Irwin Mitchell

Irwin Mitchell

irwinmitchell.com
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Global

Yorkshire Private Client

Hollie Marcham

Hollie Marcham

Hollie specialises in advising family business clients on tax and succession planning issues including the creation of UK tax reports, trusts and complex Wills. Hollie deals with complex Court of Protection applications with a particular focus on statutory Will and gifting applications. Hollie advises on all legal aspects of work affecting vulnerable, elderly and mentally incapable individuals. Hollie has a particular focus on the administration of complex estates with business interests and where there is a contentious element running alongside the administration.
Clare Walker

Clare Walker

I am an Associate Solicitor in the Lifestyle and Estate Planning team in the Leeds office, with extensive experience in Wills, Estate administration, Trusts, Powers of Attorney and Elderly and Vulnerable client affairs. I advise people at all stages of their life, including succession and end of life planning, after they have lost a loved one, on marriage or divorce, starting a family, or moving themselves or a loved one into residential care.   I qualified as a solicitor in 2008 and I am a full member of Solicitors for the Elderly and an affiliate STEP member.   I advise on all areas of private client including: Wills Administration of Estates (including complex and cross-border) Inheritance Tax Capital Gains Tax Trusts Estate Planning Probate Powers of Attorney Court of Protection matters My clients appreciate my straight-forward, friendly and practical approach and I enjoy working as a team with them and other professionals internally and externally to achieve their aims.
Sarah Wintle

Sarah Wintle

I am a Wills and Probate Solicitor at Irwin Mitchell in Leeds. My experience includes: Drafting Wills Administering Trusts, including long standing family trusts Drafting and registering Lasting Powers of Attorney for Property and Financial Affairs and Health and Welfare with the Office of the Public Guardian Registering Enduring Powers of Attorney with the Office of the Public Guardian Assisting clients with the management of their affairs under deputyship orders Making applications to the Court of Protection for deputyship orders and other Court of Protection matters Dealing with probate matters and the administration of estates, including testate and intestate estates. I qualified as a solicitor in 2018.
Elizabeth Pearson

Elizabeth Pearson

I specialise in advising family business owners, entrepreneurs and high-net-worth individuals in respect of succession planning and asset protection. This involves analysing any existing structures and advising on how we can help restructure their affairs to achieve their goals in a tax efficient way. This uses a combination of Wills, trusts and wider estate planning, for example, Family Investment Companies. I’m also experienced in advising trustees in relation to the administration of trusts. This includes advising them on the scope of their powers, discretions and duties, and considering ways in which we could reorganise complex family trusts.

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.