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Personal tax, trusts and probate: elsewhere in East Anglia in East Anglia

Ashtons Legal

Ashtons Legal has a deep bench of private client lawyers across East Anglia, with practice head Alan Brown in Bury St Edmunds regarded as one of the region's foremost advisers on tax planning for both domestic and overseas clients. Also in Bury, Matthew Cameron is highly regarded for his knowledge of French law, including inheritance tax matters. In Ipswich, joint heads of lifetime planning Janette Wand and Louise Cardwell are the standout practitioners. 'They have a modern and approachable style and an ability to make complex things simple', remarks one client. Chris Cumberbatch and Faye Stolls in Bury are among the firm's talented senior associates.

Responsables de la pratique:

Alan Brown


Autres avocats clés:

Matthew Cameron; Janette Wand; Louise Cardwell; Chris Cumberbatch; Faye Stolls


Les références

‘I have always found the staff very friendly and professional. Alan Brown is very knowledgeable on trusts and investment matters.’

‘Jeanette Wand and Louise Cardwell, along with the rest of the team. consistently go above and beyond for our mutual clients, making them feel safe and understood. So much so that I have referred members of my own family to them for advice as well as mutual clients.’

‘Alan Brown and Louise Cardwell in particular are clearly skilled and knowledgeable. They exude confidence creativity and ability. Above all they are both extremely thorough and intellectually able.’

Principaux clients

CRD


Birketts LLP

The Ipswich office of Birketts LLP is the lynchpin of its private client practice and is home to some of its most experienced partners. The firm hired tax specialist Gavin Birchall from accountancy firm Scrutton Bland in 2023 to co-lead the group along with firm-wide head of private client Louise Long and local lead private client advisory partner Lorna Spear. Senior associates Jessica Godfrey-Withey and Rhiannon Russell as well as legal director Claire Tenwick also play key roles in the firm's tax and estate planning work. The firm has 'a really strong team, full of very capable and approachable people', who handle the full range of tax, trust, lifetime planning and Court of Protection matters.

Responsables de la pratique:

Louise Long; Lorna Spear; Gavin Birchall


Autres avocats clés:

Rhiannon Russell; Jessica Godfrey-Withey; Claire Tenwick


Les références

‘Professional and engaged. I have dealt with Lorna Spear, Louise Long and Jessica Godfrey-Withey, all of whom I have found to be knowledgeable and responsive.’

‘Lorna Spear is very easy to talk to and listens to my concerns. She is extremely knowledgeable and suggests things that are relevant for me. She is efficient and professional.’

‘The team is full of competent lawyers who know their subject and can give advice competently without sitting on the fence. I have no direct experience of other firms practising in the private client area but the general reputation of Birketts is such that I would expect them to be better across the whole range of matters.’

Greene & Greene

Greene & Greene in Bury St Edmunds has a large private client practice that handles complex and high-value estates across the UK. The team has three chartered tax advisers, among them practice head Wayne Perrin. He leads a 'proactive and approachable' group of lawyers, among them 'exceptionally helpful' partner Martine Swaep, property and estate specialist Jonathan Mathers, senior associate and full STEP member Zoe Hodge, and highly regarded tax director Nigel Scase. The firm frequently handles complex taxable estates on behalf of high-net-worth clients, as well as Court of Protection applications and advice on care home issues.

Responsables de la pratique:

Wayne Perrin


Autres avocats clés:

Jonathan Mathers; Zoe Hodge; Nigel Scase; Martine Swaep; Sandra Bowden; Sarah Woodhouse


Les références

‘I have been extremely impressed with the way my late uncle’s probate was handled during difficult times. Kindness and professionalism was at the forefront.’

‘Martine Swaep was exceptionally helpful.’

‘Martine Swaep was excellent, friendly and very helpful. By the end of the appointments I had she became someone I trusted and would use again. Any member of staff that was present were also very pleasant.’

Principaux dossiers


Barker Gotelee

Barker Gotelee in Ipswich draws on the extensive experience of lead partners and STEP members James Skellorn and Nick Palmer, who oversee many of the firm's long-standing client relationships with family businesses, many of which are in the farming industry. 'Empathetic and sincere' legal executive Angela Ireland is notable for probate, tax, care home, and Court of Protection matters. Associate Thomas Woodlee is also recommended for succession planning and issues concerning care fees.

Responsables de la pratique:

James Skellorn; Nick Palmer


Autres avocats clés:

Angela Ireland; Thomas Woodlee


Les références

‘Angela Ireland is lovely to deal with. She is empathetic and sincere and always there to offer support and guidance.’

‘The private client team at Barker Gotelee has fantastic experience in not only the basic will and probate preparation, but also the ongoing legal advice associated with a high quality law firm. My experience of their client relationships has been extremely positive, and the trust they garner is huge.’

‘Angela Ireland has been my main contact this year. Her relationship with her clients is clearly so thoroughly trust-based that they are keen to involve her in decisions across their life, including in their financial planning. I have found Angela’s knowledge to be widespread and her application to be very effective.’

Principaux dossiers


Buckles Solicitors LLP

Buckles Solicitors LLP has 'a dynamic and client-focused professional team' in its Peterborough office, which serves as a hub for the firm-wide private client practice. Led by estate planning specialist Rebekkah Cooper, the practice handles both traditional and complex high-net-worth matters domestically and internationally, thanks to its close affiliations with firms in France, Italy and Germany. Key partner Stephen Duffy 'puts clients at ease quickly', and associate Deborah Lewsley is 'always willing to answer any technical questions'. CEO Duncan Jackson also advises on complex tax matters.

Responsables de la pratique:

Rebekkah Cooper


Autres avocats clés:

Stephen Duffy; Duncan Jackson; Deborah Lewsley


Les références

‘Buckles has a dynamic and client-focused professional team that works well across the social spectrum. The partners collaborate well with introducing professionals from other disciplines (we are financial advisers) and actively promote our mutual engagement and relevent skill sets for the benefit of our mutual clients.’

‘The team all seem to work very well together. My experience is that they work together to achieve goals and are all very helpful.’

‘I have introduced Stephen Duffy to many of my clients . As soon as I met him I realised he puts clients at ease quickly but more importantly he explains things in a way that are easy to understand. Clients love the way he uses diagrams and pen and paper to explain things to them.’

Principaux dossiers


Gotelee Solicitors

Gotelee Solicitors has experienced private client lawyers across its network of offices in Suffolk. The key practitioners are  STEP member Peter Crix and trust and tax specialist Karina Jowitt in Ipswich, Matthew Boast is the main contact in Felixstowe, Andrew Reed in Hadleigh, and newly promoted partner Richard Guy leads the Woodbridge, where former Prettys Solicitors LLP associate Laura Parker also works. Crix is a trustee of numerous substantial trusts including several farms in Suffolk.

Responsables de la pratique:

Peter Crix; Matthew Boast; Richard Guy; Karina Jowitt; Andrew Reed


Autres avocats clés:

Laura Parker


Les références

‘Highly knowledgeable. Thorough. Experienced’

‘Technical knowledge is second to none. Very cautious in their advice.’

Principaux dossiers


Hunt & Coombs LLP

At Hunt & Coombs LLP, 'the team always acts in the client's best interest'. The firm is highly regarded for estate planning and will preparation for high-net-worth individuals and families, as well as LPAs, Inheritance Act claims, NHS care for the elderly funding, and Court of Protection matters. Oundle-based Sally Power leads the practice, in which Henry Anstey in Peterborough and Paddy Appleton in Oundle are veteran practitioners with a strong local following. 'Nothing is too much trouble for her', say clients of Huntingdon-based Sallyann Short.

Responsables de la pratique:

Sally Power


Autres avocats clés:

Henry Anstey; Sallyann Short; Paddy Appleton; Sarah Dawson


Les références

‘The team always acts in the client’s best interest. They are on hand to support our clients where they have queries and where we have made referrals to them we have had nothing but positive feedback. On a professional level they act with integrity and care providing great service.’

‘Sarah Dawson is exceptionally knowledgeable and genuinely has the clients interest at the heart of what she does. Sarah is always on hand for a conversation and to answer any questions to support my clients and whilst working on cases together Sarah has played an active part and has been interested in the clients whilst being on hand to provide me any information I need quickly. Sarah is caring and I would refer my clients to her knowing they will get the service I would hope, without concern.’

‘Strength in depth.’

Principaux dossiers


Prettys Solicitors LLP

The wills, trusts and estates team at Prettys Solicitors LLP in Ipswich is ‘friendly, personable, always willing to help and knowledgeable.’ Lead partner Emma Woollard has a broad practice but is especially well regarded for her understanding of social care and capacity-related cases. Senior associate Fiona Ashmead, who joined from Thompson Smith and Puxon, has STEP accreditation of a Certificate in Advising Vulnerable Clients and is a key adviser on inheritance tax issues. The firm excels in Court of Protection matters, and issues concerning care fees and end of life planning.

Responsables de la pratique:

Emma Woollard


Autres avocats clés:

Fiona Ashmead; Lorna Thresh


Les références

‘Friendly, personable, always willing to help and knowledgeable.’

‘Emma Woollard has been our family solicitor for as long as I can remember. In addition to being so experienced and knowledgeable one of her great strengths is that she really knows our family and is able to advise accordingly. I really value her wise counsel and Emma always looks for the solution to any problems. Nothing is ever too much trouble.’

‘The team functions really well as a unit and create a real family feel within the private client department, which is tangible for clients. While far from a small firm, the single office nature of Prettys helps this and they are far less stuffy or intimidating to some clients than other firms. They also have exceptional knowledge to back up their personal skills.’

Roythornes Solicitors

Roythornes Solicitors continues to broaden its private client offering beyond its traditional heritage in agriculture and landed estates to advise a much broader client base from its Alconbury office. Practice head Tim Galloway increasingly assists the wider business and entrepreneurial community with succession and capital tax planning, complex trust matters, tax restructuring, and multi-jurisdictional estate planning. Associate Joseph Stoehr also plays a pivotal role in the practice. Both are 'really good at breaking down technical matters into plain English'. They recently acted for a family farming partnership with land assets approaching £40m.

Responsables de la pratique:

Tim Galloway


Autres avocats clés:

Joseph Stoehr


Les références

‘They care and invest in their clients.’

‘Tim Galloway is excellent.’

‘Having worked with many solicitors, Tim Galloway and Joseph Stoehr at Roythornes were really good at breaking down the technical matters into “plain English” which makes the whole process of understanding what are somewhat complicated legal matters a much easier task. ’

Principaux dossiers


  • Acting as a trustee of a significant landed estate in East Anglia with assets of circa £60 million.
  • Advising the partners of a family farming partnership with land assets approaching £40 million in value on a restructuring of the partnership for succession planning purposes.
  • Succession planning and inheritance tax advice for a successful serial business angel with assets of valued at approximately £35 million both in the UK and in the Far East.

Ellisons Solicitors

Ellisons Solicitors continues to grow its presence in Ipswich for trusts and probate work, and it has recently launched a specialist Court of Protection team. 'The level of client care and attention makes you feel like you're their only client', say clients of practice head Nicola Weldon and senior associate Rachel Dawson. Weldon frequently acts for UK-domiciled and non-domiciled clients with world-wide assets, and high-net-worth clients across the region. Many lawyers  are Dementia Friends.

Responsables de la pratique:

Nicola Weldon


Autres avocats clés:

Rachel Dawson; Nick Bowen


Les références

‘Rachel Dawson and Nicola Weldon. The level of client care and attention makes you feel like you’re their only client. Friendly and caring with the knowledge and expertise to back this up.’

‘Nicola Weldon and Rachel Dawson are stand out individuals within the team. Both are highly professional, personable and keen to work alongside other professionals to ensure the very best outcomes for clients. Mutual clients speak very highly of their experiences working with Nicola and Rachel and the firm in general.’

‘You are dealing with a person, not a generic lawyer. They are approachable and genuine with a focus on building relationships with professionals based on shared interests and the common goal to provide the best possible advice. Tim Logan and Lewis Barber stand out within this team.’

Principaux dossiers


Fosters

Primarily based in Norwich, the private client practice at Fosters has a significant presence in Wymondham thanks to the 'professional, helpful and polite' Lisa Glynne. She leads a practice that excels in the preparation of wills, Lasting Powers of Attorney, Declarations of Trust, Court of Protection work, and care home fee matters. She recently handled a complex cross-border estate with multiple beneficiaries both in the US and UK.

Responsables de la pratique:

Lisa Glynne


Autres avocats clés:

Charlotte Ranson


Les références

‘We were very satisfied with the service we received.’

‘Charlotte Ranson sorted our LPA efficiently and pleasantly.’

‘I found the professional way in which my queries were dealt with such a help after the loss of my husband.’

Principaux dossiers


Fraser Dawbarns

Fraser Dawbarns joins the ranking having seen its workload grow steadily in recent years. The 'friendly, responsive and very experienced' practice has a strong local following across Cambridgeshire, handing high-value matters including those with overseas assets. Sarah Lamb in Wisbech leads the practice, in which currently chair of the Cambridge branch of STEP Seema Solanki in Ely, and 'thorough, friendly and professional' new partner Kim Neal in March are the standout practitioners.

Responsables de la pratique:

Sarah Lamb


Autres avocats clés:

Seema Solanki; Kim Neal; Harleen Hanson


Les références

‘In particular I would like to thank Kim Neal for her understanding of difficult family issues and for keeping me in the loop.

‘Kim Neal is very thorough with her job, she is friendly and professional and an asset to her team. I believe due to her experience and work ethic makes her stand out among her team and helps clients to choose the firm she represents.’

‘I cannot thank enough the team at Fraser Dawbarns for their help and professionalism during a very difficult time. From the initial point of contact where everything was explained in detail, through to the end, their were always available to answer questions or clarify any points and nothing was too much trouble. I also liked that I was quoted up front so no nasty surprises with the costs.’

Principaux dossiers


  • Acting in relation to a range of both multi-million pound Trusts and multi-million pound tax-planning Wills and related matters.
  • Instructed in many estate administrations for long-standing clients with assets in the £1-8 million bracket.
  • Acting in relation to several estates where father/son partnerships were in place and father has now died.

Greenwoods

Greenwoods has a strong wealth preservation offering led from Cambridge by Clare Harris, and growing significantly in London, but the Peterborough office also has notable expertise in associates Mel Messenger and Rebecca Towey, and trust advisor Tapiwa Tandi. Clients remark that 'the team is friendly, collaborative, and delivers good value for money' when dealing with complex and high-value trusts, tax and probate issues for an increasingly national client base.

Responsables de la pratique:

Clare Harris; Mel Messenger


Autres avocats clés:

Rebecca Towey; Tapiwa Tandi


Les références

‘The team is friendly, collaborative, and delivers good value for money.’

‘The Greenwoods team in Peterborough is particularly collaborative when compared against its peers.’

Principaux dossiers


  • Administering an estate worth circa £9.5M with complexities caused by muddled ownership of properties and land between the deceased personally and as owner of the family business.
  • Advising executors in relation to and administering an estate where the original Will was missing and a copy must be proved instead.