Praised by clients for having ‘a deep understanding of law’, Boodle Hatfield LLP specialises in advice on landed estates, arts and luxury assets, and the structuring of international wealth. Natasha Hassall heads the firm’s Oxford offering and is well versed in estate planning, advising on onshore and offshore trusts, tax planning and wills. Eleanor Sepanski is adept at international tax with a special focus on matters with ties to the US, and offers niche expertise in advising ultra-high-net worth clients and not-for-profits on the tax aspects of art collections.
Personal tax, trusts and probate: Thames Valley, Berks, Oxon, M4/M40 in South East
Boodle Hatfield LLP
Responsables de la pratique:
Natasha Hassall
Autres avocats clés:
Eleanor Sepanski
Les références
‘The team has a deep understanding of law relating to trusts and estates and the workings of our business.’
‘We work closely with the partner, Natasha Hassall, whose expertise is critical to the functioning of our business. The breadth of the support that Natasha offers is invaluable.’
‘They have a wide service offering of high class. Very wide experience from their client base. Big enough to be highly effective but not too big that the client comes second.’
Field Seymour Parkes LLP
Field Seymour Parkes LLP is geared to handle the full spectrum of estate and trust administration work, with noteworthy experience in matters with international, corporate, or agricultural aspects. Focus areas of work include tax and estate planning, as well as advice on tax aspects of corporate transactions and lasting powers of attorneys. Rob Crowther leads the practice and is a name to note for asset protection advice and tax planning for high-net-worth individuals, while Ben Oliver specialises in lifetime tax planning, including advice on inheritance tax, capital gains tax, and income tax. Olly Davidson covers the full spectrum of estate administration, including a focus on estates involving non-UK residents.
Responsables de la pratique:
Rob Crowther
Autres avocats clés:
Sue Vandersteen; Ben Oliver; Olly Davidson
Les références
‘The whole team is very strong, personable, and responsive. They take a calm and measured approach that serves them equally well on simple estates work and the most complex disputes with HMRC.’
‘Ben Oliver – one of the most thoughtful and technically well versed private client partners with whom I’ve worked, and a thoroughly nice man.’
‘Rob Crowther is dynamic, charming, and very hardworking. Any client would be lucky to have Rob on the team.’
Freeths LLP
Freeths LLP‘s stellar client roster includes ultra-high net-worth and high-net-worth individuals, including members of the aristocracy and business owners. The team is particularly well regarded for advice on landed estates and expertise at the intersection of corporate and private client work, including topics such as business succession planning. The practice is jointly steered by ‘tremendous lawyer’ Louise Lewis, whose specialisms include working with vulnerable clients, and Lisa Mark-Bell, a key contact for estate and trust planning with a dual qualification as solicitor and chartered tax advisor. Charlotte Digby is an expert in estate administration with a focus on matters with cross-border and business elements.
Responsables de la pratique:
Louise Lewis; Lisa Mark Bell
Autres avocats clés:
Saira Ali; Charlotte Digby
Les références
‘I’ve found them immensely reassuring to deal with: they combine efficiency with a personal tone in correspondence in a way I haven’t met elsewhere. At the same time, there is a strong culture of professionalism, in the best sense of the word.’
‘The client is made to feel at ease, and everything is explained clearly. A client is made to feel important and not just a number. Even complex matters were explained fully and in an easy-to-understand way.’
‘The partner I work with is exceptional in his grasp of human nature and individuals, and has high professional standing and morality. I know he will have my back when needed, and I trust his views and advice.’
Blake Morgan LLP
Blake Morgan LLP operates comfortably across the full spectrum of estate planning and administration work, and offers clients dedicated teams for trust administration and Court of Protection matters. Practice head James Greig is well known for his wealth of experience acting as trustee for family trusts, while also frequently advising on tax and succession planning. Kathryn Woodward is a key contact for elderly clients, and, alongside Stephen Evans, is an expert in inheritance tax advice. Mary Mulhern retired in December 2024.
Responsables de la pratique:
James Greig
Autres avocats clés:
Susannah Treherne; Kathryn Woodward; Stephen Evans
Les références
‘Extremely efficient. Great communication every step of the way. I have nothing bad to say about them and will be using them again.’
‘They are very approachable, down to earth and very helpful.’
‘Responsive, client focused, clear communications, smooth processing and excellent internal coordination.’
Blandy & Blandy LLP
Blandy & Blandy LLP‘s ‘friendly and highly competent‘ team demonstrates proficiency across the full spectrum of estate administration, with a noteworthy focus on capacity-related issues and a track record in Court of Protection matters. The latter frequently fall under the remit of Jonathan Gater, who is also well known for his wealth of experience in trust and estate administration; he leads the practice alongside Caroline Casagranda, whose busy workload includes the preparation of wills, estate and inheritance tax planning, as well as lasting powers of attorney. Elizabeth Short is recommended for her experience working with vulnerable people.
Responsables de la pratique:
Jonathan Gater; Caroline Casagranda
Autres avocats clés:
Elizabeth Short
Les références
‘All the expertise that you should ever need is available there.’
‘The team works professionally, speedily and in a friendly manner.’
‘This is a good-sized team with a breadth of knowledge and I have no hesitation in recommending them to my clients. They are professional, knowledgeable, approachable, and empathetic.’
Gardner Leader LLP
Gardner Leader LLP is experienced in negotiations with the HMRC as part of the firm’s expert tax planning advice, and excels in focus areas such as establishing and administering family trusts, which frequently include agricultural estates. Penny Wright has led the practice since March 2025, with her varied portfolio extending to advice on charities and estates with international elements. Experienced in working with vulnerable clients, Hannah Wallbridge supports clients with their wills, lasting powers of attorney and is well versed in asset protection work. Niamh Minihane is recommended for advising elderly clients, handling will drafting and related inheritance tax planning work as well as estate administration issues.
Responsables de la pratique:
Penny Wright
Autres avocats clés:
Hannah Wallbridge; Niamh Minihane
Les références
‘A friendly, knowledgeable team that you can always rely on being professional but also very human.’
‘Hannah Wallbridge – very down to earth and great with all styles of clients. I would trust and recommend Hannah with my own family and friends. She is a knowledgeable solicitor that excels with vulnerable clients.’
‘As well as being extremely knowledgeable about their field of law, the members of this team are extremely compassionate. They deal with clients as people, acknowledging the complexities of their lives and the emotions that go with them. They act with professionalism, but also kindness, patience and genuine empathy.’
Irwin Mitchell
Frequently sought out by private family trusts, owner managers of businesses and senior executives, Irwin Mitchell‘s team works seamlessly with experts from the corporate and commercial departments to provide clients with a comprehensive offering which also includes a focus on cross-border estates. Sarah Phillips chairs the group and specialises in intergenerational wealth planning, while Sarah Paton‘s broad portfolio includes niche expertise in advising lottery winners on estate planning. New arrivals include Rebecca Ratcliffe, who joined in February 2024 and bolsters the team’s strength in tax planning and asset protection.
Responsables de la pratique:
Sarah Phillips
Autres avocats clés:
Sarah Paton; Stewart Stretton-Hill; Rebecca Ratcliffe
Les références
‘Rebecca Ratcliffe was very very good at providing to us a detailed account of what was happening with our father’s estate. The emails that we received were very thorough in explaining the current state of affair as well as helping us understand the British way of doing things. I have no complaints at all.’
‘I recently worked with this office to process my deceased father’s UK estate. I found Irwin Mitchell’s support throughout the process to be exemplary. Our contact was very quick to respond to enquiries, plus she was extremely comprehensive and clear with her communications.’
‘We worked with Rebecca Radcliffe and she was very caring and very supportive. I never felt out of touch even though I was dealing with her from a different country many time zones away. She was exceptional; always following up and providing very detailed and clear instructions and explanations.’
SE-Solicitors
SE-Solicitors’ varied portfolio encompasses inheritance tax and estate planning, as well as advice on wills and inheritance tax and focuses on client groups such as farmers and land owners, which frequently instruct the team for advice on succession planning. Lucy Gordon steers the practice and remains a port of call for the firm’s agricultural clients, with her areas of expertise extending to the full range of estate administration work, which is also a focus area of David Endicott. Tom McInerney also contributes to the practice.
Responsables de la pratique:
Lucy Gordon
Autres avocats clés:
David Endicott; Tom McInerney; Liliana Tomasulo
Les références
‘Lucy Gordon is capable, responsive and easy to deal with. She has great knowledge, is thoughtful and thorough – everything you want in a lawyer.’
‘Knowledgeable and practical.’
‘Liliana Tomasulo has immense skill and detailed knowledge of the complexities involved in drafting the documents.’
Boyes Turner
Boyes Turner frequently acts for high-net-worth business owners and professionals, with the team leveraging expertise from departments such as the corporate, commercial, and employment groups. The team specialises in will preparation including tax advice and estate administration, led by Paul Lowery, who is experienced in wills with foreign elements.
Responsables de la pratique:
Paul Lowery
Autres avocats clés:
Nadine Jayes
Les références
‘Nadine Jayes stands out in respect of client care and expertise in relation to trusts.’
‘They have an extremely quick grasp of the problem and are able to break it down for you, making it easier to understand. Research is a particular strength.’
‘Nadine Jayes stands out in respect of client care and expertise in relation to trusts.’
Broadfield Law UK LLP
Broadfield Law UK LLP is well versed in supporting vulnerable clients, with the team offering noteworthy capabilities in estate planning, while also operating across the intersection of private wealth topics and corporate issues when advising business owners on topics such as succession planning. Praised by clients for providing an ‘exceptionally tailored service’, Sheilagh Magee heads the team, demonstrating proficiency in multijurisdictional estate administration and lasting powers of attorney matters.
Responsables de la pratique:
Sheilagh Magee
Autres avocats clés:
Alexander Morgan
Les références
‘Sheilagh Magee and Alex Morgan provide an exceptionally tailored service in the area of tax, trusts and estate management. No enquiry is too small for their attention. They leave you feeling completely supported.’
‘Sheilagh Magee has the breadth of knowledge and the wisdom to apply it, which provides a significant advantage in an area which is very people oriented. Alex Morgan reassures with his quite confident approach, putting clients very much at their ease.’
‘The partners and associates with whom I’ve worked are very knowledgeable, approachable, timely and responsive. Their work product is excellent, and ability to explain complex topics clearly and precisely stands out.’
RWK Goodman
RWK Goodman‘s team stands out for its expertise in offshore tax planning, and is also adept at trust administration and Court of Protection matters. Practice head Tom Gilman is a key port of call for estate planning and advice on trust structures, including charitable trusts, while Chris Wilson specialises in tax planning.
Responsables de la pratique:
Tom Gilman
Autres avocats clés:
Chris Wilson
Les références
‘We feel ‘at home’ with RWK Goodman. They are professional yet friendly and reassuring. Questions raised by us on a variety of topics have been answered speedily and effectively.’
‘Our main contact is with Tom Gilman who we find very good to deal with as he talks at a level we can follow and gives the right information without trying to baffle us with jargon. We were up against deadlines and Tom and his team helped us to meet those deadlines.’
‘Tom Gilman’s service was brilliant. He dealt effortlessly and patiently with endless questions and changes of mind. It was an ideal, personal service.’
Harrison Clark Rickerbys
Harrison Clark Rickerbys' focus areas include advice on lifetime gift planning, family investment companies, as well as niche expertise advising on trusts in advance of the sale of land for development as part of the firm’s expertise in tax planning. Emma McCarthy is a key team member in Reading, covering wills, lasting powers of attorney, as well as estate planning and administration work.
Autres avocats clés:
Emma McCarthy
Les références
‘Emma McCarthy and her team are very client focused, and deliver a quality service.’
‘Emma McCarthy is very focused on delivery.’
‘Harrison Clark Rickerbys is our first port of call for our clients. We have only ever received positive feedback concerning their knowledge, delivery and execution.’