Personal tax, trusts and probate: Essex

Thompson Smith and Puxon

Noted for its strong focus on the agricultural sector, Thompson Smith and Puxon exhibits broad knowledge of estate administration, mandates involving the preservation of assets in the event of care being required, and the preparation of wills. In January 2024, Robert Ashworth took over the leadership of the department from Fiona Ashworth. Both are key contacts for agriculture sector clients, advising on the full range of matters involving wills and powers of attorney. Nicola Healy is recommended for her focus on trust creation and inheritance, capital gains, and income tax matters. Natasha Swift left the firm in June 2023.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

'One of the most experienced and well run teams I have come across. The individuals all compliment one another in terms of skill sets. There is a strong specialism in working with the agricultural community led by both Fiona Ashworth and Robert Ashworth.'
‘One of the many good things about this firm is how easy they are to work with. The whole transaction was very smooth and simplified for the benefit of the client.'
‘The lead partner was Fiona Ashworth. She walked us through the initial meeting, and although she made it clear that she was available at any time the process was then managed by Nicola Healey.
'Fiona Ashworth and Nicola Healy were very experienced and knowledgeable and although the area is quite complex it was handled in a very straightforward manner. ’
‘Nicola Healy was very good at keeping us up to date with progress, always friendly, courteous and professional. It was a pleasure to do business with her, Nicola was a breath of fresh air.’
‘I recommend Fiona Ashworth for her high level of personal attention and ability to provide concise, detailed information and advice.’
‘Nicola Healy is incredibly prompt and efficient & gives succinct replies to any issues’
‘The different teams appeared to work well together, keeping me informed of progress.’

Work highlights

Advised on an estate, fraught with liabilities and irregularities, which needed to be ironed out during the course of the administration process.
Advised on an estate worth c. £15m, which is going to charity for the benefit of education, agriculture and the environment.