Leading Partners

Firms To Watch: Personal tax, trusts and probate

Nicholas Barlow heads the practice at Bishop & Sewell LLP, which clients say is ‘large enough to have the range of services and skills required, yet small enough to be able to offer a personal partner led service’.
At Buckles Solicitors LLP, Alvaro Aznar Azcarate 'has extensive cross-border private client experience and is one of the foremost solicitors in the field of EU succession. He is friendly and approachable’.
At DMH Stallard LLP, practice head Lorna Fairbairn is ‘efficient, knowledgeable, practical and extremely pleasant to deal with’.
In October 2023, Colin Jaque and Amanda Nelson both joined Harrison Clark Rickerbys from Axiom DWFM. The team is praised for its ‘excellent technical knowledge’.
At RMW Law LLP, the ‘principals have decades of practical experience advising on international single family offices in all relevant fields of private client law’. John RichesSamantha Morgan, and Stuart Skeffington collectively lead the team.

Firms in the Spotlight Personal tax, trusts and probate

Lawlex Solicitors

Lawlex Solicitors logo

Lawlex Solicitors may be A small yet highly focused firm, but its size is its strength. As a focused firm, it thrives on offering highly personalised and strategic legal solutions, particularly in the realm of international arbitration and cross-border disputes amongst other areas. Led by Ruslan Ughrelidze, a Solicitor Advocate with Higher Rights of Audience …

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Personal tax, trusts and probate in London

Boodle Hatfield LLP

Clients of Boodle Hatfield LLP remark on how ‘focused’ the team is ‘on delivering the clients' objectives’. Led by Hayden Bailey, 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. Other key clients include entrepreneurs, private equity partners, and landed estates. It is also well-placed to advise on key philanthropic projects. Salpy Kouyoumjian has a particular focus on families worth over $1bn with complex cross-border investments. Kyra Motley is well-known for advising clients in the Middle East, and acts for ten different Royal families and 30 billionaires. Clare Stirzaker specialises in succession planning matters for multi-generational families and their family offices. Also recommended is Laurence Morgan, who covers an array of complex technical cross-border tax and succession planning matters, as well as providing pre-arrival planning advice to non-UK domiciliaries coming to the UK. Simon Rylatt is a highly-regarded member of the practice, and Sue Laing is another name to note.

Practice head(s):

Hayden Bailey


Other key lawyers:

Sue Laing; Simon Rylatt; Salpy Kouyoumjian; Krya Motley; Laurence Morgan; Clare Stirzaker


Testimonials

‘A strong team with good partner led engagement, technical expertise, and rapid response times. I have nothing but praise for them. Laurence Morgan – technically excellent, thorough and creative. A good advisor to have on your side.’

‘User friendly and make clients comfortable.’

‘Clare Stirzaker is technically excellent and has a gift for creating consensus.’

Charles Russell Speechlys LLP

Charles Russell Speechlys LLP has ‘excellent strength in depth; quality partners’, and is ‘very client centric.‘ Under the collective leadership of Robert BlowerPiers Master, and William Begley, the large team provides a fully integrated service to very wealthy individuals, their families, family offices, and landed estates. Other significant clients include private banks, trustees, and wealth managers. It has considerable international capabilities, as well as family office expertise. Blower has an excellent international practice, with a particular focus on the Middle East. Master receives a steady flow of instructions from Middle Eastern families with global enterprises, and complex family shareholdings. Bart Peerless acts for some of the world’s wealthiest families. His work includes devising and implementing offshore holding structures. Dominic Lawrance is another key figure. Simon Weil often acts for families with heritage assets. Nicola Thorpe, Sangna Chauhan, and Alice Wilne  have also built up strong client bases. They are regularly the lead partners on various highly complex client matters.

Practice head(s):

Robert Blower; Piers Master; William Begley


Other key lawyers:

Bart Peerless; Simon Weil; Dominic Lawrance; Sangna Chauhan; Nicola Thorpe; Alice Wilne; Jeremy Arnold; Oliver Little; Jonathan Burt


Testimonials

Charles Russell Speechlys is absolutely first rate in the private client practice, with deep experience and expertise in complex, multi-jurisdictional planning and litigation. All of their partners are impressive, as are their associates.’

Of particular note are Bart Peerless, Piers Master and Jeremy Arnold. Each is a top advisor in our field, with keen intelligence, excellent judgement built on deep experience, and a practical approach to difficult problems.’

‘Bart Peerless is one of the top international private client lawyers globally. He is deeply experienced, extremely capable and efficient, possessing excellent judgement and vision. We value his advice highly and turn to him regularly.’

Piers Master is not only deeply knowledgeable about English law, but knows a great deal about US law, which is very helpful to us in our cross-border planning. He is a charming colleague and a pleasure to work with, possessing great judgement and vision.’

I have worked closely with Jeremy Arnold for many years on complex, high stakes, international trust litigation and tax planning, and have been extraordinarily impressed with his intellect, strategic vision and creativity. He is a joy to work with, a marvellous ally, and I would never want to be his opponent.’ 

‘Dominic Lawrance stands tall against other top advisers in this area.’

‘Bart Peerless – very able, calm, eloquent, inspires confidence. Piers Masters – the other big hitter.’

Robert Blower – intellectual, excellent on the law, unrivalled excellence on issues with Middle East clients, unfailingly polite. Oliver Little – excellent among the younger lawyers.’

Farrer & Co

The ‘premier league private client practice’ at Farrer & Co ‘includes top practitioners with an in-depth understanding of cross-border situations’. Sarah von Schmidt heads the department, which advises some of the world’s wealthiest families. As well as ultra-high-net-worth individuals themselves and their families, it also advises family offices, entrepreneurs, trustees, property investors, and developers. Other major clients include family businesses, landed estates, wealth managers, and art collectors. Russell Cohen has a substantial practice advising international families on a broad array of high-value matters. Bryony Cove advises numerous UK and international clients who have their own businesses, or those with self-generated wealth. Jennifer Ridgway and Georgina James are among the other key figures in the department. Oliver Piper is known for his strategic tax and succession planning advice to ultra-high-net-worth individuals, their families, and trustees. Alexandra Hollingshead plays a pivotal role in the department, and specialises in providing complicated trusts, tax, and structuring advice to wealthy clients. In another recent highlight, Nicola Pomfret was promoted to the partnership  in May 2024.

Practice head(s):

Sarah von Schmidt


Other key lawyers:

Russell Cohen; Bryony Cove; Alexandra Hollingshead; Oliver Piper; Richard McDermott; Jennifer Ridgway; Nicola Pomfret; Nick Dunnell; Claire Randall; Georgina James


Testimonials

‘Farrer have a long-standing reputation for expertise in non-contentious private client work which is supported by their equally impressive contentious team. Ollie Piper is really impressive.’

‘Team is quality throughout, from extremely bright and able young associates up to some of the most experienced and well-known names in the area. Bryony Cove – excellent client management.’

‘Russell Cohen is a first-rate operator supported very well by a high-calibre team. Jennifer Ridgway is technically impressive and has great client management skills.’

‘Bryony Cove’s ability to get to the crux of the issue, offering advice on appropriate action and, more importantly, when action is not required is second-to-none. Her passion for the job is visible to all. Nicola Pomfret’s knowledge and professionalism makes her a go to member of the team.

‘Farrer is undoubtedly a top-notch firm for private client legal advice, with a solid track record and reputation, not only in the UK market but worldwide.’

‘Alexandra Hollingshead: Good ability to assimilate a large amount of detail for any particular client. Very thorough and not afraid of asking penetrating questions or making bold statements in furtherance of her clients’ interests.’ 

‘Farrers is of course one of the top firms in the private client world, possessing a depth in its partnership that few firms can rival. We work particularly closely with Sarah von Schmidt on two very significant matters, Nick Dunnell on another and Russell Cohen on another, all of which involve complex cross-border tax and estate planning.’

‘Sarah von Schmidt is deeply experienced, knowledgeable and can juggle the complexities of various legal systems masterfully. Sarah is highly respected in our field by fellow lawyers and advisors, and inspires loyalty and gratitude in her clients. She also has a charismatic personal charm and talent for creating camaraderie and trust within the teams she leads.’

Forsters LLP

Forsters LLP has a ‘large talented pool of people’ who provide ‘great personal service with great experience across all areas of wealth structuring’. The team is renowned for its expertise in supporting families and individuals with an international footprint. This is often done by co-ordinating a team of advisors from multiple jurisdictions. The group is highly regarded for its experience in handling onshore and offshore family governance matters. It frequently acts for multi-billion dollar families. Practice head Xavier Nicholas is recommended. Nicholas Jacob is skilled at providing sophisticated private wealth planning advice. Guy Abrahams excels at organising the transfer of family assets between generations in a way to mitigate capital taxes. Patricia Boon regularly assists non-UK domiciled individuals who require advice prior to becoming UK tax residents. Jeremy Robertson has extensive experience in advising both UK domestic and international clients on a wide variety of matters. Charlotte Evans-Tipping was promoted to the partnership in March 2023, and Alfred Liu was made partner in April 2024. Alex Tamosius is also recommended.

Practice head(s):

Xavier Nicholas


Other key lawyers:

Nicholas Jacob; Patricia Boon; Guy Abrahams; Alfred Liu; Charlotte Evans-Tipping; Jeremy Robertson; Alex Tamosius; James Brockhurst; Emma Gillies; Daniel Ugur


Testimonials

‘Forsters functioning multi-disciplinary approach is what makes them stand out. Lots of law firms have a multi-disciplinary approach but few have their teams working in such a joined up and seamless fashion. When you work with Forsters across a range of sectors, it always feels like one big team.’

‘Jeremy Robertson and Alex Tamosius are diligent, highly knowledgeable and responsive.’

‘One of the best private client firms in the country with great strength in depth. The team covers all areas of tax and are particularly strong in dealing with succession planning and all aspects of structuring private equity transactions.’

‘Alex Tamosius is erudite with a depth of knowledge in trust matters and asks the questions that may not have been thought of. He has an inquisitive mind and cares about clients and them receiving the best service, he is responsive and sharp minded. A true asset for Forsters LLP.’

‘Very hard working team that goes the extra mile for clients.’

‘Emma Gillies has developed a great niche assisting on US-related matters. She will be a real asset for many years to come.’

‘A proper Rolls-Royce service for discerning clients. Daniel Ugur has a calm hand on the tiller however choppy the waters. Charlotte Evans-Tipping is simply brilliant. Alfred Liu is growing into a consummate practitioner.’

‘Jeremy Robertson stands out for his expertise in cross-border estate planning matters. He is a real pleasure to work with and a true team player.’

Macfarlanes LLP

Macfarlanes LLP 'is the yardstick of private client advice, setting standards’. Piers Barclay heads an ‘absolutely first-rate team’, which advises wealthy clients across all aspects of private client work. The group particularly stands out for its expertise in complex international matters, typically for very wealthy clients with assets, business interests, and families across multiple jurisdictions. It has a plethora of excellent practitioners among them, including Charles Gothard who has a significant Middle East/GCC practice. Nicholas Harries‘ expertise spans international trusts and estate planning matters and he has a particular emphasis on the Far East. Edward Reed‘s practice has a large European element, while Jennifer Smithson has built up a specialism in advising financial services executives (private equity, hedge funds, and investment bankers), as well as entrepreneurs moving to the UK. Richard Giangrande is recognised for his advice on the tax treatment of fund management executives, as well as supporting entrepreneurs in the technology sector. Paul Hardwick was recently promoted to the partnership, and Mark Hunter and Sebastian Prichard Jones are among the other key members of the department.

Practice head(s):

Piers Barclay


Other key lawyers:

Edward Reed; Charles Gothard; Nicholas Harries; Richard Giangrande; Paul Hardwick; Sebastian Prichard Jones; Alex Jones; Mark Hunter; Charlotte Howard; Jennifer Smithson; Michael Shaw


Testimonials

‘The team is amongst the very best.’

‘Piers Barclay works incredibly hard. This means that in addition to all the attributes one would expect of the head of department at a leading firm, his client engagement is phenomenal.’

‘Richard Giangrande – charming and astute: his professorial style hides a keen strategic mind and an ability to deal professionally with the most difficult clients. He has also had one or two really notable victories in court recently, which is impressive for a non-contentious specialist.’

Charlotte Howard – charming, approachable and technically excellent. Nicholas Harries – an old school private client lawyer whose laid back style hides a rapier mind.’

‘Charles Gothard has immense experience in cross-border wealth structuring matters.  Jennifer Smithson is the go to-person in UK or US-related matters.  Nicholas Harries is a brilliant barrister in this firm of outstanding solicitors.’

‘Sebastian Prichard Jones – versatile, responsive and innovative. Richard Giangrande – smart, thoughtful. Michael Shaw – committed, responsive, practical, excellent client liaison.’

‘Jennifer Smithson is a stand-out private client lawyer. Her technical expertise is exceptional and she brings creativity and energy to projects. She is highly responsive, great at working with a multi-disciplined project teams and skilled at breaking down and explaining concepts to a non-private client audience.’

Charles Gothard is the lead partner who combines deep technical expertise with a hands-on approach, clear communication, wise common sense judgement and an understanding of the commercial and personal issues involved.’

Maurice Turnor Gardner LLP

The ‘extremely personable’ team at Maurice Turnor Gardner LLP has the ‘perfect combination of the output and expertise of a ‘Magic Circle’ law firm, but with the personality of a small boutique offering a friendly service’, say clients. Under the leadership of Fiona Poole, it has a specialist focus on complex international and cross-border estate planning and succession structuring for ultra-high-net-worth clients. The practice helps clients to protect and preserve their wealth for future generations by way of family charters and constitutions, trusts, and other international asset holding structures. Ceris Gardner and Clare Maurice are among the key contacts for clients of the firm, who include foreign royalty and English aristocracy. Other significant clients are entrepreneurs, traditionally wealthy families, trustees, and private banks. Managing partner Emma-Jane Weider and Eesha Arora are highly regarded; Arora frequently works with trustees, beneficiaries, and philanthropists on a variety of complex matters. Paul Whitehead is also vastly experienced in advising international and UK-based high-net-worth clients. Claire Weeks is another notable member of the practice.

Practice head(s):

Fiona Poole


Other key lawyers:

Ceris Gardner; Clare Maurice; Jennifer Chambers; Eesha Arora; Ed Powles; Dominic Conde-Cole; Colin Senez; Emma-Jane Weider; Claire Weeks; Paul Whitehead


Testimonials

‘Ed Powles is always very responsive and his advice is clear. We have lots of confidence in his experience and technical knowledge.’

‘Fiona Poole – great in handling complex, cross-border matters, also when the client and his family is more demanding and difficult decisions are to be taken under time pressure. She is risk sensitive and still pragmatic in her solutions.’

‘MTG are a truly exceptional private client team with real talent hailing from the magic circle firms. They have great clients and are a first-rate team.’

‘Eesha Arora is an excellent lawyer. Her knowledge and application of trusts and tax law is probably the best in the industry. She is incredibly bright and utterly charming. A safe pair of hands for any client. Dominic Conde-Cole’s attention to detail and knowledge of his brief is exceptional.’

‘Eesha Arora is bright and has excellent client care skills. She is extremely thorough and leaves no stone unturned. Colin Senez has an extensive network of French professionals and this has been helpful to me.’

‘The team has the extremely experienced, skilful and knowledgeable Clare Maurice, who is supported by a full service team which includes Emma-Jane Wieder and Claire Weeks. Every member of the team is knowledgeable and approachable and has the approach that a client wants.’

‘Fiona Poole is very clever and client friendly. Emma Jane Weider is very sharp. Eesha Arora has great client skills. Jennifer Chambers is technically very good. Claire Weeks is bubbling with energy and intellect.’

‘We work with Jennifer Chambers. We have absolute trust in her and, looking back on her track record, she has never let us down over three decades. We can’t say that about anyone else in the industry.’

Mishcon de Reya LLP

Mishcon de Reya LLP ‘distinguishes itself from the other main London law firms by being perceived as an innovative and progressive law firm’. It has ‘a reputation for excellence and high-quality practitioners’. Charlie Sosna spearheads the practice, which offers a blend of overseas tax planning, planning advice for UK-based entrepreneurs, and corporate structuring work for its clients. Major clients include private individuals and their families, businesses, family offices, and trust structures, and its client base is global. Among the other key individuals are Andrew Goldstone and Filippo Noseda. Noseda is a dual-qualified English solicitor and Swiss lawyer. Kassim Meghjee advises UK and international clients on all aspects of personal and business taxation. Another name to note is Patrick Harney, who has a particular specialism in US-UK and UK-Irish cross-border tax advice. Martin Davies heads the Middle East practice, and David Whittaker, Stuart Adams, and Nicola Simmons are highly recommended. There have been a number of additions to the team, including Marianne Kafena, who joined in January 2024 from Harbottle & Lewis LLP.

Practice head(s):

Charlie Sosna


Other key lawyers:

Filippo Noseda; Martin Davies; Andrew Goldstone; Patrick Harney; Kassim Meghjee; Stuart Adams; David Whittaker; Nicola Simmons; Fiona Lewsey; Marianne Kafena; Annie Bouch


Testimonials

‘Fiona Lewsey is outstanding. She was incredibly empathetic, highly professional, very constructive and proactive, exceptionally responsive and nothing was ever too much trouble for her. Fiona oozes integrity and having her client’s best interests at heart, and nothing was ever too much for her.’ 

‘David Whittaker – innovative, highly competent, well regarded in the private client arena, good speed of response.’

‘Strong team, especially for campaigning on tax issues. Filippo Noseda is excelllent.’

‘A very knowledgeable team, cohesive and technically expert. David Whittaker and Marianne Kafena are very personable, build rapport with clients and deliver actionable advice.’

‘The team has a deep bench of practitioners across all sectors, trusts, probate, disputes, privacy or matrimonial. Just about anything you would need in a private wealth context for an UHNW or family office client.’

‘I work mainly with Stuart Adams – he has shown utmost professionalism and calm in the face of difficult and challenging scenarios. Simply outstanding to work with.’

‘Adaptable, entrepreneurial and energetic, we really enjoy the enthusiasm and energy of the team. Marianne Kafena – new to the team but not to the profession. She is quite simply outstanding. She covers international matters with a particular focus on the Middle East.’

‘The team are always available and consistently deliver a high standard of work. Charlie Sosna, Annie Bouch and David Whittaker are standout individuals as they all have the ability to explain complicated matters in a straightforward manner.’

Payne Hicks Beach LLP

Payne Hicks Beach LLP 'is a blue chip London Private Client firm’. It is praised for offering ‘a full service for both onshore and offshore clients, combining deep technical knowledge with a smooth and seemingly effortless approach to client service’. Rosamond McDowell heads the ‘first-rate’ team, which advises high-net- worth clients from the UK and internationally. Many of its clients feature in the Sunday Times Rich List, Forbes 400, and the Arabian Business Rich List. It frequently advises on a diverse range of complex matters to UK resident non-domiciled clients. The team is skilled at advising on the tax aspects of pre and post-nuptial agreements, and on structuring divorce settlements. Robert Brodrick has a significant client following in the Middle East, as well as in the US and the UK. Frederick Bjørn’s offshore work has a particular focus on Scandinavia, although he also advises a number of US clients. Basil Dixon is another seasoned practitioner who advises numerous international and UK high-net-worth clients and Martin Paisner has an enviable domestic and overseas client base. In June 2023 Benedict Jennings and Melissa Solly were both promoted to the partnership.

Practice head(s):

Rosamond McDowell


Other key lawyers:

Frederick Bjørn; Basil Dixon; Robert Brodrick; Martin Paisner; Sara Morgan; Sam Carver; Dean Ryan; Benedict Jennings; Melissa Solly; Emma Harris; Adam Woodhouse


Testimonials

‘Sara Morgan and Frederick Bjørn are standout partners in an excellent team – very good at what they do and a pleasure to work with.’

‘Rosamond McDowell and her team have exceptional experience which allows them to focus directly on the issues at hand, in the multi-jurisdictional context – they go straight to the heart of the matter.’

‘Sam Carver is simply excellent and provides a truly outstanding service and invaluable support.’

‘Rosamond McDowell is hugely experienced leader with a deep and genuine interest in her clients affairs and challenges.’

‘Dean Ryan and Melissa Solly are extremely able team members. All are readily available and have a real interest and understanding of their client’s affairs with great document and meeting recall.’

‘Very deep bench at PHB. They are quietly one of the better private client teams around. Frederick Bjørn combines technical expertise with a client-friendly approach.’

‘Good depth – very good client base – very empathetic to clients. Robert Brodrick – very steady advice, good head and judgement. Basil Dixon – hard working good clients. Sara Morgan – works hard – deals with difficult clients.’

‘First-rate private client team. Emma Harris is a most effective and highly responsive private client partner. Adam Woodhouse is a knowledgeable and responsive associate.’

Stephenson Harwood

Stephenson Harwood is praised as a ‘powerhouse’ that has ‘an incredible bench of partners in terms of experience and strength’. Clients range from multi-millionaires to ultra-high-net-worth individuals and families with billions of pounds in assets. Its clients are typically entrepreneurial and international, and a particular focus of the practice is on complex structuring with an international angle, particularly where a business or corporation is involved. It also frequently advises on governance for family businesses, and related issues which arise during the transfer of wealth to the next generation. Key figures include the ‘excellentJames Quarmby, and Emily Osborne. Osborne has a keen interest in succession planning and governance issues for business families. Jonathan Conder is especially experienced in acting for families with a US connection, and for families from South East Asia. Michael Rutili is a trusted adviser to numerous (mostly European) private clients, their families, and businesses. Beatrice Puoti focuses on international tax, trusts, and cross-border estate planning for UK and non-UK resident and domiciled clients.

Practice head(s):

Beatrice Puoti


Other key lawyers:

Emily Osborne; Jonathan Conder; Michael Rutili; James Quarmby


Testimonials

‘Jonathan Conder is a brilliant strategist. He is organised, collegiate and reliable, and is well known among UK lawyers for his knowledge of taxation law.’

Beatrice Puoti is excellent when dealing with HNW and UHNW clients both in the UK and abroad. She is clever, friendly and clear and she comes highly recommended.’

‘Emily Osborne is sharp and knowledgeable, with an encyclopaedic knowledge of trusts law and beneficial ownership. I have worked with her regarding my charity and found her to be organised, driven and diligent.’

‘Emily Osborne is by far the most sought after, experienced counsel we have worked with in this area. She has a vast amount of experience in giving concise and highly effective advice in complex cases. She is also exceptionally accessible.’

‘Michael Rutili is an exceptional point of reference as he has the best understanding of family offices and their dynamics. His pragmatic yet friendly personable approach, further to great technical knowledge, make him our go-to partner at the firm.’

‘James Quarmby has the quality of making a complex matter straightforward, providing no-nonsense, easy to understand advice on a wide range of topics. His style is confident and reassuring.’

‘Jonathan Conder is simply excellent, with a brilliant mind and excellent with clients. Beatrice Puoti is exceptional, superb with clients and a phenomenal lawyer. Emily Osbourne is fabulous. Very bright and personable.’

‘James Quarmby: Always on the ball re taxation trends. Thinks ahead re solutions. Personable individual. Jonathan Condor: experienced private client advisor that make client feel comfortable. Trusted advisor. Michael Rutili – excellent advisor.’

Taylor Wessing LLP

The ‘very strong technical’ team at Taylor Wessing LLP has a ‘strength and depth to their capabilities that I think few, if any, other firms would be able to match’. It has immense experience in advising wealthy individuals and families, privately-owned businesses, family offices, and financial services executives on a whole host of complex matters. These matters frequently have an international dimension. It also receives a steady stream of instructions from leading private banks and fiduciary service providers. Nick Warr heads the international private wealth unit. The ‘excellent’ Damian Bloom spearheads the UK private client team and Alexander Erskine leads its private wealth strategy in Asia. Kirstie McGuigan has a wealth of experience in all elements of private client work, acting for UK resident and domiciled clients. Another key figure is Ben Lister, who guides clients through an array of complex legal and family issues, both in the UK and internationally. Simon Phelps is another prominent member of the practice. Sanjvee Shah left the firm in February 2024 and is now at Wedlake Bell LLP.

Practice head(s):

Damian Bloom; Nick Warr


Other key lawyers:

Simon Phelps; Alexander Erskine; Ben Lister; Kirstie McGuigan; Kunal Vyas; Dominic Rothbarth


Testimonials

‘One of the best in the business for high-end technical work. I work particularly with them on international clients and their ability to handle complex cases is second-to-none.’

‘Nick Warr is the best in the business. Highly regarded by all and a real powerhouse.’

‘Kunal Vyas has a particular ability to cover a breadth and depth of subjects and distil complex information into clear, concise and actionable advice. Kunal works proactively with clients wider advisory team to ensure a consistent client experience.’

‘The qualities, which Ben Lister consistently demonstrates, are a relentless focus on excellent client outcomes, a collaborative approach across the organisation and a brilliant grasp of the law for even very complex cases.’

‘An engaging and responsive team with excellent client rapport and broad access across the firm to relevant specialist sector expertise. Level of responsiveness and meaningful engagement is really excellent. Kirstie McGuigan has been top rate.’

‘Immense market knowledge and expertise – Nick Warr – just peerless in his knowledge of the issues and his ability to explain them to clients.’

‘The knowledge, empathy, trust and confidence in our relationship and requirements is excellent. The reaction to short-term tactical and job specific tasks coupled with the overarching long-term relationship is of great value.’

‘Timely insights into topical advice topics, always up to date with legislation and forward looking in their views. Client centric, approachable manner. Modern edge and truly international approach.’

Work highlights


  • Advising a European family who founded a £1bn trading company on restructuring of the ownership of the trading interest across multiple jurisdictions, in the context of tax, asset protection, and long-term succession planning.
  • Advised a technology entrepreneur on the disposal of his business valued at £200m, and then on the structuring of the proceeds of sale for personal investment and succession planning purposes.
  • Advised a high-profile international family, their trustees, and family office on all UK tax, regulatory, and succession issues for the long-term holding of a £500m+ real estate investment, which included co-ordinating tax and succession advice across multiple jurisdictions.

Withers LLP

Withers LLP fields a large team, which acts for 74% of the individuals and families in the Sunday Times Top 100 UK Rich List. It also has a dedicated US-qualified private client team in London. Senior partner Christopher Groves heads the firm’s European private client practice. Patricia Milner is a highly experienced practitioner whose focus is on tax, trust, and estate planning for both UK and non-UK resident and domiciled individuals, and their families. Philip Munro is highly regarded for his expertise in succession planning for international families. Another key member is Charlie Tee, who has a strong reputation in the market for his work on UK and international tax and trust issues, as well as advising on wills and succession planning. Richard Cassell advises on US and international tax, trust, and estate planning matters. Also recommended is Ceri Vokes, who regularly advises on complex cross-border tax planning, and who continues to work closely with many family offices. Claire Harris heads up the European family office team.

Practice head(s):

Christopher Groves; Ceri Vokes


Other key lawyers:

Richard Cassell; Patricia Milner; Philip Munro; Charlie Tee; Claire Harris


Testimonials

‘Incredible strength in depth, all lawyers are industry leaders. They have great experience with clients from all different nationalities and backgrounds.’

‘Philip Munro – my go-to for complex private client matters. He’s incredibly intelligent and has a great way with clients. He identifies problems and works out solutions.’

‘Depth of experience, knowledge and resource on offer across all aspects of personal, company and trust needs.’

‘Great people skills. Empathetic and responsive to our needs.’

Baker McKenzie

The ‘calm, considered and very talented’ team at Baker McKenzie LLP is known for providing UK tax advice to some of the largest family offices for UK resident and non-UK domiciled families. It continues to provide advice to significant institutions and other private clients at the top end of the private wealth market globally. In addition, the team enjoys a significant inflow of work from the Middle East. The focus of the group’s Middle Eastern practice is centred around ultra-high-net-worth individuals and families from Saudi Arabia, Qatar, the UAE, and Bahrain. Ashley Crossley has particular experience in establishing private trust companies. Crossley is also skilled at advising on the establishment of international asset-holding structures, family offices, and tax efficient venture capital structures. Phyllis Townsend is also highly recommended.

Practice head(s):

Ashley Crossley; Phyllis Townsend


Other key lawyers:

Alfie Turner; Christopher Cook


Testimonials

‘Excellent team, very responsive and able to deal with complex scenarios and restructurings.’

‘Very good availability, the people on the team are very knowledgeable and experienced.’

‘Christopher Cook and Ashley Crossley are extremely professional and knowledgeable, available at all times, very engaged, and provide high-quality advice.’

‘Very professional and as they are able to provide cross border advice this is extremely useful.’

‘Approachable and knowledgeable in their field.’

‘We find the Baker McKenzie team competent across multiple jurisdictions, using them in South East Asia, the United Kingdom, Switzerland and the Middle East. There are very few private client firms who are able to offer this coverage with skilled lawyers in each location.’

‘We really enjoy working with Baker McKenzie, they connect well and are happy to work with us as partners in a genuine team for the client. It’s a great way to work!’

‘Phyllis Townsend is just great – she knows her law backwards and brings real sophistication to the table – her language skills are impressive and she has a good sense of humour – no hint of ego, just pragmatism and a highly professional approach.’

Broadfield Law UK LLP

Alastair Collett leads the team at Broadfield Law UK LLP, which has a diverse client base, including ultra-hight-net-worth and high-net-worth individuals with new or inherited wealth, ranging in value from tens of millions to billions. Its clients have  diverse properties and assets from landed estates and shareholdings, through to works of art. Others have charitable and philanthropic interests. An increasing amount of its work has international elements. Helen Ratcliffe remains a key figure in the department and Judith Millar works with various high-net-worth UK and international families, particularly in the field of trusts. Jonathan Colclough has considerable experience in trust and corporate asset holding structures, and is also skilled at advising trustees on holding crypto assets.

Practice head(s):

Alastair Collett


Other key lawyers:

Helen Ratcliffe; Judith Millar; Rachel Rodrigo; Jonathan Colclough; Hugo Smith


Testimonials

‘A great private client practice. They have a wide range of skills and experience to meet all types of a client’s circumstances. They give timely responses and are great value for money.’

‘Judith Millar is an outstanding private client specialist. She has a great depth and range of knowledge but is also empathetic and can communicate with clients well at at all levels. I would highly recommend her.’

‘Highly skilled but very approachable and friendly team. You get the best advice delivered in a professional way by very nice people.’

‘Judith Millar is a standout private client partner. She has every skill you need. She knows the law and combines it with an excellent bedside manner. She is very professional and commercial. Rachel Rodrigo is a hugely effective and efficient associate.’

‘Jonathan Colclough is excellent on cross border issues – very practical and commercial advice. ’

‘The Private Client Team are engaging and available, important for our Family Office needs.’

‘Hugo Smith is a great Partner in BDB Pitmans, professional, pragmatic and helpful. His trust experience is invaluable for us.’

‘Helen Ratcliffe is first class.’

Edwin Coe LLP

Edwin Coe LLPgive their clients not just the perfect professional service, but the perfect personal service too’. Praised for its ‘extraordinarily high level of technical proficiency’, the group has strong relationships with various leading wealth management organisations in the UK and internationally. It is increasingly advising on high-value, complex and cross-jurisdictional estates, both during lifetime and after death. In addition, it works alongside its corporate team to advise business owners, entrepreneurs, and senior executives on various tax, succession planning, and wealth issues. Alison Broadberry and David Goepel are both highly recommended. Matthew Barnett is particularly experienced in advising on the protection of wealth for future generations.

Practice head(s):

Alison Broadberry; David Goepel; Matthew Barnett


Other key lawyers:

Anna Primrose; Eva Moynihan; Wendy Hall


Testimonials

‘I have worked with Matthew Barnett and Anna Primrose. Both have a keen eye for detail but never lose sight of the desired end result.’

‘First class private client team. Alison Broadberry is an outstanding trust and tax specialist with an instinctive grasp of the personal and commercial issues likely to trouble private clients.’

‘The team at Edwin Coe is very experienced with a broad range of matters and clients. They are very practical and willing to help get projects delivered. David Goepel is incredibly knowledgeable. I use him often in tricky matters.’

‘David Goepel is the hidden treasure of the private client sector in London. He matches or outperforms all the other top practitioners, and without any of the arrogance that so often goes with that level of performance. Much loved by his clients for his clarity, care and concern.’

‘Matthew Barnett has a rightly devoted client following, repeatedly delivering solutions which work perfectly. Eva Moynihan is as relentlessly complete in the services she provides her clients, as she is charming and personable in their delivery.’

Alison Broadberry is phenomenal. Works tirelessly for her clients and is superb at what she does. Wendy Hall is an excellent associate and her knowledge of the law is excellent.

‘Alison Broadberry – a firecracker, fizzing with enthusiasm and energy for the law and the issue at hand. Incredibly personable and committed.’

‘David Goepel – a man of high intelligence, the utmost integrity and one of the most courteous solicitors in London, he will always spare the time to deal with a query and try to find a constructive way of resolving a difference.’

Key clients

St. James’s Place


Hoopers


Howard Kennedy LLP

At the helm of Howard Kennedy LLP is John Annetts. Annetts continues to deal with a wide range of high-value and complex estates, ranging in value from £2m to £350m, many of which are multi-jurisdictional. Liz Palmer is another prominent member of the practice who advises UK and international clients on various matters, and has a particular emphasis on tax advice pertaining to residence and domicile issues. Simon Malkiel acts for a growing and diverse client base of UK and international high and ultra-high-net-worth clients. These clients include entrepreneurs, business owners, real estate investors, and individuals in the sports, entertainment, and art sectors. All three of the lawyers mentioned are members of the Chartered Institute of Taxation. The group is also experienced in advising on Sharia law and on family investment companies.

Practice head(s):

John Annetts


Other key lawyers:

Simon Malkiel; Laura Lea; Liz Palmer


Testimonials

‘Simon Malkiel has the right combination of client handling skills and deep technical knowledge. Simon is ably assisted by Laura Lea, who also has great client handling skills.’

‘Approachable and good value, we always see a client led approach from Howard Kennedy. Liz Palmer is extremely able to cut to the heart of a problem and deliver quick proactive advice in an understandable manner.’

‘Simon Malkiel is excellent and is always on hand for practical technical advice.’

‘John Annetts has become a real heavyweight for onshore tax-planning and complex probates. He calmly deals with ultra-high-net-worth individuals and families. He is unflappable and wears his considerable knowledge and expertise very lightly.’

‘Liz Palmer is an extremely able and incisive lawyer particularly when advising on US/UK tax issues. She is always friendly and I am sure fantastic with clients.’ 

‘A very strong practice dealing with the full range of work.’

Liz Palmer is outstanding. Great technical knowledge allied to a very commercial approach.’

‘All the individuals are approachable and friendly. There is very much a team ethos to the department. The team is highly diverse and is all the stronger for that. Information sharing and collaboration is excellent.’

Hunters Law LLP

Lucinda Tite and Wilfrid Vernor-Miles jointly head the department at Hunters Law LLP. Its expertise spans advising on complex estate management and cross-border issues, as well as high-value asset protection and tax planning strategies. It specialises in handling intricate estate and trust issues, including reorganisations and restructurings, to meet evolving family dynamics and tax considerations. The group is adept at managing international tax laws, regulations, and multi-jurisdictional challenges. Clients include high-net-worth individuals and large family estates. Lara Barton is the trusted advisor to many ultra-high-net-worth clients, and has been appointed as executrix of their wills. Matthew Yates focuses on lifetime and post-death tax planning.

Practice head(s):

Wilfrid Vernor-Miles; Matthew Yates


Other key lawyers:

Sunir Watts; Charlotte Simm; Lara Barton; Mary Elliott; Lucinda Tite


Testimonials

‘Matthew Yates and his colleagues deliver good advice and service on trusts, wills and related private client matters.’

‘Hunters are one of London’s longest established private client firms. They combine the service to be expected by traditional landed and heritage clients and the responsiveness and flexibility of the next generation of private clients.’

‘Sunir Watts has the qualities you want. He is calm, measured, reassuring, technically brilliant and creative. You’d trust him to arrange things for the next generation.’

‘Client attentiveness and collaboration with other colleagues inside and outside of the firm in the interests of providing a quality service to the client, including collaboration with counsel, is excellent.’

‘Lara Barton  is calm, efficient and knowledgeable.’

‘Wilfrid Vernor-Miles stands out on value for money, billing, attention to detail and successful outcomes for clients. Many of my clients use him for legal advice and clarity, efficiency plus speed and quality of outcome is second to none.’

‘Extremely experienced and knowledgeable, always a pleasure for me to deal with.’

Wilfrid Vernor-Miles is straight down the line, always has a constructive point to make/solution to offer.’

Russell-Cooke LLP

Rebecca Fisher heads a thriving practice at Russell-Cooke LLP. It continues to expand into new and complex areas of law, such as advising on the creation and structuring of family offices. It also excels in handling forfeiture claims where the deceased was murdered, and is experienced in advising on cross-border mental capacity issues. Increasingly,  it is advising on the cross-border adoption of adults, and on its impact on succession planning. Its diverse client base ranges from the substantially wealthy, to longstanding clients and their families. Suzanne Mynors has particular expertise in complex trust matters. James Cook joined the team from Collyer Bristow LLP in October 2023. Cook has a broad practice, with a keen interest in disabled person trusts. Richard Frimston is also recommended.

Practice head(s):

Rebecca Fisher


Other key lawyers:

Richard Frimston; Olivia Llewellyn; Suzanne Mynors; James Cook


Testimonials

‘Strong and diligent engagement. Helpful advice clearly given. All work executed to time and budget. Convenient location.’

‘Helpful, direct, clear advice. Sensible, clearly explained rationale to actions.’

‘Russell Cooke have been so commercial and user friendly for clients – the probate trust and tax issues they deal with for very demanding clients are complex. They will also work late and to deadlines.’

‘Rebecca Fisher leads the probate and trusts group and is excellent – she is a steady hand during a crisis.’

‘The team has an impressive range of knowledge and experience. They know their way around the technical issues for purely UK private clients but also have a justly deserved reputation for cross-border work.’

‘Rebecca Fisher is excellent. She combines technical skill with a charming manner with clients: both reassuring them and putting them at ease. She is supported by a great team of associates. Olivia Llewellyn is thorough, diligent and utterly professional.’

‘Russell-Cooke offer an excellent service. Their team are knowledgeable, good with clients, and responsive.’

‘I have worked with Suzanne Mynors, who is an absolute pleasure. She is very bright and hot on the law, ready to raise points you had not considered. She has independent judgement but is ready to take advice from counsel when necessary.’

Sinclair Gibson LLP

Clients of Sinclair Gibson LLP include both high and ultra-high-net-worth international individuals, as well as successive generations of UK-domiciled families. Under the joint leadership of Keith Bruce-Smith and Lucy Gibson, it is well-placed to handle many complex issues, such as lifetime tax and succession planning. It is also vastly experienced in advising on the establishment and management of onshore, offshore, and charitable trusts. In addition, the team has been busy providing family office services to its clients, as well as probate and estate administration. Another key area of focus is providing UK tax planning advice for non-residents and domiciliaries, which includes providing pre-immigration planning advice. The versatile team also deftly handles the tax efficient restructuring of estates post-death.

Practice head(s):

Keith Bruce-Smith; Lucy Gibson


Testimonials

‘Sinclair Gibson is outstanding. The professional service you receive allows you to feel confident in areas you may not have knowledge in. The level of support is excellent, the knowledge is extensive and you feel a sense of calm and reassurance as a client.’

‘Lucy Gibson is amazing! Putting your trust into someone who initially is unknown to you can be daunting but with Lucy it feels a sense of relief. Lucy Gibson is exceptional!’

‘An outstanding team very much at the cutting edge of complex law with a capacity for driving excellent client strategies and leading other advisers with them to achieve effective solutions’.

‘Courageous advisers prepared to take a view and lead on difficult and complex situations.’

Key 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


Wedlake Bell LLP

The excellent team at Wedlake Bell LLP is led by Caroline MillerMatthew Braithwaite, and Nick Mendoza. Camilla Wallace also plays a pivotal role in the department, advising high-net-worth individuals, both UK and non-UK domiciliaries, on estate planning to mitigate inheritance tax. Wallace is also skilled at advising on measures to control the devolution of estates by way of lifetime gifts, trusts, and tax-efficient wills. George Merrylees is another key figure. His focus is on high-net-worth individuals who move to the UK as fund managers, business owners, and those who have moved to set up family offices and funds. In team news, Sanjvee Shah joined the team from Taylor Wessing LLP in February 2024.

Practice head(s):

Caroline Miller; Matthew Braithwaite; Nick Mendoza


Other key lawyers:

Sanjvee Shah; Camilla Wallace; George Merrylees


Testimonials

‘Matthew Braithwaite and Camilla Wallace are leaders in the market, and both speak impressively in public.’

‘Sanjvee Shah, who has recently joined, is a standout private client lawyer with whom I have worked on complex transactions.’

‘Proactive and user friendly. Keen to help; good at seeing the job through and always happy to go the extra mile. Matthew Braithwaite has wide knowledge and is polite yet persistent and always gets the job done.’

‘George Merryless is a fantastic lawyer. He is very client focused and is capable of understanding the commercial requirements of the clients and providing practical advice. He is always available. He is also French native speaker and is a great asset for UK-France cross border work.’

‘Very good team, very responsive and pleasant to work with. George Merrylees stands out by his nice personality. He is available, kind and has a very good knowledge of French/UK cross border tax matters. He is also fluent in French.’

‘The team at Wedlake Bell are the stand out professionals in this sector for the London region. They are approachable, knowledgeable, commercial and a pleasure to work with. They deliver in a timely manner and keep our clients informed.’

‘Nick Mendoza always provides clear and concise guidance in a format that clients can understand. He looks at the wider picture and does not just focus on the legal aspects.’

‘The team have an excellent pedigree and are very reliable and pragmatic. I frequently work with Sanjvee Shah on matters and she is an excellent addition to the team. She is very technical, knowledgeable and also very client friendly.’

Weightmans LLP

The ‘excellent team’ at Weightmans LLP is spearheaded by Jonathan Shankland, who is a ‘very prominent figure in the market and is very impressive’. Shankland acts for some of the world’s wealthiest and most complex families internationally, as well as royal families, sports and media celebrities, and household names in the corporate world. What has impressed clients is the team’s ‘ability to work collaboratively and their international capabilities’. Patrick Malone counts leading sports figures and cultural heritage families within his client base. The team added to its ranks with the recruitment of Naomi Woods from legacy firm Ince & Co in September 2023.  Other leading members of the department include Caroline Doyle, Joshua Ryan, and Polly Wesson. Arshoo Singh left the firm in August 2023, and is now at Warners Solicitors.

Practice head(s):

Jonathan Shankland


Other key lawyers:

Caroline Doyle; Patrick Malone; Joshua Ryan; Polly Wesson; Naomi Woods


Testimonials

‘Jonathan Shankland – standout performer; diverse and interesting client base; excellent profile in the market; interesting speaker on the conference circuit. Inspires confidence beyond his years. Very down to earth and approachable too. Caroline Doyle – technically excellent.’

‘The Shankland & Malone team at Weightmans are a finely oiled machine. They simply work together efficiently and bring together best in class attorneys across the globe to address all complex matters I throw at them.’

‘Jonathan Shankland is probably the best in class private client attorney I’ve worked with in my career. The breadth and depth of his knowledge knows no bounds. He has managed to scale his practice without losing any of the personal touch that I require.’ 

‘Joshua Ryan is a dynamic future partner, one to watch and with a very rapidly growing reputation in the UK and internationally.’

‘Polly Wesson has been fantastic to deal with. She has a true understanding of our needs and comes up with a properly tailored service. Her work makes her stand out from other lawyers that I have dealt with in other firms – she is outstanding.’

‘I have been incredibly impressed by Joshua Ryan and Patrick Malone who offer a personalised service with professionalism and attention to detail of the highest level. Nothing is ever too much bother.’

‘Naomi Woods has been excellent and very helpful – she always has time to speak to me and is very professional yet personal at the same time.’

‘Jonathan Shankland – technically excellent individually, a real go to source of knowledge and my first port of call when working with UHNWIs. Also, Jon has built an excellent team culture which clients can pick up on and love when dealing with Weightmans.’

Key clients

The Baroness Van Dedem


Bassim Haidar


The Estate of Dorothy Bohm


Michael Seresin and the Seresin No.2 Trust


The Pankhurst Trust


Mark Jeffery and Mary Assimakopoulos, The Jeffery and Assimakopoulos Family Trusts and the Research Partnership


The Estate of the Late Frank Williams CBE


HFMC Wealth Management: Lynne Peacock


Lord Slynn of Hadley Trust and the Lord Slynn


Ahmed Moustafa


Work highlights


  • Acting as family office to one of the most prominent families in Europe.
  • Acting for a renowned international entrepreneur and billionaire in the acquisition of Super Prime London Property and tax structuring.
  • Acting for the world’s most prominent Arabic and Middle Eastern artist in relation to his global art collection and estate planning across multiple jurisdictions.

Burges Salmon LLP

The ‘extremely knowledgeable, proactive and approachable’ team at Burges Salmon LLP is recognised for its skill at advising high-net-worth individuals and their families on global wealth-related mandates. Jim Aveline leads its family business team and he has a particular focus on family businesses, succession issues, and structures for holding wealth through trusts, companies, or partnerships. Suzanna Harvey became the head of its private wealth sector in February 2023. Another important member of the ‘technically excellent’ team is John Barnett, who is both a solicitor and a chartered tax adviser.

Practice head(s):

Suzanna Harvey; Jim Aveline


Other key lawyers:

John Barnett; Emma Heelis-Adams


Testimonials

‘My experience with Burges Salmon over more than 20 years has been one of close attention to client needs, diligence in trying to understand clients personally in order to tailor their legal advice and a high level of technical expertise.’

‘Jim Aveline is highly personable and understanding of our needs, often innovative in suggesting legal solutions while still being thorough in guiding us through the normal legal necessities we’ve needed.’

‘The private client team have unrivalled technical expertise and experience. Able to advise on all aspects of Trust, succession planning and individual taxation and law.’

‘John Barnett and Emma Heelis-Adams are not only outstanding legal and tax advisors but also two of the nicest people you could hope to meet.’

‘Strong technical expertise. Client friendly. Ability to provide practical advice tailored to clients’ needs.’

‘Emma Heelis-Adams: extremely competent adviser, understands the complexities of clients and of financial markets and how financial institutions operate in the private client space.’

‘Excellent written advice, always willing to help and keeps very up to date with topical matters. Goes above and beyond to make themselves available to service our clients.’

‘Excellent service and good legal knowledge and advice. Courtesy and friendliness.’

Druces LLP

Matthew Duncan leads the practice at Druces LLP, which has a particular specialism in family offices. It covers all areas of wealth planning, international tax structuring, and multi-generational succession planning for mobile international families. Other key members of the practice include Robert Macro and Paul Levy. Helen Freely works on a broad range of private client matters, including tax and trusts, as well as advising charities. Phillip Vallon joined the firm from Knights plc in April 2023.

Practice head(s):

Matthew Duncan


Other key lawyers:

Robert Macro; Helen Freely; Phillip Vallon; Paul Levy


Fieldfisher

At Fieldfisher, there isvery good strength in depth’ and it provides a ‘high-quality and responsive service’. With Peter Golden at the helm, it advises on all aspects of personal tax, protection, and wealth management issues for international and domestic clients. It specialises in offshore matters for globally mobile clients. The practice has a particular focus on European, APAC, and MENA clients, and it is also highly regarded for its UK-focused tax and estate planning work. Elena Tzialli and Alistair Robertson are both recommended.

Practice head(s):

Peter Golden


Other key lawyers:

Alistair Robertson; Caroline Rao; Elena Tzialli; Alice Vink; Andrew Dickson


Testimonials

‘Alistair Robertson is extremely capable in all areas where advice has been sought, personable, thoughtful, commercial. Clients have been highly impressed by his professional approach.’

‘Very commercial and technically very able. Peter Golden is a first-rate lawyer. He is exceptionally commercial, intellectually rigorous and provides the highest levels of client service.’

‘Caroline Rao has a wealth of knowledge and is a delight to work with. Caroline handles her clients adeptly and provides excellent legal advice.’

‘I work, and cross-refer with, Elena Tzialli and there are not enough superlatives to describe how brilliant she is. She is simply phenomenal. A permanently trusted pair of hands.’

‘Peter Golden – Concise, clear yet flexible and commercial. Willing to listen to suggestions and truly solutions focused, a problem solver. No issue is too big, and a resolution can be found to every query.’

Alice Vink – supremely calm, approachable, knowledgeable and has an incredible skill of purveying messages in a clear and understandable manner. Caroline Rao – A dream to work with. Smart, bright and clear in her advice.’

‘I particularly work with Caroline Rao and Peter Golden who are very approachable and highly experienced. They have a genuinely collaborative approach between private and corporate tax.’

‘A strong bench of lawyers, deep knowledge of private client matters and a network of geographical offices that can be used to opine on cross border matters.’

Harbottle & Lewis LLP

Harbottle & Lewis LLP is lauded for its ‘boutique and first-class technical and practical advice about wealth planning’. Chris Moorcroft leads the practice, which advises wealthy families, private individuals, and their family offices. The nimble team frequently works with its reputation management team, and also has particular strength in the UK/US market. In addition, several members of the group have considerable experience in the Middle East. Alexa Collis was promoted to the partnership in June 2024 and Alasdair Wilson continues to be well-regarded. Marianne Kafena is now at Mishcon de Reya LLP, while former practice co-head Jonathan Burt joined Charles Russell Speechlys.

Practice head(s):

Chris Moorcroft


Other key lawyers:

Alasdair Wilson; Siena Gold; Zoe Camp; Alexa Collis


Testimonials

‘Chris Moorcroft is an extraordinary international tax attorney working very closely with HNWI and their families. He is just as good as it gets and raising the bar over and over.’

‘The team has been put together in a strategic manner and in such a way as to cover all aspects of private client work including immigration aspects of international clients. They have outstanding technical abilities.’

‘A key strength is their ability to face difficult tax and trust matters head on and in a constructive manner. They do not sidestep difficulties.’

‘Siena Gold – outstanding technical and practical lawyer. Maturity of mind and judgement is outstanding. Chris Moorcroft – loved by clients and very sharp.’

‘Zoe Camp – excellent at US-UK work and a delightful personality. Alexa Collis – excellent lawyer for US-UK clients.’

‘The team has very specialist knowledge and is able to draw on many areas of technical expertise. There is good collaboration between team members and transparency with billing. Siena Gold has extremely good technical skills and is very approachable and responsive.’

‘This is a relatively small firm with a strong practice and an international sensitivity. Jonathan Burt and Alasdair Wilson are easy to work with and experienced.’

‘Siena Gold is a brilliant tax and trusts lawyer. Her technical knowledge and experience is enviable, which she combines with a personable, understated and measured approach.’

Irwin Mitchell

The practice at Irwin Mitchell 'is extremely responsive, approachable and technically astute’. With Alex Ruffel at the helm, its primary experience is in international private client work. It acts for family offices, and ultra-high-net-worth individuals and families. In addition, it has developed its charity and philanthropy practice through the recruitment of Matthew Briggs from The Burnside Partnership in June 2023. The group is also continuing to grow its Sharia practice which is led by Yousafa Hazara. It is well-placed to handle an array of complex cross-border tax matters and cross-border estates.

Practice head(s):

Alex Ruffel


Other key lawyers:

Jessica Fazzone; Helen Clarke; Yousafa Hazara; Matthew Briggs


Testimonials

Alex Ruffel is fantastic and my number one lawyer in London for all private client and tax matters. Super reliable, fast, zero ego issues, most agreeable to work with. Wonderful humour too. My clients love her.’

‘Jessica Fazzone is highly professional, skilled and available. She ensures that the client obtains the assistance they are seeking. She is also pragmatic and able to simplify complex situations. On top of that, she is always very pleasant.’

‘Excellent knowledge of subject and speed of service.’

‘Yousafa Hazara is an exceptional solicitor; of her many attributes, the ones that stand out most to me would be her technical prowess and her approachability.’

‘Matthew Briggs is a very collaborative individual with a pleasant client manner. He is responsive, technically sound and a pleasure to deal with.’

‘I worked with Matthew Briggs and his technical ability, client service and attention to detail is exceptional.’

‘Yousafa Hazara has been extremely helpful and diligent in going into the myriad of details of UK domicile requirements, inheritance tax, and my estate planning requirements. She is a wealth of information, and she provided highly detailed written information to demystify the complexity.’ 

‘Matthew Briggs is so user friendly, a consummate professional.’

Kingsley Napley LLP

The ‘first-rate’ team Kingsley Napley LLP provides a ‘personal service’ across all key areas of private client work for domestic and international clients. Those areas include succession and estate planning, capital taxation, wills, trusts, and probate. It also has a wealth of experience in international tax planning and Court of Protection work. Practice head James Ward is particularly skilled at helping business owners with their business succession. Anita Gill and Charles Richardson are both well-regarded. Stephanie Mooney focuses on succession planning for high-net-worth clients. Sophie Voelcker joined the firm from New Quadrant Partners LTD in January 2024.

Practice head(s):

James Ward


Other key lawyers:

Anita Gill; Stephanie Mooney; Sameena Munir; Sophie Voelcker; Charles Richardson


Testimonials

‘Anita Gill and Stephanie Mooney are both excellent. Both caring and considerate, very good communicators who give clear explanations and constantly keep you in the picture as to how work is progressing. Hard working and conscientious.’

‘Antia Gill and Sameena Munir have been outstanding. Anita and Sameena stand out because of their knowledge, sound practical approach, clear advice, attention to detail and first class communication.’

‘Warm, efficient, use plain language and make you feel at ease when dealing with them, with that “always happy to help” attitude. Stephanie Mooney is always willing to help, responds promptly and keen to go above and beyond.’

‘I have worked very closely with James Ward and Sophie Voelcker for many years. Both have great technical knowledge and deliver sensible generational planning solutions to a wide range of clients.’

‘I have introduced various clients to Stephanie Mooney for her support with their estate planning, and I always do so with confidence that they are in excellent hands and that they will be well looked after.’

‘Sophie Voelcker is excellent.’

‘I have known Sophie Voelcker for many years and she is just a delight to work with. Her clients love her and she will always go the extra mile.’

‘A highly collaborative, and importantly an approachable, team with decades of experience advising (U)HNW clients.’

McDermott Will & Emery UK LLP

The dynamic team at McDermott Will & Emery UK LLP frequently advises high and ultra-high-net-worth individuals and their  families. Its strategic focus is on representing clients with estates in excess of £500m and billionaires, both those resident in the UK and internationally.

Testimonials

‘Very considered advice, very available and very thorough research.’

‘A highly experienced and professional team to work with that provide exceptional expertise.’

‘Excellent coverage of UK/UK matters and the overlap between the two jurisdictions.’

‘Excellent technical knowledge of tax law, including both international groups, trust and HMWIs with a cross-border aspect. Good teamwork both within the tax department and liaising with other departments. Great attention to detail and always produces work within the agreed time frame.’

Penningtons Manches Cooper LLP

The superb team at Penningtons Manches Cooper LLP has strong international capabilities. It frequently assists UK residents and non-residents, non-domiciled individuals, international families, family offices, and business owners from across the globe. Practice head Clare Archer has a particular interest in family office work. James d’Aquino specialises in providing tax, trust, and succession planning advice to wealthy clients. Another key member of the team is Laura Dadswell who has considerable experience in US/UK cross-border matters. Tristan Smale acts for some prominent Greek and Cypriot families, and their family offices.

Practice head(s):

Clare Archer


Other key lawyers:

Tristan Smale; James d’Aquino; Laura Dadswell; James Sedgley


Testimonials

‘A low-key team whose laid back approach masks some serious firepower and an excellent client list. James d’Aquino – an international tax planning specialist with masses of charm and a great work ethic.’

‘Clare Archer – an experienced, calm and disciplined lawyer with a great client manner.’

‘This team is an experienced private client team able to deal with complex matters. Clare Archer for client focus.’

‘They have strong expertise with regard to International matters via Laura Dadswell and James d’Aquino and Tristan Smale, who I find very capable and personable in terms of domestic matters.’

‘A high quality team delivering “real world” advice.’

‘James D’Aquino – encyclopaedic knowledge of the law. Claire Archer – superb client management and a dynamic leader for the team.’

‘They have a strong Private client team. Claire Archer, James d’Aquino and James Sedgely are very skilled in international and Trust matters.’

‘The team are knowledgeable and responsive. Clare Archer is very impressive technically and pragmatic where needed.’

Cripps

The private wealth team at Cripps acts for a wide range of high and ultra-high-net-worth clients, ranging from those with inherited wealth to national and international business owners and directors. Other major clients include professionals in the legal and financial sectors, in addition to agriculture and estate owners. Under the leadership of Victoria Fairley, who is a member of STEP, it is acting for a significant and growing number of clients with cross-border interests. Jeremy Curtis specialises in all aspects of estate planning, business succession, and Court of Protection matters.

Practice head(s):

Victoria Fairley


Other key lawyers:

Jeremy Curtis; Louise Sargent


Testimonials

‘Victoria Fairley is excellent: calm, thoughtful, forward-thinking and precise.’

‘Very professional and good response time.’

‘Friendly and efficient.’

‘Proactive, reliable advice delivered in a very understanding, personable way.’

‘Louise Sargent and Jeremy Curtis are a great team.’

‘A Great team. Helpful and with a good deal of practical knowledge offering good value for money.’

‘I rate Victoria Fairley very highly. She is highly personable and uses her skills and knowledge to effectively apply the circumstances of the client. She is adept at communicating at the right level to make difficult matters much clearer to her clients.’

‘Victoria Fairley is a very clear orator who brings a common sense yet innovative approach to private client work. She is trusted by new clients and loved by her longstanding ones, and it’s no surprise she is therefore in demand as a trustee for many of them.’

Fladgate LLP

Fladgate LLP advises on all aspects of wealth structuring and wealth transfer. It supports high-net-worth individuals and families, both in the UK and internationally. Areas of expertise range from advising on complex tax and succession issues, to asset protection and private wealth management. The group acts for active entrepreneurs, several billionaires, and over 80 family offices. Other clients include offshore banks, investment funds, and major global financial institutions. Katya Vagner, who was promoted to the partnership in April 2024, is among the key names to note.

Other key lawyers:

Helena Luckhurst; Katya Vagner; Helen Cox


Testimonials

‘The private client department is made of formidable individuals. Their team is diverse and innovative.’

‘Individuals have solid knowledge. Helena Luckhurst is an amazing safe pair of hands in any complex estate planning matters. Newly promoted Katya Vagner is amazing, friendly and knowledgeable; clients just love her. ’

‘The team’s strengths lie in their comprehensive understanding of tax, trusts and probate, which ensures that clients receive tailored advice suited to their individual needs.’

Their dedication to innovation and diversity, combined with their collaborative approach with clients and other professionals, allow them to provide comprehensive and forward-thinking solutions.

‘Their standout qualities include a deep understanding of the legal landscape, a proactive approach to problem-solving, and a genuine commitment to achieving the best outcomes for their clients.’

‘Jonathan Riley, Helena Luckhurst and Helen Cox have been exemplary in their roles, demonstrating not only legal acumen but also a remarkable ability to connect with clients on a personal level.’

‘Their approachability and willingness to go the extra mile have been particularly valued.’

What sets these individuals apart from competitors is their ability to blend traditional legal expertise with modern, client-focused service. They are not just legal advisors but trusted partners who understand the importance of building lasting relationships and providing bespoke solutions.’

GSC Solicitors LLP

The experienced team at GSC Solicitors LLP is led by Saleem Sheikh, who has also qualified as an arbitrator and mediator. The agile team acts for international ultra-high-net-worth individuals, including oligarchs, significant families, and owners of blue-chip companies. In addition, it is increasingly advising very wealthy clients who have assets spread across the globe. James Cohen has a broad practice and has developed substantial knowledge in advising non-residents on the tax implications of purchasing commercial and residential property.

Practice head(s):

Saleem Sheikh


Other key lawyers:

James Cohen


Testimonials

‘The team took great pains to understand my specific requirements and circumstances and took great efforts to help make a tailor made solution to my needs. As well as great patience to explain detailed legal jargon to me and hold my hand each step of the way.’

‘James Cohen and Saleem Sheikh are both courteous, professional , prompt and efficient in their dealings.’

‘I have found the team to be easy to work with, knowledgeable and accessible. While their command of all aspects of the legal issues is thorough, they are approachable, collaborative and thoughtful to my personal situation. They are my firm of choice.’

Herbert Smith Freehills LLP

The busy team at Herbert Smith Freehills LLP typically acts for prestigious ultra-high-net-worth individuals, as well as institutions, family offices, private banks, and trust companies. Richard Norridge leads the department, which frequently advises on numerous complex and high-value matters involving multiple jurisdictions. It operates as a global practice, and regularly works with its wider Asian private wealth team based at its Hong-Kong office. Its experience covers pure advisory work through to advising on complex contentious matters.

Practice head(s):

Richard Norridge


Other key lawyers:

William Turner


Testimonials

‘The team is responsive and collaborative, supportive, and pragmatic in guiding the client through what risks need to be addressed.’

‘The team’s work product is well managed, efficient and systematic.’

‘Richard Norridge is personally approachable, down to earth, responsive and great to collaborate with. Richard’s litigation experience is invaluable. Yet at the same time he is aware of the importance of effective family governance trust and communication. Therefore he is commercially realistic and astute.’ 

‘The team is professional, diligent and responsive and never failed missing any part of the case that brings advantages to the client.’

‘Richard Norridge is professional, diligent, has up-to-date knowledge on the subjects, has wide experience in managing the case and litigation strategy, but yet very approachable.’

‘Very agile and bright team with a wide range of experience.’

‘They are able to draw on the expertise of the wider firm (both area and jurisdiction) to provide a seamless service.’

‘Richard Norridge and William Turner are very knowledgeable, detail-focused and good at getting to the heart of complex issues. They provide thoroughly considered and practical advice.’

Work highlights


  • Acted for a high-profile individual in civil and criminal proceedings brought by HMRC and CPS in respect of investigations into the individual’s UK tax affairs.

Michelmores LLP

Bristol-based Sandra Brown heads the ‘technically very strong team’ at Michelmores LLP. At the London office, Dhana Sabanathan has significant experience of working with ultra-high-net-worth individuals, family offices, entrepreneurs, trustees, corporates, and owner-managed businesses. She advises several single-family offices, and in addition to advising UK-based clients, she also acts for clients who are based in Europe, the US, Asia, and the Middle East. James Frampton heads up the US/UK estate planning side of the practice.

Practice head(s):

Sandra Brown


Other key lawyers:

Dhana Sabanathan; James Frampton; Matthew Hiatt


Testimonials

‘James Frampton is a highly regarded, technically strong adviser on complex private client matters. He is rigorous in his understanding of client’s circumstances and objectives and provides thorough and well considered advice.’

‘A good professional and knowledgeable team providing a timely service at regional rates. Good knowledge of trust law and inheritance tax and personal tax planning.’

‘Michelmores is fantastic value for money. They have technical expertise and punch above their weight. James Frampton has developed a very strong niche on US-connected matters. He has a deep understanding of the US issues, which is invaluable.’

‘Strong team who are able to collaborate and advise on multiple jurisdictions and asset classes. Dhana Sabanathan’s strengthens include a strong legal and tax knowledge, a focus on relationship management and great communication skills with her clients.’

‘They have a real personal touch – they make me as a client feel incredibly valued. Dhana Sabanathan is excellent both as a technician and with clients.’

‘The team that I work with at Michelmores is focused on a very specific niche – non-dom private client work for American citizens – and they are consistently excellent at what they do.’

‘They have some preeminent practitioners who are at the top of the field, especially James Frampton. Their advice is detailed and highly specific, and they deliver it in a way that clients easily understand.’

‘James Frampton and Matthew Hiatt are friendly and readily provide assistance. Their advice is clear and easily understood by clients. They both have a great presence in the South West region.’

Osborne Clarke LLP

Stuart Janaway leads the department at Osborne Clarke LLP. Janaway acts for UK and international clients and he also advises the private banks, investment managers, and the trust companies that support them. The majority of his clients are business owners or entrepreneurs, including the owners of some significant and well-recognised UK businesses, as well as international ultra-high-net-worth families. He is particularly well-known for his expertise in advising families with US connections.

Practice head(s):

Stuart Janaway


Testimonials

‘The people at OC are very expert, knowledgeable and readily available.’

‘I work mainly with one of the partners who provides a personal touch, in addition to his expertise, which is much appreciated.’

Seddons

Seddons often acts for international high-net-worth individuals who are mobile and have assets in multiple jurisdictions. Stuart Crippin leads the team, which regularly works with UK residents, non-UK domiciled, and international clients on all aspects of UK law. The practice is skilled at coordinating closely with its clients’ accountants, bankers, financial advisors, and trustees. Lewis Edwards advises individuals, families, trustees, and businesses, both in the UK and overseas, on a wide range of tax-related issues.

Practice head(s):

Stuart Crippin


Other key lawyers:

Zoe Pearse; Lewis Edwards


Testimonials

Stuart Crippin and his team at Seddons represent the pinnacle of legal expertise and client-focused service. Their practice stands out for its unwavering commitment to excellence, meticulous attention to detail, and a genuine dedication to client success.’

‘Potential clients will find that the team’s strengths lie in their profound legal knowledge, exceptional negotiation skills, and the ability to deliver bespoke solutions tailored to each client’s unique needs.’

One of the key capabilities of Stuart’s team is their seamless blend of traditional legal wisdom with modern innovations. They have embraced cutting-edge technology to streamline processes, ensuring efficient and transparent communication with clients.’

‘Working with Stuart Crippin from Seddons has been an exceptional experience, making him and his team stand out prominently among competitors.’

‘Stuart’s remarkable legal acumen, coupled with his genuine passion for client advocacy, sets him apart in the legal field.’

Stuart’s team reflects his high standards and commitment to excellence. The associates working alongside him are not only highly skilled but also exhibit a strong work ethic and attention to detail. They collaborate seamlessly, leveraging each other’s strengths to deliver outstanding results.’

‘Clear defined roles within the team, good clear instructions. Stuart Crippin very approachable and knowledgeable.’

‘Zoe Pearse is a phenomenal lawyer. Her ability to distil complex cases into understandable English for clients has been extremely useful.’

Stevens & Bolton LLP

Guildford-based Stevens & Bolton LLP advises on the full spectrum of private client work, which frequently involves high and ultra-high-net-worth clients who have intricate holding structures across multiple jurisdictions. These clients often have a variety of valuable assets. Daryl Fox has a particular focus on estate administration. Practice head Rosie Todd advises on the full range of UK and international private client work, while James Hardaker spearheads the in-house trust corporation.

Practice head(s):

Rosie Todd


Other key lawyers:

Matthew Peto; James Hardaker; Daryl Fox


Testimonials

‘Matthew Peto has consistently impressed me with his attention to detail and willingness to go the extra mile to satisfy my expectations.’

‘S&B have a team to manage Trusts as accountants and trustees to provide a thoroughly integrated service.’

‘Matthew Peto has consistently impressed me. Always delivering a complete service, on budget and within agreed timescales.’

‘A top top firm with City skills.’

‘James Hardaker has fantastic knowledge and experience.’

‘A team with great breadth of expertise.’

‘The tax, trusts and probate team at Stevens & Bolton is excellent. The service provided is first class. They respond quickly and provide a service to the client that is outstanding.’

VWV

The experienced team at VWV has a broad range of expertise, and often works with high and ultra-high-net-worth individuals. Clients range from UK professionals to globally mobile individuals and families with intergenerational wealth. Practice head Angharad Lynn specialises in succession, tax, and estate planning for wealthy individuals and their families. She mostly focuses on multi-jurisdictional work, and works closely with lawyers in France on Anglo-French estates and tax planning matters.

Practice head(s):

Angharad Lynn


Other key lawyers:

Judith Cuxson; William Hollins; Amish Patel


Testimonials

‘The team has an interest in international matters and is building an experience of cross-border matters between England and France.  I have had the pleasure to work with Angharad Lynn, who is a French speaker and who has an interest in matters involving France.’

‘VVW are highly decent, professional and caring. To me that is the best compliment I can give them.’

‘The person I deal with is Judith Cuxson who I have known for twenty or so years. Extremely caring and professional. She is efficient and thoughtful with all the clients I have had dealings with.’

Winckworth Sherwood LLP

Winckworth Sherwood LLP had another busy year, advising various wealthy individuals and family offices on their tax and estate planning needs. Hugh MacDougald leads the private client team, which continues to receive a regular flow of high-value and cross-border work. Tim Snaith frequently advises on trusts, probate, and succession planning matters. Snaith is also skilled at helping those who are dealing with the loss of mental capacity. James Mabey advises private individuals, trustees, and executors on their wealth management and preservation.

Practice head(s):

Hugh MacDougald


Other key lawyers:

Tim Snaith; James Mabey; Alice Edwards


Testimonials

‘Tim Snaith is outstanding. Tim provides brilliant client care and is a joy to work with.’

‘Tim Snaith is the consummate private client adviser. He is charming and understands people, he is constructive and sensible in a way which more combative lawyers find disconcerting and disarming, and he has enormous practical intelligence and unerring good judgement.’

‘An extremely good firm in this area with practical experienced and talented individuals at every level. Very capable of handling the largest and most complex personal tax trust and probate issues.’

‘I have the greatest respect for Tim Snaith’s experience and knowledge combined with a calm and considered manner. Always suave and unruffled with an uncanny knack of getting to the heart of issues swiftly and pragmatically.’

‘Hugh MacDougald has immense experience. The consummate private client solicitor. Also mentions for James Mabey (partner) and Alice Edwards (associate). Both very good at their respective levels.’

‘As well as being a great technical lawyer, Tim Snaith is extremely personable and has been a delight to work with.’

‘Winckworths are our absolute go to for complex trust and estate work. Phenomenally knowledgeable whilst putting the client at ease and navigating difficult and sometimes very sensitive issues.’

‘We work closely with Tim Snaith and Alice Edwards. Both are exceptionally technical but also creative and always come up with an innovative way to help our mutual clients. Importantly, both are happy to make themselves available when there is something urgent happening.’

Blake Morgan LLP

Blake Morgan LLP provides the full range of traditional succession and tax services, and is well-equipped to handle matters with overseas assets. Practice head Helen Bunker does a considerable amount of complex advisory work for both UK and non-UK domiciled individuals, trustees, and estates. She also acts as a professional executor, trustee, attorney, and deputy for a number of families. Thomas Middlehurst is another important contact.

Practice head(s):

Helen Bunker


Other key lawyers:

Thomas Middlehurst; Karmen Ko


Testimonials

‘I would like to name Karmen Ko who I have been working with over the last year and her advice and work have been exceptional.’

‘Thomas Middlehurst remains exceptional. He is always available and with an in-depth knowledge of the practice areas under his domain. He is an absolute pleasure to work with.’

‘Thomas Middlehurst is a charismatic and robust litigator. His gravitas inspires confidence in clients and he has the judgement and experience to achieve their objectives.’

‘I have worked with Thomas Middlehurst on a few matters. He is fiercely committed to his clients, he is easy to deal with and professional. He is very approachable and realistic.’

‘Thomas Middlehurst is a very experienced private client and litigation specialist, who has a great eye to detail and is commercially focused. He can marshal complex issues at speed, and cut straight through to achieving a practical road map to a realistic and commercially minded resolution of matters.’

‘Thomas Middlehurst is bright, on-the-ball and excellent with clients. He can smoothly grapple with complex trusts and tax issues that leave others panicked. He also has excellent relations with the industry.’

‘My experience of this firm has been that they don’t miss a beat. Their eye for detail is second to none and for estates I think this is crucial.’

‘Karmen Ko – You could not ask for a more understanding and helpful approach than that of Karmen’s. Again she is perfectly suited to the field and the common challenges that clients within the sector need to overcome.’

Greenwoods

Clare Harris heads the practice at Greenwoods. There have been significant changes to the team, with Matthew Biles and others joining the practice in September 2023 from legacy law firm Ince & Co, while Ian Bowyer left the firm for Pothecary Witham Weld Solicitors in July 2023. The team continues to advise across the full spectrum of private client work. It is also skilled at handling other matters relating to cross-border and non-domiciled estate planning and administrations.

Practice head(s):

Clare Harris


Other key lawyers:

Matthew Biles; Roger Harding; Amelia Beringer; Edward Knox


Testimonials

‘Roger Harding knows his stuff. He responds very quickly. He’s always available by phone and email. He gets the job done without a fuss.’

‘Superbly efficient and informed on all aspects of the brief. Amelia Beringer and Edward Knox are exactly what one could wish for – old fashioned courtesy and tact, combined with cutting-edge professionalism.’

‘The “Ince” team whom have worked with me for many years have found a good new home at Greenwoods which strikes me as a solid but progressive practice. I am pleased to continue to work with them.’

‘The team stands out for its exceptional professionalism and practical approach, offering a broad spectrum of strategic options tailored to complex tax needs. They are consistently responsive, ensuring timely and effective communication.’

‘Matthew Biles is a very good private client adviser. Pleasant to deal with, intelligent and sympathetic. Good with people and well-liked with the client base.’

‘The team stands out for its exceptional professionalism and practical approach, offering a broad spectrum of strategic options tailored to complex tax needs.’

‘They are consistently responsive, ensuring timely and effective communication.’

‘Matthew Biles’ exceptional expertise and deep knowledge in wealth preservation compelled me to follow him to Greenwoods. As a partner, Matthew consistently demonstrates a profound commitment to his clients’ needs, offering strategic and tailored advice that stands out in the legal field.’ 

Work highlights


  • Advising trustees of a trust worth circa £30m in relation to alternative trust structures or corporate structures, aimed at providing greater flexibility in administering the trust.
  • Advised a UK resident but non-UK domiciled individual with an estate of circa £20m on estate planning, the structuring of assets and UK tax and reporting obligations.
  • Acted for a a high-profile individual with an estate worth circa £15m on administering their estate and mitigating IHT by way of a deed of variation.

Keystone Law

Keystone Law works exclusively with high-net-worth individuals. The group also works closely with some major banks and financial institutions. Alex Boothman is highly regarded in this space. Barry Adamson is skilled at advising high-net-worth individuals and their families on how to protect their finances for future generations. Luke Micallef Trigona is also recommended for his advice on a wide variety of matters such as trusts, wills, lasting powers of attorney, and family offices.

Other key lawyers:

Alex Boothman; Barry Adamson; Robert Knight; Luke Micallef Trigona


Testimonials

‘Professional, understanding of client needs with excellent communication skills. Barry Adamson, excellent service and attention to detail with such care and understanding to our clients needs.’

‘In this small team of private client lawyers a substantial number provide international private client advice. They have a wealth of experience in this area.’

‘Barry Adamson is extremely diligent and has professional international experience, which is deep and wide, and essential for this type of work. In cases of emergency Barry’s turnaround delivery is great.’

‘Barry Adamson is the best of private client: decades of experience and the sharp end of London tax and trusts. Barry Adamson is knowledgeable, approachable and great with clients.’

‘The team has experts in absolutely every field. There is a quick answer for even the most complicated issue.’

‘Extremely personalised service, always responsive no matter what hour what day what question.’

‘Imaginative, solution-focused approach to tax and trusts.’

‘Robert Knight is an excellent private client lawyer – very thorough, attentive and personable.’

KPMG Law

Alice Killingbeck leads the practice at KPMG Law. She has developed a focus on integrated, cross-border advice for wealthy individuals, trustees, and family offices. Harriet Kwarteng is another important contact, who has developed considerable experience in philanthropy and charity law. She frequently advises the firm’s ultra-high-net-worth and multinational corporate clients on all aspects of corporate and private philanthropy.

Practice head(s):

Alice Killingbeck


Other key lawyers:

Harriet Kwarteng


Testimonials

‘Very strong team.’

‘Alice Killingbeck is phenomenal. Totally on top of the detail and extremely personable.’

‘Friendly and approachable team with a sound knowledge base. Harriet Kwarteng always keen to help.’

Key clients

Sedex


Individual founders of Veratis Group


Work highlights


  • Advised an accountancy group based in the UK on the design and implementation of an employee ownership trust and ancillary trust documentation to which the individual shareholders disposed of their interests.
  • Acted for Sedex in designing and implementing a purpose trust which was established to hold a special class of membership designed to protect Sedex’s ESG core values and dovetailed with Sedex’s complex legal and governance structure.

Osbornes

The nimble team at Osbornes acts for trustees, executors, personal representatives, and other high-net-worth individuals. Jan Atkinson heads the department, which is also home to Jenny Walsh, who is a full member of STEP and another key figure who specialises in non-contentious private client matters, often with a cross-border dimension. Suzanna Baker was promoted to the partnership in June 2023 and a large proportion of her work involves non-UK jurisdictions.

Practice head(s):

Jan Atkinson


 


Other key lawyers:

Jenny Walsh; Suzanna Baker


Testimonials

‘Excellent service to clients we have in common with Osbornes or referrals – very high standards of client care, efficient and very good collaboratively when working for clients in common with our firm.’

‘Jenny Walsh is a stand out partner who has taken on many cases and assisted urgently where required so her responsiveness and expertise is particularly notable.’

‘Have enjoyed working with Jan Atkinson who offers confident, skilful and practical advice. Suzanna Baker offers practical and considered advice.’

‘Quick responses and answers with which you can proceed. A good understanding of the legal matter at hand and the ability to provide both legal and practical solutions for cross-border matters.’

‘The ability to look across the borders of UK law and take into account considerations and rules of other jurisdictions. That makes it very nice to work with each other.’

‘A full service team which punches above its weight – dealing with a range of UK and international clients, it is a great option for those who would prefer a non-central London firm.’

‘Suzanna Baker is a a pleasure to work with. She is diligent, knowledgeable and responsive – and I have full confidence when sending clients her way.’

‘Jan Atkinson is responsive, reliable, fair, knowledgeable, experienced in cross-border estates, and very professional.’

Ronald Fletcher Baker LLP

Devorah Ormonde leads the offering at Ronald Fletcher Baker LLP, which handles contentious and non-contentious work. Many of its clients stem from outside the UK. The group is also receiving an increasing number of instructions to advise on the tax implications of lifetime transfers, and to create and register lifetime trusts for tax planning purposes. Chris O’Callaghan is another notable member of the department.

Practice head(s):

Devorah Ormonde


Other key lawyers:

Chris O’Callaghan


Testimonials

‘The team are very responsive and always come back the same day when I have any questions. All very helpful. Chris O’Callaghan and his team always respond quickly and are very supportive. Providing a seamless service.’

‘Chris demonstrates an empathetic approach. During the estate planning process, he offers tailored solutions by taking into account clients’ personal preferences and family relationships.’

‘Devorah Ormonde is very efficient, knowledgeable and has provided valuable advice and guidance.’

‘Excellent capabilities, very attentive and professional. Devorah Ormonde has been outstanding. We have really pushed her to the limit with our family disputes and she has remained fair and impartial.’ 

‘They have been very professional. Have been with us every step of the way.’

‘Chris O’Callaghan has been simply amazing. He has gone out of his way to make us feel protected. He made things very simple for us.’

‘The team’s knowledge is second to none. Chris O’Callaghan and Devorah Ormonde both exude confidence and professionalism, as well as the people skills required. They always engage and hold your hand through processes.’

‘Excellent service from all staff.’

RWK Goodman

Estelle Tague heads the practice in London at RWK Goodman with a wealth of experience in advising private clients on complex tax-related issues, often in a cross-border setting. She also specialises in UK landed estates and SDLT planning to enable multi-generational planning. Deanna Hurst and Precious Igbokwe are also recommended. François Mouniélou is skilled at handling cases involving UK and French tax planning.

Practice head(s):

Estelle Tague


Other key lawyers:

Deanna Hurst; François Mouniélou; Precious Igbokwe


Testimonials

‘Estelle Tague – she is excellent, she really cares about clients and strives to look after them and give them the best service.’

‘The firm is excellent value for a London firm of solicitors. All the solicitors I have dealt with are excellent and capable who are willing to go the extra mile for the client.

‘Great overall view of issues on international cases, they anticipate your clients needs and problems they may face. François Mouniélou is very responsive, very competent and it’s always nice to chat with him.’

‘Precious Igbokwe is very knowledgeable, able to give excellent practical advice and you can always trust her to provide a good service to anyone you have recommended to her.’

‘Precious Igbokwe is an excellent Private Client solicitor and the best I have worked with. Precious is always available, able to provide excellent advice and is very knowledgeable.’

‘Precious Igbokwe is an outstanding Solicitor. I highly recommend her to others.’

‘Precious Igbokwe is patient, listens carefully and advises accordingly. She is highly skilled, efficient and proficient in her area of law.’

Womble Bond Dickinson (UK) LLP

Ably co-led by Alexander Dickinson and Will Ford, the team at Womble Bond Dickinson (UK) LLP advises high-net-worth clients on a broad spread of contentious and non-contentious private client matters. It is well-placed to handle a variety of high-value and complex trusts, estates, and probate matters. With its significant presence in the US, it is able to advise clients with connections there. Neil Long is also recommended.

Practice head(s):

Alexander Dickinson; Will Ford


Other key lawyers:

Neil Long


Testimonials

‘It seems to me that WBD consists of a collection of exceptional legal minds who are not only extremely friendly, approachable and industrious, but also remarkably intelligent and highly accomplished.’

‘I have worked with Will Ford. Will must be one of the most intelligent people I have ever spoken to. He has taken on some challenging cases from me and I am yet to fail to be impressed by his efforts, ideas and achievements.’

‘The Private Wealth team at WBD is excellent – from Partner to Apprentice.’

‘At all levels the firm continues to impress – friendly, up-to-date, efficient and always available to return a call -and not only impressive legal advice, but always with “business sense” as part of it, too.’