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Personal tax, trusts and probate: elsewhere in East Anglia in East Anglia

Ashtons Legal

Ashtons Legal has a deep bench of private client lawyers across East Anglia, with practice head Alan Brown in Bury St Edmunds regarded as one of the region's foremost advisers on tax planning for both domestic and overseas clients. Also in Bury, Matthew Cameron is highly regarded for his knowledge of French law, including inheritance tax matters. In Ipswich, joint heads of lifetime planning Janette Wand and Louise Cardwell are the standout practitioners. 'They have a modern and approachable style and an ability to make complex things simple', remarks one client. Chris Cumberbatch and Faye Stolls in Bury are among the firm's talented senior associates.

Practice head(s):

Alan Brown


Other key lawyers:

Matthew Cameron; Janette Wand; Louise Cardwell; Chris Cumberbatch; Faye Stolls


Testimonials

‘I have always found the staff very friendly and professional. Alan Brown is very knowledgeable on trusts and investment matters.’

‘Jeanette Wand and Louise Cardwell, along with the rest of the team. consistently go above and beyond for our mutual clients, making them feel safe and understood. So much so that I have referred members of my own family to them for advice as well as mutual clients.’

‘Alan Brown and Louise Cardwell in particular are clearly skilled and knowledgeable. They exude confidence creativity and ability. Above all they are both extremely thorough and intellectually able.’

‘Professional, personable and approachable team.’

‘Janette Wand and Louise Cardwell stand out for their knowledge and ability to adapt to individual client needs and levels of understanding.’

‘I have found the team to be knowledgeable with good communication skills. Particularly enjoy working with Alan Brown, Janette Wand and Louise Cardwell.’

‘The team overall is very approachable for clients, Janette Wand and Louise Cardwell have always dealt with clients professional and knowledgeably and are always willing to spend extra time with clients where they require greater understanding.’

Key clients

CRD


Birketts LLP

The Ipswich office of Birketts LLP is the lynchpin of its private client practice and is home to some of its most experienced partners. The firm hired tax specialist Gavin Birchall from accountancy firm Scrutton Bland in 2023 to co-lead the group along with firm-wide head of private client Louise Long and local lead private client advisory partner Lorna Spear. Senior associates Jessica Godfrey-Withey and Rhiannon Russell as well as legal director Claire Tenwick also play key roles in the firm's tax and estate planning work. The firm has 'a really strong team, full of very capable and approachable people', who handle the full range of tax, trust, lifetime planning and Court of Protection matters.

Practice head(s):

Louise Long; Lorna Spear; Gavin Birchall


Other key lawyers:

Rhiannon Russell; Jessica Godfrey-Withey; Claire Tenwick


Testimonials

‘Professional and engaged. I have dealt with Lorna Spear, Louise Long and Jessica Godfrey-Withey, all of whom I have found to be knowledgeable and responsive.’

‘Lorna Spear is very easy to talk to and listens to my concerns. She is extremely knowledgeable and suggests things that are relevant for me. She is efficient and professional.’

‘The team is full of competent lawyers who know their subject and can give advice competently without sitting on the fence. I have no direct experience of other firms practising in the private client area but the general reputation of Birketts is such that I would expect them to be better across the whole range of matters.’

‘Louise Long is extremely competent and pleasant to deal with.’

‘The team provides top-level practical advice and work very well with client’s other professional advisors’

‘Having referred Claire Tenwick to a client, it was incredibly pleasing that the client then gave her really good feedback regarding her manner, advice and the implementation of the advice.’

‘A really strong team, full of very capable and approachable people. Great strength in depth.’

‘A really great team headed by Louise Long. Jessica Godfrey-Withey has been a delight to deal with.’

Greene & Greene

Greene & Greene in Bury St Edmunds has a large private client practice that handles complex and high-value estates across the UK. The team has three chartered tax advisers, among them practice head Wayne Perrin. He leads a 'proactive and approachable' group of lawyers, among them 'exceptionally helpful' partner Martine Swaep, property and estate specialist Jonathan Mathers, senior associate and full STEP member Zoe Hodge, and highly regarded tax director Nigel Scase. The firm frequently handles complex taxable estates on behalf of high-net-worth clients, as well as Court of Protection applications and advice on care home issues.

Practice head(s):

Wayne Perrin


Other key lawyers:

Jonathan Mathers; Zoe Hodge; Nigel Scase; Martine Swaep; Sandra Bowden; Sarah Woodhouse


Testimonials

‘I have been extremely impressed with the way my late uncle’s probate was handled during difficult times. Kindness and professionalism was at the forefront.’

‘Martine Swaep was exceptionally helpful.’

‘Martine Swaep was excellent, friendly and very helpful. By the end of the appointments I had she became someone I trusted and would use again. Any member of staff that was present were also very pleasant.’

‘Greene & Greene has provided sound legal advice to the our family in Bury St Edmunds regarding wills, trusts and probate, particularly where an emotionally unstable and vulnerable member of the family has been concerned, and in advising on a non-confrontational approach to potentially contested issues. In particular, the team’s advice has been sound in discerning where to stand firm and where to be open to negotiation.’

‘Our dealings were with Martine Swaep, in sorting out our personal wills and in doing so provided in depth advice regarding inheritance tax planning and general matters around the issues of probate. Her advice was thorough and non biased but offered us every scenario that could be appropriate.’

‘The work was carried out by Nigel Scase. We found him to be a good communicator and efficient in completing the tasks. We were kept up to date with progress. At times aspects of the work fell slightly outside Nigel’s expertise, we were inpressed that he did not attempt to bluff his way through instead seeking clarification from colleagues.’

‘Sandra Bowden was sympathetic yet efficient and highly competent. It was a pleasure to work with her.’

‘We mainly deal with Wayne Perrin and his team. In all interaction we have had with them we have never had to question their advice or chase replies or outstanding matters. They have always been proactive and approachable.’

Work highlights


Barker Gotelee

Barker Gotelee in Ipswich draws on the extensive experience of lead partners and STEP members James Skellorn and Nick Palmer, who oversee many of the firm's long-standing client relationships with family businesses, many of which are in the farming industry. 'Empathetic and sincere' legal executive Angela Ireland is notable for probate, tax, care home, and Court of Protection matters. Associate Thomas Woodlee is also recommended for succession planning and issues concerning care fees.

Practice head(s):

James Skellorn; Nick Palmer


Other key lawyers:

Angela Ireland; Thomas Woodlee


Testimonials

‘Angela Ireland is lovely to deal with. She is empathetic and sincere and always there to offer support and guidance.’

‘The private client team at Barker Gotelee has fantastic experience in not only the basic will and probate preparation, but also the ongoing legal advice associated with a high quality law firm. My experience of their client relationships has been extremely positive, and the trust they garner is huge.’

‘Angela Ireland has been my main contact this year. Her relationship with her clients is clearly so thoroughly trust-based that they are keen to involve her in decisions across their life, including in their financial planning. I have found Angela’s knowledge to be widespread and her application to be very effective.’

Work highlights


Buckles Solicitors LLP

Buckles Solicitors LLP has 'a dynamic and client-focused professional team' in its Peterborough office, which serves as a hub for the firm-wide private client practice. Led by estate planning specialist Rebekkah Cooper, the practice handles both traditional and complex high-net-worth matters domestically and internationally, thanks to its close affiliations with firms in France, Italy and Germany. Key partner Stephen Duffy 'puts clients at ease quickly', and associate Deborah Lewsley is 'always willing to answer any technical questions'. CEO Duncan Jackson also advises on complex tax matters.

Practice head(s):

Rebekkah Cooper


Other key lawyers:

Stephen Duffy; Duncan Jackson; Deborah Lewsley


Testimonials

‘Buckles has a dynamic and client-focused professional team that works well across the social spectrum. The partners collaborate well with introducing professionals from other disciplines (we are financial advisers) and actively promote our mutual engagement and relevent skill sets for the benefit of our mutual clients.’

‘The team all seem to work very well together. My experience is that they work together to achieve goals and are all very helpful.’

‘I have introduced Stephen Duffy to many of my clients . As soon as I met him I realised he puts clients at ease quickly but more importantly he explains things in a way that are easy to understand. Clients love the way he uses diagrams and pen and paper to explain things to them.’

Work highlights


Gotelee Solicitors

Gotelee Solicitors has experienced private client lawyers across its network of offices in Suffolk. The key practitioners are  STEP member Peter Crix and trust and tax specialist Karina Jowitt in Ipswich, Matthew Boast is the main contact in Felixstowe, Andrew Reed in Hadleigh, and newly promoted partner Richard Guy leads the Woodbridge, where former Prettys Solicitors LLP associate Laura Parker also works. Crix is a trustee of numerous substantial trusts including several farms in Suffolk.

Practice head(s):

Peter Crix; Matthew Boast; Richard Guy; Karina Jowitt; Andrew Reed


Other key lawyers:

Laura Parker


Testimonials

‘Highly knowledgeable. Thorough. Experienced’

‘Technical knowledge is second to none. Very cautious in their advice.’

Work highlights


Hunt & Coombs LLP

At Hunt & Coombs LLP, 'the team always acts in the client's best interest'. The firm is highly regarded for estate planning and will preparation for high-net-worth individuals and families, as well as LPAs, Inheritance Act claims, NHS care for the elderly funding, and Court of Protection matters. Oundle-based Sally Power leads the practice, in which Henry Anstey in Peterborough and Paddy Appleton in Oundle are veteran practitioners with a strong local following. 'Nothing is too much trouble for her', say clients of Huntingdon-based Sallyann Short.

Practice head(s):

Sally Power


Other key lawyers:

Henry Anstey; Sallyann Short; Paddy Appleton; Sarah Dawson


Testimonials

‘The team always acts in the client’s best interest. They are on hand to support our clients where they have queries and where we have made referrals to them we have had nothing but positive feedback. On a professional level they act with integrity and care providing great service.’

‘Sarah Dawson is exceptionally knowledgeable and genuinely has the clients interest at the heart of what she does. Sarah is always on hand for a conversation and to answer any questions to support my clients and whilst working on cases together Sarah has played an active part and has been interested in the clients whilst being on hand to provide me any information I need quickly. Sarah is caring and I would refer my clients to her knowing they will get the service I would hope, without concern.’

‘Strength in depth.’

‘They truly deliver a personal service and put the client and their family at the heart of everything they do. They also do not charge for an initial meeting which is brilliant as they can assess the clients situation and charge accordingly with the client understanding the charges – therefore, being truly transparent.’

‘Sallyann Short – such a great person who loves what she does which comes across to all. She is like a chameleon and changes the way she communicates with every person she comes into contact with. Nothing is too much trouble for Sallyann.’

Work highlights


Prettys Solicitors LLP

The wills, trusts and estates team at Prettys Solicitors LLP in Ipswich is ‘friendly, personable, always willing to help and knowledgeable.’ Lead partner Emma Woollard has a broad practice but is especially well regarded for her understanding of social care and capacity-related cases. Senior associate Fiona Ashmead, who joined from Thompson Smith and Puxon, has STEP accreditation of a Certificate in Advising Vulnerable Clients and is a key adviser on inheritance tax issues. The firm excels in Court of Protection matters, and issues concerning care fees and end of life planning.

Practice head(s):

Emma Woollard


Other key lawyers:

Fiona Ashmead; Lorna Thresh


Testimonials

‘Friendly, personable, always willing to help and knowledgeable.’

‘Emma Woollard has been our family solicitor for as long as I can remember. In addition to being so experienced and knowledgeable one of her great strengths is that she really knows our family and is able to advise accordingly. I really value her wise counsel and Emma always looks for the solution to any problems. Nothing is ever too much trouble.’

‘The team functions really well as a unit and create a real family feel within the private client department, which is tangible for clients. While far from a small firm, the single office nature of Prettys helps this and they are far less stuffy or intimidating to some clients than other firms. They also have exceptional knowledge to back up their personal skills.’

‘Emma Woollard, Fiona Ashmead and Lorna Thresh have an exceptional ability to make clients feel valued, understood and looked after. They also have enough presence and connections to ensure the right people are brought in to help the client achieve their objectives whether than is an IFA, tax adviser or another lawyer. Clients seem to build a real relationship with the team at Prettys and feel like everyone is pulling in the same direction.’

‘Very knowledgeable team. Non-corporate family law firm approach. Clients know the team and client’s needs are well understood. Team goes over and above in supporting clients.’

‘Emma Woollard is an exceptional deputy. Knowledgeable and ensures clients are well advocated for. Always spends time to understand client’s individual needs. Works well with other professionals.’

‘Very personable. A great listener. Expert knowledge.’

‘Emma Woollard takes time with people to truly understand what they need. She listens in a careful but compassionate way.’

Roythornes Solicitors

Roythornes Solicitors continues to broaden its private client offering beyond its traditional heritage in agriculture and landed estates to advise a much broader client base from its Alconbury office. Practice head Tim Galloway increasingly assists the wider business and entrepreneurial community with succession and capital tax planning, complex trust matters, tax restructuring, and multi-jurisdictional estate planning. Associate Joseph Stoehr also plays a pivotal role in the practice. Both are 'really good at breaking down technical matters into plain English'. They recently acted for a family farming partnership with land assets approaching £40m.

Practice head(s):

Tim Galloway


Other key lawyers:

Joseph Stoehr


Testimonials

‘They care and invest in their clients.’

‘Tim Galloway is excellent.’

‘Having worked with many solicitors, Tim Galloway and Joseph Stoehr at Roythornes were really good at breaking down the technical matters into “plain English” which makes the whole process of understanding what are somewhat complicated legal matters a much easier task. ’

Work highlights


  • Acting as a trustee of a significant landed estate in East Anglia with assets of circa £60 million.
  • Advising the partners of a family farming partnership with land assets approaching £40 million in value on a restructuring of the partnership for succession planning purposes.
  • Succession planning and inheritance tax advice for a successful serial business angel with assets of valued at approximately £35 million both in the UK and in the Far East.

Ellisons Solicitors

Ellisons Solicitors continues to grow its presence in Ipswich for trusts and probate work, and it has recently launched a specialist Court of Protection team. 'The level of client care and attention makes you feel like you're their only client', say clients of practice head Nicola Weldon and senior associate Rachel Dawson. Weldon frequently acts for UK-domiciled and non-domiciled clients with world-wide assets, and high-net-worth clients across the region. Many lawyers  are Dementia Friends.

Practice head(s):

Nicola Weldon


Other key lawyers:

Rachel Dawson; Nick Bowen


Testimonials

‘Rachel Dawson and Nicola Weldon. The level of client care and attention makes you feel like you’re their only client. Friendly and caring with the knowledge and expertise to back this up.’

‘Nicola Weldon and Rachel Dawson are stand out individuals within the team. Both are highly professional, personable and keen to work alongside other professionals to ensure the very best outcomes for clients. Mutual clients speak very highly of their experiences working with Nicola and Rachel and the firm in general.’

‘You are dealing with a person, not a generic lawyer. They are approachable and genuine with a focus on building relationships with professionals based on shared interests and the common goal to provide the best possible advice. Tim Logan and Lewis Barber stand out within this team.’

Work highlights


Fosters

Primarily based in Norwich, the private client practice at Fosters has a significant presence in Wymondham thanks to the 'professional, helpful and polite' Lisa Glynne. She leads a practice that excels in the preparation of wills, Lasting Powers of Attorney, Declarations of Trust, Court of Protection work, and care home fee matters. She recently handled a complex cross-border estate with multiple beneficiaries both in the US and UK.

Practice head(s):

Lisa Glynne


Other key lawyers:

Charlotte Ranson


Testimonials

‘We were very satisfied with the service we received.’

‘Charlotte Ranson sorted our LPA efficiently and pleasantly.’

‘I found the professional way in which my queries were dealt with such a help after the loss of my husband.’

Work highlights


Fraser Dawbarns

Fraser Dawbarns joins the ranking having seen its workload grow steadily in recent years. The 'friendly, responsive and very experienced' practice has a strong local following across Cambridgeshire, handing high-value matters including those with overseas assets. Sarah Lamb in Wisbech leads the practice, in which currently chair of the Cambridge branch of STEP Seema Solanki in Ely, and 'thorough, friendly and professional' new partner Kim Neal in March are the standout practitioners.

Practice head(s):

Sarah Lamb


Other key lawyers:

Seema Solanki; Kim Neal; Harleen Hanson


Testimonials

‘In particular I would like to thank Kim Neal for her understanding of difficult family issues and for keeping me in the loop.

‘Kim Neal is very thorough with her job, she is friendly and professional and an asset to her team. I believe due to her experience and work ethic makes her stand out among her team and helps clients to choose the firm she represents.’

‘I cannot thank enough the team at Fraser Dawbarns for their help and professionalism during a very difficult time. From the initial point of contact where everything was explained in detail, through to the end, their were always available to answer questions or clarify any points and nothing was too much trouble. I also liked that I was quoted up front so no nasty surprises with the costs.’

‘I was supported by Kim Neal who was always on hand to answer any questions, explain the process which made a very difficult situation much better to deal with.’

‘Kim Neal is a very good solicitor with a broad knowledge base. Very engaging and professional. Helen Jarvis who heads up the Conveyancey dept is very knowledgeable and professional. Gives a first-rate service.’

‘I work with Seema Solanki for a number of mutual clients. They all hold her in high esteem and she is very accessible.’

‘The staff individually that make up the team are highly trained and very knowledgable. Harleen Hanson is acting for one of my clients in respect of a probate case and has dealt with the client with such great care and attention and very efficiently and is very knowledgeable upon all legal matters especially as complicated trusts and a number of businesses and properties were involved.’

‘I have specifically worked with Seem Solanki on a number of matters and on each occasion she provided an excellent, professional but friendly service.’

Work highlights


  • Acting in relation to a range of both multi-million pound Trusts and multi-million pound tax-planning Wills and related matters.
  • Instructed in many estate administrations for long-standing clients with assets in the £1-8 million bracket.
  • Acting in relation to several estates where father/son partnerships were in place and father has now died.

Greenwoods

Greenwoods has a strong wealth preservation offering led from Cambridge by Clare Harris, and growing significantly in London, but the Peterborough office also has notable expertise in associates Mel Messenger and Rebecca Towey, and trust advisor Tapiwa Tandi. Clients remark that 'the team is friendly, collaborative, and delivers good value for money' when dealing with complex and high-value trusts, tax and probate issues for an increasingly national client base.

Practice head(s):

Clare Harris; Mel Messenger


Other key lawyers:

Rebecca Towey; Tapiwa Tandi


Testimonials

‘The team is friendly, collaborative, and delivers good value for money.’

‘The Greenwoods team in Peterborough is particularly collaborative when compared against its peers.’

Work highlights


  • Administering an estate worth circa £9.5M with complexities caused by muddled ownership of properties and land between the deceased personally and as owner of the family business.
  • Advising executors in relation to and administering an estate where the original Will was missing and a copy must be proved instead.