‘A highly dependable and efficient team. Proactive, hard-working and efficient.’

‘The team provides an excellent collaborative approach to complex estate planning matters.’

‘Catriona Attride excels at making the complex matters easier to understand from a client’s perspective. Her knowledge and experience make her stand out from others in her field. She is extremely popular with clients.’ 

‘A highly capable team dealing with high-net-worth clients. Sound advice and administration services relating to intergenerational family wealth planning and tax mitigation whether during life or post death.’

‘John Grundy is extremely capable technically. His advice inspires confidence and is delivered with care and consideration to clients.’

‘A first-class outfit that gets private client work, especially strong on international matters.’

‘Jacob Cork is an exceptional individual. Able to think outside the box and come up with commercially balanced solutions to difficult problems. A real team player as well.’

‘John Grundy, Jacob Cork and the team provide excellent practical advice to clients and are very easy to deal with considering all the issues in a timely manner.’

‘Practical and easily explained advice. Quality advice. Julia Rosenbloom is very experienced and knowledgeable. She has always delivered practical, compliant solutions in a timely manner.’

‘Knowledgeable and professional team who are very easy to deal with. Hannah Tait was very easy to deal with and clearly had a deep understanding of the areas where we required guidance.’

‘Excellent customer service with a compassionate approach. Highly proficient in trust matters. Caring, professional manner wanting what’s best for the client.’

‘Hannah Tait, Lesley Davis and Verity Kirby are standout partners who lead a great team with exceptional qualities and empathy especially Victoria Taylor and others.’

‘I have first-hand knowledge of the national work that Lesley Davis does and how well regarded she is by all who go to her for advice. Her client care skills and calm professional manner are all highly praiseworthy. She is simply a delight to work with when solving whatever issues are under discussion.’ 

‘They know the full details of very specific tax issues pertaining to investment property. Julia Rosenbloom is one of the finest minds in this sector.’

‘Shakespeare Martineau LLP’s private client department is first class. It provides London levels of skill and competence, without the London charge-out rates. It is adept in handling both onshore and offshore work.‘

‘The team are very helpful, and put you at ease.‘

‘The practice has a high level of integrity and competence.’

‘Donna Holmes has a high level of integrity and competence. Also emotional intelligence.’

‘They are always responsive to queries in a reasonable timescale. The team is friendly and this is important.’

‘Donna Holmes is approachable and knowledgeable.’

‘Laura Banks was always understanding and clearly engaged with our specific concerns that had to be resolved. At every stage, she demonstrated the knowledge and experience that was essential to achieving an optimum conclusion. Entirely professional, yet at the same time being sociable and friendly.’

‘The team operates as a seamless interface to the client. Laura Banks came highly recommended as a specialist and we found this to be the case. We found that Laura worked through the complexities and potential difficulty to deliver a clear understanding for the client.’

‘Professional and capable. Always respond quickly.’

‘A very client-focused approach, seeking to understand the clients’ needs in depth before agreeing on the best solution. Great listeners, taking time to understand what the clients’ concerns are.’

‘HCR are an exceptional firm who go above and beyond for their clients. They are transparent, provide pragmatic advice and are realistic with their expectations. With HCR, you feel as if they truly care about you and the matter at hand.’

‘The solicitors at HCR are kind, astute and extremely talented. Laura Banks is a highly regarded individual. Her knowledge is unparalleled and she is one of the best solicitors I have had the pleasure to engage with.’

‘The complete package. The team operates at a very high level of professional expertise, but has not lost sight of the fact that every client must be given exactly the same attention.’

‘Laura Banks is at the top of the tree. Her knowledge of the law is comprehensive, but what really stands out is her ability to understand what her clients want and need, and secure those objectives.’

‘I had dealings with Kate Lawson – she has been prompt and professional. A pleasure to deal with.’

‘Friendly and approachable – can ask questions and clarification without feeling silly. Responsive to emails and phone calls.’

‘Aimee Johnson helped my mum and myself deal with the legal aspects of her estate, and was always polite, courteous, and professional.’

‘A very professional service from the start. All communications were prompt and transparent.’

‘Kevin Thomas was very pleasant to deal with and has a wealth of knowledge that was very reassuring. We were able to set up a trust and amend our wills with confidence that the advice we received was based on years of experience held by Kevin.’

‘Efficient and client friendly. Prepared to go the “extra mile”.’

‘We were most impressed with all aspects of the firm.’

‘David Pugh was excellent. Our overwhelming impression was the swift conclusion of our business and clarity of bills and reasonable prices charged.’

‘Tracy Creed has always made me feel like she really cares. I have had a really difficult time and she supported me throughout the whole process. She has always been available at the end of a telephone and has been very professional.’

‘The solicitor who has been dealing with this estate (Shelly Collingbourne) has been excellent, and I cannot praise her highly enough.’

‘Shelley was very friendly and personable, which put me at ease and made me feel clear on the process/where we were in the will-writing process.’

‘Tracy Creed is competent and meticulous whilst showing patience and understanding to families.’

‘Tracy Creed always returns calls if she is not available and is extremely experienced in her role. She is a true professional. I would highly recommend her as her knowledge and professionalism is second to none. She always secures the best outcome.’

‘Tracy Creed – a can do attitude and always there for you, regardless of how busy she is, she will always make time for you. A total professional with bags of knowledge to share with her clients.’

‘Shelley Collingbourne – a fantastic, warm approach. All her clients adore her, given the intrinsic professional approach she shows them. Has plenty of knowledge and will exceed client expectation every time.’

‘Friendly and helpful staff. Main dealings are with Shelley Collingbourne who is very hands on and helpful, with a good knowledge of her expertise in wills and trusts and estates.’

‘Ann-Marie Aston – a depth of knowledge and experience. So professional and incredibly caring… she will always have her client’s best interests at the centre of everything she does.’

‘Sophie Fenn – what a wonderful caring, professional approach she has. Her knowledge of the sector is fantastic. And this is reflected in the work she does with her clients.’

‘Sophie Raybould – Part of a great team. Knowledgeable and experienced. A stickler for getting it right and ensuring the client has the best service!’

‘They provide a very personal service to their clients and really get to know their clients they support. They are very efficient with getting information and coming back when a query arises.’

‘Rachael Chambers was diligent at all times and dealt with issues quickly. She explained areas of the law I was not familiar with and answered any queries I had. She was patient, understanding and empathetic and always approachable and calm.’ 

‘I am dealing with Andrew Hasnip and his team – Rachael Chambers is my link. Her attention to detail is excellent. Andrew is professional at all times in his duty, but approachable, and gives useful advice.’

‘Ann-Marie Aston comes with vast experience, is extremely knowledgeable and very user friendly and sensitive to the needs of elderly and vulnerable clients. If I were losing capacity or had relatives who were vulnerable I would use/recommend Ann-Marie.’

‘Ellie Holland – extremely experienced, knowledgeable and with great client care. More than capable of dealing with complex estates planning.’

‘A very pragmatic approach for the client when we make a referral to Aaron & Partners LLP. Clear engagement instructions presented and costings provided for their work.’

‘A very personable approach and being prepared to learn and understand the client needs whilst they are making one of the most important decisions of their life. Their advice and longer-term tax planning is invaluable. Amy Morris.’

‘I can’t speak highly enough of Amy Morris. She is professional and understanding of difficult matters. Amy’s knowledge of the law is extremely reassuring.’

‘Amy Morris handles all of the probate matters in a very timely and reassuring way. She was very helpful in guiding us through the process and chasing up all the inputs required.’

‘Knowledgeable on subject matter (inheritance tax) with good variation of expertise. Prompt replies to queries.’

‘They are responsive and thorough and use technology appropriately.’

‘The Irwin Mitchell lifestyle and estate planning team has been formed relatively recently but it boasts extremely good quality lawyers in a team that has been put together and led by Ian Bond.’

‘Ian Bond leads a very competent team. Jessica Beddows is extremely competent and technically extremely capable and knowledgeable within the world of estate planning. Reiss Taylor adds to the strength of the team.’

‘The team at Weightmans build strong personal relationships with their clients. They are exceptionally good at translating complex legal matters into easily understandable terms, and working as a joined-up team.’ 

‘Sarah Louise Walker is able to put clients at ease by making complex legal matters simple for them to understand. This is underpinned by exceptional technical knowledge.’

‘Frances Brickwood has excellent attention to detail, and helps to keep all matters moving along at pace. She keeps all parties fully informed during the legal process.’

‘I’ve worked with Frances Brickwood for probably five years and find her level of technical knowledge and attention to detail, coupled with a warm personal approach to advice, is hard to come by elsewhere.’

‘The team really have a friendly, knowledgeable and approachable presence. They always strive for a first-class service to clients and their professionalism shines through, replying to queries in a quick and professional manner.’

‘The knowledge of Sarah Louise Walker in particular is second to none. She always goes above and beyond for clients, ensuring that their needs and requirements are always put first. She has a deep understanding of taxation and trusts, which is embedded by her knowledge.’