Firms To Watch: Personal tax, trusts and probate

At JMW Solicitors LLP the head of department is Jamie Mathieson who ‘provides an excellent service. He is clear, transparent in his work, and achieves closure’.
Jo Summers co-leads the practice with Nicola Dudley at Jurit LLP. Summers ‘is outstanding, with years of experience, top private client and tax knowledge, highly responsive, and she works tirelessly for her clients’.
Alice Killingbeck leads the team at KPMG Law in the United Kingdom  - 'she is top class. Impressive in every way; technically strong, extremely commercial - she is a great lawyer'.
Jan Atkinson  heads the practice at Osbornes that is ‘very approachable and knowledgeable’. Jenny Walsh  is another key member of the group.

Personal tax, trusts and probate in London

Boodle Hatfield LLP

The ’excellent, very reliable and highly respected’ practice at Boodle Hatfield LLP receives many plaudits under the direction of Andrea Zavos . In the last year it has continued to enjoy some very significant client wins and continues to excel in complex international wealth structuring mandates where there are substantial business and personal assets. It is renowned for advising some of the largest family-owned businesses and family offices in the UK and internationally on governance, risk- management and wealth preservation. Salpy Kouyoumjian  is the joint head of the firm’s Middle East practice group. Kyra Motley is well-known for advising clients in the Middle East too and acts for six branches of ten different Royal families and 23 billionaires. Clare Stirzaker joined the team from PwC Legal  which has been described as a ‘feather in its cap to get her’. Clients remark that 'what I have found very unique is its bespoke, partner led service'.

Responsables de la pratique:

Andrea Zavos

Autres avocats clés:

Sue Laing; Simon Rylatt; Hayden Bailey; Sara Maccallum; Laurence Morgan; Kyra Motley; Clare Stirzaker; Clare Pooley; Salpy Kouyoumjian

Les références

‘The team at BH certainly has outperformed many other law firms specifically on complex issues and on an international level. We, BH and myself, share a few UHNW Families and the feedback I have received from my clients, and my own experience from dealing with them, has been nothing short of excellent, engaging and responsive with amazing technical skills’.

‘Kyra Motley is a standout advisor specifically for the Middle East, her deep knowledge of Sharia and non Sharia compliant issues, being a woman in this industry goes very well in the Middle East. She is impressive and is quick, focused on explaining issues in a simple language away from complex legal jargon is well respected in the Middle East. She has established an excellent reputation in the Middle East making her a very well known as a “go to advisor”’.

‘I have watched over the last decade as BH private client has morphed from a very much land and estates private client department into an international private client capacity with UHNW international clients having a footprint in a number of jurisdictions as well as offshore structures, with which we assist them regularly. They are still, perhaps, slightly under the radar for this work and deserve to be recognised more widely for it’.

Charles Russell Speechlys LLP

Charles Russell Speechlys LLP excels due to the ‘quality of the partners with a great high level of support’ from its associates. The large team provides a fully integrated service to HNW/UHNW individuals and their families, family offices, landed estates, private banks, trustees and wealth managers. A significant proportion of its work is cross-border and it is adept at helping to coordinate advisors across multiple jurisdictions. Piers Master  continues to grow his international client base and receives a steady flow of work from Middle Eastern families with global enterprises on a range of cross-border projects. Bart Peerless  counts some of the world’s wealthiest families as clients and is adept at implementing offshore holding structures and at advising on inter-generational succession matters. Robert Blower  represents many major businesses and ruling families in the Middle East and has a particular focus on the Kuwaiti market. Dominic Lawrance ; William Begley  and Simon Weil are all highly recommended.

Responsables de la pratique:

Robert Blower; Piers Master; William Begley

Autres avocats clés:

Bart Peerless; Simon Weil; Dominic Lawrance; Nicola Thorpe; Alice Wilne; Sangna Chauhan

Les références

‘Technical excellence combined with a highly personalised service. Dominic Lawrence – technically superb in the area of non-domiciled individuals and offshore matters. Solves complex problems with ease, providing the ultimate reassurance to his clients’.

‘Sangna Chauhan – incredibly practical and pragmatic, delivering her advice in a personable manner. Would have no hesitation in putting Sangna in front of any client’.

‘The team at CRS excels at the complex and innovative transactions and solutions. They are incredibly responsive and are always available out of hours. A first class law firm’.

Farrer & Co

Farrer & Co has a stellar reputation for its work with a broad range of clients from families and individuals to regularly advising trustee companies, banks/wealth managers and family offices. Sarah von Schmidt  works with a substantial number of international families and their family offices advising a mixture of trustees and beneficiaries on significant trust restructuring, planning as well as family governance and succession issues. Bryony Cove  helps many UK and US clients with their own businesses or those with self-generated wealth  as well as family businesses, landed estates and artistic talent. Russell Cohen  advises some of the wealthiest families in the world on a variety of highly complex and challenging issues. Catherine McAleavey  is a known name for her work on trusts and succession planning matters and regularly acts for mostly UK-based wealthy individuals and families.  Nick Dunnell  is another key member of the team who specialises in onshore and offshore trusts and personal tax matters for UK resident and non-resident individuals.

Responsables de la pratique:

Bryony Cove; Sarah von Schmidt

Autres avocats clés:

Russell Cohen; Catherine McAleavey; Nick Dunnell; Alexandra Hollingshead; Oliver Piper; Richard McDermott; Holly Jones; Jennifer Ridgway

Les références

‘Farrer’s personal tax, trusts and probate team is an exceptional bunch. Highly technical, personable, and extremely skilled at navigating clients and advisers through complex and challenging situations. No advisory team is complete without them’.

‘Bryony Cove is a standout partner. Technically brilliant, extremely approachable, available and pragmatic, Bryony’s advice on any private client issue is highly valued’.

‘Richard McDermott is a friendly and calming presence and is wonderful to work with‘.

Forsters LLP

It is the level of expertise’ at Forsters LLP  ‘combined with its ‘can-do’ attitude that attracts clients’ with Xavier Nicholas  at the helm. It has a large private wealth practice with a pre-eminent reputation for its advice to domestic and international HNW and UNHW clients on a range of complex cross-border and high-value taxation, estate planning and trust structuring matters. It continues to enjoy a regular stream of instructions on multi-billion pound matters for its international client base. Clients include major entrepreneurs, multi-generational families, trustees of significant cross-border estates and well-known artists. Carole Cook  is well-regarded for her work on complex tax and trust issues. Kelly Noel-Smith  acts for some of the world's richest families, including Middle Eastern royalty, Greek shipping families and entrepreneurs. Anthony Thompson  is among the leading advisers to Middle Eastern UNHW clients. James Brockhurst has recently been promoted to the partnership. ‘For such very clever people, they are also incredibly nice and easy to deal with’.

Responsables de la pratique:

Xavier Nicholas

Autres avocats clés:

Anthony Thompson; Nicholas Jacob; Daniel Ugur; Patricia Boon; Alfred Liu; Guy Abrahams; Andrew Lane; Fiona Smith; Alex Tamosius; Jeremy Robertson; Emma Gillies; James Brockhurst; Carole Cook; Kelly Noel-Smith

Les références

Forsters is a firm that really nurtures and brings on its next generation, enabling them client contact and the ability to build their network and express themselves. This is quite unique. They pride themselves on providing a tailored and bespoke personal service where the client feels valued and they are very good at problem solving. They are also very well versed in the crypto/digital assets space though the work that James Brockhurst is doing. This is ahead of their competitors’.

‘As a pure London practice it has exceptional expertise and experience in key global markets. Drawing on internal specialisms of law (personal, family, contentious, divorce, corporate, real estate and digital) to facilitate a range of requirements for families today. Stand-out names are: Daniel Ugur, James Brockhurst, Patricia Boon, Anthony Thompson, Nick Jacob’.

I cannot praise Guy Abrahams highly enough; Guy was an immense help and after a concentrated exchange of correspondence and some very astute advice we settled entirely to the client’s advantage without the expense of court being required. Everyone at Forsters works with each other for the clients as a team. This makes for an incredibly strong firm that delivers its best for any client I have directed its way’.

Macfarlanes LLP

With the ‘simply excellent’ team at Macfarlanes LLP  ‘there can be few teams of lawyers anywhere in the world that has greater capacity to deal with personal tax, trusts and probate matters than this team‘. It is led by Piers Barclay and is very well equipped to handle all types of complex situations for its ultra-high-net-worth clients with assets, business interests and families across multiple jurisdictions.  Barclay has a significant number of US, Middle Eastern and Greek clients. Key areas of focus include advising executives in the fund management industry on structuring their remuneration as well as designing new trusts to suit the needs of settlors and beneficiaries.  There have been changes to the team at a senior level. Isobel Morton has left the firm while Jonathan Conder has recently moved to Stephenson Harwood. Charlie Maydon Grace has been promoted to partnership.

Responsables de la pratique:

Piers Barclay

Autres avocats clés:

Charles Gothard; Nicholas Harries; Richard Giangrande; Sebastian Prichard Jones; Mark Hunter; Jennifer Smithson; Charles Gothard; Charlie Maydon Grace; Edward Reed

Les références

‘Macfarlanes actively enjoys diving into complex, conceptual questions that require a rare mixture of technicality and creativity. While other firms are looking to fit a client into a mould (trotting out the same solution for each client, with a minor tweak here and there), Macfarlanes excels as thought partners, designing a bespoke solution from the ground up’.

‘Richard Giangrande is an exceptional private client lawyer, combining a very strong technical and conceptual mastery of UK law with a pragmatic approach (both in terms of determining the sensible ‘risk-adjusted’ legal position to take, as well as coordinating the various parties within and without his firm to get a project over the line and fully executed)’.

‘Sebastian Prichard Jones and Mark Hunter are exceptional at explaining complex matters and providing effective solutions to the issues at hand. Their availability is top notch, and both are a pleasure to deal with’.

Maurice Turnor Gardner LLP

Jennifer Chambers leads a ‘fab team’ at Maurice Turnor Gardner LLP that has a specialist focus on complex international and cross-border estate planning and succession structuring for UNHW clients. Clients include foreign royalty, English aristocracy, entrepreneurs and traditionally wealthy families as well as private banks. Emma-Jane Weider ’s key specialism is in advising non-domiciled clients on UK tax and estate planning matters and she regularly advises on the implications of becoming tax resident in the UK. Paul Whitehead  is adept at advising on diverse matters such as onshore and offshore trusts as well as residence and domicile matters. Clare Maurice  receives a regular flow of instructions from trustees, beneficiaries, family offices and others on a variety of complex trust, estate planning and personal taxation matters. Ceris Gardner has a broad practice and has particular strength in complex, high-profile and high-value probates that have a cross-border dimension.

Responsables de la pratique:

Jennifer Chambers

Autres avocats clés:

Ceris Gardner; Clare Maurice; Fiona Poole; Claire Weeks; Hannah Blakey; Eesha Arora; Paul Whitehead; Emma-Jane Weider

Les références

‘I have worked with MTG for a number of years on an extremely high profile and complex ultra high net worth client, with demanding personal and trust issues. I find them to be extremely responsive, professional and a pleasure to work with. MTG works collaboratively, in the best interests of our client, at all times. In my years working with them I have seen the clear progression of individuals in their team, and they demonstrate incredible stability when it comes to client engagement teams’.

‘I have worked closely with Jennifer Chambers, Claire Weekes, Eesha Arora, and Hannah Blakey. Eesha, who is now lead partner on our mutual client, has earned the trust of all key stakeholders at the client and perfectly navigates their differing priorities and concerns. Most of all the team is all very collaborative and great fun to work with – which helps massively when working through such difficult issues! I would not hesitate to recommend any of them to my clients and contacts’.

‘Its expertise and technical knowledge in relation to cross-border trusts and estates is unparalleled. Claire Weeks is extremely dedicated to ensuring that every legal and tax point is addressed for her clients. She has great foresight and anticipates issues before they arise, so that the solution is already in train by the time they do. She is technically excellent’.

Mishcon de Reya LLP

Mishcon de Reya LLP has a large team ‘where each individual is strong in their field’. Andrew Goldstone  heads the department that is further praised for its ability to ‘provide strong cross-border advice plus specialist advice in new areas such as crypto currency, digital assets etc;' making it among the ‘leaders in this area'. The focus is on advising UHNW and HNW UK and international families and trustees on all aspects of their tax, succession planning and trusts as well as advising on family wealth governance and protection. Filippo Noseda  is another known name for his work with wealthy clients on international tax, succession and estate planning matters. Another seasoned practitioner is Kassim Meghjee  who advises UK and international clients on all aspects of their personal and business taxation. Charlie Sosna has a broad practice and regularly works with family offices to establish and maintain the efficiency of various wealth planning structures. David Whittaker joined the team from Baker McKenzie.

Responsables de la pratique:

Andrew Goldstone

Autres avocats clés:

Filippo Noseda; Martin Davies; Patrick Harney; Kassim Meghjee; Charlie Sosna; Stuart Adams; Nicola Simmons; David Whittaker

Les références

‘Specialist expertise advising US connected clients, which is unparalleled in the UK private client market. Very good client handler, gives clear and pragmatic advice tailored to the client. Always finds an answer and is responsive. Charlie Sosna – very helpful on the tax planning side, particularly for UKRND’.

‘A pre-eminent law firm in London for private client matters, with a standout reputation and brand. Andrew Goldstone – a personable and very likeable professional, and has the technical and practical experience to deliver fantastic solutions for his clients. Charlie Sosna – one of the most technically capable lawyers I have worked with. Provides fantastic service to his clients in a seamless way’.

‘Stuart Adams provides advice that covers highly technical law and tax in one swoop in accessible language to both the clients and colleagues’.

Principaux dossiers

  • The firm has been providing in-depth and expert advice on the inter-governmental processing of financial data, through its involvement in several claims and complaints against the Common Reporting Standard (‘CRS’) in a number of countries (UK, Austria, Germany, Luxembourg). The CRS is based on FATCA and entails the automatic exchange of information between 100+ countries, with 84 million accounts affected in 2019.

Taylor Wessing LLP

Taylor Wessing LLP  acts for many entrepreneurs as well as a number high-net-worth families and individuals. A significant proportion of its clients have interests in two or more jurisdictions. It acts for some of the wealthiest families in the Middle East through Murray North and Sanjvee Shah in particular. Simon Phelps has a strong reputation in Asia. In addition it continues to  grow its practice by advising a significant number of ex-US clients on a range of private wealth matters. Nick Warr heads the department that includes Damian Bloom who has a particular focus on long-term planning for UK and non-UK domiciled individuals. Kirstie McGuigan specialises in both contentious and non-contentious private client matters. Sanjvee Shah  has considerable experience in advising professional trustees and family offices on a wide range of trust administration and succession planning matters.

Responsables de la pratique:

Nicholas Warr

Autres avocats clés:

Simon Phelps; Damian Bloom; Sanjvee Shah; Ben Lister; Murray North; Gabriela Hristova; Josh Boughton; Alexander Erskine; Kirstie McGuigan

Les références

‘Very highly regarded private client team at the top of the market’.

‘Nicholas Warr – very experienced partner with brilliant rapport with clients. Ben Lister – an up and coming star of the team, very hardworking and laps up the work’.

‘One of the strongest teams in London – real breadth and depth, combined with the ability to co-ordinate other areas of the firm’s skills where required’.

Withers LLP

Withers LLP is a very large full-service UK law firm that is dedicated to the needs of private clients. This high-end practice is focused on the ultrawealthy/billionaires as well as prominent UK individuals and families. It has acted for 70% of the individuals and families in the Sunday Times Top 100 UK Rich list and has a dedicated US-qualified private client team in London. Christopher Groves  has a particular focus on advising both UK-domiciled and non-UK domiciled high-net-worth individuals on their personal, business and philanthropic affairs. Dora Clarke  specialises in all aspects of probate, succession and tax planning for both domestic and international high-net-worth families and family offices. Patricia Milner  has significant experience in advising family businesses and landed estates on succession and capital tax issues, governance issues, and education matters. Hannah Wailoo joined the practice from Trowers & Hamlins LLP.

Responsables de la pratique:

Christopher Groves; Dora Clarke

Autres avocats clés:

Philip Munro; Ceri Vokes; Claire Harris; Lauren Rapeport; Hannah Wailoo; Charlie Tee; Patricia Milner

Les références

‘Best in class private client legal advice. A collaborative approach and willingness to operate as part of an advisory team’.

‘Phil Munro is extremely bright and commercial, with plenty of international experience in Hong Kong and Singapore’.

‘Charlie Tee is my ‘go to’ adviser on complex international testamentary arrangements’.

Principaux clients

Wealthy blockchain founder, scientist, and non-profit founder

Multiple ultra-high-net-worth Italians

Principaux dossiers

  • Advised a wealthy blockchain founder, scientist, and non-profit founder on his US and international tax and estate planning, and with regard to the implications of US tax on non-US individuals.
  • Advising ultra-high-net-worth Italian individuals providing joined-up UK-Italian advice on exiting the UK tax net, domicile review, matrimonial asset planning (including advice on potential pre/post-nuptial agreement) and estate planning, as well as the ordinary tax and residence advice, ensuring a coordinated approach.

Baker McKenzie

As a leading global, multi-jurisdictional firm’ Baker McKenzie ‘continues to demonstrate the capability to cooperate seamlessly between its various offices when client situations demand’. The ‘very knowledgeable and responsive’ team that provides advice of the ‘highest calibre’ is led by Ashley Crossley. It has enjoyed a significant inflow of work from the Middle East and in the UK family office space. Crossley specialises in advising high-net-worth individuals, families and international banks on cross-border tax and trust structuring, asset-protection, multi-jurisdictional investment structures and contentious and non-contentious trust work. David Whittaker has moved to Mishcon de Reya LLP while Phyllis Townsend has recently been promoted to the partnership.

Responsables de la pratique:

Ashley Crossley

Autres avocats clés:

Phyllis Townsend; Christopher Cook

Les références

‘I have, in particular, worked with Phyllis Townsend. She is able to bring her expertise to the case at the highest level. Her ability to explain the legal points to the clients is exceptional. The structure of her correspondence in the case is likewise of the very highest standards. Her legal knowledge makes it a pleasure –  enjoyable to work alongside her’.

‘I have worked most closely with Phyllis Townsend in London. She is an outstanding practitioner: personable, thoughtful, knowledgeable, diligent, and client oriented. Her ability to advise families with an international element is hugely helpful. I have no hesitation recommending her’.

‘I am always in awe of how evident it is that each person that works at Baker McKenzie on our project communicates with each other and makes sure everyone is up to speed on the latest developments. I never find myself repeating myself and it’s so refreshing to work with humble, collaborative and down to earth people who make it enjoyable to join a call about legal advice – I never thought I’d say that but the BM team really does make it enjoyable and the advice they give is always carefully considered, researched and then clearly laid out’.

BDB Pitmans

Alastair Collett heads the department at BDB Pitmans that has a primary focus on the structuring and transmission of wealth both in an UK and in an international context. It excels in a diverse range of areas such as advising on estate planning and succession law as well as onshore and offshore pension schemes. Helen Ratcliffe, who is now a consultant, has an international client base and continues to be active in acting for clients from offshore trust jurisdictions, Europe, the Middle East, Far East and the US Marilyn McKeever has a broad international tax and succession practice with a particular focus on the US. Owen Byrne was promoted to the partnership.

Responsables de la pratique:

Alastair Collett

Autres avocats clés:

Helen Ratcliffe; Jonathan Colclough; Owen Byrne; Victoria Pursall; Hugo Smith; Marilyn McKeever

Les références

‘Good presence, and forward thinking. Strong on the private client and tax side’.

‘Jonathan Colclough – good on UK tax for a complicated crypto instruction’.

‘Advice is always relevant and timely considers all matters but cuts to the route of what advice is needed, advice set out in an appropriate manner so it is easy to understand and what needs to be actioned is identified’.

Edwin Coe LLP

Clients of Edwin Coe LLP remark that ‘it is rare to have such a large full service private client department that is so approachable and down to earth. They know their stuff and seem to be able to communicate complicated concepts in a way that clients can easily understand.’ The practice is thriving and has strong relationships with a number of leading wealth management organisations in the UK and internationally. The department is also experienced in probate and estate administration and often acts for business owners, entrepreneurs and senior executives on various issues relating to tax, succession planning and preserving personal and family business wealth. Alison Broadberry  heads the private client offering. David Goepel  heads the charities and philanthropy team while Sean Bannister  heads the tax group.

Responsables de la pratique:

Alison Broadberry; David Goepel ; Sean Bannister

Autres avocats clés:

Ben Harle; Matthew Barnett

Les références

‘The team undertakes difficult and sensitive work for the full range of private clients with quiet competence and dedication. They are especially good at the client-care side of the job. More than once I have seen clients with real difficulties – both technical legal difficulties and emotional/family ones – rely heavily on the firm’s compassionate approach. They couple this with a pragmatic understanding of tax risks and a good working relationship with counsel of all levels of call to whom they are not afraid to turn for complex or finely-balanced matters’.

‘David Goepel – charming, erudite trusts and tax lawyer who has been around long enough not to be phased by anything. He is a pleasure to work with and rightly adored by his clients’.

‘An excellent understanding of the business issues confronting private clients. Alison Broadberry has exceptional expertise at advising on the impact of taxation on private client affairs, particularly where insurance-based products are part of the mix, combined with a sympathetic and approachable manner’.

Principaux clients

St. James’s Place

Hoopers

Howard Kennedy LLP

Liz Palmer  leads a ‘very experienced’ team at Howard Kennedy LLP that advises wealthy families, entrepreneurs, property owners and artists/performers about how to manage family wealth across the generations. Simon Malkiel  heads the trusts, tax and estate planning team.  John Annetts  is another key member of the group who heads the administration of estates team. It has been adding to the ranks at a senior level too with the addition of Melissa Doorman who provides family governance advice to families and their businesses. Reshmi Manekporia is particularly recognised for her experience in Sharia-based wealth planning.

Responsables de la pratique:

Liz Palmer

Autres avocats clés:

Simon Malkiel; John Annetts; Michael Lewis; Reshmi Manekporia; Melissa Doorman

Les références

‘The team has a good network of contacts across the globe which makes multi-jurisdictional tax planning more efficient. We have been working with Liz Palmer for many years. She is very knowledgeable about UK, offshore trust structures and is up to date with all the regulatory and legal changes affecting tax planning. The client always comes first with Liz, she always delivers good advice in a timely way’.

‘A very experienced team with an amazing list of clients. Nothing they can’t do. Simon Malkiel – Very technically able and a creative thinker. John Annetts – A wealth of experience and always unflappable’.

‘Howard Kennedy is approachable and has practical lawyers. Their communication skills are excellent and their response times impressive. Liz Palmer is a great private client lawyer: practical, approachable, responsive and attuned to a client’s needs’.

Hunters Law LLP

Hunters Law LLP undertakes a broad range of work such as advising on tax, trusts and succession planning matters for many wealthy families. Under the joint leadership of Lucinda Tite  and Wilfrid Vernor-Miles  it has particular experience in the administration of complex estates, the re-sealing of foreign grants of probate and post-death tax planning as well as court of protection work. The firm has an extensive landed estate practice – some of these landed estates are high-value and are held through complex structures involving partnerships, companies and trusts. Much of its work too has an international dimension as many of its clients are based offshore and require specialist cross-border estate planning advice.

Responsables de la pratique:

Lucinda Tite; Wilfrid Vernor-Miles

Autres avocats clés:

Alexandra Sarkis; Mary Elliott; Julia Richards; Charles Richardson; Lara Barton; Charlotte Simm;  Matthew Yates

Les références

‘Hunters has given our family attentive support over many years. Competent, proactive and very conscious of costs. Turnaround time is good and particularly difficult issues are dealt with in a sensitive, professional and timely manner’.

‘Mary Elliott is always available and always attentive. She has an excellent grasp of Trust and taxation matters. A very good hardworking team’.

‘Small, select and professional. Hardworking, knowledgeable and decent’.

Irwin Mitchell

Alex Ruffel who is praised for her ability to provide ‘concise advice’ leads a ‘proactive team’ at Irwin Mitchell. It frequently advises on complex cross-border tax and trust matters. In addition the agile team also acts for non-British UHNW families and family offices and another core area of expertise is providing succession planning advice for UK-based entrepreneurs. The group also has an established family office practice and has continued to develop a new area of focus on cryptocurrency and digital assets including non-fungible tokens. Helen Clarke is another key member of the team while George Merrylees has left the practice and is now at Wedlake Bell.

Responsables de la pratique:

Alex Ruffel

Autres avocats clés:

Helen Clarke; Ashley Hill

Les références

‘IM has a great depth of experience in all matters connected to private clients. They have a friendly intelligent approach to their dealings with clients and intermediaries. Alex Ruffel is very knowledgeable and personable. Alex provides clear and concise advice and is accessible when needed’.

‘Excellent client service and depth of knowledge, ability to respond to all of client’s needs. Helen Clarke is an extremely accomplished and experienced practitioner in tax trusts and estates. She gets to the heart of the issue and provides sound advice to her international client base of UHNW. Really refreshing to see Helen developing the practice and getting the recognition she truly deserves’.

‘Excellent multi disciplinary law firm. I work with the private client team and the court of protection team. Helen Clarke’.

McDermott Will & Emery UK LLP

McDermott Will & Emery UK LLP acts for UHNW individuals and families including some who are in the Top 20 of the Sunday Times rich list.  In addition it also has some wealthy clients who are on the Forbes 100 billionaires list. The group has considerable cross-border strength and international tax capabilities. Andrew Vergunst  ( who is particularly recognised for his South African expertise) and Ziva Robertson  co-lead the department. Simon Goldring  attracts a diverse client roster including ultra and high-net- worth individuals, family offices, entrepreneurs and multi-national corporations both in the UK and internationally. Astrid Owen  has substantial cross-border experience and is adept at handling complex multi-jurisdictional matters. Simon Gibb is also highly recommended.

Responsables de la pratique:

Andrew Vergunst; Ziva Robertson

Autres avocats clés:

Simon Goldring; Astrid Owen; Simon Gibb

Les références

‘Focus on US connected private clients – a unique service offering backed up by experienced and technical professionals.Simon Goldring – one of the most determined professionals I have worked with and provides first class service to all of his clients’.

‘Simon Goldring- exceptional and proactive service’.

‘One of the best Anglo US private client teams in London. Their breadth of experience is rarely beaten in London. Simon Goldring and Astrid Owen are powerful forces, delivering clear advice to clients’.

Payne Hicks Beach LLP

Payne Hicks Beach LLP fields a team with 'hardworking and personable individuals who respond in a timely manner and with great detail, considering all aspects of the issue that is being worked on’. Rosamond McDowell  heads the practice that advises many HNW clients from the UK and internationally (some of whom feature in the Sunday Times Rich List, Forbes 400 and the Arabian Business Rich List) in addition to receiving a regular flow of instructions from Scandinavia. Other core areas of expertise include handling some of the UK’s oldest and largest landed estates, families and trusts as well as advising on the tax aspects of pre-and post-nuptial agreements. Robert Brodrick , Basil Dixon , Martin Paisner and Frederick Bjørn  are recommended.

Responsables de la pratique:

Rosamond McDowell

Autres avocats clés:

Frederick Bjørn; Robert Brodrick; Basil Dixon; Martin Paisner; Clare Hetherington; Verity Sherwin

Les références

‘I have been a client of the firm for nearly 40 years. They have a real understanding of trust management and the attendant legal and financial challenges. I have found them good strategic thinkers, tactically innovative, good at execution and very personable’.

‘Freddie Bjorn –  has introduced some useful new perspectives regarding the current operation and future development of my grandfather’s will trust which has been assisted by PHB for over 50 years. He responds promptly and concisely to all queries and provides useful advice regarding opportunities and harms’.

‘The team adopts a holistic and pragmatic approach to a client’s financial affairs recognising the dynamics that apply to families. They are able to engage well across the various generations thanks to the personable way in which they provide their advice. Basil Dixon, Clare Hetherington, Verity Sherwin’.

Principaux clients

Middle Eastern Sheikh

UK property developer

Meritus Trust Bermuda – as Trustee of a Family Trust

Principaux dossiers

  • Advising a very well known member of a middle eastern ruling family in relation to becoming resident in the UK after a period of non-UK residence.
  • Advising a UK property developer on how to ensure that the substantial gifts he makes (£2m + each year) are covered by the normal expenditure out of surplus income exemption and on restructuring the ownership of his companies to ensure that business property relief is available.
  • Advising the Trustees of a Bermuda Trust on their investment in a UK company that is involved in developing a new wave of health, wellbeing and recreational brands in the regulated global cannabinoid sector.

Russell-Cooke LLP

Russell-Cooke LLP has particular expertise in advising on family offices and this is going from strength to strength. Its clients range in wealth from £35m to £670m. Christopher Salomons leads the cross-border team with Andrew Godfrey  and the team continues to offer advice on French tax and succession matters in addition to private international law. Rebecca Fisher  heads the private client group and the family office practice and advises on the full spectrum of matters for families with a focus on intergenerational wealth planning and protection. Fisher is also skilled at advising on tax and trust issues in the context of family breakdown.

Responsables de la pratique:

Rebecca Fisher

Autres avocats clés:

Richard Frimston; Suzanne Mynors; Andrew Godfrey; Christopher Salomons

Les références

‘I had first rate advice from senior associate, Suzanne Mynors. She provided clear and concise advice, draft documents accurately reflecting instructions and all at a very reasonable price well within the original estimate. She is articulate, responsive and very clear in her advice as well as draft documents which were provided promptly. I was originally referred to Rebecca Fisher who suggested that Suzanne was well equipped to advise in circumstances which were not entirely straightforward, and so she proved to be’.

‘This firm dealt competently with a large and complex estate. They were self-propelled and did not need to be driven every inch of the way. They had a grasp of the issues that only comes with experience. I dealt with Andrew Godfrey. He seemed to have a command of his subject and delivered the service described above’.

‘I have always been given sound advice. Communication is very good. Suzanne Mynors has been excellent with my trust and complex probate work which has been very complex’.

Sinclair Gibson LLP

Sinclair Gibson LLP has a ‘highly rated’ and broad private client practice that combines extensive expertise in advising UK-based families and landed estates on wealth structuring and devolution planning with a specialist practice in advising international clients on multi-jurisdictional matters, including cross-border estates. The group is led by Keith Bruce-Smith and Lucy Gibson  who both act as fiduciaries of substantial UK and offshore trusts and are also non-executive directors of UK companies owned by the families they advise. The majority of its clients are HNW and UHNW individuals and families but it also looks after clients from more modest wealth backgrounds.

Responsables de la pratique:

Keith Bruce-Smith; Lucy Gibson

Autres avocats clés:

Eleanor Walsh

Les références

‘The whole team at Sinclair Gibson is wonderful, you feel valued as a client and feel assured that each individual member of the team is focussed and caring to all your needs.’

‘Lucy Gibson is exceptional. her knowledge and professionalism gives me enormous confidence in the support of our family and business matters.’

‘Creative , avant garde thinking and a willingness to constructively question principles that have been followed for a long time with open eyes. Keith Bruce-Smith is a fantastic trust and tax advisor with very creative vision to find solutions’.

Principaux clients

Executors of the estate of the late Alexander Thynn, 7th Marquess of Bath

Executors of the estate of the late Guy Innes-Ker, 10th Duke of Roxburghe

Principaux dossiers

  • The firm advises the  Executors of the estate of the late Alexander Thynn, 7th Marquess of Bath in relation to the administration of the significant and complex estate, which has cross-border elements, aggregable settled property and settled land with heritage exemption considerations. It involves intricate probate and tax law challenges for the firm’s specialist probate law team.
  • The firm advises the Executors of the estate of the late Guy Innes-Ker, 10th Duke of Roxburghe (a very large landed estate in Scotland comprising a broad array of relievable, non-relievable and conditionally exempt assets, including land, chattels, investments and business interests) in relation to its devolution for the benefit of the subsequent generation whilst optimising the inheritance tax position arising as a result of the late Duke’s death.

Stephenson Harwood

‘In my experience, Stephenson Harwood fosters a culture of absolute expertise coupled with being extremely approachable’. It is led byJames Quarmby  who is  'extremely professional and provides exceptionally clear and decisive advice’. Its clients range from multi-millionaires to ultra-high net-worth (often high profile) individuals and families, with billions of pounds in assets. They are typically entrepreneurial and international. Emily Osborne  leads the team’s family office advisory service and has a focus on clients in the Middle East in particular. Michael Rutili  joined the team from Withers LLP – he specialises in advising on a wide range of UK and international matters involving tax, estate planning and succession issues. It was pleased to recently add to its ranks further as Jonathan Conder joined the team from Macfarlanes LLP.

Responsables de la pratique:

James Quarmby

 

Autres avocats clés:

Emily Osborne; Michael Rutili; Jonathan Conder

Les références

‘James Quarmby – excellent client handler, deep knowledge of the tax system and an inventive problem solver.’

‘I primarily deal with James Quarmby and Emily Osborne. In all the years that I have worked with them they have never faltered in their professionalism, knowledge, efficiency and collaborative way of working’.

‘Emily Osborne is pragmatic, articulates the legal position clearly, is not afraid to actually give advice (ie take a stand), is easy to deal with, knowledgeable, and as a bonus is able to advise on tax matters to the extent adjacent to her field of specialisation’.

Wedlake Bell LLP

Wedlake Bell LLP is a ‘team that is on the up’ with Camilla Wallace  and Matthew Braithwaite  (who are both ‘very collaborative’) and Jenny Cutts  at the helm. The team continues to attract and retain various HNW and UHNW clients. It has specialists who advise on tax planning matters where there are heritage assets, art and collectibles for UK and international private collectors, charities, landed estates, artists and galleries. It added to the team too at partner level with the addition of Charles Wang from Rosenblatt . George Merrylees who joined from Irwin Mitchell advises on a range of cross-border tax planning, asset structuring and succession matters and is able to advise on complex matters in French.

Responsables de la pratique:

Camilla Wallace; Jenny Cutts; Matthew Braithwaite

Autres avocats clés:

Andrew O’Keeffe; Kate Johnson; Rebecca Barry; George Merrylees; Charles Wang

Les références

‘The team is known for its straightforward answers and expertise in helping international clients navigating through complex UK tax issues. I work with Matt Braithwaite. Approachable, no nonsense and always helpful!’.

‘Wedlake Bell is professional and very competent. It is forward thinking and gives confidence in the projects that they work on. They are very efficient, respond quickly and are totally trustworthy’.

‘Camilla Wallace – very discrete and gives me real confidence’.

Weightmans LLP

The ‘incredibly well-organised’ team at Weightmans LLP  is headed by the ‘top notch private client lawyerJonathan Shankland. The team is lauded for being ‘fast, effective communicators and real problem solvers’. It has an impressive client list of entrepreneurs, heritage estates, royal families, dignitaries, lottery winners and sporting stars. Shankland is particularly known for his offshore tax and estate planning practice having built up an extensive network across Europe, South East Asia and the Middle East. Patrick Malone is a leading figure in the firm’s estate administration department. Arshoo Singh has extensive experience on a broad range of cross-border and UK succession and taxation issues.

Responsables de la pratique:

Jonathan Shankland

Autres avocats clés:

Arshoo Singh; Patrick Malone; Caroline Doyle

Les références

‘Jon Shankland and Patrick Malone have built an incredible practice around deep expertise, client service and a focus on the best possible outcomes for their clients. Process efficiency, thoroughness and follow up are hallmarks of the team. But above all it is the client centricity in everything they do is the huge differentiator’.

‘Jon Shankland – depth of experience, creative solution builder, team builder, client satisfaction. Patrick Malone – tenacity, thoroughness, dogged to the end in delivering the best outcome, resourceful, all round great person to work with’.

‘Broad reaching, capable team. Arshoo Singh is a confident individual with strong client relationships’.

Principaux clients

HFMC Wealth Management

Codan Trust Company (Conyers Fiduciary)

Collas Crill International Law Firm

JTC Group PLC (Trust & Fiduciary Company)

The Van Dedem Family & Estate

The Executors of the Estate of Arto Matossian Deceased

The EM Family and Businesses

LB Group Accountants

Swiss Independent Trustees SA

Lady Annabel Bainton (the Lady Sutherland) and the Estate of the Lady Elizabeth Sutherland 24th Countess of Sutherland

Principaux dossiers

  • Destructuring Offshore Trust & Company structure with assets globally and international tax consideration across jurisdictions
  • Acting as a family office for the well-known family ( The Van Dedem Estate & Trusts) in administering their international estate and advising on planning and tax matters.
  • Acting for a multi-national company over multiple jurisdictions alongside EY in international tax and estate planning for the company UBO’s and advising on tax residency and permanent establishment issues for the corporate entity.

Burges Salmon LLP

Burges Salmon LLP ‘offers an attractive combination of in-depth expertise with excellent lawyers and at the same time more reasonable fees than those private client firms based solely in London’. Beatrice Puoti and John Barnett lead this large team that has lawyers who are based in Bristol and London. It has enhanced its traditional client base and now acts for a large and growing number of the international super-rich. The group has increasingly been advising on domicile-related work, anti-avoidance issues and compliance as well as major trust restructurings and the movement of assets into and out of the UK.

Responsables de la pratique:

Beatrice Puoti; John Barnett

Autres avocats clés:

Edward Hayes; Emma Heelis-Adams; Tom Hewitt

Les références

‘Burges Salmon continues to demonstrate quality from entry-level lawyers through to partner level’.

Clear and concise advice less expensive than London firms. Always available to discuss scope of advice and how best to deal with a particular matter’.

‘Combine market-leading understanding of private client tax issues with a very clear and simple communication style and one or two standout individuals.  All at very reasonable prices.  For me the best in the market’.

Druces LLP

Robert Macro heads the department at Druces LLP that remains a firm choice for HNW individuals for wealth planning advice. Matthew Duncan ’s expertise includes complex tax planning, trust and estate issues for UK and international HNW individuals and trustees with a particular emphasis on entrepreneurial and family businesses. Helen Freely  does a broad range of private client work including tax, trust and probate work as well as advising charities. Paul Levy was recently promoted to the partnership.

Responsables de la pratique:

Robert Macro

Autres avocats clés:

Matthew Duncan; Helen Freely; Paul Levy; Roy Campbell

Les références

‘I did not realise that preparing a will diligently was so detailed. Thankfully I was taken through everything patiently so I understood. It has left me with a lot of work but hopefully I will not leave problems for my family. Paul Levy has been most helpful to myself and my family’.

‘We have worked with Rob Macro for a number of years and consider him as one of the most commercially minded advisers in the space. The majority of the work has centred on internationally mobile clients, with a focus on non-domiciled high net worth individuals who own international businesses. Rob is one of the few advisers who can deal with corporate and private client matters as a matter of course’. 

‘Robert Macro, head of Private Client – technically extremely competent, out of the box thinker, can explain very difficult and complex issues in a clear and succinct way, sophisticated thinker and problem solver, very personable and approachable lawyer’.

Principaux clients

Directors UK

Vistra

Klienwort Hambros

Principaux dossiers

  • Eade v Hogg [2021] EWCH 1057 (Ch) Reported Case in which Druces acted for the widow of the deceased.

Harbottle & Lewis LLP

Harbottle & Lewis LLP is a ‘really excellent department with superb tax expertise. It provides a highly personalised service’ under the leadership of the new practice head Jonathan Burt. It has an interesting client base of entrepreneurial, creative and tech focused clients and with Marianne Kafena  (a native Arabic speaker) the team has considerable strength in the Middle East. Chris Moorcroft  has an established reputation for his work with both UK resident and non-UK resident clients and some key intermediaries. Glen Atchison is no longer at the firm.

Responsables de la pratique:

Jonathan Burt

Autres avocats clés:

Zoe Camp; Gary Ashford; Chris Moorcroft; Morag Ofili; Judith Robertson; Siena Gold; Marianne Kafena

Les références

‘ It is relatively young overall and aims to target new young money. It has a unified approach. Areas where the firm stands out compared to others: -US-UK work because of historic base in entertainment industry, work in creative industries and passion projects, including ESG work. -Difficult trust work in terms of dispute management and long term planning. investigations and contentious. It is a happy team which has excellent associate retention providing continuity for clients and excellent development for associates. -Middle East client base and language skills’.

‘Zoe Camp – outstanding on UK trust work. Should be top of trustees’ lists.  Jonathan Burt – private client tax technical guru. Gary Ashford – very active and thriving in investigations and disputes, transfer pricing and BEPS work. Chris Moorcroft – very measured modern private client advisor’.

‘Morag Ofili – robust tax litigator with great technical skills to back her litigation up. Judith Robertson – a charming and great attention to details, understated technical person. Siena Gold – Remarkable maturity of judgement, excellent client handling skills and client service, commercially minded, sensitive to family matters, unflinching attention to detail and technical star’.

Kingsley Napley LLP

James Ward  leads the team at Kingsley Napley LLP that ‘really knows its stuff’. It has been working closely with its corporate department to assist various clients who are owner managed businesses and has also been working with its well-regarded immigration department to provide UK advice for international clients moving to the UK . Laura Harper  continues to develop this side of the practice and covers tax advice and succession planning for overseas clients who are buying UK real estate. It also has a specialist crypto assets team. Jim Sawer  is a registered wills draftsman in the Dubai International Financial Centre’s Wills and Probate Registry.

Responsables de la pratique:

James Ward

Autres avocats clés:

Jim Sawer; Laura Harper

Penningtons Manches Cooper LLP

Penningtons Manches Cooper LLP has strong international capabilities and frequently assists UK resident and non-resident, non-domiciled individuals, international families and family offices as well as business owners from numerous countries across the globe on a whole host of issues. Clare Archer works with landed and business families and advises them on generational planning and governance matters often to avoid disputes. Ryan Myint  is adept at handling multi-jurisdictional tax planning, disclosure and reporting issues and is particularly sought after for UK-Singpore cross-border matters.

Responsables de la pratique:

Clare Archer

Autres avocats clés:

James d’Aquino; Elizabeth Nicholas; Ryan Myint; James Sedgley

Les références

‘A very strong team who work well together, exude confidence, charm clients and are a pleasure to work with. I never hesitate to recommend them.’

‘Elizabeth Nicholas – an absolutely first-rate lawyer who has deservedly been promoted to partnership this year and will doubtless continue to apply her excellent technical skills and charm for the benefit of clients with the most complex and interesting circumstances’.

‘James d’Aquino – a charming and technically excellent private client partner who is rightly recognised as a market leader’.

Cripps

Jeremy Curtis heads the department at Cripps that advises UK and international UHNW and HNW clients on various complex and wide-ranging personal matters. A large proportion of its clients are London based or have sizeable interests in London whether as substantial London landed estates or as international clients and investors. Clients include members of the British aristocracy and judiciary as well as leading business people and celebrities. Victoria Fairley is also recommended.

Responsables de la pratique:

Jeremy Curtis

Autres avocats clés:

Victoria Fairley; Dominic Ribet

Les références

‘Very client-friendly and willing to support beyond just legal advice. Very clever and incisive. Stand-out senior associate is Dominic Ribet’.

‘ The advice I am given and the updates on the family trust are always very clear and even though I am not legally trained at all, I am always ‘kept in the picture’. When there have been difficulties/disputes with family members these have been dealt with in a sensitive but firm manner. My queries – usually by email – are dealt with promptly’.

‘ Jeremy Curtis -I have valued his measured but firm approach to problems that have arisen. He has always responded to my emails and given me confidence in how I approach my duties as a Trustee. He takes an impartial approach when problems erupt within the family he deals with and his in-depth knowledge of the legal aspects of the matters that arise help to resolve the insolvable!’.

Principaux dossiers

  • Advising on the administration of a complex estate worth in the region of £200m.
  • Review of UK and Brazilian legal systems to advise on inheritance tax saving.
  • Acting for the trustees of a substantial London settled estate and providing both property, trusts and private wealth advice to the trustees and the principal beneficiaries regarding the administration of the underlying property portfolio and the wider trusts.

Fladgate LLP

With Jonathan Riley  at the helm at Fladgate LLP its private wealth team specialises in advising on all aspects of wealth structuring and wealth transfer. It supports high-net-worth individuals and families, both in the UK and internationally. Clients also include corporate entities such as major financial institutions, offshore banks and investment funds. It advises onshore and offshore professional administrators and is skilled at advising active entrepreneurs. The group represents over 80 family offices.

Responsables de la pratique:

Jonathan Riley

Autres avocats clés:

Helen Cox; Mark Spash; Katya Vagner; Helena Luckhurst

Les références

‘Fladgate offers a wide variety of legal services and is quite unique in being able to bridge the gap between legal and tax advice. This makes my life as a tax adviser much easier, as the team can come together on complex issues. Given the breadth of service offering, this makes Fladgate a very attractive option for clients.’

‘I work often with Helen Cox and her wider team, as well as Mark Spash. They are very knowledgeable and pragmatic – something which goes a long way working with entrepreneurial clients. The feedback I get from clients where we work together is always excellent and I would have no hesitation in recommending them’.

‘The members of staff with whom I have had dealings have at all times been helpful, professional and aware of my needs at all times! They have been very sympathetic to my needs at a sad time.’

GSC Solicitors LLP

GSC Solicitors LLP  is a ‘well established and diverse small firm with various specialists under the one roof. The key strength of GSC is its commercial approach to problems'. Saleem Sheikh spearheads the department that acts for internationally UHNW and often high profile clients ( including some oligarchs), significant families and owners of blue-chip companies. Sheikh is also qualified as an arbitrator and mediator. James Cohen  is skilled at drafting wills, lasting powers of attorney and other matters involving offshore structuring and probate matters. Amanda Chapman is also recommended.

Responsables de la pratique:

Saleem Sheikh

Autres avocats clés:

James Cohen; Amanda Chapman

Les références

‘The GSC team was highly responsive. They helped to move along a difficult negotiation that required almost constant attention. We didn’t need to prompt or remind. Things just got done. This wasn’t just with one lawyer, but across the board. Saleem Sheikh is a great strategic adviser. We were impressed by  James Cohen’s client focus and assistance’.

‘Excellent personal and knowledgeable service, commercial, and professional approach. We have had a strong and long relationship with GSC and would not hesitate to recommend them to anyone requiring legal services. We have worked with Saleem Sheikhand James Cohen  -they are both outstanding’.

‘Excellent service by James Cohen for the Probate on my mother’s estate. Highly recommended. James Cohen –  very easy to talk to and quick response to all my questions’.

Herbert Smith Freehills LLP

Herbert Smith Freehills LLP advises institutional clients (including banks and trust companies), trustees, their insurers, beneficiaries, family offices and ultra-high net worth individuals. Its experience covers pure advisory work through to complex actions pursuing or defending trustees in relation to claims for breach of trust and third-party claims by or against trustees. It has also acted in the arbitration of trust disputes. Richard Norridge heads the department.

Responsables de la pratique:

Richard Norridge

Les références

‘Strong technical skills and market knowledge, especially of Asian/HK environment’.

‘I rely on Richard Norridge for his technically sound advice, which coupled with his contentious trust and probate experience, makes him an invaluable as an advisor’.

‘Strength in depth and the litigation resources to handle large scale international disputes’.

Ince & Co

Ince & Co is best known for its work with wealthy individuals and families, family businesses as well as business owners and entrepreneurs who have a variety of complex financial affairs and some of whom have landed estates or other assets such as agricultural businesses. The team has particular strength in advising UK resident, non-domiciled and non-UK resident, non-domiciled clients with their cross-border affairs. Nick Rucker and Matthew Biles  co-head the department that was pleased to add Naomi Woods to its ranks from Everys.

Responsables de la pratique:

Nicholas Rucker; Matthew Biles

Autres avocats clés:

Roger Peters; Anna Coakes; Naomi Woods; Eleanor Bing

Les références

‘I see Matthew Biles who is always helpful, knowledgeable and efficient’.

‘ Over those decades I have never found a team with such a sound, and authoritative understanding of charity law, or such a forensic, but common sense approach to very complex; and potentially damaging, or expensive problems. This is allied to a remarkable record of responding very quickly to queries; and the submission of detailed reports, and advice on time, and strictly to quoted estimated fees. Overall, as a client, one has a deeply reassuring feeling of being in the safest possible professional and ethical hands’.

‘The Senior Partner – Roger Peters – has an exceptional record of advising major national charities and private clients in the UK and overseas. He could not inspire more confidence in a client; or devote more analytical skill to identifying all the relevant details of complex cases; and setting out the options which may be available’.

Michelmores LLP

The team at Michelmores LLP is led by Jennifer Ridgway who divides her time between London and Exeter. The skilled team has been busy advising on a variety of complex matters such as offshore trust work, very significant family succession exercises for business owners as well as a number of complicated business property relief claims. James Frampton advises both UK domiciled and non-domiciled individuals and families on many tax and estate planning issues.

Responsables de la pratique:

Jennifer Ridgway

Autres avocats clés:

James Frampton; Dhana Sabanathan

Les références

‘This is a very highly skilled team indeed. Led by Jennifer Ridgway, I would have no hesitation in recommending the team to any client that requires absolutely first class tax, trusts or probate assistance’.

‘Jennifer Ridgway is an outstanding individual whose range of knowledge and experience in this area is second to none and is also a delightful person to work with’.

‘The private client team at Michelmores has done a great job of developing a position as one of the thought leaders in cross-border US-UK estate planning’.

Osborne Clarke LLP

Osborne Clarke LLP has a thriving private client practice that acts for HNW/UHNW clients on many matters such as international tax and estate planning for UK and offshore trusts. Other core areas of expertise, under the leadership of Stuart Janaway, include estate administration and advising on inheritance tax issues. The practice’s clients include global business owners and entrepreneurs as well as international families.

Responsables de la pratique:

Stuart Janaway

Autres avocats clés:

Andrew Goodman

Les références

‘Andrew Goodman is what makes this practice unique. A very good private client lawyers – a very capable lawyer, a problem solver’.

 

Principaux dossiers

  • Advised a tech billionaire on various personal tax and estate planning matters. Its client founded a well-known UK telecommunication business, which he has largely exited and he now invests in various new businesses through his family office. The team advises on tax planning on business exits and on estate planning for his global assets, which include several yachts.
  • Advised the founder of a global print marketing business on selling a minority stake in his business to a PE House for £200m, leaving him with a stake with a value of approx. £800m. Since this liquidity event the team has advised him on his new property assets in Dubai, including implementing a Dubai International Finance Centre (DIFC) Will, setting up a family office and establishing a private charity. This client is now considering the purchase of a yacht and private jet.
  • Advising the high profile patriarch of a large middle eastern family in relation to a Jersey trust holding 20% of his oil services business, having previously advised on a distribution of the balance. The proposal includes an application to the Jersey Court for its blessing of the plans, to be made in Q2 2022. Osborne Clarke devised the strategy and advised in relation to the risks and international tax implications.

Seddons

Seddons is praised for its ‘very personable and sensitive approach to clients’. Under the leadership of Stuart Crippin  it provides a ‘truly caring and professional service’. The nimble team frequently helps international HNW clients with assets in many jurisdictions. It works with UK residents, non-UK domiciled and international clients on all aspects of UK law and regularly co-ordinates with its clients’ accountants, bankers, financial advisors and trustees. Crippin specialises in high-value domestic and international estates as well as UK tax and estate planning matters for domestic and international clients with UK connections. 

Responsables de la pratique:

Stuart Crippin

Autres avocats clés:

Natasha Southam; Zoe Pearse

Les références

‘The team at Seddons is approachable, technically capable and responsive in addition to being genuinely nice people. We use a number of London firms, but find the ease of working with Seddons sets them apart from many others. Stuart Crippin is a real pleasure to work with, charming, smart and straightforward’.

‘Natasha Southam provided advice on a tricky matter that was clear and comprehensive. Natasha brought a commercial, efficient but professionally competent manner to all matters I have asked her to deal with’.

‘Good at Wills and estate planning for UK dom clients.Stuart Crippin is a very safe pair of hands’.

Stevens & Bolton LLP

Daryl Fox now heads the department at Stevens & Bolton LLP that frequently advises high or ultra-high-net-worth clients with intricate holding structures as well as valuable and varied assets – there is often a cross-border element to the work. There have been changes to the team at a senior level – Stuart Skeffington is no longer at the firm, having moved to RMW Law in May 2021, while Gareth Walliss recently joined the practice from Shoosmiths LLP.

Responsables de la pratique:

Daryl Fox

Autres avocats clés:

Rosie Todd; Katie Davies; James Hardaker; Matthew Peto; Abigail Palmer-Page; Gareth Walliss

Les références

‘Daryl Fox has been our lead contact over many years and knows us as individuals and as a family with both US and UK issues to address. Good back up when people are away and always gives thoughtful and relevant advice‘.

‘I work on a regular basis with Katie Davies. She is very reachable and cares genuinely about the clients. She is cautious and goes into details but manages to summarise all the key elements in a very comprehensive way’.

‘James Hardaker is very good. I worked with him on a few occasions and he always gave me a very good impression’.

VWV

VWV enjoys a steady flow of international mandates. It regularly acts as the co-ordinator of the administration of cross-border estates and has considerable strength in advising on the European Succession Regulation.  Michael Knowles  and Angharad Lynn speak fluent French and are experienced in dealing directly with parties and advisers in France. Judith Cuxson  acts as a trustee for a large number of family and charitable trusts and as an attorney for clients who are unable to manage their own affairs.

Responsables de la pratique:

Michael Knowles

Autres avocats clés:

Angharad Lynn; Judith Cuxson

Les références

‘I have found the team extremely professional and strike the correct balance between being approachable and being very efficient and well informed on the legal matters their clients need’.

‘Angharad Lynn has always been an excellent professional and been a perfect link between me and her clients. Her knowledge, professionalism and personality makes her a real pleasure to work with’.

 ‘I have found that VWV has taken care to explain each step of Will making and suggested ways of dealing with fairly tricky options with care and great thoughtfulness. I have always felt dealt with as an individual, never a run of the mill customer’.

Winckworth Sherwood LLP

Hugh MacDougald  leads an excellent team at Winckworth Sherwood LLP that has been busy advising both national and international wealthy individuals and families on high-end tax, trusts and probate matters.  It also receives a steady flow of work from intermediaries such as accountants, independent financial advisors and investment managers.  Tim Snaith  is a trusted advisor to many significant HNW families and individuals.

Responsables de la pratique:

Hugh MacDougald

Autres avocats clés:

Tim Snaith

Les références

‘Great firm. Good experienced people. Good high value clients. Excellent strength in depth with extensive sound wills, trust and probate knowledge. Thoroughly recommended. As a team they will get to the right answer’.

‘Tim Snaith is my main contact. Also to a lesser extent Hugh MacDougald. Both very good and immensely experienced. Tim is discreet, charming and excellent with clients. Combined with sound common and practical sense and excellent legal knowledge – he is outstanding’.

‘This firm often handles large and sensitive matters discreetly and with the minimum of fuss. They are a pleasure to work with and very knowledgeable. Tim Snaith, charming, confident and usually right!’.

Blake Morgan LLP

The agile team at Blake Morgan LLP provides the full range of traditional succession and tax services from straightforward matters to the more complex lifetime and estate planning for clients with multi-jurisdictional assets. Additionally it is well placed to advise on other complex family situations where there are second marriages, mental capacity issues or missing beneficiaries. Helen Bunker  heads the practice and also acts as a professional executor, trustee, attorney and deputy for a number of families.

Responsables de la pratique:

Helen Bunker

Autres avocats clés:

Karmen Ko

Les références

‘Helen Bunker Partner is the approachable face of the team’.

‘A solid and collegiate team which provides all round private client advice. Particular strengths in the regional offices. Always willing to help and invest both in their clients and their people with equal respect and diversity’.

‘Helen Bunker as the head of the Private Client team in London is extremely hardworking and consistently goes the extra mile to provide excellent client care in a timely and technically sound fashion. Her calm but steely manner can defuse any tricky situation with ease and I would not hesitate in referring the more demanding clients’.

Principaux dossiers

  • Extensively advised a family as part of their Family Office support, to provide a full review of their personal wealth and off-shore trust structure in conjunction with their Swiss Trustee.
  • Advised on a matter where the estate is highly complex, consisting of a range of substantial assets in multi-jurisdictions and a range of assets where there is a conflict of laws about the ownership and succession to the assets.
  • Advised a successful businessman, worth in excess of £15m, coping with a diagnosis of dementia which has been highly emotional personally and also professionally challenging. This case brought into sharp focus the very practical, rather than specifically legal, aspects of capacity issues impacting business owners.

Collyer Bristow LLP

Peter Daniel  heads the department at Collyer Bristow LLP that advises on the full range of private client matters with a particular emphasis on services to UK and international entrepreneurs and business owners as well as the owners of UK landed estates. It is adept at handling all areas such as wills, trusts, complex international probate issues in addition to issues relating to personal taxation and wealth structuring.  The majority of its work has an international dimension and members of its team speak Italian and Turkish.

Responsables de la pratique:

Peter Daniel

Autres avocats clés:

Tulin Hamit; Charlie Fowler; Aidan Grant; James Cook; Daniel Simon; William Hancock; James Austen

Les références

‘Breadth of knowledge on matters relevant to HNW/UHNW clients is impressive – not only on tax matters but also more niche areas such as reputation management – A lot of our work has international aspects, which CB seems very comfortable dealing with – Proactive in providing value-adds such as organising know-how sessions for us as clients – Pragmatic approach to charging for their time is appreciated’.

We work with Peter Daniel and Daniel Simon. Peter is absolutely fantastic, pragmatic and very approachable. He is unflappable in his approach and a pleasure to work with. Daniel is supremely knowledgeable and highly able to connect with his clients which makes for an excellent combination for a lawyer dealing with delicate family affairs. We have also done work with Aidan Grant and Charlie Fowler – both of these individuals are definitely partners in the making’.

‘Peter Daniel – Approachable, responsive and knowledgeable. Charlie Fowler – Client-friendly, practical and responsive. Aidan Grant – Impressive knowledge on US/UK tax estate tax planning in particular’.

Principaux dossiers

  • Advising UHNW family and trustees of their family trust on all their UK legal and tax matters.
  • Advising long-standing client UHNW family and trustees of family trust on the dismantling of a company/trust structure across multiple jurisdictions.
  • Advising a UHNW non-resident on the creation of an offshore trust and company structure as part of an effective pre-immigration plan.

Greenwoods Legal

Clare Harris now heads the department at Greenwoods Legal. Ian Bowyer  has considerable experience in onshore trusts and probate work and deals with a variety of complex high-value estates including some with heritage property in addition to advising on tax and will drafting.

Responsables de la pratique:

Clare Harris

Autres avocats clés:

Ian Bowyer

Les références

‘Ian Bowyer made the whole process of me writing a will a very easy process. I felt he had a wealth of knowledge and was great in guiding me in the right direction. My situation was not straightforward but Ian managed to make it so it was for me and I’m very grateful. He was extremely efficient and answered all of my questions’.

 

Keystone Law

Keystone Law covers both onshore and offshore work. The domestic team works with some large landed estates in the UK. The offshore practice covers all aspects of UK tax planning for individuals who have a foreign connection. Alex Boothman ; Barry Adamson  and Luke Micallef Trigona are among the names to note. The team is adept at handling a variety of issues from wills, tax planning, probate and trusts to complex cross-border estates for high-net-worth individuals. 

Autres avocats clés:

Alex Boothman; Barry Adamson; Luke Micallef Trigona

Les références

‘The Keystone private client team is responsive, flexible and always contactable. I primarily work with Luke Micallef Trigona whom I have found to be empathetic to client requirements and deals with matters in a timely fashion. Luke Micallef Trigona & Alex Boothman are two individuals who come highly recommended’.

‘Barry Adamson is very thorough and responsive. He always goes the extra mile for his clients‘.

‘Very flexible and good at collaboration. They have a wide range of expertise – UK tax and probate and international tax that enables them to provide a holistic service. Alex Boothman -technical expertise in tax – highly intelligent. Barry Adamson – meticulous in the field of probate’.

Mills & Reeve LLP

Sarah Cormack leads the London practice at Mills & Reeve LLP that focuses on international private client work for HNW and UHNW clients as well as meeting the needs of the local London market. It provides the full range of services including trust administration to international and domestic clients. Senior associate Katharine Watson advises on a wide range of succession planning matters for wealthy individuals and families.

Responsables de la pratique:

Sarah Cormack

Autres avocats clés:

Katharine Watson

Les références

‘Sarah Cormack is a very bright and practical legal advisor. She’s very dedicated to her clients’.

North Star Law

North Star Law ‘has a strong focus on serving clients from the Nordic community.  As it is a relatively small team it has a personal touch’.  With Benedikte Malling Bech at the helm it typically advises millionaires and billionaires ranging from £15m to £60m and has a number of key clients worth £100m to a few billion. Sarah Noake is sought after for her experience in complex US/UK estate planning and tax matters.

Responsables de la pratique:

Benedikte Malling Bech

Autres avocats clés:

Sarah Noake

Les références

‘Very efficient and expert. Benedikte Malling is worth her weight in gold’.

‘The team offers a good quality service. Team members are prepared to go the extra mile for a client and are always accessible for their clients. The offering is about quality not quantity. Benedikte Malling Bech has a great reputation. She is extremely professional and knowledgeable. Because of her background she also has a great understanding for the needs of Nordic individuals living in the UK’.

North Star Law is an affordable solution for clients with complex situations. They employ a team of attorneys that understand other jurisdictions, and whilst not always experts, find a solution for the client and work with other firms. Sarah Noake is a fantastic UK based Solicitor who has working knowledge of the US system to subsequently draft documents that are appropriate from both a US and UK perspective’.

Principaux dossiers

  • Advised a non-domicile HNWI on the tax implications of staying in the UK and how to structure various new investments he wanted to enter and plan such investments both from an income perspective and from an estate planning perspective.
  • Advised a famous Danish businessman on his wife’s move to England, reviewed their assets and advised n structure, drafted English Wills, and advised on estate planning.
  • Acted for a US citizen with setting up a Discretionary Trust and a Bare Trust for her minor child which will hold a valuable US shareholding.

Ronald Fletcher Baker LLP

Devorah Ormonde heads the practice at Ronald Fletcher Baker LLPChris O’Callaghan was promoted to the partnership. It has been receiving an increasing number of instructions to advise on the tax implications of lifetime transfers. Many of its clients originate from outside the UK and it has significant expertise in advising clients who are non-domiciled or who are UK domiciled but retain assets in other jurisdictions, and in dealing with estates where grants are needed to be extracted or resealed abroad to deal with international estates.

Responsables de la pratique:

Devorah Ormonde

Autres avocats clés:

Chris O’Callaghan

Les références

‘Chris O’Callaghan has been hands on since day one, supporting me and I would not hesitate in recommending Chris and the firm to anyone’.

‘The best thing about RFB legal is unlike other solicitors they are always contactable. They always offer to come out to the client especially when someone is elderly. Where other solicitors I have dealt with always seem slow to reply delaying any signing of contracts etc , RFB always offer a quick response and a swift outcome . Billing is never an issue or rushed . All in all the best solicitors I have dealt with by far is RFB’.

‘Devorah Ormande struck me as being extremely competent and efficient.’

Womble Bond Dickinson (UK) LLP

Alexander Dickinson  leads the team at Womble Bond Dickinson (UK) LLP. The private wealth practice advises high-net-worth clients on the full range of private client matters both domestic and international – with a particular focus on US/UK matters. Neil Long is another key member of the department who advises large entrepreneurs who have complex business and financial interests.

Responsables de la pratique:

Alexander Dickinson

Autres avocats clés:

Neil Long; Will Ford

Les références

‘A genuine understanding of Family Wealth planning and the personal approach to dealing with all concerned’.

‘Alexander Dickinson – outstanding senior advisor with real empathy with the rural Estate Client. Excellent advice delivered in a straightforward and easily understood manner’.

‘Will Ford gets to the nub of the issue quickly, concisely and offering practical solutions’.