England - North West • Private client

Forbes Solicitors

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A national law firm with a significant Lancashire presence, Forbes Solicitors is geared to act on the full array of private wealth and estate management matters. The team have considerable experience establishing both traditional and alternative trust structures to mitigate tax consequences, and routinely act for trustees, high-net worth landowners and businesspeople. Although the department’s work portfolio contains many complex urban and agricultural UK estates, the firm competently handle cross-border issues, including directing family tracing in foreign jurisdictions, liasing with authorities abroad, handling estates and assets abroad, and managing the interests of multiple beneficiaries. Head of team and Preston-based Jane Burbidge is active in will and trust creation matters and has particular expertise in dealing with intestate estates. Victoria Motley competently oversees estates with a cross-border aspect, and has a strong understanding of business and property relief and establishing trusts for vulnerable or disabled individuals. Elizabeth Whitaker has a broad practice encompassing Lasting Powers of Attorney and Court of Protection work, as well as estate and succession planning.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • ‘They are just a lovely, caring team. They have a can-do attitude and no problem is too small or trivial.’

  • ‘The firm always maintained clear communication with us.’

Abbreviated data is displayed for this firm.

Work highlights

  • Advising on and drafted documentation to implement an Employee Ownership Trust to facilitate an exit strategy by the owner/manager of the business and to ensure continuity of the business for the future.

Abbreviated data is displayed for this firm.