‘The team’s tax and legal knowledge in respect of trusts and succession planning is outstanding. They also have the ability to explain the complex in an understandable way.’

‘John Barnett and Emma Heelis-Adams are two experienced and intelligent lawyers who are also extremely pleasant and approachable individuals.’

‘Everyone we have had dealings with at Burges Salmon has ended up feeling like a friend as much as a lawyer and advisor, and it is pleasure dealing with the firm and knowing that we know them and they really understand our situation.’

‘What has struck me about working with Burges Salmon is the strength in depth of the team and how they work together in a collaborative way. This enables seamless dialogue between the tax team, family team etc. This has resulted in more joined up advice for clients and shorter lines of communication.’

‘Emma Heelis-Adams in particular is incredible and very technically knowledgeable and her advice is incredibly easy to read.’

‘Jim Aveline is always available for his clients and gives considered and rounded advice in an increasingly complex backdrop.’

‘Suzanna Harvey and Edward Hayes are always available and willing to run through questions in a way that makes it easy to understand. They offer advice in the format we understand and also are practical in their approach.’

‘The Burges Salmon partners and the supporting team are responsive, engaged and very much subject experts. They are a pleasure to work with.’

‘Hugely experienced, and at the right, high level. There is the right combination of professional polish with approachability and humbleness.’

‘Julia Cox is very smart and professional. Thomas Denny is extremely responsive. Mary Perham is very personable and values client service.’

‘Attractive combination of professionalism, polish, and approachability.’

‘Charles Russell Speechlys are a premium service provider. Everything they do exudes quality. The team are technically proficient and ensure all i’s are dotted and t’s crossed and all loose ends tied up. They provide excellent client service and extremely quick turnaround.’

‘Julia Cox and Thomas Denny stand out from their competitors in their knowledge and client service. Julia in particular has experience that she can draw upon to solve difficult issues.’

‘Good strength and breadth of expertise.’

‘Katie Talbot is excellent. She is technically extremely capable, she is very collegiate with her interactions with other professionals and handles clients with great empathy.’

‘A leading firm in this field, with offices in Cheltenham which attract top-notch work.’

‘The team understands rural businesses and is technically excellent.’

‘I enjoy working with David Maddock because of his technical expertise and how he works collaboratively with other professionals and clients.’

‘Strong sector knowledge.’

‘The contacts I have are always approachable and respond efficiently.’

‘They understand the technical matters impacting on rural businesses and can apply that to the appropriate business in an understandable way.’

‘The team in Exeter are very responsive and extremely competent. They are very strong on substantial estates and trusts. They are an increasingly rare commodity in regional firms.’

‘James Frampton is very responsive and knowledgeable. Very happy to recommend him. He is very ably assisted by Charlotte Coombs, who is technically very strong.’

‘Iwan Williams is strong, amicable and very knowledgeable alongside being client focused.’

‘James Frampton is a legend when it comes to landed estates and tax planning for families and farms. Not only does he know every corner of the subject inside-out, but he has a way of handling clients and guiding them in the right direction which puts them entirely at ease.’

‘The team have a very good understanding of their clients and their requirements and are very responsive. They have strength in depth, so team members are able to cover all issues which might arise.’

‘The individuals we work with are always accessible, with a firm knowledge and understanding of the cases they deal with and the legal issues involved. Our main contacts are James Frampton, Caroline Alexander, and Charlotte Coombs.’

‘Being based in the south west means clients living in the area have local access to high-quality advice in respect of, for example, the UK tax treatment of US trusts, whereas historically it is likely they would have had to look to London-based firms. James Frampton and Mathew Hiatt are friendly and are able to break down complex matters so clients can understand the situation.’

‘WOF have the experience, expertise and approach of a major London private client team, but the personal, partner-led approach of a regional firm. The mixture makes them unique in the market.’

‘Matthew Cain continues to command respect as an elder statesman of the private client tax world while maintaining the workload and responsiveness of a partner at the top of his game. There is nothing he hasn’t seen before. He has a pragmatic approach and a good understanding of risk.’

‘Matthew Shayle is one of the most charming and hardworking partners in the private client world. His charisma sits alongside sharp technical expertise. Any client would be lucky to have Matt on his side.’

‘Hannah Hughes is a great lawyer with deep expertise and impressive response times.’

‘Matthew Shayle and Genevieve Morrall are very approachable and client centric. They have a breadth of experience that rivals London competitors.’

‘The firm is on the forefoot when it comes to anticipating developments in litigation and achieving strategic and tactical goals. The client’s success, needs and reputation are always core. Matt Shayle is a brilliant attorney and case manager.’

‘Matthew Shayle understands how to achieve goals in a way that clients always feel protected and led by a highly professional person.’

‘Matthew Shayle is a very talented, sensible, and personable partner. He will go far.’

‘A big regional firm that still values local private client work. Knowledgeable team who can provide advice at different levels.’

‘Michael Alden is very approachable and will find time to respond to all levels of enquiry. Good with private clients. High level knowledge and advice. Jonathan Hickman’s comprehensive knowledge of trust and tax law enables him to respond to a wide range of issues.’

‘The team at Ashfords covers every base. I can refer a client with quite simple requirements and know they will be offered the same courtesy and care as would be provided to a complex case.’

‘Every member of the Ashfords team is incredibly approachable and they are always happy to give guidance.’

‘Great team with strong knowledge of the sector, as well as having excellent client relationship skills.’

‘Jonathan Hickman has great knowledge and is excellent with clients.’

‘Throughout the process the team has been responsive, accurate and very supportive.’

‘Shaun Thomas has been absolutely brilliant. Open, honest and down-to-earth. It is very easy to trust him.’

‘Definitely proactive and inspire confidence, good advice and they listen carefully to my suggestions and evaluate them whilst offering alternatives.’

‘Every member of the team is very professional, understanding and kind.’

‘They take the trouble to get to know you, your business, and your family.’

‘The individuals we have dealt with have a good understanding of the history of our estate and tax matters.’

‘Alex Taylor heads up the private client team and is technically strong and handles clients well.’

‘Tom Murphy-Kirkhope is a safe pair of hands and will deliver a professional product.’

‘I believe that the team work very cohesively as a unit and are great at putting the needs of their clients central to things.’

‘Edward Vidnes is exceptional when it comes to his approach with clients. He is extremely emphatic and is very skilled at identifying the key drivers that sit underneath a given situation.’

‘They were really knowledgeable and professional whilst being lovely to deal with. I felt in safe hands.’

‘Very skilled practitioners that genuinely place the needs of the clients at the centre of their work, whether these be needs a client has identified or often unidentified needs that the practitioners can flag and get attended in the most appropriate and sensitive way.’

‘Edward Vidnes is immense at seeing the underlying issues and getting these dealt with, often while navigating complex and difficult themes throughout.’

‘RWK Goodman boasts a team of highly skilled lawyers who specialise in various fields of law. The team’s depth of expertise for Power of Attorney and Wills is effectively why I chose it. Another key strength lies in its unwavering commitment to client satisfaction.’

‘The team fosters open communication and collaboration, building strong, long-lasting relationships with clients based on trust and mutual respect.’

‘Edward Vidnes possesses extensive expertise and experience in Estate Planning, Power of Attorney, and Wills. His in-depth understanding of relevant laws and regulations enables him to provide sound legal advice and craft comprehensive estate plans tailored to me. I can trust Edward’s knowledge and proficiency to navigate complex legal issues efficiently and effectively.’

‘Always professional and friendly.’

‘Debbie Gale is an excellent lawyer with a strong team around her.’

‘Lisa Whelan has been our point of contact for some time now, and as a family, we have found her approachable and very friendly. As the matter she is dealing with is family-oriented, she always takes an interest in our family. Her work is always on time with full explanations given. Lisa is a joy to work with and very professional.’

‘I’ve found working with TLT to be a smooth and stressless process in the face of stressful situations. The advice is clear, easy to digest and personalised.’

‘Debbie Gale has excellent legal knowledge.’

‘Anna Wensley Stock is meticulous in detail and outstanding on every level. We value her knowledge and dedication to the work she does with us in terms of our various trusts, wills, probate, LPAs, etc. She is very much on the ball to advise us, and the next generation, of any upcoming business we and they need to address.’

‘Thomas Britten made us welcome and always treated us with respect and kindness.’

‘Thomas Britten is an excellent communicator who has always got time for you. He is extremely polite and has an extensive knowledge of this area of the law, so he is ideally suited to this position.’

‘The team were very helpful, friendly and they described everything in great detail. Thomas Britten made life a lot easier for the family, he explained things in great detail which was very comforting in such a difficult situation.’

‘Beth Williams is a delight to deal with. Professional, charming, polite, knowledgeable and unfailingly helpful. Nothing is too much trouble and she gives as much of her time as is needed. I feel I can turn to her with any queries, however trivial. I have the utmost trust in her advice.’

‘Thomas Britten is a thorough, efficient and approachable young solicitor who dealt with a complex trust case for me and advised on my will.’

‘Kathryn Smith Cowap is efficient, approachable, considerate and highly professional.’

‘Emily Anderson is a technically excellent solicitor, as well as being highly personable and very well liked by clients. She is my go-to lawyer for personal tax, trust and probate work.’

‘The team are friendly and personable, always contactable, and genuinely a pleasure to work with. They care for their clients and take pride in their work.’

‘The whole team have been extremely helpful and informative throughout. They are always available if I have any queries or worries. Excellent service all round.’

‘Jerome Dodge and Lucy Mignot have been outstanding. They have kept me informed every step of the way.’

‘Catherine Roberts took time to clearly explain in layman’s terms the intricacies of any legal jargon and advised why she thought a certain course of action would be best for our personal situation.’

‘They are very knowledgeable, very thorough, have a great attention to detail, and are very personable.’

‘Meggie Crane is always willing to take the time to help in a compassionate and thoughtful way and is always professional.’

‘The team at Blanchards Bailey are professional and friendly. They are efficient but seem to genuinely care as well. We would consult them with any legal matter.’

‘Jerome Dodge is an outstanding private client and trust lawyer who offers sound advice in a timely and clearly understandable manner.’

‘The service we received was exemplary.’

‘The personal service we received from Alison Allen could not be faulted. She went out of her way to understand what we wished to achieve and produced documentation which exactly covered what we had discussed.’

‘The team has a wealth of experience, and they are able to deal with all aspects of trust and probate work, providing a London-style service from a regional office.’

‘They are an extremely professional team. Andrew Mortimer in particular has a keen eye for detail.’

‘They can advise any client on estate planning matters anywhere in the world.’

‘Dan Harris is a legend. He is very adept at navigating PIL.’

‘Excellent knowledge, especially of multi-jurisdictional matters, ensuring comprehensive advice and guidance. Maintaining excellent communications with clients and all third parties to administer an estate quickly and cost-effectively.’

‘Daniel Harris has outstanding knowledge and is extremely approachable with a relaxed approach to matters of great complexity. Superb communication with clients, keeping them up to date without bombarding them.’

‘It’s a practice that has a strong and diverse team that is able to work across most requirements. The senior partners clearly have a very strong client-facing approach, which goes right through the organisation.’

‘Penelope Munro was very helpful, she took time to explain the probate process, and she always responded quickly to questions.’

‘Gavin Smith is excellent. He is responsive and has good knowledge of the practice area.’

‘Friendly and approachable.’

‘Sue Halfyard was most helpful and excellent in advising us on the options which were available to us.’

‘Tozers are excellent communicators and understanding of our needs and our wishes.’

‘Sarah Phillips is confident and knowledgeable.’

‘The team takes the time to get to know and understand you and to ensure that you understand your options, making you think deeply about what it is you want or need. This is something I value.’

‘Gráinne Staunton is wise, but gentle, carefully guiding us through what have been difficult decisions. Never telling us what to think, but assisting us with how to think and ensuring we fully understand our options.’

‘The team at Tozers has  a wealth of experience. The diversity within the team gives them an ability to connect with clients and guide them through complex issues.’

‘Gráinne Staunton has exceptional communication skills, integrity and expertise.’

‘There is a good breadth of knowledge within the team to help optimise the outcome for their clients. The team is young and dynamic, with a good professional client rapport.’

‘Adam Scott is a very good solicitor with an excellent client manner and strong knowledge base to give very good advice.’

‘The individuals in the firm have key experience that puts them above others in the sector. They are always approachable and engage well with clients.’

‘Adam Scott provides excellent service, is always quick to respond and provides trusted advice.’

‘The personal touch and the application of detail to gain the outcome the client seeks makes this a positive relationship.’

‘Their qualifications, knowledge, and in-depth research combine with a welcoming and helpful nature to make the experience for the client a comfortable one.’

‘Trethowans offers a very professional and knowledgeable team, while maintaining a friendly and approachable communication style.’

‘Adam Scott offers a trusted service.’

‘From the moment Katrina Vollentine took my case, I felt I could finally sleep at night! She took all my problems and confidently dealt with them. I felt she was personally invested in finding a solution.’

‘Katrina Vollentine and Edward Lee are standout deputies in the southwest, assisted by a strong support team. The team are extremely personable and have a wonderful way of dealing with clients, quickly establishing a client’s needs and ensuring they are met. Very high levels of client care are delivered.’

‘The team at Wollens are extremely approachable and knowledgeable and are keen to understand the needs of their clients. My experience is that they are inquisitive as to the ways which other professionals can help their clients achieve good outcomes.’

‘Karen Miller and I have collaborated on complex family cases where multi-generational planning is involved and her approach has been truly open minded in how to best meet client needs. This is unusual in my experience, and it takes a lot of skill and understanding of the wider planning landscape to be able to adapt one’s thought process as the case progresses.’

‘Christopher Linton stands out in this sector across the South West. His knowledge, speed of service, and ability to build rapport and establish long term relationships, sets him apart from others.’

‘Charlotte McGregor is the prime example of what Wollens do well. I have no hesitation in putting her name forward to clients whenever asked. She has a clear understanding of her subject, an excellent presentation of that subject, and leads her team by example. She has the ability to put clients at ease from the word go.’

‘Karen Miller is very experienced with comprehensive knowledge of the estate planning area. Good appreciation of specific family circumstances.’

‘Measured and pragmatic approach to dealing with potential conflicts between family members, executors, trustees and beneficiaries when dealing with the winding up of a deceased’s estate.’

‘Matthew Rose’s team offer excellent an service. The offices are professional.’

‘Matthew Rose is an exceptional solicitor. Always knowledgeable and helpful.’

‘Matthew Rose is professional and also has a way of explaining issues simply to clients. He has excellent technical knowledge, but what makes him stand out is that he deals efficiently with cases and keeps everyone up to date with progress.’

‘The team are friendly, professional and efficient at getting the job done. They are also a modern firm in their outlook.’

‘Matthew Rose is excellent and he explains things clearly, checks understanding and is meticulous in getting all of the information to help get the right solution. This is a very good law firm which I would recommend without doubt. Thanks to all the team.’

‘Their service is very good and they keep clients informed of progress.’

‘We consider GA to be one of the premier firms in the Plymouth area. They share our values of striving to deliver first-class customer service.’

‘Catherine Bailey and Matthew Rose are both very personable people who are a pleasure to work with. They always offer sound advice in a way which is understandable at what is inevitably a very difficult time for clients. They always deal with any enquiries promptly and keep us updated as matters progress.’

‘The assistance in cross-border administration of estates  is precise, with an ability to adapt to the international nature of the matter.’

‘They take the time which is needed to review the matter in detail and to progressively respond in a detailed way.’

‘Down-to-earth and approachable, as well as being technically very strong.’

‘Approachable and easy to understand. Able to explain highly technical matters in layman’s terms. Pragmatic and commercially focused.’

‘My experience of the Porter Dodson private client team is that they adopt a team approach. This provides a robust and comprehensive service to the client. Each of the individuals have good technical knowledge and work well together.’

‘Sharon Collier is both very knowledgeable and also very personable; these are key attributes when working with private clients.’

‘Sarah Stone and Tom Mottram deliver a great service to clients and add value.’

‘I have utmost faith in the capability of the staff I work with. Not only are the very professional with a high level of knowledge and expertise, but they are also responsive and approachable.’

‘The core strengths of the Porter Dodson team are, I believe, their commitment to the south west as a region and their knowledge and expertise that their communities would require and expect of them. I have visited a number of their offices and they are welcoming places to visit.’

‘The private client team at Porter Dodson are very much focused on providing a first-class service across the south west. I have worked with a number of individuals within the team and they all come across as incredibly genuine, good people who just want to do the right thing for clients.’

‘Very client focused and friendly.’

‘Heledd Wyn is very knowledgable and very easy to talk with.’

‘Friendly, approachable team.’

‘Heledd Wyn is very knowledgeable, approachable and eminently pragmatic in her approach.’

‘The team are well placed in the south west as they have a very broad knowledge of private client matters, including care fee planning, probate, estates and contentious matters.’

‘Heledd Wynn is a go-to person for all things care costs and planning.’

‘The team hides their superlative knowledge and ability behind friendliness and clarity. It is a combination rarely found and is extremely effective.’

‘Heledd Wyn just gets things done. In an every-friendly and unruffled way. Nothing goes unchallenged, nothing is forgotten but always calmly, efficiently, and effectively.’

‘Exceptional service and communication. Prompt in all their work. I highly recommend Gemma Smith and her team.’

‘Gemma Smith and her team are caring, efficient, and prompt.’

‘Gemma Smith and her team provide the highest work ethic, professionalism and are hugely knowledgeable. Gemma puts you at ease and explains all aspects of legal matters in such a brilliant way that you feel hugely confident.’

‘Gemma Smith is absolutely brilliant. Throughout my several appointments to discuss my will, she was professional, committed to my needs and put me at ease. Her unique approach made me feel a lot happier and knowledgeable about such a sensitive matter.’

‘The practice is well organised with skills and expertise matching the work you require. In my experience they consult with each other when required to ensure a good service.’

‘Nick Latimir has provided an excellent service. He gave us the time we needed to get the right outcomes, we had meaningful dialogue around our issues and questions which really helped validate our position. Nick absolutely got what we needed. On top of this, Nick is approachable and nice, which put us at ease and definitely helped us articulate our needs to him.’

‘Samantha Buckthought is careful, thorough and very well informed.’

‘Nick Latimir can be relied upon 100% and without question. He is always there to support with general client enquiries and communicates in a very client-centric style which is easy to understand, even for the most complex topics.’