Personal tax, trusts and probate: Thames Valley, Berks, Oxon, M4/M40

SE-Solicitors

Advising clients across a varied spectrum of private client work, including trust, inheritance tax planning and business owner succession planning mandates, SE-Solicitors is regularly entrusted by high-net-worth individuals, senior executives of listed companies and local charities on complex, multi-faceted work. Lucy Gordon helms the practice, deploying her considerable knowledge in the agricultural sector to advise a diverse roster of clients. Founding partner David Endicott is capable of handling lasting powers of attorneys, personal tax advice and probate and trust administration work. Tom McInerney is another name to note.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

‘Very easy to deal with, speak in plain English avoiding legalese. Communication is to suit the client. I feel that we got great advice to ensure our financial affairs were put in order.'
‘Excellent advice given succinctly and in a highly efficient manner. Lucy Gordon is a standout.'
'They are expert in advising on structuring ownership of onshore and offshore assets as well as all the usual trust and estate matters.’
‘Lucy Gordon has a wealth of experience dealing with high-net-worth individuals. She advises families on the best way to approach the administration of estates using deeds of variation if necessary and explains everything to all family members involved in a succinct and understandable manner.’
‘The team have great resilience and zeal against what at times seemed impossible odds.’
‘Everyone at SE with whom I had contact were very friendly, helpful and approachable and my dealings with them were easy to understand.’
‘I work with Lucy Gordon and her team who are helpful, knowledgeable and professional.’
‘I have always found the firm in Banbury to be very professional and courteous and the probate team were especially sensitive in their dealings with me during this difficult time. They handled the whole process efficiently and expedited all necessary paperwork in a timely fashion.'

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