The comprehensive offering at Birketts LLP  exhibits broad expertise in succession planning, often acting for farmers and landed estate owners, family investment companies, and business owners. Susan Young leads the team in Chelmsford, and handles a varied workload of trusts and will preparation, and estate administration work. Norwich-based Jack Royall co-leads the overall private client group alongside Louise Long in Ipswich. Katie Gibson-Green is recommended for her knowledge of powers of attorney, and the creation and administration of trusts. Amanda Smallcombe, who joined in May 2024 from Birkett Long LLP, is well-known for her expertise in Court of Protection matters.

Praised for providing an 'excellent personal service', Tees Law is equipped to advise clients on a broad array of private wealth work, with the team’s workload including tax planning, trust management, and Court of Protection proceedings. The team, known for its niche experience in French inheritance law, handles an increasing number matters concerning agricultural estates, areas in which practice head and expert for succession planning Ian Johnston is an expert. Sarah White routinely assists with estate administration and will preparation, as well as deputy issues. Georgina Leighton is particularly knowledgeable of lasting powers of attorney.

Birkett Long LLP handles the full range of will-related tax work, and offers niche expertise in retrospective NHS claims. The team routinely collaborates with the firm's agriculture group to assist farming clients. Emma Clarke leads the South Essex team in Basildon and Chelmsford and focuses on will drafting, inheritance tax mitigation mandates, and estate administration. Noted for his knowledge of estates with foreign elements,  Ben Parmenter heads the team in Colchester, while Claire Read in Chelmsford chairs the firm’s overall private client group, and is highlighted by clients for providing a ‘first-class personal service’, often advising clients who own property abroad. Amanda Smallcombe left the firm in May 2024.

Praised by clients for its ‘in-depth’ expertise, Giles Wilson Law Limited is noted for its vast experience in acting for vulnerable clients in matters concerning issues surrounding mental capacity.  The group frequently advises parents of disabled children on discretionary trusts. The practice is jointly headed by Pippa Bavington, who is an expert in wealth planning, and Melinda Giles, who is known for her proficiency in financial abuse and property-related matters, as well as end-of-life planning.

Noted for their 'strong technical' knowledge, Palmers handles the full spectrum of matters relating to care fee funding, co-ownership trusts, and succession planning. The team is jointly led by Helen Jago, who routinely assists with the preparation of complex wills, court of protection work, and estate administration; Lee McClellan, and Donna Smy, who is a key contact for matters related to lasting powers of attorney and inheritance tax. Former practice head Tim Steele left the firm in January 2024, and Ivana Sidey joined the team from Birketts LLP in August 2023, bringing her extensive experience in acting for elderly clients.

Noted for its strong focus on the agricultural sector, Thompson Smith and Puxon exhibits broad knowledge of estate administration, mandates involving the preservation of assets in the event of care being required, and the preparation of wills. In January 2024, Robert Ashworth took over the leadership of the department from Fiona Ashworth. Both are key contacts for agriculture sector clients, advising on the full range of matters involving wills and powers of attorney. Nicola Healy is recommended for her focus on trust creation and inheritance, capital gains, and income tax matters. Natasha Swift left the firm in June 2023.

Aquabridge houses a ‘very approachable & knowledgeable’ team demonstrates vast strength in acting for clients with a variety of business assets. Practice head Lorna Bastian is well-regarded for her work as a professional trustee, while Emily Payne combines her experience in litigation and commercial property with her expertise in wills and probate matters. Adam Kaye joined the team from Hodge Jones & Allen in November 2023, with his varied caseload including inheritance tax work and issues concerning powers of attorney.

Attwaters Jameson Hill Solicitors handles the full gamut of matters relating to the preparation of wills, estate administration, and tax advice, areas in which practice head Lesley-Ann Mayhew is an expert. The team is particularly well-regarded for its capabilities in assisting elderly and vulnerable clients, and its specialism in mental capacity matters and mandates involving local authority funding for care fees. Andrew Flannagan heads the wider private client group.

Fisher Jones Greenwood LLP’s wills, life planning and probate practice is jointly led by Tony Fisher,  Gregory John, Gina Fairweather, and James Bird following the retirement of Andrea Godfrey and Susanne Grimwade, and the departure of Sarah Rankin in March 2024. Fairweather and Bird are well versed in powers of attorney and estate administration matters, while John routinely handles mandates involving assets abroad and estate administration for non-domiciled residents. Bird and John were both promoted to partner in March 2024, and Thara Thangavel joined from Kerseys Solicitors LLP in December 2023, contributing her expertise in inheritance tax and trusts.

Pinney Talfourd LLP is noted for its vast knowledge of executor and trustee appointments, and is led by Matthew Edwards, who routinely acts for numerous clients as a Court of Protection appointed deputy. Key contact for tax-related issues Kristian Croad was promoted to partner in May 2024, leading the embedded trust department, while Andrew Grant's broad practice spans intestacy related issues, and will preparation.

Paul Robinson Solicitors LLP handles a broad workload which includes advice on new or existing wills, tax planning, estate administration, and Court of Protection proceedings, all areas in which practice head Lee Hibell is a specialist. Caroline Cole often advises on asset protection, while Jonathan Saunders is adept at handling succession planning matters.