Provided by Michelmores LLP
Our private wealth advice covers a range of specialities to the sector, including traditional private client advice of the highest quality to commercial advice to new corporate entrants into the market on all aspects of their business.
We also work closely with banks, wealth management entities and other advisers, who help to protect our clients’ key assets, and advise the private wealth industry itself in a range of sector specialist areas We’re increasingly talking to opportunity-led multi-generational clients, where an impact-balanced portfolio has never been more important.
Our reputation and experience in the sector continues to attract financial institutions, partnerships and other advisers as clients. They see us operating as a key player in the UK’s private wealth sector and appreciate our understanding of its fast-changing regulatory and commercial environment. Crucially, we do not offer private wealth management services, allowing us to work with a variety of independent specialists who do.
Provided by Chambers
Michelmores offers a private wealth law practice for complex trust and private client matters. The firm is experienced in both contentious and non-contentious cases involving probate and inheritance, residential property, sophisticated tax and estate planning, and agricultural litigation.
Provided by Chambers
Michelmores have an in-depth understanding of complex legal matters, from estate planning and trusts to tax structuring, tailored to the specific needs of HNW and UHNW clients.
Michelmores has deep technical knowledge and a focus on providing excellent client service. They are very responsive and proactive in addressing complex matters, and explain them clearly to clients.
Michelmores has the necessary expertise and time to focus on complex matters. They explain the requirements well and listen to understand the underlying objectives of their clients.
Michelmores have an in-depth understanding of complex legal matters, from estate planning and trusts to tax structuring, tailored to the specific needs of HNW and UHNW clients.
Michelmores has deep technical knowledge and a focus on providing excellent client service. They are very responsive and proactive in addressing complex matters, and explain them clearly to clients.
Michelmores has the necessary expertise and time to focus on complex matters. They explain the requirements well and listen to understand the underlying objectives of their clients.
Provided by Chambers
James Frampton is a partner in the firm's tax, trusts and succession team. Frampton advises a range of HNW individuals in the UK and abroad, with particular expertise in trust structures, power of attorney matters and UK tax advice.
James has excellent understanding of all aspects of private wealth law, combined with a calm and friendly manner with clients.
James is an excellent all-rounder.
James has great technical awareness and focuses on client service.
Sandra Brown advises a wide range of private clients, with particular expertise in complex estate administration and trust work.
Sandra has all-round excellence. Her experience shines through.
Sandra brings a wealth of experience to dealing with legal matters for private clients, providing confidence for all clients who seek her counsel.
Sandra has fantastic client engagement and awareness.
Tony Cockayne is engaged in a broad range of private client disputes, including contentious trusts and probate litigation both nationally and throughout the South West. Cockayne acts for high net worth individuals and national charities.
Tony ensures an excellent client experience. His own approach to litigation - collaborative not confrontational - is perfect for charity contentious probate.
Tony is truly an expert in his field, combining his detailed knowledge of contentious estate matters with his highly personable approach to advice.
Tony has a pragmatic and common-sense approach to complex legacy disputes. He leads a very strong, professional and extremely diligent team.
Edward Porter is a partner at Michelmores and has a strong reputation in trusts and estates planning work.
Edward is a brilliant adviser for clients. He helps make complex legal matters straightforward.
Edward is a good practical lawyer who is responsive, thoughtful and pragmatic.
Iwan Williams is a partner who advises wealthy clients on onshore and offshore structuring, trusts and succession planning.
Iwan has real persistence, knowledge and client-handling skills which are exemplary.
Iwan works with a range of interesting clients, demonstrating his client-handling skills. He is highly technical and I would refer to him without reservation.
Iwan is an excellent individual with very strong sector and industry knowledge, a good client manner and a very calming, confident demeanour.
Anna Parker advises clients on tax and estate planning matters, and is able to assist with French property acquisitions. Parker recently joined Michelmores in Bristol.
William Coon is an impressive associate commended for his legal expertise and client care.
William is a go-to lawyer for contentious probate matters.
William has excellent attention to detail and, particularly, a very good academic approach to the legal aspects of wills and estate disputes.
William is mature beyond his years and brilliant with clients. He is an absolutely super-intelligent lawyer.
Jasmine Ivory is a senior associate based in Michelmores' Exeter office. She is a litigator focusing on inheritance and estate disputes.
Jasmine is switched on and very good with clients.
Jasmine is responsive and supportive.
Sarah O'Grady is a managing associate at Michelmores. She advises clients on a wide range of contentious private client matters, including will challenges, Inheritance Act claims, and cases concerning agricultural estates and proprietary estoppel issues.
Sarah demonstrates a passion for finding the solution for the client in complex cases.
Sarah is an excellent lawyer; technically very strong but also empathetic with clients. She has strong interpersonal client skills and technical ability.
Sarah is a delight to deal with. She is a seasoned litigator.
Provided by Michelmores LLP