England - West Midlands • Private client
Sydney Mitchell LLP
Wealth preservation and elderly care matters are at the cornerstone of the ‘friendly and efficient’ practice at Sydney Mitchell LLP. Led by Tracy Creed , it has also been busy advising on a variety of complex administration matters and on applications to the Court of Protection. In addition, the department offers specialist advice in relation to NHS Continuing Health Care (advising on and appearing at assessments and appeals). Shelley Collingbourne is another key figure who advises on a wide range of private client matters.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- 'Tracy Creed - a natural leader, who is approachable and never dismissive of you - a lovely warm and engaging approach with the clients, giving me and the client time... never hurrying you and always pleasant'.
- 'Tracy has a calm approach where her professionalism is clear to see and fills you with confidence. There is nothing she does not know'.
- 'The team are friendly, understanding when dealing with emotional situations, very knowledgeable with great communication'.
- 'Highly professional, great at communication regarding progress and timelines'.
- 'Lorna Payne -has impressed me with her knowledge, professionalism and the brilliant way she has reassured me on all aspects of the processes, taking away a lot of the stress and pressure of a highly emotional situation'.
- 'The solicitor who is handling this estate, Shelley Collingbourne has acted very professionally and kept me informed (I am the administrator) at all times'.
- 'The team is always polite, caring and kind. Polite and professional and go the extra mile to help you out'.
- 'Sydney Mitchell are a Team I can trust and would recommend. One of the strengths is their transparent approach. They are keen to involve communities and make people who use them, whoever you are, feel most comfortable. They have a broad range of services and appear strong as a team, with excellent leadership skills'.
Work highlights
- Advising on a complex Continuing Health Care matter for Client X. Client X has severe learning disabilities, autism and ADHD with complex care needs.
- Instructed to obtain a grant of probate in respect of an estate. Once instructed, the firm discovered issues including the fact that the valuation of a piece of land was incorrect which affected the inheritance tax due.
- Client Z was not advised regarding the tax implications on creation of a trust. Issues arose because of the trust being created, including intentional deprivation of assets, claims against the deceased’s estate and the trust. Complex case involving collaboration across multiple department specialists. Value £ 540,000+
Practice head
The lawyer(s) leading their teams.
Tracy Creed