Private Wealth Law - Bristol and surrounds
Band 2
What the Team is Known For
Osborne Clarke has a growing presence in the Bristol private wealth law market. Its private client team regularly advises wealthy clients on trusts and estates, succession planning, charitable foundations and international tax matters. The team is particularly well positioned to handle cross-border mandates.
Strengths
The department handles complex and sophisticated matters effectively, providing well-reasoned and practical advice on technically challenging issues. The team has good depth and breadth and is able to provide the appropriate level of expertise across private wealth and tax issues as required.
The department is distinguished by its strong expertise in UK private wealth tax and its ability to provide clear, practical advice to professional trustees. The advice we received was responsive and clearly communicated.
What distinguishes the firm is their quality of knowledge and commerciality of responses, speed of turnaround and expert knowledge.
Notable practitioners
Patrick Wooddisse heads Osborne Clarke's tax and estate planning group and is highly experienced in working with high net worth individuals, both national and international. Wooddisse also provides wealth and succession planning for individuals.
There are few in the industry that I would trust more with complex matters. Patrick has the ability to understand the real issues and take a commercial view.
Shelley Faulkner specialises in trust and tax advice, and is experienced in succession and inheritance tax planning. She also prepares wills and LPAs. Faulkner works with individuals and national family businesses as well as international clients.
A very astute individual who brings in the right level of assistance from the broader company when required.
Shelley is very professional and knowledgeable. She provides clear advice.
