protection team.

Jo’s work includes inheritance tax and capital gains tax mitigation, wills drafting, creating and advising on trusts and their use in tax planning, administration of large and complex estates, court of protection matters and deputyships and lasting powers of attorney.

Commercial and other property matters Jo has dealt with have included property transactions associated with tax planning and trusts, acquisitions and disposals including business premises, farms and residential property, options and development agreements, grant and renewal of commercial leases and property tax considerations.

Within the partnership Jo is Inheritance Protection team leader and the firm’s Money Laundering Reporting Officer.

Member

Jo has been a member of The Society of Trust and Estate Practitioners (STEP) since 2000 and was Chairman of STEP Thames Valley Branch from 2012 until May 2015 and serves on this committee.


South East: Private client

Personal tax, trusts and probate: Thames Valley, Berks, Oxon, M4/M40

Within: Personal tax, trusts and probate: Thames Valley, Berks, Oxon, M4/M40

With ‘very capable, experienced and competent staff’, Gardner Leader LLP is recommended for its ‘quick response times’ and ‘personal and friendly touch’. Practice head Jolyon Barton has a broad practice, advising on inheritance tax and capital gains tax mitigation, wills drafting, trust creation, Court of Protection matters and powers of attorney. The ‘very friendly, knowledgeable, calm and excellent with clients’ Robert Jobson advises on all aspects of inheritance planning, and regularly assists with the establishment of new trusts and the administration of existing trusts. Penny Wright has ‘an incredible depth of knowledge and a wealth of experience’, which includes wills, probate, charitable trusts, and complex international estates and domicile issues. Wright and senior associate Niamh Minihane are the key contacts for mental capacity matters. The team was strengthened in 2017 by the hire of senior associates Marie Verney and Richard Mead. Senior associate David Finnerty is noted for his specialism in assisting clients with questions surrounding their digital assets.

[back to top]


Back to index

Legal Developments worldwide

Legal Developments and updates from the leading lawyers in each jurisdiction. To contribute, send an email request to