The ‘very knowledgeable’ Louise Igoe heads the department at Lodders Solicitors LLP. The team remains busy advising on matters involving estate and succession planning, inheritance tax, trusts and probate. The group excels in advising high-net-worth clients, and is adept at overseeing the administration of complex estates involving agricultural and business properties. John Rouse has particular expertise in succession planning for businesses and farmers, as well as providing tax and estate planning advice on issues relating to strategic land sites. Associate Jennifer Russell is recommended for her work on diverse matters including lasting powers of attorney and the creation of trusts. Legal director Elaine Morgan aids with trust administration. The team was boosted by the arrival of Dawn Oliver from Harrison Clark Rickerbys in May 2024.
Personal tax, trusts and probate in West Midlands
Lodders Solicitors LLP
Praxisleiter:
Louise Igoe
Weitere Kernanwälte:
Jennifer Russell; John Rouse; Elaine Morgan; Dawn Oliver
Referenzen
‘In all of my dealings with them, I have found them to be knowledgeable and fully up to date on the latest issues in their field, a prompt and reliable service always, that brings with it confidence and reassurance.’
‘Approachable, they will take time to listen and are eager to hear either my or a client’s point of view, so that they can best understand a client’s concerns and in turn seek to provide the most appropriate advice.’
Meridian Private Client LLP
Meridian Private Client LLP has a ‘great reputation in the market’. The ‘technically very strong’ team is ‘very knowledgeable and extremely helpful’. Led by Jon Croxford, it has considerable expertise in diverse areas such as estate/trust administration and shareholder tax planning, as well as UK and offshore tax, estate and trust planning. Eamonn Daly, who is a chartered tax adviser and a full member of STEP, specialises in acting for wealthy individuals and their families on an array of tax planning, wealth succession and asset protection matters. Natasha Smith is known for her private client tax advice to wealthy individuals, in particular to business owners.
Praxisleiter:
Jon Croxford
Weitere Kernanwälte:
Eamonn Daly; Peter Gate; Vicki Bennett; Edward Jones; Jennifer Morries; Jordan Jackson; Natasha Smith
Referenzen
‘The caring and thoughtful way they deal with queries, worries and helping us to understand legal definitions etc so we can make the right decisions. Their advice and knowledge on getting our affairs in order for our own peace of mind have been invaluable.’
‘Peter Gate and Eamonn Daly have been patient, honest, effective and efficient and above all the whole process was smooth and seemed straightforward to us. Their knowledge is considerable and we feel confident in confiding our personal legal affairs with them.’
‘Eamonn Daly is very friendly and easy to contact. He is quick to respond to communications and queries. He is technically very knowledgeable in trust law but crucially combines this with taxation expertise and practical implications. This is very reassuring when dealing with complex trust matters.’
Highlight-Mandate
- Advised three generations of an international family and now acting as trustees of two excluded property trusts with multi-jurisdictional beneficiaries. Currently advising on interests in offshore property companies, combining UK and foreign taxes.
- Advised clients on a remedial reorganisation of a FIC which left significant unintended value in their estates and caused ongoing tax issues through its structure and the method used to pass value.
- Advised individual, family trust and EBT shareholders on trust law, share schemes, SDLT, stamp duty and corporate/employment taxes on the demerger of group trading activities from property assets to facilitate a c£15m MBO.
Mills & Reeve LLP
Mills & Reeve LLP has been described as ‘the crème de la crème of the private client world’. At the helm are John Grundy, Catriona Attride (who joined the firm in June 2023 from Gateley Legal) and Lucy Howard. It has a strong reputation for its advice to business owners, wealthy individuals, families and landed estate clients. The group has particular expertise in advising on the creation of family investment companies. It frequently advises wealthy philanthropists on the establishment of charities and other charitable-giving mechanisms. Another core area of focus is advising wealthy families where mental capacity has become a concern. Principal associate Sarah Wood receives many plaudits. Matthew Hansell has now retired.
Praxisleiter:
John Grundy; Catriona Attride; Lucy Howard
Weitere Kernanwälte:
Sarah Wood; Jacob Cork
Referenzen
‘A highly dependable and efficient team. Proactive, hard-working and efficient.’
‘The team provides an excellent collaborative approach to complex estate planning matters.’
‘Catriona Attride excels at making the complex matters easier to understand from a client’s perspective. Her knowledge and experience make her stand out from others in her field. She is extremely popular with clients.’
Kernmandanten
Acts for two of the top five in the Midlands Rich List and many other notable local families.
Shakespeare Martineau LLP
The ‘knowledgeable and professional team’ at Shakespeare Martineau LLP is ‘very easy to deal with’, under the excellent leadership of Hannah Tait and Verity Kirby. Its key areas of focus include providing wealth, tax and succession planning advice to families, landed estates, entrepreneurs and business owners. The group also helps elderly clients, and receives a steady flow of instructions on personal injury trusts. Lesley Davis continues to play a pivotal role in the department, and works closely with many private banks and large accountancy practices. Julia Rosenbloom, who joined the practice in August 2023, is a chartered tax adviser as well as a trusts and estates practitioner.
Praxisleiter:
Hannah Tait; Verity Kirby
Weitere Kernanwälte:
Lesley Davis; Julia Rosenbloom; Victoria Taylor
Referenzen
‘Practical and easily explained advice. Quality advice. Julia Rosenbloom is very experienced and knowledgeable. She has always delivered practical, compliant solutions in a timely manner.’
‘Knowledgeable and professional team who are very easy to deal with. Hannah Tait was very easy to deal with and clearly had a deep understanding of the areas where we required guidance.’
‘Excellent customer service with a compassionate approach. Highly proficient in trust matters. Caring, professional manner wanting what’s best for the client.’
Anthony Collins Solicitors LLP
The team at Anthony Collins Solicitors LLP is best known for its work with vulnerable adults. It frequently advises on protection structures for families with disabled individuals, as well as on compensation protection trusts and statutory wills. The group is also adept at advising on Court of Protection matters covering both finances and welfare. In addition, the practice often provides estate and capital tax planning advice to medium and high-net-worth families. Donna Holmes is the practice head. Senior associate Lindsey Bohanna is another key contact.
Praxisleiter:
Donna Holmes
Weitere Kernanwälte:
Lindsey Bohanna
Referenzen
‘The practice has a high level of integrity and competence.’
‘Donna Holmes has a high level of integrity and competence. Also emotional intelligence.’
‘They are always responsive to queries in a reasonable timescale. The team is friendly and this is important.’
Kernmandanten
SE
SBS PKS Trust
Walters Trust
FH
JM
GT
Hamlin Fistula UK
AC
AB & SB
Estate of PG
Highlight-Mandate
- Successfully acted as and for professional trustees of a family trust following proceedings being issued against them by some of the beneficiaries of the trust.
- Acted to wind up eight family trusts within a tight timeframe to support the underlying beneficiaries’ tax-efficient move to Spain.
- Advising a charity beneficiary on its entitlement of complex and intertwined estates of a husband and wife who died in very close proximity.
FBC Manby Bowdler
At FBC Manby Bowdler, Kim Carr, Graham Fuller and Sara Simson ably co-lead the wills, probate and lifetime planning team in the West Midlands, Shropshire and Worcestershire. The nimble team covers community care and Court of Protection matters. In addition, it is well-regarded for its work with business owners and agricultural estate owners on complex inheritance tax planning and business succession issues. Highlights included Christina Polychronakis‘ promotion to the partnership in April 2023 and Deborah Beal's arrival in September 2023 from Wright Hassall LLP. Christopher Bate was promoted to the partnership in April 2024.
Praxisleiter:
Kim Carr; Graham Fuller; Sara Simson
Weitere Kernanwälte:
Christina Polychronakis; Deborah Beal; Christopher Bate; Carina Kervin; Samantha Roberts
Referenzen
‘They offer an excellent service across all aspects of private client work. Graham Fuller has a very strong technical knowledge of trusts, estates and tax planning. Has a great ability to understand client objectives and thinks of creative ways to achieve them. One of the most impressive private client solicitors I work with.’
‘FBC show a genuine approach to care for their clients and “getting it right”. What sets them out against other firms is their professionalism. They have great knowledge of the sector they perform in. They never leave anything undone or unfinished.’
‘Christina Polychronakis – down to earth, approachable and an excellent sense of humour which really builds rapport and trust with the client. Christopher Bate – his warm approach and professionalism.’
Harrison Clark Rickerbys
The private wealth team at Harrison Clark Rickerbys acts for many of the region’s wealthiest families, and regularly works with other professional service providers across the country. It advises on work spanning the establishment of family investment companies through to ways of maximising inheritance tax relief. In addition, the group often works on partnership agreements. Laura Banks, Beth King-Smith and Julia Stahl are the heads of department, while Shirley Rabbetts is also recommended. Dawn Oliver joined Lodders Solicitors LLP.
Praxisleiter:
Laura Banks; Beth King-Smith; Julia Stahl
Weitere Kernanwälte:
Shirley Rabbetts
Referenzen
‘Laura Banks was always understanding and clearly engaged with our specific concerns that had to be resolved. At every stage, she demonstrated the knowledge and experience that was essential to achieving an optimum conclusion. Entirely professional, yet at the same time being sociable and friendly.’
‘The team operates as a seamless interface to the client. Laura Banks came highly recommended as a specialist and we found this to be the case. We found that Laura worked through the complexities and potential difficulty to deliver a clear understanding for the client.’
‘Professional and capable. Always respond quickly.’
Lanyon Bowdler
The highly experienced private client department at Lanyon Bowdler is represented at every office of the firm, and is therefore able to advise clients across the whole of Shropshire, Herefordshire and North Wales. With Edward Rees, David Pugh and Karl Beckett at the helm, it is recommended for its work on trusts, estate planning and administration. It also excels in many other areas, including advising on business property relief and agricultural property relief. Neil Davies heads the Court of Protection offering, while Kevin Thomas covers estate administration.
Praxisleiter:
Edward Rees; David Pugh; Karl Beckett
Weitere Kernanwälte:
Neil Davies; Kate Lawson; Aimee Johnson; Kevin Thomas
Referenzen
‘I had dealings with Kate Lawson – she has been prompt and professional. A pleasure to deal with.’
‘Friendly and approachable – can ask questions and clarification without feeling silly. Responsive to emails and phone calls.’
‘Aimee Johnson helped my mum and myself deal with the legal aspects of her estate, and was always polite, courteous, and professional.’
Kernmandanten
Thomas Evans and Gwyneth Huskins (Ada Power)
Philip and Gillian Margaret Brown
Administrator of George Edward Oseland
Timothy and Carole Eades
Philip and Fay Jones
Ross Weston
Philip Buttrey as Executor of the Estate of Henry James Langford
Rosalind Boswell
Highlight-Mandate
- Prepared and executed wills and Lasting Powers of Attorney for both property & financial affairs and health & welfare for Timothy Eades and Carole Eades.
- Dealing with full administration of the estate of the Late Ada Power.
- Dealing with full administration of the intestacy of the late George Edward Oseland on behalf of his son, Mark Oseland.
Sydney Mitchell LLP
Sydney Mitchell LLP is praised for showing ‘a genuine approach to care for clients and always going the extra mile’. Tracy Creed is the head of the department, which has seen wealth preservation and elderly client work become a significant part of its caseload. Other key areas of focus include advising on the administration of estates and on applications to the Court of Protection. The practice is also well-regarded for its specialist advice in relation to NHS continuing healthcare. Shelley Collingbourne is another significant member of the practice.
Praxisleiter:
Tracy Creed
Weitere Kernanwälte:
Shelley Collingbourne
Referenzen
‘Tracy Creed has always made me feel like she really cares. I have had a really difficult time and she supported me throughout the whole process. She has always been available at the end of a telephone and has been very professional.’
‘The solicitor who has been dealing with this estate (Shelly Collingbourne) has been excellent, and I cannot praise her highly enough.’
‘Shelley was very friendly and personable, which put me at ease and made me feel clear on the process/where we were in the will-writing process.’
Highlight-Mandate
- Advising a trustee and executor relating to lifetime trust(s) and the settlor’s linked estate. Negligent advice provided by a will writer and the impact of that advice on the trusts and the estate.
- Advising on a continuing healthcare matter, successfully secured full funding and ultimately undertook a successful appeal resulting in a reimbursement of care costs.
- Advising on linked estates for mother and son who died two years apart.
The Wilkes Partnership
At The Wilkes Partnership, Andrew Hasnip and Ellie Holland spearhead the department, which is lauded for its ‘excellent knowledge, and clear and timely communications’. It has a wealthy client base stretching across the West Midlands and beyond, comprised of high-net-worth individuals as well as owners of small and medium sized enterprises. Areas of focus include advising on inheritance tax, trusts and estate planning, as well as succession planning for business owners. Ann-Marie Aston leads the Court of Protection offering. Senior associate Sophie Fenn is a full member of the Association of Lifetime Lawyers.
Praxisleiter:
Andrew Hasnip; Ellie Holland
Weitere Kernanwälte:
Ann-Marie Aston; Sophie Fenn; Rachael Chambers; Sophie Raybould
Referenzen
‘Ann-Marie Aston – a depth of knowledge and experience. So professional and incredibly caring… she will always have her client’s best interests at the centre of everything she does.’
‘Sophie Fenn – what a wonderful caring, professional approach she has. Her knowledge of the sector is fantastic. And this is reflected in the work she does with her clients.’
‘Sophie Raybould – Part of a great team. Knowledgeable and experienced. A stickler for getting it right and ensuring the client has the best service!’
Aaron & Partners LLP
Chester-based Clive Pointon is a key contact at Aaron & Partners LLP. The team is skilled at advising business owners, landowners and high-net-worth individuals on how to organise their estates to minimise exposure to inheritance tax. It is also skilled at advising on the creation and administration of charities. Senior associate Amy Morris is recognised for her work on an array of succession planning matters.
Praxisleiter:
Clive Pointon
Weitere Kernanwälte:
Amy Morris
Referenzen
‘A very pragmatic approach for the client when we make a referral to Aaron & Partners LLP. Clear engagement instructions presented and costings provided for their work.’
‘A very personable approach and being prepared to learn and understand the client needs whilst they are making one of the most important decisions of their life. Their advice and longer-term tax planning is invaluable. Amy Morris.’
‘I can’t speak highly enough of Amy Morris. She is professional and understanding of difficult matters. Amy’s knowledge of the law is extremely reassuring.’
Band Hatton Button LLP
At Band Hatton Button LLP, the ‘friendly’ team is praised for its ‘clear communication with advice you can rely on!’. Headed by Michelle Gavin, it has a solid reputation for its work on wills, estate planning and asset protection matters. It continues to be busy advising on other issues such as powers of attorney and Court of Protection work, as well as on the administration of trusts and post-death tax planning. Recently promoted partner Charlotte Macalister handles complex estates with an interest in Court of Protection matters.
Praxisleiter:
Michelle Gavin
Weitere Kernanwälte:
Charlotte Macalister; Keri Wood
Referenzen
‘The staff we deal with at Band Hatton are always respectful of their clients, value positive relationships with other professionals and are responsive – Charlotte Macalister and Michelle Galvin.’
‘I have worked with Michelle Gavin, Charlotte Macalister and Keri Wood. They have all been very responsive to queries and are happy to seek specialist tax advice if a matter is outside of their expertise.’
‘The team are very personable and always take the time to talk through your requirements in detail so you fully understand. Michelle Gavin is very approachable and her technical knowledge is excellent.’
MFG Solicitors LLP
The private client division at MFG Solicitors LLP is active across the personal tax space, with expertise in the administration of estates and probate, personal tax and wealth planning issues, trust matters including creation and administration work, and Court of Protection mandates. In Kidderminster, Giles Scott leads the department and acts for an array of high-net-worth individuals and families, while Gary Priest focuses on inheritance tax and capital gains tax matters, and Thomas Evans leads the tax advisory team. Sally Smith and Janna Vigar also contribute to the practice; both are based in Ludlow.
Praxisleiter:
Giles Scott
Weitere Kernanwälte:
Gary Priest; Thomas Evans; Sally Smith; Janna Vigar
Referenzen
‘Everyone I have dealt with has given me a fully professional service and has kept me informed.’
‘Always helpful and kept the client informed of progress and/or problems.’
‘I wanted to use a local practice who I felt were embedded and supportive of the community I lived in. MFG met this criteria.’
Pickerings Solicitors
The ‘personable and professional’ team at Pickerings Solicitors advises business owners, landowners and high-net-worth individuals on the creation and administration of trusts and estates. Practice head Emma Harrison has a broad practice – she regularly deals with complex estates involving trusts and multiple assets. Lucy Cooling is a skilled practitioner who specialises in planning for beneficiaries with a disability. Associate Marie Tisdale is another key figure who has particular expertise in advising on agricultural estates.
Praxisleiter:
Emma Harrison
Weitere Kernanwälte:
Lucy Cooling; Marie Tisdale; Emily Hawley; Sophia Farmer
Referenzen
‘The team have an exceptional knowledge of taxes, probate and trusts for minors and work together to provide the best possible service and information to their clients. My dealings with them have been quite complex and their advice has been excellent.’
‘Emma Harrison is undeniably excellent. She is able to explain the law in layman’s terms, making it easier to understand and less complicated and daunting.’
‘My recent engagement with Pickerings was dealt with by Emily Hawley and Sophia Farmer. Both of whom have outstanding communication.’
VWV
At VWV, Rachael Armstrong is ‘committed to delivering high-class advice and guidance to all of her clients’, which include farmers, musicians, entrepreneurs and company directors. Armstrong regularly advises high-net-worth names on inheritance tax and succession planning, and on setting up trusts as part of family investment companies. She also continues to be busy advising on other matters such as deputyship applications and drafting powers of attorney.
Praxisleiter:
Michelle Rose; Rachael Armstrong
Referenzen
‘Rachael Armstrong is exceptional. Her knowledge and personal approach are second to none.’
‘The team at VWV make clients feel totally comfortable and are engaging, professional and client centric. They always look to “go the extra mile” and really act as a trusted adviser.’
‘Rachael Armstrong heads up this high-quality team.’
Wright Hassall LLP
Gemma Carson now heads the department at Wright Hassall LLP, which frequently advises high-net-worth individuals and families (such as business owners, landowners and farmers) on complex tax structures. It also enjoys a steady workflow of probate and estate administration, as well as trust creation and administration. In addition, the group is recommended for its work with elderly or vulnerable clients. Richard Dundee joined the practice in December 2023. Former department head Tracy Ashby is now at Knights plc.
Praxisleiter:
Gemma Carson
Weitere Kernanwälte:
Richard Dundee
Referenzen
‘Excellent team, highly knowledgeable and prompt service.’
‘Personable and professional team.’
Alsters Kelley Solicitors Ltd
The team at Alsters Kelley Solicitors Ltd continues to be busy advising on various tax planning matters and on the drafting of wills in a tax-efficient way. It also receives a regular flow of instructions on the creation of trusts. Practice head Neil Raiseborough is skilled at advising on complex wills, estates and trusts for mainly high-net-worth individuals. Senior associate Corrine Seabourne is also recommended.
Praxisleiter:
Neil Raiseborough
Weitere Kernanwälte:
Corrine Seabourne
Referenzen
‘The practitioners involved give a personal service adapted to each client whatever the size.’
‘Dealing with wills and estates requires a very tactful and sympathetic service as supplied by Alsters Kelley probate department.’
‘The department has always dealt with me in a prompt, efficient and professional manner.’
Brethertons LLP
Brethertons LLP ‘makes a point of giving its clients a high level of customer service’. It is collectively led by Banbury-based Sarah Horton, Bicester-based Emma Stewart, and Laura Stuart who is at the office in Rugby. The group has a wealth of experience in diverse areas such as the administration of estates and trust creation and administration. It also advises on Court of Protection matters and powers of attorney.
Praxisleiter:
Sarah Horton; Emma Stewart; Laura Stuart
Weitere Kernanwälte:
Annabel Burchett; Lindsay Gutteridge; Amber Morris
Referenzen
‘Good attention to detail, thorough knowledge of relevant areas of law, useful advice offered and efficient service, coupled with a pleasant working relationship. Annabel was extremely knowledgeable and explained everything clearly. She readily answered any questions we had.’
‘Easy to contact and highly responsive. Excellent attention to detail so that the product delivered accurately reflects the instructions given. Very friendly environment with a highly professional ambience. Excellent continuity of care since we have used their services over the past decade.’
‘Annabel Burchett has delivered a highly professional, competent and friendly service preparing our wills and a deed of variation.’
George Green LLP
Spearheaded by Claire Pottinger, George Green LLP covers a wide range of private client matters, primarily acting for local business owners and managers. Pottinger is a full member of STEP and a fully accredited member of the Association of Lifetime Lawyers. Louise Axford is another key figure who specialises in providing estate planning advice to high-net-worth individuals.
Praxisleiter:
Claire Pottinger
Weitere Kernanwälte:
Louise Axford
Referenzen
‘The firm were very friendly and approachable which meant I could ask questions and know they would be answered quickly. Louise Axford was very personable and made the whole probate process much easier to deal with.’
‘Louise Axford’s knowledge, professionalism and empathy have been outstanding. All the work she has completed has been done efficiently, with honesty and integrity. She responds quickly to my emails and she does not seek to charge excessive fees.’
‘Partner who advised our family trust was clear, knowledgeable, forthright and “thinks outside the box” if you will excuse a very old-fashioned phrase!’
Irwin Mitchell
At Irwin Mitchell, the team has been busy advising business owners on structuring their businesses and wealth. It is also skilled at assisting later life clients, as well as vulnerable clients and their families. Key contacts at the Birmingham office are Jessica Beddows and Ian Bond. Beddows is an associate member of STEP and of the Association of Later Life Advisors. Bond advises individuals and their families on a broad spectrum of private client matters.
Praxisleiter:
Paula Myers
Weitere Kernanwälte:
Jessica Beddows; Ian Bond; Reiss Taylor
Referenzen
‘The Irwin Mitchell lifestyle and estate planning team has been formed relatively recently but it boasts extremely good quality lawyers in a team that has been put together and led by Ian Bond.’
‘Ian Bond leads a very competent team. Jessica Beddows is extremely competent and technically extremely capable and knowledgeable within the world of estate planning. Reiss Taylor adds to the strength of the team.’
Kernmandanten
Wealthy families and individuals (with interests in the UK and overseas)
Entrepreneurs and industrialists
Sports people, entertainers and media personalities
Landed estates
UK-based business-owning families
Knights plc
Knights plc is a ‘friendly firm which puts the client at the heart of what it is doing’. Its private client offering spans a number of offices. Terry Cooper focuses on lifetime tax planning at the Birmingham office. Sophie Donovan leads the estate administration team, and is based in Kidderminster. Tracy Ashby joined the team from Wright Hassall LLP in October 2023. Ashby specialises in capacity issues and the protection of vulnerable individuals. Her other strengths include advising on powers of attorney and care funding issues.
Praxisleiter:
Terry Cooper; Sophie Donovan
Weitere Kernanwälte:
Tracy Ashby; Zoe Perry; Helen Gregory; Cerith Rees
Referenzen
‘The team thought around our situation. They were very responsive and we felt they fully understood our requirements. Helen was very diligent, customer focused and showed huge patience and sensitivity.’
‘The team at Thursfields employ a “customer first” approach, ensuring that not only do they meet their due diligence and best practice obligations but also that they are delivering the best outcomes for customers.’
‘Sophie Donovan is patient, thorough, empathic and extremely knowledgeable in her field of work. She makes her clients feel comfortable during what can be a difficult time. The private client team at Thursfields all share this ability to put clients at ease and explain the process in plain English.’
Mander Hadley Solicitors
Rachel Blackburn leads the practice at Mander Hadley Solicitors, which frequently provides inheritance tax planning advice. It receives a steady stream of instructions on probate and trusts matters, as well as Court of Protection and care fee planning issues.
Praxisleiter:
Rachel Blackburn
Referenzen
‘Rachel Blackburn is extremely knowledgeable and competent. When I needed to make contact, she was easy to reach and if not immediately contacted, made efforts to return contact as soon as possible. Exceptional service.’
‘I have dealt with Rachel Blackburn who has been very responsive to all issues that arose and addressed any concerns that I had effectively. She is very knowledgeable and professional.’
‘Mander Hadley are professional, knowledgeable and efficient. The private client team have a wealth of knowledge, and there is always someone to discuss matters with.’
Talbot & Co
Talbot & Co continues to act for generations of significant families on a range of private client matters. It frequently advises on trust and estate administration, tax planning and general wealth management. The firm’s client base is both national and international. Tom Bramall is the key contact.
Praxisleiter:
Tom Bramall
Referenzen
‘Highly experienced and very responsive team who give practical and sound advice across a broad range of family and probate issues.’
‘Knowledgeable, thoughtful, responsive, available, nice to work with.’
‘Small and friendly. Good value and they are experts in their field.’
Highlight-Mandate
- Acted for beneficiary of father’s estate in dispute concerning beneficial interests, trustees powers and allocation of assets and negotiating a compromise upon termination of Will Trust.
- Advised prominent partner of London City firm of solicitors in all aspects of wealth planning including creation of lifetime settlements, succession planning and philanthropy.
- Acted for senior partner of well known London investment management firm in all aspects of personal wealth and tax planning.
Weightmans LLP
At the Birmingham office of Weightmans LLP, the team is particularly recommended for its advice to business owners on structuring their personal affairs. Areas of expertise also include advising on the use of lifetime trusts, charitable trusts and family investment companies. Head of department Sarah Louise Walker is well-regarded for her knowledge of estate planning, complex estate administration and trust matters.
Praxisleiter:
Sarah Louise Walker
Weitere Kernanwälte:
Frances Brickwood
Referenzen
‘The team at Weightmans build strong personal relationships with their clients. They are exceptionally good at translating complex legal matters into easily understandable terms, and working as a joined-up team.’
‘Sarah Louise Walker is able to put clients at ease by making complex legal matters simple for them to understand. This is underpinned by exceptional technical knowledge.’
‘Frances Brickwood has excellent attention to detail, and helps to keep all matters moving along at pace. She keeps all parties fully informed during the legal process.’