England - West Midlands • Private client
Meridian Private Client LLP
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The ‘user friendly’ team at Meridian Private Client LLP is particularly recommended for its complex estate and tax planning work. It is praised for building ’strong client relationships’ and for its ‘excellent technical knowledge’. Other areas of expertise include estate/ trust administration and shareholder tax planning advice on domestic and cross-border matters. It has four Chartered Tax Advisers and twelve individuals who are full members of STEP. Jon Croxford heads the department. Drummond Kerr frequently advises on wealth management and succession issues. Eamonn Daly is a registered Trust and Estate Practitioner. Lisa Whitehouse recently joined the team from Harrison Clark Rickerbys.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- 'A great Private Client team with the breadth and depth of knowledge needed when advising on the complexities of Wills and Trusts. Very approachable and commercial in their advice given'.
- 'Meridian is a highly specialised and focused practice. They are approachable, technically excellent and user friendly. They concentrate on the areas they specialise in with no distractions. Compared to most other firms their technical skills are second to none'.
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Work highlights
- Providing ongoing legal and tax strategic advice and implementing/administrating it for a family with a net worth of £75-£100m.
- Receiving a referral from another law firm to provide corporate tax, personal tax and trust law advice to executors on dealing with and winding up a complex tax structure held in the estate.
Abbreviated data is displayed for this firm.