Representing private clients spanning landowners, entrepreneurs and businesspeople and sportspeople, as well as advising on multi-generational trusts, Blake Morgan LLP‘s private client, succession and tax team group is capable of overseeing inheritance tax planning and challenge mitigation, will amendment and preparation, and high-value estate administration at a cross-border scope. Paula Shea heads the group, leading on instructions concerning wills, probate and tax planning, and is also capable of acting as an executor and trustee in her own right. Simon Treherne  specialises in acting for private clients and estates with business and corporate interests, while Jonathan Sleep leads on international estate administration. Elsewhere in the group, Laura Richards leads on will trusts and settlement establishments and lifetime planning matters, while Darren Price focuses on tax mitigation concerns.

Acting for large clients on private wealth concerns, Foot Anstey‘s succession and tax team is active on corporate and contentious matters alike. Rachel Brooks leads the firm in this area and is highly experienced on trust administration as well as succession and tax planning instructions for agricultural estates and HNW private clients. Other leading names in the group include Carol Ward, who deals with long-term tax planning and business relief concerns, and Celine Lecomte, who acts for vulnerable clients on probate, estates and will planning, as well as a range of corporate trustees on ongoing governance matters.

Trethowans LLP (part of Lawfront)‘s private client department reprensents a diverse array of onshore and offshore clients on tax planning and mitigation, probate administrations, and estate and trust management. Mihiri Gajraj leads on will drafting and amendments and advises trustees on business and agricultural relief as well as pensions legislation, while Bournemouth-based Adam Scott specialises in representing HNWIs on inheritance tax mitigation, trust establishment and preparation, and specialist estate structuring. Leyla Whitlingum leads on trust creation and contentious probate cases alike, and Bonnie Ward works particularly closely with families on tax positions and asset management.

Herrington Carmichael LLP‘s practice is strong in complex estate planning and tax structuring matters. Charlotte Drury-Woods  leads on private wealth and inheritance matters, acting for high-profile landowners and executors of international estates on contentious and non-contentious matters, and Graeme Black   leads on complex probate and Court of Protection applications and appeals. With a broad focus, Nicole Miller handles trust and tax instructions, spanning complex gifting arrangements as well as inheritance tax mitigation and business relief claims as part of ongoing estate administration matters. Jessica McDonald has a broad estate management offering.

Irwin Mitchell‘s private client offering covers all elements of wealth management and succession planning for business owners and managers, landed estates and agricultural landowners, and corporate trusts. Naomi Neville ’s broad private client advisory practice spans administration and restructuring of complex, multifaceted and high-value estates – often acting as professional executor – as well as succession planning, general tax advice, will and deed drafting, and trust structuring. She is joined by Emily Wentworth, who specialises in trust arrangement and general estate administration work.

Moore Barlow‘s private client offering is capable on contentious and non-continuous trust and probate cases. An experienced private wealth specialist, group head Sonia Green works with the firm’s multidisciplinary offering to advise agricultural clients on property and business relief changes and acts on complex and sensitive estate planning and will drafting instructions. Emma Dean advisors a range of executors on inheritance tax rules and related mitigation queries, while Naomi Wilkes reviews and amends existing trust structures and administration documentation as well as on cross-border estate planning.

Paris Smith LLP acts for land estates, farmers, owners and entrepreneurs on estate management and succession planning. Head of the private client department William Hadley is a tax and estate planning specialist, with particular expertise on agricultural and business relief instructions. Vicky Day brings a focus on wills, trust and probate matters and has acted for executors of high-profile estates on trust and will management mandates, and Anthony Nixon handles inheritance tax relief and related trust amendments.

Phillips Law has a broad wills, trusts and probate practice group that advises on complex domestic and international trusts and estates. Lisa Perry and Sian Lias co-lead the practice group. Both are capable on estate administrations, and Perry has led on complex wills and estate management cases often with contentious elements, and advises on grant of probate applications and on discretionary trust operations, while Lias handles estate planning and inheritance tax mitigation at an international scope. Claire-Marie Selwood has led on intestate cases and relevant will searches, and Sarah Parker handles will interpretations and tax calculations for executors.

Clarke Willmott LLP‘s trust and estates work spans advice on succession planning and changes to property relief in the agricultural sector, as well as business and partnership restructurings in trusts. Phillip Whitcomb  focuses his practice on inheritance tax mitigation, wills and estate planning, and ongoing trust management.

Dutton Gregory LLP‘ wills, tax, estates and probate group counsels private clients on matters spanning wills and powers of attorney, estate planning and administration, and contentious probate cases. Emily Taylor leads on trust administration and probate negotiations, while Alex O'Sullivan advises on will drafting and estate management. often involving cross-border assets and trust structures.