Irwin Mitchell

Irwin Mitchell

irwinmitchell.com
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Global

Yorkshire Private Client

Robert Grove-Smith

Robert Grove-Smith

I have over 10 years’ experience in the field of Tax, Trusts and Estate law. I gained experience working for the Trusts & Estates division of a Private Bank before moving to Irwin Mitchell in 2016. My expertise includes the following areas of work: Preparation of Wills Estate Planning (including Inheritance Tax planning and succession planning) Obtaining Grants of Probate Inheritance Tax calculations and completion of Inheritance Tax returns Estate Administration, including administration of complex and high value estates Preparation of Declarations of Trust and advice and assistance with setting up or winding up Trusts created by Wills Advice on and preparation of Deeds of Variation to alter the distribution of an estate after death. I gain a detailed understanding of my clients’ circumstances and needs to ensure complex situations are solved effectively. My advice and assistance is explained and presented in a manner which is clear and easy for my clients to follow. Where necessary, I also work closely with colleagues in other departments in the wider firm (including Residential Property, Family Law and Trust & Estate Disputes) to ensure all of my clients’ legal needs are met at often critical stages of their lives. I deliver regular presentations to members of the public (like hospital staff, local and national charities and parents of children with disabilities) on subjects relating to Wills, Estate Planning and Estate Administration.

Deals

  • Were successful in securing Santander UK as our partner, to support their vulnerable customers with advice and guidance on all aspects of private client law.
  • Advising Finders International UK on estate administration matters often complex intestacies.
  • Supporting Macmillan Cancer Support with will writing services to their vulnerable supporters who often have life limiting cancer diagnoses.

Team Services

Our Private Client team is known for advising business, families, landed estates, Trustees, executors and other HNW and UHNW clients on all aspects of estate and succession planning, and asset protection, including cross-jurisdictional issues, trusts and other wealth structures.

There has been a significant expansion of the Leeds team in recent years. From a team of one in 2018, Andrea Jones has driven the huge growth of the Leeds team to now include a second Partner, two Senior Associate Solicitors, four Associate Solicitors, a Senior Tax Advisor, a Solicitor, a Senior Probate Paralegal, three Paralegals and a Trainee Solicitor.

Our Sheffield team is the largest private client team in the Sheffield and surrounding area with 34 colleagues. The team has grown in the last year, with three new Solicitors, two dealing with Estate Planning and one dealing with Estate Administration cases .

We pride ourselves on our client care and service and our score on Trustpilot is 4.8 stars, giving us an excellent rating. With our charity partner Age UK, we have a world class NPS score.

Awards and Recognition

Private Client team of the Year - Northern Law Awards 2023

Winners of the Private Client team of the Year at the Northern Law awards in June 2023

Private Client team of the Year - British Wills & Probate Awards 2022

Winners of the Private Client team of the Year

STEP Private Client Awards 2022

Finalists at the STEP Private Client Awards in 2022

Private Client Team of the Year - Yorkshire Legal Awards

Finalists of the Private Client Team of the Year at the Yorkshire Legal Awards from 2018 to 2022.