Aaron & Partners LLP, based in Chester, covers all aspects of estate administration and tax planning, including matters of inheritance tax, business property relief, nil rate band trusts, and capital tax. Clive Pointon leads the team and advises HNW individuals and their financial advisors on a range of deputyship, wills, tax and trusts issues. James Wallace handles non-contentious estate, tax and wills advice, next to his active disputes practice, and Rowena Ridgway covers estate administration, particularly in instances where a deputy needs to be appointed by the Court of Protection. Paul Caslin is described as ‘incredible at what he does’.
Legal 500 Editorial commentary
Accolades
Client satisfaction
Testimonials
Collated independently by Legal 500 research team.
‘Paul Caslin is incredible at what he does. He has a real knowledge of the area in which he advises and has a very personable approach.’
‘A very friendly team and extremely professional. There is obviously great collaboration amongst the team and jobs are dealt with quickly.’
‘Clive Pointon is a true professional and charming individual. James Wallace is a highly personable and markedly skilful professional. Rowena Ridgway is a joy to deal with and her subject knowledge is superb.’
‘The company were very knowledgeable about dealing with difficult Wills and generally very effective. Most recently, I was particularly impressed by the work of Paul Caslin and feel that had he been involved from the beginning we would have moved things along much quicker.’
‘Knowledgeable, considerate, respectful and follow up on the things they say they are going to do. Every time I've had contact with them they have been extremely professional and they have an excellent human touch. This means it has the ability to communicate effectively and clearly.’
‘Key dealings with Paul Caslin, who has been fantastic throughout. Clear, considerate, respectful and extremely knowledgeable and professional. I have no hesitation at all in strongly recommending him to anyone in need of personal tax, trusts and probate services.’
Work highlights
Advised a widow in relation to the estate administration of late husband’s estate and advised on her own estate planning position.
Advised high net worth client on estate planning and prepared Will including asset protection trust arrangements and a gift of 10% to Charity to secure the lower rate of inheritance tax.
Advised personal representative of a cross-border estate involving assets in the UK and Australia. The matter was further complicated by a missing original Will and a loan payable by the estate with strict terms and conditions to adhere to.
Lawyers
Leading associates
Leading associates with regular involvement in their team's key work, and recognition from peers or clients as being ones to watch.
Practice head
Clive Pointon
Other key lawyers
James Wallace; Rowena Ridgway; Paul Caslin