Hall Of Fame

Personal tax, trusts and probate: Thames Valley, Berks, Oxon, M4/M40 in South East

Blandy & Blandy LLP

Blandy & Blandy LLP maintains a wide-ranging offering that includes will and estate planning, estate administration and lasting powers of attorney issues, alongside Court of Protection matters. Practice head Jonathan Gater enjoys a strong reputation in handling matters relating to trust and estate administration, Powers of Attorney and Court of Protection matters, while department manager Caroline Casagranda advises a diverse range of clients on the full gamut of wills, inheritance tax planning, probate and estate administration mandates. Elizabeth Short is another name to note in the practice, contributing her skills across wills and estate planning, and Louise Nelson bolsters the practice with her experience in elderly client and Court of Protection matters. Kelly Chandler is also recommended.

Praxisleiter:

Jonathan Gater; Caroline Casagranda


Weitere Kernanwälte:

Elizabeth Short; Louise Nelson; Kelly Chandler


Referenzen

‘The practice is truly collaborative, is great at communicating with clients and referrers and has a strong presence within the community.’

‘Louise Nelson is excellent. She is very informative and a very good communicator.’

‘Experienced, knowledgeable, professional and encouraging.’

Boodle Hatfield LLP

The Oxford-based private client practice at Boodle Hatfield LLP operates across a multitude of areas, such as art and luxury assets, philanthropy, family offices and probate work, with considerable expertise in managing complex international wealth structuring mandates for business and private assets. Leading the practice is Natasha Hassell, who is routinely engaged to handle long-term estate planning issues, onshore and offshore trusts, tax planning matters and wills. Eleanor Sepanski assists clients with a varied spectrum of onshore UK tax, private client and trust work, and is particularly experienced in handling mandates arising in the US. Other names to note include Andrea Zavos and Sally Harlow.

Praxisleiter:

Natasha Hassall


Weitere Kernanwälte:

Eleanor Sepanski; Andrea Zavos; Sally Harlow


Referenzen

‘Eleanor Sepanksi is a partner of vast experience and real humanity. She is able to straddle the complexity of tax and estate planning with a very humane sensibility.’

‘Eleanor Sepanski has a consoling and kind presence combined with in depth knowledge to ensure the necessary steps to secure succession and minimise tax as well as the breadth of vision to advise on key strategic decisions. She is meticulous and always goes the extra mile.’

‘Skilled and diligent and wonderful with clients. Lots of back up to enable first class advice to be given.’

Field Seymour Parkes LLP

Assisting clients with the full range of estate and trust administration work, Field Seymour Parkes LLP is noted for its work across international, corporate and agricultural estates, high-value family trusts and inheritance tax issues. Rob Crowther helms the team with particular expertise in providing asset protection and tax planning advice, while Sue Vandersteen leverages her commercial law background to advise corporate clients on taxes, trusts, estates and partnerships. Lifetime planning expert Ben Oliver, who is a member of both the Association of Taxation Technicians (ATT) and the Chartered Institute of Taxation (CTA), bolsters the practice. Olly Davidson is another name to note.

Praxisleiter:

Rob Crowther


Weitere Kernanwälte:

Sue Vandersteen; Ben Oliver; Olly Davidson


Referenzen

‘A fantastic regional firm which punches well above its weight. Its offering is led by some seriously impressive partners who work hard, think strategically, and achieve excellent results.’

‘Ben Oliver is a thoughtful lawyer with a fantastic grasp of the law and a superb understanding of what clients want.’

‘Rob Crowther is an old-school charmer with the legal skills and experience to deal with the most difficult cases and challenging circumstances.’

Freeths LLP

Fielding a team of ‘committed experts’, Freeths LLP covers multifaceted estate planning, contentious trust and probate work for international clients and agricultural and landed estate clients. Co-lead Louise Lewis is routinely entrusted to handle complex estates and trusts, as well as estate planning for high-net-worth individuals, while fellow co-lead Lisa Mark-Bell enjoys an esteemed reputation for work involving business, agricultural, intellectual property and international interests, acting for a diverse panoply of clients such as individuals, company directors, farmers and academics. Charlotte Digby bolsters the practice with her considerable experience in managing complex estate administration matters.

Praxisleiter:

Louise Lewis; Lisa Mark-Bell


Weitere Kernanwälte:

Charlotte Digby; Sarah Foster


Referenzen

‘I am very impressed by Louise Lewis who is our main lawyer at Freeths. She is an exceptional lawyer and a deeply caring and understanding person. I would highly recommend her to anyone especially when you are experiencing grief or distress.’

‘Strong small team of committed experts.’

‘Louise Lewis is a hugely talented and creative lawyer with a true commitment to finding the optimum outcomes for her clients. Immensely empathetic and driven and able to work tirelessly to overcome conflicts.’

Gardner Leader LLP

Jolyon Barton leads the ‘extremely knowledgeable’ team at Gardner Leader LLP, focusing on core streams of work that include will and probate work, tax planning strategies and the establishment and administration of family trusts. Key contact Penny Wright has a wide range of experience that encompasses estate planning and inheritance tax planning, among other issues, with particular proficiency in matters of an international scale. Richard Mead bolsters the practice with his capabilities in protecting vulnerable beneficiaries and advising on the tax consequences of lifetime gifts. Niamh Minihane is capable of undertaking varied mandates in relation to inheritance tax planning, Court of Protection matters and capacity issues.

Praxisleiter:

Jolyon Barton


Weitere Kernanwälte:

Penny Wright; Richard Mead; Niamh Minihane; Lucy Butcher; Marie Verney; Lucy Savage; Hannah Walbridge


Referenzen

‘The Team offers a fantastic balance between acumen and compassion. They have the ability to adapt their style and explanation in accordance with their audience; from the most sophisticated through to the most financially inexperienced client.’

‘They have always been professional in their dealings through some complex family scenarios, offering clear advice and also managing emotions.’

‘My main dealings have been with Penny Wright and Marie Verney. Both show huge levels of compassion, but also clear, straightforward advice. I would not think twice to refer any of my own clients to either of these partners.’

Blake Morgan LLP

With particular capabilities in overseas assets and multi-jurisdictional mandates, the ‘well-rounded’ team at Blake Morgan LLP has a varied practice that encompasses will work, estate planning and estate administrations that incorporate foreign assets. Susannah Treherne steers the practice, advising a diverse roster of clients on both contentious and non-contentious work, alongside notable expertise in cases involving diminished mental capacity. James Greig is noted for his ability to handle tax and succession planning for those with complex family structures, inheritance tax and literary estates, while Kathryn Woodward principally focuses on wills, inheritance tax planning issues and administering high-net-worth estates. Stephen Evans is also recommended.

Praxisleiter:

Susannah Treherne


Weitere Kernanwälte:

James Greig; Thomas Middlehurst; Kathryn Woodward; Mary Mulhern; Stephen Evans; Andrew Lane


Referenzen

‘Extremely knowledgeable about probate law. I would highly recommend James Greig and his team who are all efficient, professional and very good to work with.’

‘James Greig went above and beyond what we asked of him. James provided excellent advice and helped to find our way through the process very effectively.’

‘Stephen Evans is succinct and efficient, knowledgeable and very pleasant to deal with.’

Irwin Mitchell

Counting financial advisers as well as a range of high-net-worth individuals on its client roster, Irwin Mitchell is regularly entrusted to assist clients with wealth and succession planning, Court of Protection applications and estate administration. Sarah Phillips helms the practice, bolstering the practice with her expertise in advising financial planners and accountants on the legal and tax elements of estate planning. Sarah Paton is noted for her ability to assist clients with complex wills and trusts, while Stewart Stretton-Hill‘s expertise encompasses advising those with diminished mental and physical capacity.

Praxisleiter:

Sarah Phillips


Weitere Kernanwälte:

Sarah Paton; Stewart Stretton-Hill


Referenzen

‘The team have been so supportive and kind, at a time when we as a family felt vulnerable. Even though they are essentially professionals doing a job, we were never made to feel like that. They were extremely professional, but kind.’

‘We have worked predominantly with Sarah Paton. She has explained things very clearly and in ways we can easily understand.’

‘Sarah Paton’s standout qualities are her patience and her kindness. She has been very patient in what is quite a complicated situation and has always explained things to us in a way we can understand. She has also been incredibly kind and empathetic at a very difficult time in our family.’

Rothley Law Limited

Rothley Law Limited‘s arsenal of capabilities includes assisting corporate clients with complex and cross-border mandates, including international estate administrations. Melissa Maple spearheads the practice, with a niche practice in advising business entrepreneurs, directors, property owners and developers as part of corporate deals, while Charlotte Dunn strengthens the practice with her specialism in advising high-net-worth individuals on landed estates, heritage assets and literary assets. Sarah Cairns tackles high-value and technical matters, particularly complex estate administrations and estate planning issues.

Praxisleiter:

Melissa Maple


Weitere Kernanwälte:

Charlotte Dunn; Sarah Cairns


SE-Solicitors

Advising clients across a varied spectrum of private client work, including trust, inheritance tax planning and business owner succession planning mandates, SE-Solicitors is regularly entrusted by high-net-worth individuals, senior executives of listed companies and local charities on complex, multi-faceted work. Lucy Gordon helms the practice, deploying her considerable knowledge in the agricultural sector to advise a diverse roster of clients. Founding partner David Endicott is capable of handling lasting powers of attorneys, personal tax advice and probate and trust administration work. Tom McInerney is another name to note.

Praxisleiter:

Lucy Gordon


Weitere Kernanwälte:

David Endicott; Tom McInerney


Referenzen

‘Very easy to deal with, speak in plain English avoiding legalese. Communication is to suit the client. I feel that we got great advice to ensure our financial affairs were put in order.’

‘Excellent advice given succinctly and in a highly efficient manner. Lucy Gordon is a standout.’

‘They are expert in advising on structuring ownership of onshore and offshore assets as well as all the usual trust and estate matters.’

Boyes Turner

Leveraging expertise in the firm's commercial technology, property and employment teams, Boyes Turner‘s core streams of work include estate administrations, the preparation of complex wills, and estate planning and tax advice, as well as various contentious mandates. Paul Lowery steers the team, contributing his particular specialism in will preparation to the practice. Chartered legal executive Ally Tow is noted for her expertise in contentious probate matters.

Praxisleiter:

Paul Lowery


Weitere Kernanwälte:

Ally Tow


Referenzen

‘Very efficient.’

‘Boyes Turner are a large, diverse law firm who remain able to deliver a service with a personal touch. They are responsive, fair and expert.’

‘Helpful, professional, listened well and met our needs.’

BDB Pitmans

With a broad range of capabilities across wills, probate and powers of attorney mandates, BDB Pitmans is noted for its ability to advise executors of valuable estates to manage inheritance tax exposure. Practice head Sheilagh Magee routinely advises clients on domestic and foreign property matters and interests across a varied array of contexts, and Alexander Morgan routinely assists clients with inheritance tax-related mandates.

Praxisleiter:

Sheilagh Magee


Weitere Kernanwälte:

Alexander Morgan


Referenzen

‘Sheilagh Magee is a pleasure to deal with as well as experienced in her area.’

‘I mainly deal with Sheilagh Magee a senior solicitor and partner. She is very good at dealing with persons from all walks of life and this is reflected with her expanding Court of Protection practice.’

‘Alexander Morgan is very competent and knowledgeable in this specialised area of work.’

RWK Goodman

RWK Goodman is noted for its capability across high-end tax and estate planning mandates, alongside particular strengths in offshore tax planning work. Steering the practice is Tom Gilman, who demonstrates expertise in estate planning for both private individuals and families as well as Powers of Attorney and Court of Protection work. Other key individuals include tax planning expert Chris Wilson and Calum Campbell, whose diverse range of expertise encompasses Inheritance Act, contentious trust and proprietary estoppel claims.

Praxisleiter:

Tom Gilman


Weitere Kernanwälte:

Chris Wilson; Calum Campbell


Referenzen

‘Very good reputation amongst the local community.’

‘Professional staff, very approachable and knowledgeable.’

‘Always willing to give up their time to help.’

Brethertons LLP

Sarah Horton, Emma Stewart and Laura Stuart spearhead the Brethertons LLP private client practice, which covers high-value estates, Court of Protection related work and trust creation and administration matters, alongside particular expertise in advising those with agricultural properties, business assets and life-changing serious injuries.

Praxisleiter:

Sarah Horton; Emma Stewart; Laura Stuart


Weitere Kernanwälte:

Holly Waddelow; Annabel Burchett; Ellen Stiles


Referenzen

‘Very approachable; their explanation was very clear and understandable.’

‘They have strength in depth when needed, but being allocated an individual makes service personal.’

‘Personal yet professional. Accommodating yet clear on expectations.’

Harrison Clark Rickerbys

Harrison Clark Rickerbys maintains a broad offering that encompasses a multitude of private wealth law matters, regularly assisting domestic and global clients as well as landed estates. The key figure in the firm’s Thames Valley office is Emma McCarthy, who has a varied practice covering wills, estate planning and lasting powers of attorney work.

Weitere Kernanwälte:

Emma McCarthy


Referenzen

‘I find the team to be very responsive and client focused. They surprise clients with the speed of dealing with a wide range of issues.’

‘Emma McCarthy is an exceptional lawyer who quickly builds confidence.’

‘Team is very approachable, explains the process well and communicates effectively.’

Winckworth Sherwood LLP

Capable of acting across various tax and inheritance matters, Winckworth Sherwood LLP acts for a varied client roster that extends from UK-based trusts and executorships to charities and attorneys. Seasoned practitioner Philip Collins leads the team with considerable expertise in contentious matters, assisting clients with disputes arising from estate and trust administrations in addition to wills.

Praxisleiter:

Philip Collins


Weitere Kernanwälte:

Alison Talbot; Samantha Warner


Referenzen

‘Excellent – always willing to help the client understand tricky issues, prepared to research and consider range of options, swift response to client.’

‘Samantha Warner has great interpersonal skills, strong grasp of complex issues. She provides well-judged advice.’