Andrew Mortimer > Stone King LLP > Bath, England > Lawyer Profile
Stone King LLP Offices
Upper Borough Court
Upper Borough Walls
Bath
BA1 1RG
England
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Andrew Mortimer
Work Department
Trusts and estates.
Position
Andrew specialises in estate planning advice for private individuals, particularly inheritance tax planning, strategic advice to families on managing and passing on assets and businesses, the drafting of wills, the establishment and running of trusts, and advising elderly clients on managing their affairs.
Andrew also practices as a Notary Public, providing notarial services to clients on cross-border transactions and other matters.
Career
Articled Allen & Overy; qualified as Solicitor 1988; associate Allen & Overy 1988-96; partner Stone King 1996; qualified as Notary Public 2008.
Memberships
Law Society Probate Section; STEP.
Education
Oxford University (1984 Law); Cambridge University (2007 Diploma in Notarial Studies).
Leisure
Squash, football, gardening, music in covers and folk bands.
Lawyer Rankings
South West > Private client > Personal tax, trusts and probate
‘Practical, timely and approachable’, Stone King LLP is experienced in various private client matters, including estate planning, care services for the old and vulnerable, cross-border succession and probate advice, and bespoke capital tax planning. The team is led by Kathryn Layzell, who specialises in older client advice and care funding. Andrew Mortimer is praised for his ‘calm, measured approach‘.
Lawyer Rankings
Top Tier Firm Rankings
- Private client > Charities and not-for-profit
- Public sector > Education
- Crime, fraud and licensing > General crime and fraud
Firm Rankings
- Dispute resolution > Commercial litigation: Gloucestershire, Somerset and Wiltshire
- Real estate > Commercial property: Gloucestershire, Somerset and Wiltshire
- Employment > Employment: Gloucestershire, Somerset and Wiltshire
- Private client > Family
- Private client > Contentious trusts and probate
- Private client > Personal tax, trusts and probate