Hall Of Fame

Leading Associates

Personal tax, trusts and probate: Essex in South East

Birketts LLP

Drawing on support from its litigation, tax and corporate teams, Birketts LLP provides integrated advice on complex estate, trust and tax matters, with particular strength in multi-jurisdictional planning, landed estates, family business succession and issues involving non-resident or non-domiciled clients. Jack Royall and Louise Long co-lead the firm-wide private client department, while Susan Young oversees the Chelmsford team. Young specialises in estate planning, trust and will preparation, and the administration of estates, including those with assets located abroad. The ‘very supportive’ Micky Rowland focuses on tax and succession planning, frequently advising on the preparation of wills and trusts, inheritance tax, and the structuring of lifetime gifts.

Responsables de la pratique:

Susan Young; Jack Royall; Louise Long


Autres avocats clés:

Katie Gibson Green; Micky Rowland


Les références

‘The Birkett’s team are represented by a cross section of talented and knowledgeable individuals who are able to use the breadth of their company’s offering to assist clients in all matters.’

‘The individuals I work with are very personable and able to explain their roles and the work they are doing in simple terms so that clients fully understand what is going on. I value this as it is sometimes difficult to recommend a firm if you can’t be confident that your clients will receive the same level of service they have come to expect from you personally.’

‘Friendly, approachable staff, quick responses to emails, regular updates, clear billing.’

Birkett Long LLP

The sizeable team at Birkett Long LLP offers a broad scope of expertise, covering the full range of tax work concerning wills, alongside high-value trust and estate administration matters. Claire Read leads the firm’s private client offering, specialising in inheritance tax mitigation, trust creation and estate administration, including matters involving internationally domiciled clients and estates with cross-border elements. Emma Clarke heads the South Essex practice, dividing her time between Chelmsford and Basildon, focusing on will drafting and trust formation. Ben Parmenter oversees the team in Colchester, specialising in tax planning, trust administration, handling complex wills, as well as lasting power of attorney matters.

Responsables de la pratique:

Emma Clarke; Ben Parmenter; Claire Read


Les références

‘Our family have used Birkett Long in Chelmsford for over 20 years to help with three iterations of will-writing and PoA administration, as children have been born and grown into adults. The Birkett Long team have worked with us and made an effort to get to know us over that period and we have valued their knowledge of us as a family and responses to our needs.’

‘The team we have worked with, under the leadership of Claire Read, has been nothing short of first class. Everything has been clearly explained; questions answered promptly and meetings organised with ease as the need has arisen; face to face, by phone and online. Face to face meetings have been easy to arrange with a good office space and easy parking.’

‘Claire Read has been our managing partner throughout this process. This longevity and commitment has been helpful in terms of our relationship. She has been consistently efficient, friendly, communicative, organised throughout the processes. She has a strong team working with her which has been adept at helping us navigate through questions and details, as the need has arisen. We are most grateful for her support and would recommend without hesitation.’

Giles Wilson Law Limited

The ‘knowledgeable, efficient and highly effective’ team at Giles Wilson Law Limited is particularly noted for its expertise in probate and trust administration, often advising on matters involving issues of mental capacity and support for vulnerable clients. Melinda Giles oversees the practice and brings extensive experience in Court of Protection work and lasting powers of attorney, with additional expertise in cases concerning financial abuse and end-of-life planning. Pippa Bavington is also a key member of the team, with a particular focus on inheritance tax and wealth planning.

Responsables de la pratique:

Melinda Giles


Autres avocats clés:

Pippa Bavington; Philip Giles


Les références

‘I found the team to be friendly and engaged with the clients.’

‘Philip Giles is a reassuring presence for clients.’

‘Giles Wilson has supported me across a range of both personal and commercial matters over the years, and I have always found the team to be knowledgeable, efficient and highly effective.’

Palmers

Fielding a team with ‘strong knowledge and expertise’, Palmers is a noteworthy choice for clients seeking advice on estate administration, succession planning, will drafting, and care fee funding. The practice is co-led by four partners: Donna Smy, who advises on succession planning and the full range of trusts; Lee McClellan, who has particular experience in Court of Protection matters; Helen Jago, who specialises in estate administration, the preparation of wills and lasting powers of attorney; and Jai Kalidas, whose caseload includes advising on complex trust structures, with a particular focus on vulnerable persons and discretionary trusts.

Responsables de la pratique:

Lee McClellan; Donna Smy; Helen Jago; Jai Kalidas


Autres avocats clés:

Laura Stock; Louise Welch


Les références

‘Helen Jago was very responsive to contact and follow up, considered all aspects of case and was attentive to client’s needs.’

‘Louise Welch was our solicitor, and we found her to be very pleasant and professional, which made the probate process more manageable for us at this difficult time.’

‘This practice has served and supported us extremely well in recent years with a variety of legal issues, including probate, contentious probate, dispute resolution and conveyancing. In each case, the issues were successfully resolved in a professional, courteous and friendly manner with staff demonstrating strong knowledge and expertise.’

Pinney Talfourd LLP

Pinney Talfourd LLP is noted for its strength in complex estate and trust work, with particular expertise in tax planning, asset protection and Court of Protection cases. The team frequently advises on matters involving cross-border elements, business interests and financial abuse investigations. Matthew Edwards, head of the private client department, regularly handles Court of Protection matters and acts as an independent administrator for estates, while Kristian Croad, who leads the trusts team, is praised for his ‘very strong working knowledge’ of trust taxation and administration.

Responsables de la pratique:

Matthew Edwards; Kristian Croad


Autres avocats clés:

Marie Salmon


Les références

‘Pinney Talfourd LLP has always been a reliable practice, offering all levels of society a friendly, helpful, knowledgeable and sensitive approach to probate law and bereavement.’

‘The person I dealt with was Marie Salmon, who was friendly, professional and gave me excellent advice about my will that I would never have thought of. The other staff who acted as witnesses were also very approachable and helpful.’

‘They give practical, prompt advice and I liked the way they cut to the chase more quickly than some other firms.’

Tees Law

Lauded for providing an ‘excellent service’, Tees Law advises on lifetime tax planning, wills, Court of Protection matters and estate administration, with particular expertise in the agricultural sector. Nicola Havers co-heads the department and specialises in all aspects of trust work, while fellow co-head Sarah Walker is noted for her expertise in Anglo-French matters, assisting clients with French wills and estates. Sarah White is also recommended within the practice, regularly advising on wills, lasting powers of attorney and Court of Protection applications. Ian Johnston departed the firm in December 2024.

Responsables de la pratique:

Nicola Havers; Sarah Walker


Autres avocats clés:

Sarah White; Georgina Leighton; Serena Raja


Les références

‘Serena Raja was very efficient with all of my questions and responded positively whether it be by phone, post or email. She made the process of sorting my late wife’s will and probate a lot easier and painless for me. I would thoroughly recommend Serena to anyone.

‘I used Tees Law for a complicated probate and house sale. I found them to be very efficient and knowledgeable. Communication was very good, and letters and phone calls were always replied to promptly.’

‘The team at Tees Law has provided excellent service and extremely helpful advice.’

Thompson Smith and Puxon

Particularly experienced in acting for clients within the agricultural sector, Thompson Smith and Puxon is described as ‘very capable’ in handling the full range of estate and inheritance tax planning matters, as well as the preparation and advice on wills. Robert Ashworth leads the practice and focuses on will and estate administration for farming families, an area in which Fiona Ashworth also specialises. Ann Coutts has recently advised on the preparation of wills and lifetime trusts, while Georgia Bolton handles lasting powers of attorney, estate administration and Court of Protection work.

Responsables de la pratique:

Robert Ashworth


Autres avocats clés:

Ann Coutts; Georgia Bolton; Fiona Ashworth


Les références

‘A very capable team with experience and knowledge for dealing with complicated and high-value clients. The quality of their advice is second to none, and the professional manner in which they conduct themselves is well known locally. Very much a top-tier law firm with an offering that is well respected.’

‘Ann Coutts is very knowledgeable, and I have no second thoughts about her professional opinion. While her knowledge is exceptional, it is also very practical in how she applies this to individual client cases. Clients find her very easy to deal with, and this is down to her clear approach to giving legal advice. She is well supported by her team, which means that when queries are given to her, she is quick to respond.’

‘The team are a fantastic group of people, very welcoming, and I can always trust them to do a fantastic job for the clients. They are extremely knowledgeable in their area and always available to assist with anything.’

Attwaters Jameson Hill Solicitors

Preparing wills and advising on estate and tax planning are key areas of strength for Attwaters Jameson Hill Solicitors. The practice is co-led by Lesley-Ann Mayhew, who focuses on will drafting, estate administration and Court of Protection matters, and Andrew Flannagan, who advises on estate and tax planning and has experience acting as a professional deputy and trustee. Tony Brownlie is also a key member of the team, particularly supporting clients in estate administration and probate work.

Responsables de la pratique:

Lesley-Ann Mayhew; Andrew Flannagan


Autres avocats clés:

Tony Brownlie


Les références

‘They always seem to be ahead of their competitors and conscious of micro- and macroeconomic events such as the budget and government, which may have an impact on their clients’ inheritance tax planning. Their advice is always bespoke, and clients I have recommended to them have always been happy and complimentary. They have an edge compared to other law firms.’

‘Lesley-Ann Mayhew is excellent at what she does. She not only works around the clock, but the quality is always of a superior quality. All of the clients I have recommended have been happy with her advice.’

‘What stands out is the personal touch, matched with professional expertise. There is a diverse range of people to work with.’

Ellisons

Ellisonsis particularly noted for its expertise in complex estate planning, cross-border matters and trust administration, often acting for high-net-worth individuals, families and agricultural estates. The practice is co-led by Ian Johnston, who heads the Chelmsford team and brings extensive experience in tax and succession planning, and Amy Burton in Colchester, whose expertise lies in tax advice for multi-jurisdictional estates. Nicola Healy joined the firm from Thompson Smith and Puxon and advises clients on a range of estate planning matters, including succession and tax considerations.

Responsables de la pratique:

Nicola Weldon; Ian Johnston; Amy Burton


Autres avocats clés:

Nicola Healy


Les références

‘Amy Burton was always very welcoming and was very easy to communicate with. She set out a very clear plan and kept me updated via telephone, email and office visits. I always felt like a special customer when I visited the office!’

‘I have had the pleasure of working with multiple people across Ellison’s private client department in varying offices. Each office offers a seamless level of efficiency and communication, which is refreshing in comparison to other multi-office firms that are seemingly disjointed. Everyone seems in Ellisons to communicate internally & externally impeccably well. It is always an easy transaction, irrespective of the location of their office or the work in question.’

‘The Wills, Trusts and Probate team has the capacity to handle a wide range of client requirements and complex matters. The members of the team I have worked with are very approachable and accommodating to clients’ needs.

Fisher Jones Greenwood LLP

Focusing on wills, life planning and probate matters, the team at Fisher Jones Greenwood LLP is praised for ‘going above and beyond’ in supporting their clients. Gregory John oversees the practice and advises on estate planning for clients with foreign assets, trust arrangements and estate administration for non-domiciled individuals. Thara Thangavel is experienced in advising on trusts and elderly client affairs, including Lasting Powers of Attorney and Deputyship orders, while Gina Fairweather focuses on estate planning and administration, as well as the preparation of wills.

Responsables de la pratique:

Gregory John


Autres avocats clés:

Thara Thangavel; Gina Fairweather; James Bird; Karen Goulding


Les références

‘My main contacts at FJG are James Bird and Karen Goulding. They are always quick in replying to my queries and providing initial information.’

‘Gregory Johns and his team are all incredibly knowledgeable, far more so than other solicitors I have previously encountered. They are also very friendly and personable and have always found a way to deal with people from differing positions and backgrounds. 

‘The team at FJG, from reception through to partners, are all extremely friendly, very approachable and eager to help. Each approach has been simple, instantly comforting and highly professional while being made to ease and treated like an individual. Until now, I wasn’t aware a law firm could be so easy to work with.’

Principaux dossiers


  • Advised a client on estate planning, Wills, Lasting Powers of Attorney and administration of an old forgotten discretionary trust.
  • Advised a client on the roles of trustee, retirement from such role and drafting of the Will.

Paul Robinson Solicitors LLP

The ‘efficient, empathetic and patient’ team at Paul Robinson Solicitors LLP advises on a broad range of estate planning, tax and trust matters. Lee Hibell leads the practice, specialising in estate and trust administration, and regularly advises on Court of Protection applications and Lasting Powers of Attorney. Caroline Cole focuses on Court of Protection orders and asset protection, while Jonathan Saunders is noted for his work on succession and inheritance tax planning.

Responsables de la pratique:

Lee Hibell


Autres avocats clés:

Caroline Cole; Bethany Dorney; Dominic Green; Jonathan Saunders


Les références

‘The team are efficient, empathetic and patient, which in our opinion is what their clients appreciate at what can be a stressful time for all involved.’

‘Caroline Cole, Bethany Dorney and their team are extremely efficient. They are very patient with their explanations, which helps to put your mind at ease at what can be a very stressful time. They have always been available when we have needed them.’

‘Very receptive to any questions, always available, great customer service, hard working.’