England - North West • Private client
Temple Heelis
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A firm with history dating back to 1822, Temple Heelis‘s deep-rooted connection to the South Lakeland community and market has allowed the team to grow an extensive client roster of high-net-worth families and individuals with multiple dwellings, holiday homes and distinctive real estate looking for wealth protection and succession planning advice. The department regularly act on tax exposure and mitigation queries, trust creation and restructuring matters and estate administration work, as well possessing experience regarding Court of Protection proceedings and applications. A go-to for tax advice, especially inheritance and Stamp Duty Land Tax, group head and Kendal-based Robert Kornas has a broad private client practice that includes acting as an official deputy for incapacitated clients, preparing Statutory Wills, and establishing trusts. Tax and estate planning are the cornerstone of managing partner James Hamilton’s extensive legal career, who operates from all three of the firm’s regional offices, while Kendal-based Laura Priestley has particular expertise in Court of Protection work, alternative investment structures such as family investment companies, and probate matters.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
'Beyond his legal knowledge, experience and competence, whether it be (in our case) setting up wills, registering Power of Attorney, navigating complex trusts, or running meetings with Financial Advisers, Jamie Hamilton brings a thoughtful compassion, kindness and empathy to his relations. This humanity, encasing exceptional legal rigor, competence and efficiency, is not only commendable but sets him apart.’
‘I have worked with this firm for a few years now and they provide an exceptional client experience. Meticulous attention to detail, quick to respond to queries and available as much as needed. They appear keen to adapt, respond positively and learn from their mistakes.'
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