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Gardner Leader LLP

WINBOLT HOUSE, THE BROADWAY, THATCHAM, RG19 3HX, ENGLAND
Tel:
Work 01635 508080
Fax:
Fax 01635 669272
DX:
41852 THATCHAM
Email:
Web:
www.gardner-leader.co.uk
Maidenhead, Newbury, Thatcham

Richard Mead

Tel:
Work 01635 293637
Email:
Web:
www.gardner-leader.co.uk/specialist/richard-mead/
Gardner Leader LLP

Work Department

Personal tax, trusts and probate

Position

Richard is based in our Thatcham office. Since qualifying as a solicitor in 1987, Richard has specialised in estate planning work. He advises clients on how to protect their wealth and also guides them on the most appropriate methods of transferring that wealth, both during lifetime and on death.

Richard is an expert in advising on and drawing up wills – these often include trusts to reduce Inheritance Tax, minimise the impact of care fees or protect vulnerable beneficiaries. In his line of work he will ensure that pension funds, death in service benefits and life assurance policies are dealt with in accordance with the client’s wishes and as tax efficiently as possible. Richard is also experienced in advising on the taxation consequences of lifetime gifts and whether a trust should be considered, including setting up, restructuring and terminating trusts. He also deals with trust administration and is personally named as a trustee in some cases. His experience in Probate and administration of estates includes post-death tax planning to minimise Inheritance Tax. Setting up and registering powers of attorney is also an area of Richard’s expertise.

Member

Society of Trust & Estate Practitioners (STEP)
Private Client Section of the Law Society.
Trustee of the St Bartholomew’s School Foundation.


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.

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