Personal tax, trusts and probate: Kent, Surrey, Sussex

Hall of Fame
The lawyers at the very top of the profession, widely known and respected by peers and clients for their longstanding involvement in market-leading work.
Nick Acomb
Hall of fameStevens & Bolton LLP
Consultant dealing with taxation (in particular capital gains tax and inheritance tax), trusts, wills, estates, post-death planning, offshore trusts and companies, residence and domicile, employee benefit trusts and charities.
Sally Ashford
Hall of fameCharles Russell Speechlys LLP
About Sally leads the non-contentious Private Client team in Guildford and has particular expertise in advising high net worth individuals and family business owners in relation to their estates and family succession planning, including inheritance tax mitigation and trusts. She has considerable experience in Court of Protection matters including deputyship and statutory will applications, and deals with complex capacity issues in addition to acting as a professional deputy. Sally also advises charities and not for profit organisations on legacy administration and legacy campaign literature. Sally is recommended in the legal directories Legal 500 and Chambers and is ranked in the Citiwealth Leaders List. She is on the reserve panel of the Court of Protection and a member of the Society of Trust and Estate Practitioners. Sally is admitted to practise in England and Wales. Experience Acting as Financial and Health & Welfare deputy for a client with complex capacity and welfare needs Advising multiple generations of a family in relation to their successful, national family business and personal assets Advising on inheritance tax planning, trusts and succession planning for a client with international dimensions and complicated family arrangements
Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Kate Arnold
Cripps
Partner in the private client advisory group providing bespoke succession and inheritance tax planning advice to individuals and their families, advising on wills, lasting powers of attorney, trusts, co-habitation agreements, Court of Protection matters, lifetime tax planning and estates. Acting for both domestic and international clients and working on cross-border UK/French issues. Advising family businesses on longer term succession, with a particular emphasis on agricultural businesses and properties. Partner in Cripps charities sector advising on the set up and governance of charitable companies and trusts. Interesting cases: acting for executors of multi-million pound agricultural estate advising on agricultural property relief, administration of estate dealings with difficult beneficiaries; advising trustees of trust consisting of substantial company shareholding on ongoing governance and inheritance tax issues; providing advice to trustees of a private charitable trust generally and particularly in relation to a multi-million pound project being undertaken by the trustees.
Lucy Edwards
Penningtons Manches Cooper LLP
Partner in the London private client team advising HNW individuals, families and trustees on a broad range of private wealth, tax and trust matters. Her core focus is on wealth and succession planning for UK and international families, including remittance and pre-immigration planning, tax-efficient financial arrangements post-divorce and administering complex estates. She has also built a specialism in advising family businesses.
Paul Fairbairn
Cripps
Partner specialising in advising both domestic and international families on their succession and tax planning using wills, trusts and other structures. He also has extensive experience advising owners, custodians and managers of rural estates on tax, heritage and succession issues.
Daryl Fox
Stevens & Bolton LLP
Partner and head of private client, specialising in inheritance tax and succession planning, wills, trusts, probate and estate administration. In addition to many will, inheritance tax planning, estate administration, trust and general private client matters recent work has included dealing with complex estates and related trusts; advising in relation to inheritance, business and agricultural property relief; post-death variations and inheritance tax planning for beneficiaries; comprehensive estate planning advice in relation to complex families, high-net-worth and landed estates.
Sarah Hickey
Birketts LLP
Legal Director of the Private Client Advisory Team - Sevenoaks,  specialising in complex probate, trusts, wills, IHT planning/mitigations and Court of Protection work. Sarah also acts as a professional attorney for clients who want the reassurance of having a professional to assist them.
Nicola Brant
Thomson Snell & Passmore
Partner and Head of Department
Philip Warford
Renaissance Legal
Next Generation Partners
Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.
Hannah Gearey
Penningtons Manches Cooper LLP
An associate director in Penningtons Manches Cooper’s private client team in Guildford, Hannah advises UK and overseas based clients on a broad range of private client matters including the drafting of wills and tax planning, Court of Protection work, probate and trusts, and has expertise in the establishment and running of charities. She also creates personal injury trusts for vulnerable individuals and acts for the RFU Injured Players Foundation in the creation of trusts for its clients.
Esther Lee
Thomson Snell & Passmore
Bibi Fortin Lees
Adams & Remers
Leading associates
Rising stars with regular involvement in their team's key work, and recognition from peers or clients as being ones to watch.
Rose Macfarlane
Irwin Mitchell
Legal 500 Rising Star and Senior Associate Solicitor, Rose joined IM in January 2020 from another Tier 1 private client in the South East, to assist in the leadership and growth of Irwin Mitchell’s Gatwick private client team. The team has doubled in size since.   Rose enjoys advising a wide range of clients, often business owners and entrepreneurs and those with complex assets, some with international elements. She advises on all aspects of asset protection, succession and tax planning using Wills, lifetime giving, trusts, and enjoys working with clients’ professional advisers and corporate and tax colleagues to achieve holistic planning aims.   Rose has a strong reputation as a trust specialist amongst her colleagues, peers and referrers, acting as or advising trustees of dynastic family trusts, as well as trusts for business assets. She is a general legal resource for her family office clients, and is honoured to be personally appointed to the trusted roles of executor, trustee and attorney for clients.   Law is Rose’s second career, her first being in film, music video and commercials production. She particularly appreciates working with junior lawyers, encouraging and supporting their growth and development.
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