Swinburne Maddison LLP‘s private client department is adept at handling estate planning matters for family-run businesses and farming clients, advising on the drafting and administration of trusts, and Court of Protection matters. Anna Stephenson leads the team in Durham; she acts as a professional trustee for a significant number of trusts, as a professional deputy in Court of Protection issues, and also handles property and finance work. Amy Pyman is skilled at drafting wills and advising on lasting powers of attorney, estates administrations, and trusts.
Testimonials
Collated independently by Legal 500 research team.
‘Swinburne Maddison provide a service that combines good technical knowledge with a common sense approach. A client can know that they will get advice that works for them and not just the application of a generic structure.’
‘Anna Stephenson has good technical knowledge, but her top attribute is that she cares about giving the best possible service to her clients.’
‘Anna Stephenson has been very helpful and efficient in helping take the pressure off me when I was named as an executor. All my dealings with the firm have been met with professionalism.’
‘The team have a very professional yet personable approach which immediately places you at ease. Their warmth and friendliness shines through, accompanied by a steely determination to deal with matters professionally and proficiently.’
‘Updating a Will can be onerous but Anna Stephenson made the whole process simple, straight-forward and painless. Her exceptional knowledge of Wills, Trusts and Probate shone through making it very easy to navigate around any tax pitfalls and obtaining the desired outcome quickly and efficiently.'
‘I have worked with Anne Stephenson & Amy Pyman and both are very good at what they do; thorough and communicative.’
‘Anna Stephenson is simply fantastic. Highly knowledgeable, her experience and specialism ensures that any and all situations are catered for with the utmost care and diligence. Her ability to put clients concerns to bed is incredibly valuable and the professionalism that her team delivers meets and exceeds all expectations.’
Work highlights
- Acting on behalf of a longstanding family of clients – whose assets include a £40m business – in connection with their estate planning.
- Assisting with a complex IHT planning exercise which included the careful drafting of a Trust instrument to achieve the client’s aims.
- Acting in the administration of various estates which have included overseas property interests.
Practice head
The lawyer(s) leading their teams.
Anna Stephenson