Chambers Review
Provided by Chambers
Private Wealth Law - Bristol and surrounds
What the Team is Known For
Burges Salmon has a strong reputation for private wealth law matters, especially contentious trusts and estates work.
Private Wealth Law
High Net Worth Guide 2024 : Bristol and surrounds
Band 1
Ranked lawyers
Email address
[email protected]Contact number
0117 939 2000Department profile
Burges Salmon LLP
Department profile | Burges Salmon LLP
Private Wealth Law
About
Provided by Burges Salmon LLP
One of the largest dedicated private wealth teams in the UK, recognised nationally and internationally for providing exceptional advice to individuals and families across all aspects of your global wealth.
The leading choice for complex and specialist advice in private wealth, we act on some of the highest value, most complicated succession, tax planning and trust restructuring work in the UK and internationally.
Our core 40+ private client lawyers are supported by a collaborative multidisciplinary wider private wealth team, deeply experienced in the unique needs of high-net-worth individuals, families, and your global wealth.
We deliver effective wealth management solutions that endure over time and across jurisdictions, informed by our deep understanding of the complexities of estate administration, tax advisory, and succession planning.
Our award-winning team is renowned for its expertise in handling intricate legal matters, from international tax planning to trust administration, always with your objectives and peace of mind at the forefront. Our commitment to legal innovation, including AI and document automation, enables us to offer efficient and cutting-edge services.
Whether you require advice on wealth preservation, charitable trusts, or family business succession, our dedicated team will provide insightful and actionable legal advice delivered with clarity, integrity, and a progressive approach to private wealth management.
Strengths
Provided by Chambers
Slide 1 of 3
They are very capable of handling complex, cross-border matters and explain the outcomes in an understandable manner. The team provided excellent service and delivery.
They are so knowledgeable in the area of private client law and perfectly know how to approach a client. They knew exactly how the trustee's questions needed to be addressed.
Slide 2 of 3
Their opinions are written in a clear and precise manner that is easy to understand. They have a very good appreciation of the UK tax laws and can communicate this in a way that is easy to understand.
The Burges Salmon team handled the complex matter very well. The team was excellent and worked hard to get us into a strong position for trial.
Slide 3 of 3
Burges Salmon have provided sound advice and navigated the complexities of a structure holding both onshore and offshore assets.
They are very capable of handling complex, cross-border matters and explain the outcomes in an understandable manner. The team provided excellent service and delivery.
They are so knowledgeable in the area of private client law and perfectly know how to approach a client. They knew exactly how the trustee's questions needed to be addressed.
Their opinions are written in a clear and precise manner that is easy to understand. They have a very good appreciation of the UK tax laws and can communicate this in a way that is easy to understand.
The Burges Salmon team handled the complex matter very well. The team was excellent and worked hard to get us into a strong position for trial.
Burges Salmon have provided sound advice and navigated the complexities of a structure holding both onshore and offshore assets.
Notable Practitioners
Provided by Chambers
Kevin Kennedy
Kevin Kennedy advises private wealth clients on tax and estate administration matters, with expertise in complex matters of international scope.
Kevin is a superb litigator who kept cool under pressure and had a clear vision of where the case needed to go. He has a very clear understanding of all the complex issues to which the case gave rise.
I think Kevin is an excellent choice, good at fighting his client's corner, and he can adopt a measured yet forceful approach.
Kevin is an excellent practitioner - very astute and resourceful.
Kevin is very much an MVP - he is responsive, practical and relatable. His advice is always on the money yet delivered in a down-to-earth style that is understandable by all levels of the client team.
Suzanna Harvey
Suzanna Harvey is a partner and advises on high-value and often international trust and estate matters. Harvey is rated highly for her client service and the complexity of matters she handles.
Suzanna provides exceptional leadership to the private client team at Burges Salmon. Her advice is always on point, practical and well explained.
Suzanna is a brilliant technical lawyer, a really first-class brain. She would pick up difficult technical points.
Suzanna is just a top private client lawyer. She's very accessible and up to date on the last reforms and positions of HMRC.
Jim Aveline
Jim Aveline is a trust and estate team leader at the firm and deals with complex trust management cases.
Jim has an excellent knowledge of UK tax legislation and is able to explain the issues in an easy-to-follow manner. He has always provided a very good and responsive level of service.
Jim has shown a high level of care for our affairs and has been extremely helpful in guiding us through the issues around some somewhat complicated trust problems.
Jim is an excellent adviser who demonstrates a high degree of empathy and emotional intelligence, alongside his technical knowledge. He is highly committed to his clients.
Tom Hewitt
Tom Hewitt advises on a range of trust and estate issues, including international matters.
I highly recommend Tom for his client service and technical expertise across private client, trusts and property matters.
Ranked Individuals at
Burges Salmon LLP
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