Guildford and surrounds - Private Wealth Law Lawyers & Law Firms - HNW - Chambers and Partners
Chambers & Partners has detected the use of an ad blocker.
We make use of tailor-made ads to enhance your experience of our website.
Please 'whitelist' https://www.chambersandpartners.com.
Close
HNW Guide

Private Wealth Law — Guildford and surrounds

From the HNW guide

Surrey firm Barlow Robbins provides a wide range of private client services to high net worth individuals and families. The team has experience in trust and estate planning, as well as the administration of estates and Court of Protection applications. On the contentious side, the firm represents clients in trust and probate disputes. It also offers asset protection and tax planning, and frequently deals with cross-border issues.

Barlow Robbins is praised for its "committed and compassionate ethos" and is recognised as a well-established firm in the area. A source describes the team as "down-to-earth, friendly and approachable," and highlights its "strong relationships with clients." Another interviewee says: "They are very responsive to client needs and very commercial."

Notable practitioners

Tim Adams is a well-known private client practitioner who is recognised for his complex Inheritance Tax work. He is a partner in the firm's private wealth and tax group and advises clients on estate planning matters. Adams also deals with estate administration and acts as an executor. He is experienced in cross-border issues, assisting clients who are non-UK residents or have interests abroad.

Belinda Sanders is head of the firm's private client department and advises her clients on a wide range of tax and succession issues. She is experienced in dealing with wills, probate, the administration of estates, asset protection and family trusts. Sanders also acts as an executor of estates and a deputy for Court of Protection matters. A source identifies her strengths as "her straightforwardness and her in-depth knowledge of the law and where things stand." Another interviewee says: "She is knowledgeable, experienced and she's got a very good bedside manner with clients."

^ See whole ranking table

Charles Russell Speechlys

From the HNW guide

Charles Russell Speechlys specialises in complex domestic and international private client matters. Its clients include high net worth individuals and families, landowners, family businesses and entrepreneurs. The private wealth lawyers in its Guildford office advise clients on tax, trusts and estates as well as Court of Protection applications. The firm also has a contentious trusts and estates team which complements the private client advisory work.

An interviewee praises the firm as "approachable, clear in communication, competitive in pricing and an excellent team," while other sources highlight the team's responsiveness and diligence. One client notes the firm's "excellent counsel," explaining that "They always gave excellent advice as and when needed and provided us with all the information required in order to make informed decisions."

Notable practitioners

Duncan Elson is head of the firm's litigation and dispute resolution practice, and specialises in contentious trusts and estates. His clients range from high net worth individuals to charitable and corporate entities. In addition to his litigation practice, Elson advises on family business and shareholder issues, and acts as a professional trustee and executor. "He is steely and uber-intelligent, but still approachable, and he got the job done," reports one client. Another interviewee says: "Duncan has been amazing to work with. He's very knowledgeable and professional."

Sally Ashford heads up the non-contentious private client team in the firm's Guildford office, and has "a good reputation as a solid pair of hands." She advises individuals and family businesses on a variety of estate and succession planning matters, including the mitigation of Inheritance Tax, trusts and Court of Protection applications. An interviewee praises her approachable style, describing her as "friendly, practical, empathetic and engaging." Another source agrees: "She's just really approachable, she hears you and she's incredibly diligent and sensitive."

Gareth Walliss advises clients on asset protection and succession planning; he also handles the creation and management of trusts as well as the administration of estates. Part of his practice includes advising on the succession of family businesses. An interviewee comments: "Gareth is everything one could hope for in a professional adviser. He is clearly hugely knowledgeable but is able to convey his knowledge in a readily understandable way. He has been particularly adept at understanding our issues, assessing the implications of these and proposing practical solutions." Another client calls him "absolutely exceptional" and says: "He is always there when I need him."

^ See whole ranking table

From the HNW guide

Cobham firm Mundays assists clients with both non-contentious and contentious private client matters. The team advises on tax planning, the administration of estates, lasting powers of attorney, Court of Protection matters and the drafting of wills. It also helps with family business succession planning. On the contentious side, the firm assists with disputes arising from trusts, wills and probates.

"They're a very good firm, they've got good credibility, they're thorough and their detail is second-to-none," says an interviewee. Another source praises them as "modern and forward thinking." A private wealth professional says: "They're technically very competent, but always practical in their approach. They're keen to share knowledge, network and work together to provide satisfactory solutions for clients."

Notable practitioners

Julie Man heads the firm's private wealth team and assists high net worth clients with a wide variety of matters. She advises on wills, capital tax planning, succession planning and the administration of estates. Man also works on elderly client matters, including lasting powers of attorney, Court of Protection applications and care funding. Described as "technically very, very able," Man is also praised for her client manner. "She's absolutely the bee's knees," says one client. Another interviewee comments: "She has a professional manner, she's very inclusive in all her dealings and is always able to see the problem and recommend a suitable course."

^ See whole ranking table

Penningtons Manches LLP

From the HNW guide

Penningtons Manches is renowned for its well-established private client practice. The team have deep experience in both domestic and international estate planning matters, including trusts, probate, and Court of Protection work. Its client base includes high net worth families, individuals and business owners. The firm also has a strong litigation practice that deals with contentious trusts and estates matters.

The firm is described as "a strong outfit" and a market insider notes that "it has always been a good practice." "I had total faith in their efficiency and they did their best to work as quickly as possible," says a source, adding: "Everyone I dealt with was utterly charming, patient, intelligent and inspired confidence at a very difficult time."

Notable practitioners

Liz Garvey is head of the firm's private client team in Guildford and has expertise in advising high net worth clients on complex estate and probate matters. She deals with wills and Inheritance Tax planning and is recognised for her work in Court of Protection matters. A client praises Garvey's "very good interpersonal skills," explaining that "she's incredibly empathetic with what is a life-changing situation and she is really gifted in being able to strike up a rapport very quickly." Her technical skills are also highlighted, with one interviewee commenting that "we've always found that Liz's technical expertise is of the highest calibre."

Cecelia Ward advises private clients on tax, trusts and wills and is also qualified as a chartered tax adviser. She helps with the mitigation of Inheritance Tax and Capital Gains Tax and has particular experience in working with family and farming businesses. Ward's matters often have cross-border implications and she has expertise in dealing with multiple generations and clients with difficult assets. "She's technically very good," reports a source, who also describes her as "commercial and pragmatic." Another interviewee says: "She understands the client's needs, fears and concerns, and when dealing with very sensitive matters with intra-family politics she gets it very quickly."

Michael Cash has extensive experience representing clients in complex and high-value trusts and estates litigation cases. He advises on will disputes, contentious applications to the Court of Protection, Inheritance Act 1975 claims and issues related to trusts and estate administration. "He is fantastic, a real private wealth disputes legend and he's very good at dealing with clients and how to manage their relationships," says an interviewee. "He exudes authority and gravitas."

Hannah Gearey is a senior associate in the team and is experienced in dealing with high-value and complex private client matters. She assists clients with tax planning, trusts, probates and Court of Protection issues as well as drafting wills. Gearey is also developing a practice in charity law, focusing on the establishment and running of charities. A source highlights her empathy skills, and another interviewee says: "She's very personable and she has a very good manner of working with clients. She's very knowledgeable and very good at explaining complex topics to clients so that they can understand."

^ See whole ranking table

Stevens & Bolton LLP

From the HNW guide

Stevens & Bolton is a "well-respected, big firm" in Guildford, with a significant private client practice that is "always dealing with international clients and high value matters." The team provides trust, tax and succession planning advice to high net worth individuals and families. Their clients also include UK and non-UK residents, family offices and trustees.

A source identifies the firm's strengths as "pragmatic advice focused on practical solutions as well as the technical detail," "a collaborative approach with advisers and clear definition of roles" and "deep and wide expertise for a regional firm with good international links." Another interviewee says that "I always feel they're on the client's side," adding that "they provide a low-key, no-nonsense approach with a nice touch of empathy, understanding the client's objectives and giving rational, measured advice."

Notable practitioners

"Well-respected, solid, experienced private client practitioner" Nick Acomb has a "good reputation" for his tax and trust practice. He advises clients on UK and offshore trust matters, as well as tax planning, including the mitigation of Capital Gains Tax and Inheritance Tax. Acomb also has expertise in dealing with employee benefit trusts and helps clients with complex wills and estates. "He's quite impressive" says a source, explaining: "He just knows what he's talking about and he has a good manner about him."

The "exceptional" Stuart Skeffington heads up the tax and trusts team at the firm. He has deep experience in a variety of trust, tax and charity law work and often deals with high-value and complex matters with international considerations. Skeffington handles onshore and offshore trusts, as well as succession planning and tax planning for business owners and non-UK domiciliaries. "I find him incredibly technical, very detail-oriented and very thorough" comments a source.

James Hardaker is a managing associate at the firm and deals with complex private client matters, often with cross-border elements. He advises beneficiaries and trustees on both onshore and offshore trusts, as well as drafting lifetime trust structures for high net worth individuals. Hardaker helps UK and international clients with succession planning, including tax planning and cross-border estate matters.

^ See whole ranking table

From the HNW guide

TWM Solicitors is regarded as a "good, solid outfit" in Guildford, and acts for a number of high net worth individuals, entrepreneurs and business owners on private client matters. The team advises on tax planning, wills, estate administration and Court of Protection applications. It also handles the creation and ongoing administration of trusts.

TWM is experienced in dealing with cross-border matters and has a separate contentious trusts and probate team within the firm. "Their attention to detail and professional manner is exemplary," says a source, while another praises them as a "safe pair of hands."

Notable practitioners

Adrian O'Loughlin is a hugely experienced private client practitioner, and is a consultant at the firm after many years as a partner. He advises wealthy clients on tax and succession planning, as well as drafting and revising wills. O'Loughlin is described as "an absolutely charming chap, a true gentleman."

^ See whole ranking table

Band 1

Stevens & Bolton LLP

From the Chambers HNW guide

"Well-respected, solid, experienced private client practitioner" Nick Acomb has a "good reputation" for his tax and trust practice. He advises clients on UK and offshore trust matters, as well as tax planning, including the mitigation of Capital Gains Tax and Inheritance Tax. Acomb also has expertise in dealing with employee benefit trusts and helps clients with complex wills and estates. "He's quite impressive" says a source, explaining: "He just knows what he's talking about and he has a good manner about him."

^ See whole ranking table

Band 1

Stuart Skeffington

Stevens & Bolton LLP

From the Chambers HNW guide

The "exceptional" Stuart Skeffington heads up the tax and trusts team at the firm. He has deep experience in a variety of trust, tax and charity law work and often deals with high-value and complex matters with international considerations. Skeffington handles onshore and offshore trusts, as well as succession planning and tax planning for business owners and non-UK domiciliaries. "I find him incredibly technical, very detail-oriented and very thorough" comments a source.

^ See whole ranking table

Band 2

Barlow Robbins LLP

From the Chambers HNW guide

Tim Adams is a well-known private client practitioner who is recognised for his complex Inheritance Tax work. He is a partner in the firm's private wealth and tax group and advises clients on estate planning matters. Adams also deals with estate administration and acts as an executor. He is experienced in cross-border issues, assisting clients who are non-UK residents or have interests abroad.

^ See whole ranking table

Band 2

Charles Russell Speechlys

From the Chambers HNW guide

Sally Ashford heads up the non-contentious private client team in the firm's Guildford office, and has "a good reputation as a solid pair of hands." She advises individuals and family businesses on a variety of estate and succession planning matters, including the mitigation of Inheritance Tax, trusts and Court of Protection applications. An interviewee praises her approachable style, describing her as "friendly, practical, empathetic and engaging." Another source agrees: "She's just really approachable, she hears you and she's incredibly diligent and sensitive."

^ See whole ranking table

Band 2

Charles Russell Speechlys

From the Chambers HNW guide

Duncan Elson is head of the firm's litigation and dispute resolution practice, and specialises in contentious trusts and estates. His clients range from high net worth individuals to charitable and corporate entities. In addition to his litigation practice, Elson advises on family business and shareholder issues, and acts as a professional trustee and executor. "He is steely and uber-intelligent, but still approachable, and he got the job done," reports one client. Another interviewee says: "Duncan has been amazing to work with. He's very knowledgeable and professional."

^ See whole ranking table

Band 2

Penningtons Manches LLP

From the Chambers HNW guide

Liz Garvey is head of the firm's private client team in Guildford and has expertise in advising high net worth clients on complex estate and probate matters. She deals with wills and Inheritance Tax planning and is recognised for her work in Court of Protection matters. A client praises Garvey's "very good interpersonal skills," explaining that "she's incredibly empathetic with what is a life-changing situation and she is really gifted in being able to strike up a rapport very quickly." Her technical skills are also highlighted, with one interviewee commenting that "we've always found that Liz's technical expertise is of the highest calibre."

^ See whole ranking table

Band 3

Mundays LLP

From the Chambers HNW guide

Julie Man heads the firm's private wealth team and assists high net worth clients with a wide variety of matters. She advises on wills, capital tax planning, succession planning and the administration of estates. Man also works on elderly client matters, including lasting powers of attorney, Court of Protection applications and care funding. Described as "technically very, very able," Man is also praised for her client manner. "She's absolutely the bee's knees," says one client. Another interviewee comments: "She has a professional manner, she's very inclusive in all her dealings and is always able to see the problem and recommend a suitable course."

^ See whole ranking table

Band 3

Adrian O'Loughlin

TWM Solicitors LLP

From the Chambers HNW guide

Adrian O'Loughlin is a hugely experienced private client practitioner, and is a consultant at the firm after many years as a partner. He advises wealthy clients on tax and succession planning, as well as drafting and revising wills. O'Loughlin is described as "an absolutely charming chap, a true gentleman."

^ See whole ranking table

Band 3

Barlow Robbins LLP

From the Chambers HNW guide

Belinda Sanders is head of the firm's private client department and advises her clients on a wide range of tax and succession issues. She is experienced in dealing with wills, probate, the administration of estates, asset protection and family trusts. Sanders also acts as an executor of estates and a deputy for Court of Protection matters. A source identifies her strengths as "her straightforwardness and her in-depth knowledge of the law and where things stand." Another interviewee says: "She is knowledgeable, experienced and she's got a very good bedside manner with clients."

^ See whole ranking table

Associates to watch

Penningtons Manches LLP

From the Chambers HNW guide

Hannah Gearey is a senior associate in the team and is experienced in dealing with high-value and complex private client matters. She assists clients with tax planning, trusts, probates and Court of Protection issues as well as drafting wills. Gearey is also developing a practice in charity law, focusing on the establishment and running of charities. A source highlights her empathy skills, and another interviewee says: "She's very personable and she has a very good manner of working with clients. She's very knowledgeable and very good at explaining complex topics to clients so that they can understand."

^ See whole ranking table

Associates to watch

Stevens & Bolton LLP

From the Chambers HNW guide

James Hardaker is a managing associate at the firm and deals with complex private client matters, often with cross-border elements. He advises beneficiaries and trustees on both onshore and offshore trusts, as well as drafting lifetime trust structures for high net worth individuals. Hardaker helps UK and international clients with succession planning, including tax planning and cross-border estate matters.

^ See whole ranking table

Associates to watch

Charles Russell Speechlys

From the Chambers HNW guide

Gareth Walliss advises clients on asset protection and succession planning; he also handles the creation and management of trusts as well as the administration of estates. Part of his practice includes advising on the succession of family businesses. An interviewee comments: "Gareth is everything one could hope for in a professional adviser. He is clearly hugely knowledgeable but is able to convey his knowledge in a readily understandable way. He has been particularly adept at understanding our issues, assessing the implications of these and proposing practical solutions." Another client calls him "absolutely exceptional" and says: "He is always there when I need him."

^ See whole ranking table

Associates to watch

Penningtons Manches LLP

From the Chambers HNW guide

Cecelia Ward advises private clients on tax, trusts and wills and is also qualified as a chartered tax adviser. She helps with the mitigation of Inheritance Tax and Capital Gains Tax and has particular experience in working with family and farming businesses. Ward's matters often have cross-border implications and she has expertise in dealing with multiple generations and clients with difficult assets. "She's technically very good," reports a source, who also describes her as "commercial and pragmatic." Another interviewee says: "She understands the client's needs, fears and concerns, and when dealing with very sensitive matters with intra-family politics she gets it very quickly."

^ See whole ranking table