Advising both local and national business owners, HNW individuals, landowners and sports and media personalities on wealth structuring and tax planning, Hill Dickinson LLP is praised for ‘always providing excellent advice’. The team has extensive knowledge in inheritance tax mitigation, which includes advice on the establishment of family investment companies, trust reorganisations, estate administration as well as acting on contentious probate matters. Liverpool-based Fionnuala Kenny heads up the team and is a regular advisor of HNW clients on inheritance tax and succession planning and UK trusts. Paul Baker advises owner managed businesses and charities on cross-border capital tax and succession planning, whilst Susan Sherry provides wills, trusts and estate planning for UK-based clients. Katie Austin, who was made partner in July 2024, oversees the establishment of new trusts, deputyship applications and counsels deputies and attorneys.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
‘In depth knowledge & experience.’
‘Personable and Approachable.’
‘HD Private Client team are always willing to assist and are unquestionable the best knowledge base in the area. They answer queries with ease and always provide excellent advice.’
‘Kelly Monaghan has the ability to understand every client's problem almost immediately and provide thorough and well thought out solutions. She is a credit to the firm and the reason why I have recommended HD to so many people. A powerhouse of a performer.’
Practice head
Fionnuala Kenny
Other key lawyers
Paul Baker; Susan Sherry; Katie Austin; Kelly Monaghan