The ‘very dependable and experienced’ private client and succession and tax teams at Blake Morgan LLP offer broad expertise across advisory, probate and trust administration, and court of protection matters. Leading the team, the ‘very personable’ and ‘highly respected’ Paula Shea regularly acts for entrepreneurs and business owners across wills, trusts, probate, and estate and tax planning. With a focus on large private businesses and high-net-worth estates, Simon Treherne  and Jonathan Sleep assist on will preparation, trust establishment, and tax planning. Highly sought-after among executors, Darren Price is a specialist in estate administration, grant of representation applications, and tax navigation, while Laura Richards is an expert regarding deeds of variation and trust management.

Known for its ‘great knowledge’ and ‘sensible advice’, the private wealth sector group and succession and tax team at Foot Anstey offers leading expertise across tax and succession planning, estate and rural management, and wealth inheritance. Acclaimed for her ‘outstanding’ advice, Rachel Brooks is highly sought-after among agricultural clients, landed estates, and high-net-worth individuals and advises on succession planning, tax navigation, and trust administration. Celine Lecomte brings a wealth of experience in administering family trusts and personal injury trusts and assists trustees and beneficiaries through trust restructuring, taxation, and compliance.

The ‘highly skilled and knowledgeable’ private client team at Trethowans LLP boasts a breadth of expertise on private client matters. Mihiri Gajraj acts for high-net-worth individuals and families on complex estate administration and tax planning mandates, while Adam Scott is a key contact among high-net-worth individuals with multinational assets, offering deep expertise on estate and tax planning matters. Bournemouth-based Bonnie Ward is a further key contact, advising high-net-worth clients on tax and estate planning and the establishment of trusts and family investment companies.

The ‘immensely knowledgeable’ private wealth and inheritance practice at Herrington Carmichael LLP offers a deep bench of experts on estate administration and succession planning mandates. Charlotte Drury-Woods leads the department and brings particular expertise concerning complex estate and trust administration as well as contested estate issues. Graeme Black offers further experience regarding estate administration, complementing this with a strong niche in court of protection matters. Nicole Miller heads the trust and tax team, focusing on complex estate administration and will structuring, while Kerry Parsons specialises in significant cross-border wills and trust issues.

‘A dynamic and proactive team’, the private wealth practice at Moore Barlow is highly sought-after among high-net-worth clients and rural estates on complex domestic and cross-border mandates. Naomi Wilkes leads the department and offers the gamut of private client expertise, assisting across estate administration, tax and succession planning, will preparation, and grant of representation matters. Offering clients ‘thoughtful, clear, and constructive advice’, Sonia Green, who joined the firm in November 2024, is a particular expert on inheritance tax planning and the application of agricultural property relief.

The tax and estate planning department at Paris Smith LLP boasts a ‘depth of experience’ on trust administration, asset and investment succession, and contentious probate matters. An expert in technical succession planning issues, William Hadley heads the team and assists across will structuring, tax planning, and agricultural property relief matters. Jason Oliver leads the contentious probate and trusts team and brings a ‘very strategic focus’ to mandates, including challenges to will validity, proprietary estoppel claims, and inheritance act claims. A standout advisor on succession planning and personal tax and trust issues, Anthony Nixon is a key contact among high-net-worth individuals and family businesses.

Through its wills, trusts, and probate department, Phillips Law is a notable port of call among domestic high-net-worth families and estates. The team is co-headed by Sian Lias, who assists across inheritance tax navigation, will drafting, and the registration of powers of attorney. Lisa Perry also co-leads the practice and advises on will and trust preparation, as well as grants of probate. Specialising in the administration of estates and trusts and the drafting and reviewing of wills, Sarah Parker is a further key contact.