England - South East • Private client
Blake Morgan LLP
From advising high-net-worth-individuals on the use of investment companies, to assisting with the retention of family wealth, to acting as professional trustees, the Blake Morgan LLP private client team offers a ‘first-class service’. The firm has recently established a fintech and crypto assets working group. Practice head Paula Shea boasts 19 years’ experience of assisting sports and media clients with wills, probate, and tax-related matters. Simon Treherne routinely supports farming families and companies with financing and succession matters, while Jonathan Sleep is instructed by individuals to deal with inheritance tax and care fees. Darren Price is knowledgeable on enduring powers of attorney and estate planning. Laura Richards route out the roster of key names. The whole team is based in Southampton.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
‘Simon Treherne is simply outstanding. He makes complicated matters easily understood. I have dealt with him for over 23 years and cannot speak highly enough of him and his support team.’
‘Jonathan Sleep has delivered an excellent service concerning probate on two occasions. He was focussed and very professional, managing complex communications with an executor and keeping me informed. His approach was efficient and timely.’
‘Darren Price always kept me updated with all concerns and questions regarding the probate and handling of will requests.’
‘The team, led by Paula Shea, offers a first-class service combining legal expertise and excellent client skills.’
‘Paula Shea provides an outstanding service exhibiting the abilities to explain legal issues to clients clearly and patiently, address client queries promptly and fully and ensure the task in hand is completed as soon as possible.’
‘Expertise, professionalism and inter-personal skills with clients. It took me many years to find the right blend of these skills where I was happy to introduce my clients. The team prepares excellent explanatory side notes to sit alongside legal documentation.’
‘The practice delivers a highly professional and reliable service to the clients I have introduced to the team at Blake Morgan. I can be confident my clients are in good hands. They are flexible with their client interface using current technology for meetings where needed.’
‘In particular Paula Shea has helped my clients to work towards solutions which deliver the best outcomes for their individual needs. Her skills in adapting her approach to work best with my client circumstances have built trust and confidence for the clients involved.’
Lawyers
Rising stars
Leading individuals
Practice head
The lawyer(s) leading their teams.
Paula Shea