Offering ‘personal service on top of technical knowledge’, the team at Irwin Mitchell is widely recognised for its expertise advising high and ultra-high-net-worth individuals on taxation, particularly inheritance tax, complex estate administrations, as well as trust structuring issues. The lifetime and estate planning team is led by Caroline Shelton and Paula James based in Crawley and Chichester respectively. Shelton specialises in assisting UK residents or domiciled clients with wealth preservation and succession planning. Rose Macfarlane, based in Crawley, is regarded for her familiarity advising trustees and acting as trustee for a number of dynastic family trusts.
Testimonials
Collated independently by Legal 500 research team.
‘In my experience of Irwin Mitchell, they offer a very personalised service that is focused of the needs of the client.’
‘I have dealt principally with Rose Macfarlane on the various occasions when I instructed Irwin Mitchell. I have always found her to be very knowledgeable on any legal or tax issues to be addressed. She is also very efficient and her advice is always practical and commercially sensible. She also has a sense of humour which is helpful!'
‘Personal service on top of technical knowledge.’
‘The team is consistent, always available, and quick to respond to any queries. I have full confidence in their expertise but they are also empathetic and helpful dealing with sensitive issues.’
‘Caroline Shelton is consistently helpful, quick to respond, and with a good holistic approach to the family’s requirements. She has dealt with a wide range of issues for us and has been willing to do extra research on areas where we needed additional information. She has been supportive through a lengthy probate process and that has been much appreciated. ’
‘The team provide a source of friendly, reliable counsel, in the face of circumstances that can often feel intimidating and overwhelming.’
‘Rose Macfarlane demonstrates a great blend of technical competence and personability, so clients are at ease and not lost.’
‘IM always give exemplary customer service- real attention to detail and a genuine interest in the client and their families. ’
Work highlights
- Advised a family on complex post death planning for an estate of over £20m.
- Advised the owners of a multimillion pound company on their estate planning.
- Advised family members on the creation of dynastic trusts to hold Family Investment Company shares which had been set up as a result of the sale of family assets of over £40m.
Lawyers
Practice head
The lawyer(s) leading their teams.
Caroline Shelton, Paula James