Moore Barlow

Counting SME businesses, HNWIs, and trustees amongst its key clients, the Moore Barlow private wealth team is recommended for its tax efficient succession planning. The group’s strong links with the contentious trust and estate department enable it to offer a comprehensive service on all elements of restructuring of assets and family trust matters. Southampton-based practice head, Naomi Wilkes, has extensive expertise in inheritance tax and estate planning matters, while Philip Whitcomb leads the rural law sub-group from Lymington. Fiona Heald also operates out of Lymington, focusing on lasting powers of attorney and financial abuse issues. Alison Lloyd acts for executors on probate matters, while Rebecca Sparrow regularly manages the property and financial affairs of clients who lack mental capacity.