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
Trust law is a complex area, and Osborne Clarke's advice and knowledge in this field is invaluable.
Osborne Clarke are well versed with the various tax-related matters that impact private clients.
Osborne Clarke has staff who have the technical knowledge and ability to deal with complex matters.
Notable practitioners
Patrick Wooddisse heads the firm'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.
Patrick is always available with strong knowledge and advice.
Patrick Wooddisse's depth of knowledge and commercial approach is excellent.
Patrick has a great personal manner with a sharp analytical mind. He brings practicality, experience and knowledge to complex legal matters, and provides great assurance.
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.
Shelley is a very good communicator. She is clear and effective with clients who require simple explanations of difficult subjects.
Shelley is a very knowledgeable private client lawyer who provides an excellent service. She takes time to know her clients, understand their problems and address them.
Shelley is simply superb. She is a great strategist. Shelley will take time to prepare a way forward, thinking through all options carefully. You get a very measured approach which brings clarity.
