Next Generation Partners

Personal tax, trusts and probate: Cambridge in East Anglia

Birketts LLP

Birketts LLP is renowned for the strength of its private wealth practice, for which Cambridge is a key hub. Led by Caroline Stenner and 'knowledgeable and responsive' up-and-coming partner Rachel Winter, the team acts for many of the largest businesses, farming families and entrepreneurs in the area, handling the full range of private client advisory matters, as well as offering niche advice on equine, family business and natural capital issues. Legal director Alex Hunt has 'an eye for detail, and an enthusiastic thirst for complex knowledge'. STEP-qualified senior associates Kimberly Sayward (who has 'a commendable grasp of her subject and clients' needs') and James Marsh are also recommended.

Praxisleiter:

Rachel Winter; Caroline Stenner


Weitere Kernanwälte:

Kimberly Sayward; James Marsh; Alex Hunt


Referenzen

‘ Very experienced team with excellent client-handling skills.’

‘ Kimberly Sayward has a commendable grasp of her subject and clients’ needs.’

‘Very reliable and at the forefront of this area of law.’

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HCR Hewitsons

Cambridge is the largest hub of the firm-wide private client practice at HCR Hewitsons, which has the largest group of lawyers in the region. Led by Daniel Curtis, who frequently acts for clients with foreign property or who are domiciled abroad, the practice provides 'personal service and a knowledge base that is second to none'. Bernadette O’Reilly handles capital tax planning for individuals and trustees; Elizabeth Davies frequently advises high-net-worth individuals, businessmen, farmers, and elderly clients; and Katherine Hague handles matters involving foreign assets and landed estates. Senior associate Kelly Wardell is also recommended for estate planning and newly hired partner Lisa Millington from Roythornes Solicitors for trusts involving landed estates.

Praxisleiter:

Daniel Curtis


Weitere Kernanwälte:

Bernadette O’Reilly; Elizabeth Davies; Kelly Wardell; Katherine Hague; Keri Rowan


Referenzen

‘The team is able to draw on specialist advisors across the firm to solve complex on estate and trust disputes.’

‘Bernadette O’Reilly – excellent overview of complex transactions, very good ability to pull together the right team at the right time and to follow through to completion.’

‘I recommend them to any prospective clients as they are an excellent firm.’

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Mills & Reeve LLP

The Cambridge office of Mills & Reeve LLP has a deep bench of talent led by vastly experienced practice head Chris Belcher, who has a stellar reputation in advising wealthy UK and international individuals and families on tax, trusts and estates, including inheritance matters and capital gains tax planning. Belcher ‘clearly understands clients’ specific needs on a range of different matters, from the simplest to the deeply complex‘. His team is noted for its ‘discretion, speed, accuracy, and simplicity‘. The firm hired Lucinda Brown from BDB Pitmans, who brings a national trusts and estates practice. Principal associate Emma Geale and senior associate Katrina Hopkins are highly recommended by clients.

Praxisleiter:

Chris Belcher


Weitere Kernanwälte:

Emma Geale; Katrina Hopkins; Kirsten Crawley


Referenzen

‘The team at Mills & Reeve goes above and beyond for us. They have strength in depth, so that we always have great access when required and in a timely fashion. We feel as if we are special clients and can rest easy, knowing that they always have our backs covered. In addition to having a London presence, their head office base in Cambridge makes them more accessible to our largely East Anglian organisation and more cost-effective. ’

‘Chris Belcher is a very experienced and personable partner at Mills & Reeve. He clearly understands our specific needs and is always available when required, on a range of different matters, from the simplest to the deeply complex. We have worked with Chris for a number of years and appreciate the continuity and expertise that he provides to us.’

‘The highest compliment I can pay Kirsten Crawley is that I followed her to Mills & Reeve when she left her previous firm.’

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Ashtons Legal

The large, cross-office private client practice at Ashtons Legal has a high concentration of experience in its Cambridge office, with Court of Protection specialist Lynn Wicks and wealth management and tax planning expert Jennie Pratt among the region’s most sought-after advisers. Senior associate Christina Duck and ‘phenomenal‘ associate Amy Pettitt also play pivotal roles in the firm’s high-value matters. Senior associate Zara Bracegirdle joined from Woodfines LLP in late 2023 to add expertise in estate planning for business owners.

Praxisleiter:

Lynn Wicks


Weitere Kernanwälte:

Jennie Pratt; Christina Duck; Amy Pettitt


Referenzen

‘Amy Pettit was phenomenal!’

‘The team are friendly and supportive. It’s like seeing family.’

‘Lynn Wicks is willing and able to take on her clients’ challenges.’

Barr Ellison LLP

Barr Ellison LLP's private wealth practice  is 'very knowledgeable, reliable and provides a personalised approach to the high-quality advice it delivers'. Practice head Emma Parsons is highly sought after for wills, trusts and estate planning for high-net-worth individuals, academics and entrepreneurs. Associates Chris Jones and the 'calm, patient and helpful' Tim Metcalfe , and 'very caring and professional' legal executive Courtney Searle are among the firm's many skilled junior lawyers.

Praxisleiter:

Emma Parsons


Weitere Kernanwälte:

Chris Jones; Courtney Searle; Francesca Tubb; Tim Metcalfe; Serap Karaoglan


Referenzen

‘We met Chris Jones and from the start felt felt comfortable that he would give us guide us through the mysteries of probate. This was important so the procedure ran smoothly. He explained everything clearly.’

‘Chris Jones has been very helpful and approachable.’

‘Tim Metcalfe is outstanding. Calm patient and helpful. Took time to understand my personal situation and offer tailored sensible advice. Explained everything really well. ’

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Greenwoods

Greenwoods has a large firm-wide private client practice with a foothold in Cambridge, where practice head Clare Harris is the standout practitioner. Clients regard her as 'a proactive, commercial lawyer who has great technical competencies'. Legal executive Ellen Eley also plays a key role in the 'slick and impressive team'. Both are STEP-qualified, and Harris is also a Fellow of the Agricultural Law Association. Locally, the firm has a strong bank of multi-generational trusts and estates work, and is also adept in Court of Protection matters.

Praxisleiter:

Clare Harris


Weitere Kernanwälte:

Ellen Eley


Referenzen

‘A slick and impressive team.’

‘Clare Harris – a true professional.’

‘The team is responsive from the initial enquiry through to completion and billing. The fee earner is made known to the client from the start and will ensure that they are the principal contact for the matter and takes full responsibility for engagement delivery. If there is an area outside their expertise they will acknowledge and revert with the answer / conversation with an appropriate colleague.’

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  • Advising executors of an estate containing numerous parcels of land and woodland, in relation to IHT and eligibility to claim Agricultural Relief (and the applicable rate), Business Relief or Heritage Conditional Exemption depending on the nature and use of the land.
  • Advising a client on how his IHT position would differ if he were to enter into a civil partnership.
  • Varying a Will to leave AIM portfolio to non-exempt beneficiaries in order to benefit from Business Relief.

Howes Percival LLP

Howes Percival LLP‘s private client practice is led from Norwich by Tom Lawrence but the firm is steadily building its presence in Cambridge through 'efficient, thorough' STEP member Stephen Patch, who not only handles high-value and complex matters for high-net-worth clients, but also acts frequently as an executor and trustee. Clients note that he 'strikes a good balance between professionalism and friendliness', and they praise the practice's ability to respond quickly to all enquiries.

Praxisleiter:

Tom Lawrence


Weitere Kernanwälte:

Stephen Patch


Referenzen

‘Breadth of knowledge and patient with clients.’

‘I have received a professional service with clear communication at all times and with good timing.’

‘I have been working with Stephen Patch in a probate matter following the failure of another legal firm to get matters done. Stephen has been efficient, thorough and communicated well throughout. A high level of customer service has been delivered. ’

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Tees Law

Tees Law has a large and loyal client base locally, which includes high-net-worth individuals, members of the House of Lords, academics, business owners, farmers and landowners.'Thoughtful and helpful' practice head and senior partner Catherine Mowat stands out for succession planning for rural clients and high net worth individuals.  Senior associate Chris Claxton-Shirley, who is recommended for his 'kindness, empathy and support', and 'very knowledgeable and very patient' associate Heather Fuff are among many junior lawyers who play pivotal roles in key matters.

Praxisleiter:

Catherine Mowat


Weitere Kernanwälte:

Chris Claxton-Shirley; Heather Fuff; Sophie Shirley; Antonia Lomax; Angela Sewell; Sharon Chan


Referenzen

‘Catherine Mowat and Sophie Shirley have both provided excellent service for more than ten years. Very happy as a client. We have a good relationship. I feel able to seek help on any matter and know I will receive it in a timely manner.’

‘The service we have received has been everything we hoped for and required for probate.’

‘Sharon Chan and Antonia Lomax have been quick to respond to queries and to explain terminology we didn’t understand fully.’

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  • Administration of a high-value, complex, cross-border estate with assets in England, Scotland, the United States of America, South Africa, Australia and the Bahamas worth in excess of £3 million.
  • Creation of a disabled person’s trust to hold a criminal compensation payment for a minor child with the firm as a professional trustee.
  • Succession planning in respect of an estate worth in excess of £20 million including advice on the structure of Wills, related Letters of Wishes and the preparation of Lasting Powers of Attorney.

Woodfines LLP

The private client tram at Woodfines LLP is 'able to provide a genuinely personal feel to their services and they are highly reliable'. Lead partner Mikhala Leak 'sets an outstanding positive culture' in a practice that frequently handles high-value estate and succession planning for business owners and directors. Senior associate John Wright and 'approachable and easygoing' associate Thomas Hale are part of a large and highly regarded bench of junior lawyers.

Praxisleiter:

Mikhala Leak


Weitere Kernanwälte:

John Wright; Thomas Hale


Referenzen

‘A genuinely lovely bunch of people who are very client- and solution-focused. Khala Leak sets an outstanding positive culture.’

‘Comprehensive and professional service with great feedback at all times. Management of client expectations across the business is outstanding.’

‘Thomas Hale is approachable with an easygoing, professional demeanour. He reverts quickly on enquiries and questions and is flexible with clients.’

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