The Bristol-based private wealth team at Osborne Clarke LLP acts for a significant number of high-net-worth, international families, most notably those with a US connection. Entrepreneurs, business owners and charities also make up the firm’s diverse client base. Patrick Wooddisse is well-regarded for representing high-net-worth clients and high value trusteeships. Shelley Faulkner’s diverse caseload encompasses private and charitable trust creation, inheritance tax planning and estate administration. Jenny Deacon is also a key member of the team.
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+44 117 917 4461
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Profile

Profile

Work Department
Personal tax, trusts and probate
Position

Patrick helps clients with tax planning, intergenerational succession, and the establishment and operation of complex trusts. Much of his work is international and he specialises in UK/US tax planning.

Patrick has a broad client base that includes individuals, financial institutions and trust companies.

He has advised leading UK banks on trust law issues, as well as international trust companies in the Channel Islands and Switzerland on succession planning, trust disputes, precedents and standard documentation. He also works with clients in Africa and the Indian diaspora.

In his private client practice, Patrick advises wealthy UK and non-UK residents on property, trust, tax, estate and succession planning. He has particular expertise in working with entrepreneurs and farming families. He also advises on the creation and administration of charities.

Patrick believes that good legal advice is based on listening carefully to clients and understanding what they want to achieve and why. Effective solutions then come through a combination of common sense, lateral thinking and legal excellence. They then need to be explained clearly and concisely, with decisive conclusions.

Career

Having a previous career as an Army Officer in the Royal Gurkha Rifles, Patrick continues to evolve as a leader. Patrick is committed to a strong team ethos and to fair and considerate management.

Memberships
Patrick is also a member of the Society of Trust and Estate Practitioners and the Association of Contentious Trust and Probate Specialists.

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Testimonials

Collated independently by Legal 500 research team.

  • ‘Agile thinkers. ’

    ‘First-class legal and tax minds.’

    It has been easy working with the team and I find the members intelligent and quick to respond. The team has also had a "can do" approach and always try to work in a honest and straightforward manner. ’

    ‘Patrick Wooddisse is one who I would say stands out from the other firms I have worked with. His eye for detail and personable nature makes me want to work with him. Where he may not have an immediate answer, he has gone back to the team and discussed internally and sought suitable advice to come back with intelligent solutions. I appreciate his timely responses and work ethic.'

    ‘Professional and clear advice and I always feel confident that I am in safe hands with the OC team.’

    ‘Shelley Faulkner has been superb.’

    ‘Shelley Faulkner is the epitome of excellent client care. She is determined to ensure an answer is given and a matter dealt with as soon as possible to give peace of mind, and her guidance and advice is similarly excellent. To have Shelley acting for you is hugely reassuring.'

    'Sophie Walmsley is a first-rate up and comer.’