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DEPARTMENT PROFILE

Birketts LLP

Private Wealth Law

6 ranked individualsBand 1East AngliaHigh Net Worth 2021 View ranking table
chambers review
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Ranked Individuals
chambers review
department information
Ranked Individuals

Chambers Review

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

Birketts has an exceptional reputation for private client work within the region, with one source describing the firm as "Premier League." The team provides advice on estate planning, trusts and tax, as well as contentious trusts and inheritance disputes.

Several interviewees praise the team's client service. One interviewee says: "Birketts are very responsive and on top of their game in advising clients both proactively and reactively." Another interviewee says the team are "professional, efficient, and provide good communication."

Notable practitioners

The "absolutely fantastic" Bernadette Baker is highly sought after by high net worth clients to advise on breach of trust matters, wills and contentious inheritance disputes. An interviewee notes: "Bernadette has a high level of experience, knowledge, understanding and expertise in this area." Another interviewee says: "She is my top choice locally to refer people to. She is very efficient."

Caroline Stenner has considerable experience advising high net worth clients on estate planning, tax, probate and trust matters. A private client solicitor says: "She is pragmatic and looks for a result for her clients."

Lorna Spear is well known for advising advises wealthy clients on tax and succession planning, as well as estate administration and trust matters. A source remarks of her client service skills: "She is professional, friendly and approachable, and nothing is too much trouble." A market insider reports: "She is very nice to deal with; she is a good private client lawyer. If I had a conflict I would be very comfortable recommending Lorna, and I have done in the past."

Head of the firm's private client advisory team Louise Long regularly advises high net worth clients on wills, tax and estate administration. A wealth professional notes: "She is very good with clients. She is calm and reassuring."

Susan Young is a senior associate in the firm's private client advisory team. She focuses her practice on advising domestic high net worth clients on succession planning, tax and trusts.

Tim Galloway advises domestic and international high net worth clients on a wide range of matters including estate, tax and succession planning. He has considerable experience advising business owners and agricultural families. "He is excellent," states a source, adding: "He is someone I would refer complex, technical matters to with confidence. He would give a thorough service in all circumstances."

Department Information

This content is provided by Birketts LLP.

Overview

We are recognised as one of the leading regional firms in advising private clients on a broad range of issues relating to estates and private property, tax planning and family matters.

Our clients call us when they need our help with something of importance or significance. They expect to receive practical, reliable and experienced advice which is consistent in its quality and is delivered at a price that is fair. They trust us to work with them towards achieving the solution that is right for them.  That trust is earned over time and it is the standard on which our reputation is based.

Unlike other law firms we also have a very experienced legal team who specialise in the legal affairs of individuals and families from the Agricultural and Equine sectors.

Our Wills and Succession Planning Team is renowned for its technical expertise in the area of Wills and succession planning for families. 

Our team gives specialist tax and succession planning advice to individuals, families, business people and landowners. We are able to assist with a wide range of clients' circumstances including straightforward or complex family relationships, small or complex estates involving privately owned businesses, and large property portfolios. We help clients structure their wealth planning so as to protect their heirs against divorce or creditor claims and to achieve tax efficiency.

Private Wealth Law

Birketts LLP

firm
Location

Brierly Place

New London Road

Chelmsford

Essex

UK

CM2 0AP

View Firm Profile

Ranked Individuals

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

Cambridge and surrounds

Private Wealth Law


Caroline Stenner
Band 2
East Anglia

Private Wealth Disputes


Bernadette Baker
Band 1
Essex

Private Wealth Law


Susan Young
Associates to watch
Tim Galloway
Band 1
Ipswich and surrounds

Private Wealth Law


Louise Long
Band 2
Norwich and surrounds

Private Wealth Law


Lorna Spear
Band 1