Addleshaw Goddard advises high and ultra-high-net-worth individuals, family offices, and trustees, with particular expertise in matters involving business assets, succession planning, and international structuring issues. The team works in close coordination with the firm’s corporate and tax practices, often supporting clients with interests in owner-managed and family-run businesses. The practice is led by Yorke Eaton, who specialises in trust structuring and planning involving private company shareholdings, and Pervinder Kaur, whose focus includes advising family trusts and clients with significant commercial interests. Laura Woffinden is also a key contact, advising on private client, trust, probate and charity matters, as well as supporting banking and corporate transactions involving trust structures.
Personal tax, trusts and probate in Yorkshire
Addleshaw Goddard
Responsables de la pratique:
Yorke Eaton
Autres avocats clés:
Pervinder Kaur; Laura Woffinden
Les références
‘Strength in depth sets the team apart. Aside from the senior experience they have available through Yorke Eaton and Pervinder Kaur, they have a bench of very capable solicitors coming through who can easily step in to provide advice and guidance for clients with the most complicated affairs.’
‘Quite simply, their consistent ability to relate to the clients I have observed them working with, handle difficult decisions and explain things in a straightforward way that helps clients work through the concepts that need to be dealt with.’
‘Yorke Eaton continues to be the stand-out Private Client Partner. His structuring advice for UHNW clients and willingness to engage in challenging conversations, when necessary sets him apart.’
Irwin Mitchell
Irwin Mitchell’s private client team covers personal tax, probate, wills, trusts, succession planning, and estate administration issues for clients across the UK and internationally. The firm advises high-net-worth individuals, families, and trustees, and work with several well-known charities on estate and will matters. Andrea Jones co-leads the national team alongside Gillian Coverley, who leads in Sheffield. Thomas Wainman leads the private client team in Leeds, focusing on inheritance tax and estate planning for business owners and rural clients. Emma McCann is a key name in the Sheffield team, handling wills, trusts, later life planning, and complex probate cases. Hollie Marcham is also recommended with expertise in international probate and trust matters.
Responsables de la pratique:
Andrea Jones; Gillian Coverley; Thomas Wainman
Autres avocats clés:
Emma McCann; Hollie Marcham; Kat Wainman
Les références
‘Strong Leadership with wide range of skills, combined with excellent communication in a straightforward way that is transparent and easily understood makes it easy to formulate decisions that have long term benefits and do no require rehashing constantly.’
‘Strength in depth – able to bring in pension, dispute and insolvency specialists. Strong experience below partner level – confidence in their knowledge and their ability to make the right decisions on complex matters.’
‘Tom Wainman is pragmatic, sensible, happy to provide a view and very responsive.’
Principaux clients
Macmillan Cancer Support
Stroke Association
Finders
Santander UK
Mills & Reeve LLP
Mills & Reeve LLP’s private client team is known for strategic estate planning, trusts, and succession advice, especially for family businesses and high-net-worth individuals. Andrew Playle co-leads the Yorkshire team and is widely recognised for his expertise in trusts, wills, tax issues, probate work, and family investment companies, while Ellie Milner focuses on business succession and long-term estate planning work, advising clients on protecting assets and trust administration. Rachel MacIntosh supports families on succession planning, wills, and philanthropy.
Responsables de la pratique:
Andrew Playle; Ellie Milner
Autres avocats clés:
Rachel MacIntosh
Les références
‘Andrew Playle is the main person that we deal with. We really like how he tailors his style to each client. Andrew has great attention to detail so sometimes the little questions can help open the conversation and really find the issue.’
‘Ellie Milner has a very clear manner – she is able to build strong relationships with her clients and their advisers and demonstrates an ability to co-ordinate and project manage things in a way few others are able to match.’
‘Ellie Milner is excellent. She provides clear advice, clear communication and is very good in meetings taking the time to go through complex areas in a digestible manner.’
Raworths
Raworths advises on the full range of personal tax, trusts and estates work, with particular strength in complex succession planning and multi-jurisdictional matters. The Harrogate-based team is jointly led by Alison Walker and Sam Jenner, while Rachel Tunnicliffe recently stepped into a broader strategic role. Caroline Hedges is noted for her long-standing experience in the field and work with families and trusts. The group regularly advises on estate planning issues involving business interests, trust structuring work and estate administration, often coordinating with other professional advisers.
Responsables de la pratique:
Sam Jenner; Alison Walker
Autres avocats clés:
Caroline Hedges; Rachel Tunnicliffe; Simon Morris
Les références
‘The private client team is lead by an incredible partner with an enormous breadth of experience in the HNWI arena. They understand the complexities of families, and offer advice entirely tailored to the individual family, their component parts and particular circumstances.’
‘Truly, a formidable approach, wrapped with a gentle understanding, wisdom and kindness.’
‘The stand out individuals for me are Rachel Tunnicliffe and Simon Morris. Their advice is permeated with great thought and lots of practise.’
Wrigleys Solicitors LLP
Wrigleys Solicitors LLP advises a broad range of high-net-worth clients, with notable expertise in acting for farming and land-owning families, family business owners, and vulnerable individuals. Andrew Wriglesworth, specialising in landed estates, co-leads the Leeds team alongside Marie-Louise Hamilton, who also heads the trust management and family business teams. In Sheffield, Jane Netting and Lisa Eato jointly lead the department. Other key figures include Angus Hunter Smart, who focuses on succession planning for landowners, and Julia Boyes, who covers trust law and complex tax matters. Suzannah Farnell leads family business and trust management teams. Also noted are Kieran McIvor, with expertise in complex estate administration and cross-border work, and Hannah Allen, who specialises in tax, trusts, and succession planning work.
Responsables de la pratique:
Andrew Wriglesworth; Marie-Louise Hamilton; Jane Netting; Lisa Eato
Autres avocats clés:
Julia Boyes; Suzannah Farnell; Kieran McIvor; Hannah Allen; Angus Hunter Smart
Les références
‘Legal and tax knowledge and partner accessibility.’
‘Knowledge and personality.’
‘The private claim at Wrigley’s are regarded as the premier private client team outside of London, and it’s easy to see why. They operate in a very professional, friendly and efficient manner.’
Principaux clients
Harewood
Principaux dossiers
- Advised the trustees of the 7th Earl of Harewood on the sale of a major painting by Joshua Reynolds, ‘Lady Worsley’.
Andrew Jackson Solicitors LLP
Andrew Jackson Solicitors LLP advises high-net-worth individuals on succession, lifetime planning, and trust administration mandates. Richard Hoare leads the team from Hull, specialising in complex estate administration issues and acting as executor. Geraldine Martin provides estate planning advice across the region and beyond, while George Lyall, a dual-qualified solicitor and chartered accountant, focuses on estate planning and capital tax issues, with extensive charity experience. Sally Price handles complex estate administration and inheritance tax planning. Amy Youngman and Amy Floater support with lifetime planning, trusts, and Court of Protection matters.
Responsables de la pratique:
Richard Hoare
Autres avocats clés:
Geraldine Martin; George Lyall; Sally Price; Amy Youngman; Amy Floater
Les références
‘The team have a very good understanding of their clients and take the time to ensure they achieve positive outcomes. I am incredibly impressed with their thoroughness and attention to detail- they are always responsive and keep me fully informed and I wouldn’t hesitate to recommend their services.’
‘I find Amy Floater and the team to be personable and professional at all times. They take an empathetic approach to dealing with their clients and make it a priority to achieve the best outcomes for those individuals.’
‘Richard Hoare is a fantastic partner. Great technical knowledge and very experienced.’
Clarion
Clarion’s private wealth team in Leeds is led by Stephanie Parish, who heads the firm’s specialist private wealth practice. Gareth Marland supports the team, with a focus on estate and succession planning for farming families, and Kerri-Anne Ball is recognised for her expertise in complex trusts and estates. The team handles a broad range of private client work, acting for ultra-high and high-net-worth clients, family-owned businesses, and complex cross-border matters. The firm is known for managing some of the region’s most complex family wealth and succession issues.
Responsables de la pratique:
Stephanie Parish
Autres avocats clés:
Gareth Marland; Kerri-Anne Ball
Les références
‘The individuals I have dealt with at Clarion have been very knowledgeable but also very down to earth and easy to deal with.’
‘I have dealt with Stephanie Parish, Gareth Marland and Kerri-Anne Ball. I found them quick to respond, down to earth and they have explained things in plain language. I have found the team to be knowledgeable and approachable.’
‘The Clarion private client team are firstly, very competent, with significant depth in experience and knowledge on all matters relating to private client legal work. The team are very welcoming and immediately put clients at ease. Their follow up is always efficient and thorough and they get the job done in a very professional and timely manner.’
Schofield Sweeney
Schofield Sweeney advises on complex tax, trust, and succession planning matters. John Feaster leads in Bradford, and is a national expert in stamp duty land tax and complex trust and succession planning. Simon Glazebrook heads up the practice in Leeds, specialising in complex estate planning work, acting for high-net-worth individuals and family businesses, with a focus on family investment companies and international matters. Ashley Iredale leads in Huddersfield, and advises high-net-worth clients on wills, trusts, probate issues, and tax planning work.
Responsables de la pratique:
John Feaster; Ashley Iredale; Simon Glazebrook
Autres avocats clés:
Kanika Sohpal
Les références
‘A wide range of services for the middle market and private individuals. The partners and fee-earners are approachable and are experts in their field. The business has grown through strong leadership and a focus on its chosen market and geography. Clients are made to feel welcome and important, regardless of their size.’
‘ John Feaster: A technically excellent private client partner.’
‘Excellent customer focus, knowledgeable and efficient.’
Wake Smith Solicitors Limited
Wake Smith Solicitors Limited advises high-net-worth individuals and families on estate administration issues, inheritance tax planning work, and wills. Colleen Dooney leads the private client team in Sheffield, overseeing day-to-day operations and working with financial advisers and accountants. Stephanie Chung and Sherelle O’Brien support.
Responsables de la pratique:
Colleen Dooney
Autres avocats clés:
Stephanie Chung; Sherelle O’Brien
Les références
‘I have found the Private Client team particularly helpful and empathetic on a number of occasions.’
‘Stephanie Chung is excellent. She is easy to work with and knows her cases well. She is always willing to pick up the phone to discuss strategy or clarify points.’
‘An excellent team of professionals.’
Berwins
Berwins advises individuals, families, and business owners on all aspects of estate planning and administration work. The team is co-led by Derek Hellawell in Harrogate, who focuses on probate and estate administration issues, and Paul Colman in Leeds, who handles complex estate planning matters. Colman has a strong national following for his expertise in tax-efficient structures, including family investment companies and trusts, acting for business owners and agricultural clients.
Responsables de la pratique:
Derek Hellawell; Paul Colman
Taylor & Emmet LLP
Taylor & Emmet LLP’s private client team has a wide range of expertise, including advising on bespoke tax and estate planning work for high-net-worth individuals, trust creations, and specialist inheritance tax advice. The team is also skilled in family investment company planning, estate administration, and inheritance tracing. Led by Richard King, Oliver Simpson, and Ben Brown, the department provides comprehensive services, including charity administration and philanthropic planning advice.
Responsables de la pratique:
Richard King; Oliver Simpson; Ben Brown
Les références
‘Depth of service and expertise. Rapid response to queries. Commitment to client wealth protection. Understanding of client concerns.’
‘Oliver Simpson and Richard King are hard working, well informed on the government legislation and wealth management options. Excellent communicators. Great team operating together with the additional support of their company’s resources.’
‘The team has expanded considerably over the last few years and now offers the full range of services to clients be that simple wills up to catering for tax planning for ultra wealthy individuals.’
Wilkin Chapman Rollits
Wilkin Chapman Rollits advises a broad private client base, with a focus on succession planning issues, trusts, and tax mitigation work for farming families, business owners, and high-net-worth individuals. The team is led in Beverley by Lesley Archer, who regularly handles complex estate planning work. Laura Fahy is noted for her work on complex wills and estate administration, including a niche specialism in estates involving bankruptcy.
Responsables de la pratique:
Lesley Archer
Autres avocats clés:
Laura Fahy
Les références
‘Lesley Archer was extremely knowledgeable and efficient. She responded swiftly to my queries when I was unsure how I should proceed, and offered good advice. ’
‘Proved to be very efficient. Excellent communication. Always found team members interact and refer with other disciplines within the firm when required. Achieving a quick response ’
‘Laura Fahy has been lovely to deal with.’
Principaux dossiers
- Dealing with a complex estate which included numerous assets and calculating the Inheritance Tax reliefs available, in particular under section 28 relief in respect of an Employee Benefit Trust.
- Advising on and dealing with appointing assets out of a Discretionary Will Trust to the widow within 2 years of the date of death in order to successfully claim spouse exemption.
- Dealing with complex intestacy, which involved preparing a Deed of Variation leaving 10% of the estate to charity in order to mitigate Inheritance Tax.
Womble Bond Dickinson (UK) LLP
Womble Bond Dickinson (UK) LLP advises high-net-worth individuals, business owners, and landed estates on domestic and international wealth structuring, succession planning, and complex trust and tax matters. Susan Maxey leads on high-value estate planning work and strategic asset protection for clients with private company interests. Fiona McLaughlin focuses on complex family wealth structures and inheritance tax planning, while Nadine Kilvington supports across estate and trust matters with experience in foreign elements and high-value estates.
Responsables de la pratique:
Susan Maxey
Autres avocats clés:
Fiona McLaughlin; Nadine Kilvington
Les références
‘The standout is the quality of professionalism plus a friendly approach in all areas.’
‘Susan Maxey has been incredibly loyal and professional with our whole family. Susan has worked tirelessly to help us through some of the most challenging times of our lives.’
‘Technical expertise and accessibility.’
Blacks Solicitors LLP
Blacks Solicitors LLP’s private client team advises on wills, probate, estate administration and succession planning issues. The practice is led by Nick Rhodes, who is experienced in inheritance tax planning and often works with vulnerable clients. Annie Beaumont is known for advising business owners, particularly in the holiday and home park sector, while Jenna Keough focuses on wills, trusts and probate work.
Responsables de la pratique:
Nick Rhodes
Autres avocats clés:
Annie Beaumont; Jenna Keough
Les références
‘Very well experienced team that have good people skills.’
‘I deal with Nick Rhodes and he is always quick to respond with detailed answers to my client’s questions and in his meetings with them he puts them at ease and reassures them.’
‘Jenna Keough not only did what she promised to do, she kept me fully informed and exceeded my expectations. I was fully confident in her skills and trusted her completely.’
Graysons Solicitors
Graysons Solicitors‘ private client team, led by Laura Cowan, advises on wills, trusts, and estate administration issues. Based in Sheffield, the team is known for its work with elderly and vulnerable clients.
Responsables de la pratique:
Laura Cowan
Les références
‘I found Graysons to be very personable in their interactions with me. For such a large firm, this is a very gratifying feature.’
‘Everyone has been engaging and responsive, with clear communication.’
‘The individuals in the team, led by Laura Cowan, excel in their deep knowledge of the field, paired with a genuine empathy that puts clients at ease during often challenging times.’
Harrowells Solicitors
Harrowells Solicitors advises on all aspects of estate and succession planning, with a particular focus on acting for landowners and business owners across North Yorkshire. The team, led by Ed Ryder, is recognised for delivering tailored advice that balances long-term family planning with the day-to-day needs of clients’ businesses.
Responsables de la pratique:
Ed Ryder
Autres avocats clés:
Lauren Hooghiemstra-Maughan
Les références
‘This practice is superb. It is totally reliable, knowledgeable and professional. But best of all, they act quickly and promptly. I feel in very safe hands.’
‘Ed Ryder is the best. He dealt with the probate of my late husband’s will. It was complex, but Ed led me through the process with efficiency and skill. I felt confident that he would execute all that was necessary. I feel lucky and privileged to have Ed as my solicitor.’
‘The team is friendly, knowledgeable, competent and efficient.’
LCF Law
LCF Law’s private client team, headed by Neil Shaw in Bradford, offers expert advice across wills, trusts, estate planning, and Court of Protection matters. The team is known for its work with vulnerable clients, complex cross-border estates, and tax planning for business owners. Ann Christian and Liam O'Neill are also key names, bringing particular expertise in high-value estate administration, inheritance tax planning, and trust matters.
Responsables de la pratique:
Neil Shaw
Autres avocats clés:
Ann Christian; Liam O’Neill
Les références
‘The individuals at LCF Law are very approachable and professional, they get to know and understand their clients.’
‘Liam O’Neill – Liam is technically very good. He also has a good manner with clients and is easy to talk to. He is well connected and focused on bringing cases to a successful conclusion.’
‘Having been with LCF Law for many years we have almost always found them efficient and “on the ball”.’
McCormicks
McCormicks’ Harrogate-based private client team, led by Peter McCormick and Elaine Lightfoot, provides a comprehensive range of services including advice on wills, estate administration, trusts, and Court of Protection matters. The team is noted for its expertise in advising trustees, beneficiaries, and deputies on complex estate and tax planning issues, including matters involving cross-border assets and HMRC negotiations.
Responsables de la pratique:
Peter McCormick; Elaine Lightfoot
Principaux clients
The Estate of the late John Herbert Strutt
The Premier League
Principaux dossiers
- Advising on the Estate of the late John Herbert Strutt and the associated Charities with regards to, in particular, the future development and/or sale of various properties comprised within the residuary estate.
- Advising the Premier League in respect of structures to protect young players from financial performers.
Ramsdens Solicitors LLP
Ramsdens Solicitors LLP’s private wealth and succession team, led by Veronica Mullins, specialises in wills, trusts, probate work, and complex intestate estates. Jodie Wielgus focuses on high-net-worth succession planning, while Thomas Jagger manages the growing intestacy work, with strong litigation and Court of Protection experience.
Responsables de la pratique:
Veronica Mullins
Autres avocats clés:
Jodie Wielgus; Thomas Jagger
Les références
‘Thomas Jagger in particular was very helpful and answered any queries I had very promptly. I found the whole team, however, very approachable.’
‘Ramsdens Solicitors’ probate practice stands out for its exceptional combination of expertise, client-focused approach, and commitment to providing comprehensive, tailored solutions. The team is widely regarded for its depth of knowledge in probate law and estate administration, offering invaluable support during what is often a difficult and emotionally charged time for clients.’
‘Thomas Jagger is known for his deep legal acumen and pragmatic approach. Clients appreciate his ability to navigate complex probate matters with clarity, ensuring that even the most intricate cases are handled with care and precision.’
Principaux dossiers
- Provided specialist advice on the sale of an extensive philatelic collection during the administration of an estate.
Emsleys Solicitors Limited
Emsleys Solicitors Limited advises on wills, probates, and estate administration issues. The team is led by Joanne Liversidge, who oversees the firm’s growing private client offering.
Responsables de la pratique:
Joanne Liversidge
Autres avocats clés:
Joanne Pitchfork
Les références
‘Everyone is friendly and personable.’
‘Joanne Liversidge was personable and knew her stuff. Conveyed important info in layman’s terms which were easy to understand. I got the reassuring impression that all aspects had been covered. Left Joanne with weight off my mind.’
‘Probate team were excellent, very helpful and understanding.’
Ridley & Hall
Ridley & Hall’s wills, probate, and trust department provides expert advice across estate planning, administration, and trust management mandates. The team, led by Thomas Grice, is supported by experienced professionals including Hannah Pedley and Chloe Aston, ensuring comprehensive coverage of all private client needs.
Responsables de la pratique:
Thomas Grice
Autres avocats clés:
Hannah Pedley; Chloe Aston
Les références
‘Personally, I like how « accessible » they are. Easy to contact and get to the person who you need.’
‘Being part of a small yet well connected team really gives an intimate feeling to their services.’
SJP Law
SJP Law’s private client team, led by Claire Charman, advises wealthy individuals, business owners, and rural clients on wills, estates, probates, and trust matters. Known for its cross-disciplinary collaboration, the team handles both straightforward and complex estates.
Responsables de la pratique:
Claire Charman
Les références
‘SJP Law sorted out my family’s probate perfectly and involved me whenever necessary.’
‘Personal approach. Knowledgeable and skilled individuals.’
‘Trusted and approachable individuals who you know have your interest at heart.’
Watson Ramsbottom
Watson Ramsbottom‘s private client team, led by Stuart Maher, is known for its expertise in estate planning, wills, tax advice, and care fee planning. The team offers a personalised approach, providing tailored solutions to clients, from straightforward wills to more complex tax and trust matters.
Responsables de la pratique:
Stuart Maher