Housing a team of ‘real specialists with a depth of knowledge and talent’, private client specialist EMG Solicitors is regularly trusted by high-net-worth clients, with particular activity in the professional deputyship area well-supported by its strong Court of Protection team. As a ‘true leader in her field’, Emma Gaudern heads up the team and has proven experience as a professional trustee in high-value personal injury trusts, while leading the Court of Protection team is Jemma Morland, who receives a varied caseload from vulnerable clients. Samantha Edward helms the wills, trusts, and probate practice and fronts the complex estate planning work. Claire French combines dual qualifications as both a solicitor and an accountant. Deborah Jude joined the firm from Womble Bond Dickinson in December 2024.
Personal tax, trusts and probate in North
EMG Solicitors
Responsables de la pratique:
Jemma Morland; Samantha Edward; Emma Gaudern
Autres avocats clés:
Claire French; Deborah Jude
Les références
‘In the field of deputyship, EMG is unsurpassed. Real specialists with a depth of knowledge and talent. Anyone using their services is guaranteed a first-rate experience.’
‘Emma Gaudern is a true leader in her field. No Nonsense approach to litigation and legal knowledge that is second to none. I have no hesitation in recommending her and the firm repeatedly. Jemma Morland is from the same mould. Outstanding in every way.’
Womble Bond Dickinson (UK) LLP
The private wealth team at Womble Bond Dickinson (UK) LLP is one of the first ports of call for high-net-worth clients seeking assistance in wealth structuring and estate succession planning matters. The group is led by a capable trio consisting of Simon Kirkup, who aids landowning families with issues arising from the ownership of estates; David Dale, who engages closely with high-net-worth individuals and their families; and Will Bonas, who leads the Newcastle private capital group and combines prior experience as a commercial specialist with key knowledge on generational succession planning. Harriet Campbell is recommended for her lifetime planning expertise, while Elisabeth Gubb is rated for her work on estate planning.
Responsables de la pratique:
David Dale; Will Bonas; Simon Kirkup
Autres avocats clés:
Harriet Campbell; Elisabeth Gubb; Nadine Kilvington; Helen Tavroges
Les références
‘High level of expertise combined with a friendly personal approach.’
‘Elisabeth Gubb is compassionate, patient and understanding.’
Hay & Kilner
The private client team at Hay & Kilner ‘combines technical expertise with a personal and attentive approach towards clients’, with notable expertise across a comprehensive offering spanning Court of Protection services, estate and succession planning, and trust administration. Spearheading the team, Alice Clewes fields dual-qualification as a solicitor and a chartered tax advisor, well-positioning her to advise on a breadth of matters. With a broad portfolio spanning wills, powers of attorney, and estate planning, Tom Bridge is praised by his clients for his ‘vast knowledge of various subject matters that form part of probate procedures’.
Responsables de la pratique:
Alice Clewes
Autres avocats clés:
Tom Bridge
Les références
‘Strong team at all levels who are a pleasure to work with. They tailor their advice and service to you and your requirements, not the “one size fits all approach” you see from many firms.’
‘Alice Clewes is the standout partner in Hay & Kilner’s team. Her all-around knowledge and the quality of her advice are obvious, and she becomes a go-to trusted advisor in no time at all. She is also a pleasure to work with.’
‘Alice Clewes is simply one of the best in her specialist field. Her team is also supportive and superb .’
Latimer Hinks Solicitors
Providing a strong family and wealth protection offering, the Latimer Hinks Solicitors team excels in complex estates and trusts for individual, farmer, landowner, and business owner clients. Co-head Elizabeth Armstrong exhibits a wealth of knowledge in estate, wealth, and tax planning, with a diverse caseload from high-net-worth individuals. On the administration of estates front, Jennifer Quayle is a valued advisor to personal representatives, including on the use of post-death restructuring and planning, while co-head Natalie Palmer’s practice is split between Court of Protection, deputyship, and elderly and vulnerable client matters.
Responsables de la pratique:
Elizabeth Armstrong; Natalie Palmer
Autres avocats clés:
Jennifer Quayle
Sintons LLP
Demonstrating key cross-border capabilities, Sintons LLP is regularly sought out by clients with assets abroad, in addition to handling a diverse stream of complex wills, tax planning, trusts, and the administration of estates. Group head Paul Nickalls is at the helm of a range of mandates for high-net-worth clients, with key services including tax planning, administration of estates, and Court of Protection applications, while Paul Collingwood is recommended for his similarly broad practice. Hilary Waters is a tax disputes expert, and Katie Gosling is a go-to name for trust advice. Sophie Moore fronts the Court of Protection unit, where she is lauded by clients for her ‘ability to navigate intricate legal matters while keeping business goals and objectives at the forefront’.
Responsables de la pratique:
Paul Nickalls
Autres avocats clés:
Paul Collingwood; Hilary Water; Katie Gosling; Sophie Moore; Emma Saunders
Les références
‘All individuals I’ve dealt with at Sintons have been very professional, always caring and understanding, especially in difficult times, I can’t fault them at all. Special thanks go to Paul Nickalls, who has taken me through the full process, and was always there when I needed assistance – a great thank you to Paul and all of the team at Sintons.’
‘Emma Saunders and Sophie Moore (in the Court of Protection Department) provided advice and assistance which was first rate: if there was a higher accolade than « first rate », they deserve it.’
‘Sophie Moore took the lead in the proceedings. She was exceptional. She combined sympathy and understanding in an emotionally charged dispute with excellent commercial nous.’
Ward Hadaway LLP
Ward Hadaway LLP is highly capable in the full gamut of private client mandates, including succession and inheritance tax planning, complex wills, Court of Protection applications, and tax issues. At the helm of the practice, Andrew Facer is a valued advisor to entrepreneurial and landed clients on succession planning. Gaynor Jackson demonstrates a broad practice across inheritance issues, whereas Sarah Dove is a go-to contact for farming families on succession planning and issues regarding succession. Alison Hall joined from Hay & Kilner in May 2025.
Responsables de la pratique:
Andrew Facer
Autres avocats clés:
Gaynor Jackson; Sarah Dove; Alison Hall
Cartmell Shepherd
Cartmell Shepherd regularly advises on tax and estate planning and demonstrates particular strength in agriculture and landed estates. Deborah Flynn heads the team and has extensive experience in Court of Protection work, with particular knowledge of mental capacity issues, while Alan Douglas handles a varied stream of work ranging from lasting power of attorney to complex estate administration mandates.
Responsables de la pratique:
Deborah Flynn
Autres avocats clés:
Alan Douglas; Robert Hudson; Laura Murphy
Les références
‘I consider Robert Hudson the most exceptional of professionals. I have worked with Robert collaboratively for over 10 years, and have enjoyed improving my clients’ lives and that of their families with his personal style and panache.’
‘My main involvement was with Alan Douglas, one of the partners. Throughout the process, he was wise, approachable, practical, and very knowledgeable. His support team were similarly helpful and easy to deal with.’
‘The team is professional, knowledgeable, and helpful. Clients feel valued and respected.’
Gibson & Co Solicitors Ltd
With experience in estate tax planning and large settlements, Gibson & Co Solicitors Ltd receives a steady stream of instructions from landowners and farmers, and has recently seen an uptick in contentious probate matters. Christopher Sheppard sits at the head of the team, where he handles contentious probate issues, wills, Powers of Attorney, and inheritance tax planning issues. Derwent Gibson and Michael Macgregor left the firm in 2024.
Responsables de la pratique:
Christopher Sheppard
Principaux clients
M R Finn Will Trust
Principaux dossiers
- Appointed by the court to act as professional trustees of the M R Finn Will Trust after the previous trustees failed in their duties and instructed on the administration, dealing with complex tax and property issues.
Mincoffs Solicitors LLP
The ‘first class’ team at full-service firm Mincoffs Solicitors LLP offers wills, probate, and trust services and is capable of advising a broad range of clients. Practice head Lydia McCaslin’s experience has seen her engaged on a variety of mandates, and she is also a key figure for estate administration. Victoria Richer is engaged in all areas of asset protection, whereas Janine Kennedy demonstrates particular experience with Court of Protection matters.
Responsables de la pratique:
Lydia McCaslin
Autres avocats clés:
Victoria Richer; Janine Kennedy
Les références
‘The Mincoffs team, led by Lydia McCaslin, is well known for providing a great and value-for-money service. Mincoffs is an excellent North East firm with a great reputation, and their private client offering is sound.’
‘I have worked with Lydia McCaslin and I have always found her very personable, easy to communicate with and pleasant. Sometimes you need a straightforward explanation and we always got that from her.’
‘Friendly, professional and knowledgeable.’
Muckle LLP
Muckle LLP is an established adviser to a range of clients, with a client roster comprised of business owners, farm land owners, and landed estate owners, routinely managing succession planning for their clients. Sought out by clients for her ‘very personal approach to client service’, team head Julie Garbutt oversees a range of wills, family trusts, inheritance tax planning, as well as business succession and Court of Protection work.
Responsables de la pratique:
Julie Garbutt
Autres avocats clés:
Alexandra Speirs
Les références
‘Muckle’s private client team provides a very personal approach, understanding the clients they work with.’
‘Julie Garbutt has an excellent manner with clients, providing a very personal approach to client service.’
‘Locally, Muckle is known everywhere and has a brilliant reputation. I can honestly say that the clients I have sent to them have been looked after to a very high standard. They are the only solicitors I recommend my clients speak to for legal advice.’
Swinburne Maddison LLP
Swinburne Maddison LLP continues to receive a high volume of instructions on the administration of deceased estates, while also observing a growing stream of estate planning instructions. Anna Stephenson fields an ‘exceptional knowledge base’ and is active on estate planning, administration of trusts, and inheritance tax matters. Amy Pyman is predominantly engaged in the drafting of wills and lasting powers of attorney and the administration of estates. Elizabeth Gibbison joined the practice in July 2025, and handles the full breadth of private client work for a varied client roster.
Responsables de la pratique:
Anna Stephenson
Autres avocats clés:
Amy Pyman; Elizabeth Gibbison
Les références
‘Anna Stephenson knows her stuff and tells you the solutions before the problems arise.’
‘Elizabeth Gibbison is very approachable and empathetic with clients and professional connections, making her ideally suited for private client law.’
‘Anna Stephenson has an exceptional knowledge base – excellent in relaying information so the recipient understands exactly what they are being told – excellent in building relationships with clients – all in all excellent service, can’t recommend her enough.’
Principaux dossiers
- Continuing to act on behalf of a longstanding family of clients – whose assets include a £40m business – in connection with their estate planning.
- Working alongside external tax advisors and colleagues in the corporate team to complete a complex IHT planning exercise which included the careful drafting of a Trust instrument to achieve the client’s aims.
- Acting in the administration of various estates which have included overseas property interests.
Hill Dickinson LLP
Hill Dickinson LLP advises clients on complex succession planning, tax planning, trust creation and administration, estate administration, and mental capacity issues. Richard Marshall chiefly focuses his practice on corporate structuring for succession planning and tax mitigation and is singled out for ‘putting his client’s interests at the forefront of what he does’.
Autres avocats clés:
Richard Marshall
Les références
‘Richard Marshall communicates very well and is very clear and concise in his explanations when giving advice. He has an excellent way of communicating in layman’s terms and sympathetically helps navigate our tax and trusts, putting his client’s interests at the forefront of what he does. I would personally (highly) recommend his services!’
Irwin Mitchell
Irwin Mitchell is well-known for advising business owners on structuring and governing their businesses and wealth, while also guiding succession and estate planning for landed estates and rural businesses. Andrea Jones leads the team and is rated for her strength advising claimants on high-value wrongful birth claims, as well as her expertise on pre- and post-death succession planning.
Responsables de la pratique:
Andrea Jones
Les références
‘The team is very approachable.’
‘Very personable and knowledgeable.’
‘The team at Irwin Mitchell has a breadth of experience in all areas of personal tax, trusts and probate practice.’
Punch Robson Solicitors
The ‘approachable and professional’ team at Punch Robson Solicitors is noted for its capabilities in estate planning and administration. Head of team James McMillan has particular expertise in lifetime estate planning, and Shannon Whyatt handles the administration of estates, wills, and lasting powers of attorney.
Responsables de la pratique:
James McMillan
Autres avocats clés:
Shannon Whyatt
Les références
‘There is a good, diverse team with different specialities in numerous departments. All of the employees I have worked with have been extremely professional and collaborated well.’
‘They have always been approachable and professional and ensured that clients are comfortable with any advice provided.’
‘I personally have a great relationship with Shannon Wyatt; she is friendly, professional, and very attentive. We have worked closely with a number of solicitors over the years, but at the moment Shannon is who I deal with mostly about probate matters.’
Weightmans
Weightmans’ team is a one-stop shop for clients in the region, and has established strength advising business owners on succession planning and exit strategies involving lifetime and charitable trusts. Louise Miller leads the Newcastle team and handles all aspects of estate planning, underpinning this with experience dealing with high-net-worth estates and those containing substantial property portfolios.
Responsables de la pratique:
Louise Miller
Les références
‘It was a pleasure to deal with Weightmans, friendly, professional and very helpful, highly recommended in our area.’
‘Louise Miller at Weightmans was everything you would look for both in a person and legal help. Louise was helpful, fun, and professional.’
‘Fantastic knowledge, clear communication throughout the process.’