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Stone King offers a "superb" service to clients in the Somerset area. "I have found all the solicitors and support staff at Stone King to be professional in all our dealings: friendly, efficient and proactive," says one source.
The team handles the full range of private client matters, including wills and estate planning, trusts and inheritance tax issues. It also assists clients with estate administration. "They've got a good reputation," observes a local commentator, adding: "It's a good, solid firm."
Alison Allen is "a superb individual who operates with sensitivity and understanding of her clients," says a source. She is head of the trusts and estates team at the firm and regularly assists elderly clients with care planning matters. "She's very direct and fair and technically able to manage complex matters," states an interviewee.
Andrew Mortimer is a trusted adviser to private individuals, families and elderly clients on an array of matters such as inheritance tax planning, wills and the establishment and administration of trusts. "He is very easy to get along with, he's someone you can have a sensible conversation with and it works well from a client point of view," says a commentator.
Dan Harris "has very strong technical knowledge and a determination to get to the heart of the matter and reach the best result for his client," says a source. His expertise lies in advising domestic and foreign clients on multi-jurisdictional succession and tax planning. Harris is head of the firm's international and cross-border practice.
David Whitworth was head of wills, trusts and probate at Mowbray Woodwards in Bath, prior to the firm's merger with Stone King LLP. "He's a really nice man, a real gentleman, he understands tax very well and is very good at administration," says a commentator, adding: "He is very calm with clients and has a nice, gentlemanly air about him." Whitworth's work includes wills and estate planning, Inheritance Tax planning, estate administration and trust matters.