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England - Yorkshire • Private client
3

Personal tax, trusts and probate

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Wilkin Chapman Rollits

More information
Wilkin Chapman Rollits advises a broad private client base, with a focus on succession planning issues, trusts, and tax mitigation work for farming families, business owners, and high-net-worth individuals. The team is led in Beverley by Lesley Archer, who regularly handles complex estate planning work. Laura Fahy is noted for her work on complex wills and estate administration, including a niche specialism in estates involving bankruptcy.
Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • ‘Lesley Archer was extremely knowledgeable and efficient. She responded swiftly to my queries when I was unsure how I should proceed, and offered good advice. ’

  • ‘Proved to be very efficient. Excellent communication. Always found team members interact and refer with other disciplines within the firm when required. Achieving a quick response ’

  • ‘Laura Fahy has been lovely to deal with.'

  • ‘A thoroughly professional modern and efficient organisation that was easy and a pleasure to deal with. The ability to make complex issues easy to understand were much appreciated by this client.’

  • ‘The majority of my dealings are with Laura Fahy who has been excellent in every respect. Laura's warm, friendly, sympathetic nature and her ability to quickly grasp and explain complex issues at a most difficult time for me have been outstanding.’

  • ‘I would say one of the main strengths of this firm is the wide variety of solicitors who can cover any subject you may have to employ them for. The team are very welcoming and friendly from the receptionists to the solicitors.’

Work highlights

Dealing with a complex estate which included numerous assets and calculating the Inheritance Tax reliefs available, in particular under section 28 relief in respect of an Employee Benefit Trust.
Advising on and dealing with appointing assets out of a Discretionary Will Trust to the widow within 2 years of the date of death in order to successfully claim spouse exemption.
Dealing with complex intestacy, which involved preparing a Deed of Variation leaving 10% of the estate to charity in order to mitigate Inheritance Tax.

Practice head

Lesley Archer

Other key lawyers

Laura Fahy