Meet the team

Gatwick Private Client

Irwin Mitchell

Southampton, England
+3 other locations
  • Newbury, England
  • Chichester, England
  • Crawley, England
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Deals

Advised funeral plan policy trustees on steps needed, including the creation of new trusts, to achieve compliance of trust deeds and fund management in line with new FCA regulations, whose aims were to ensure this previously unregulated market is exercising suitable financial markets standards in engaging with clients and handling client funds.

Advising family rural business and individual farmers on minimising their corporate and personal exposure to inheritance tax. Mitigating tax liabilities through company restructuring, updates to business plans, improved Will structures aligned with corporate documentation, and careful consideration of protective trust and corporate structure for the next generation.

Advising husband with significant wealth in long term second marriage to wife with very limited wealth, where his intention was to pass all wealth on his earlier death to his own children. Advising in detail on the susceptibility of his estate to potential claims and assisting him in reframing his testamentary wishes to provide appropriately for his wife, and assisting in managing expectations of his children to limit potential for dispute on his anticipated death.

Organigram

Team Services

Our teams in the region house bespoke private client solicitors, advising mostly high and ultra-high-net worth UK resident/domiciled clients (often with international assets) on their estate and tax planning, trusts, wills, business/rural/agricultural asset arrangements and succession.  We particularly support our London colleagues who refer HNW UK res/dom clients for estate planning advice, bringing levels of complexity to our work for which we are well equipped.

We call on colleagues across offices nationally, and all areas of expertise, to deliver an enhanced client experience: trust and tax compliance, international tax, wills, trusts and estates disputes, attorney/deputy administration, property matters, and link with our colleagues in our business legal services to address all client needs. This innovative client-focused audience sector approach allows us to better understand our clients and meet their current (and future) needs accordingly, rather than seeking to serve them one service‑line at a time.

Our work demonstrates our stand out offering in:

  • Thorough estate, trust, and intergenerational planning for our whole client base, focusing on clients in business wealth, rural business and privately wealthy sectors;
  • Creating and advising upon trusts;
  • Advising on niche area of non-contentious trust litigation on matters ‘momentous to the trust’
  • Trust Administration and Compliance, including our unrivalled Death Benefit Trust Administration and recently expanded Trust Registration services;
  • Probate and estate administration, including highly complex business and rural business assets, property aspects, and international elements and we are also often nominated by the Law Society and STEP to act as independent administrator in complex contested estate administration cases;
  • Financial administration for individuals who have lost capacity and Court of Protection work, especially statutory Will applications.

Testimonials

Awards and Recognition

Legal 500

We are a Legal 500 Tier 1 Team, with recognised individuals. Caroline Shelton is a Leading Individual and Rose Macfarlane has been noted as a Rising Star.

Chambers High Net Worth

Chambers HNW Band 1 Team with 3 recognised individuals