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Chambers Review

Provided by Chambers
Private Wealth Law - Somerset
1
Band 1

Stone King offers a "very experienced and knowledgeable team" for private wealth law. They are experienced in trust and estate planning including international estate planning and LPAs and wills advice.

A source says that "due to their size there is always a member of their team with the right specialism for any given situation." Another adds that "they are experts in the cross-border area. They also get to the nub of the problem quickly or find unique solutions to cross-border issues which can considerably reduce costs."

Notable practitioners

Dan Harris is experienced in complex and often international estate planning and probates. He is "very wise, very calm and steady. He is really good at settling clients' anxieties." A source comments: "Dan's coup de grâce is his ability to come up with creative solutions to areas of private international law that are uncertain or conflict, often to the dismay of a taxing authority." They add that "far from being bookish as one might think, he is very amenable, unassuming and approachable with clients."

Alison Allen is head of the private client sector of the firm, engaged in high-value wills and advising on complex estates, succession and tax planning. A source says that "Alison is exceptional in her empathy with clients and her overall care in ensuring the right outcome for her clients." Another adds that she is "very knowledgeable and is a very caring and supportive adviser."

Andrew Mortimer is the senior partner in the private client team. He is experienced in dealing with complex estates and trusts including landed estates. A source says: "Andrew is able to think on his feet and communicate very effectively."

Ranked Individuals at
Stone King LLP

Provided by Chambers
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Band

Somerset

Private Wealth Law

2
Alison Allen
2
Band 2
Dan Harris
2
Dan Harris
2
Band 2
3
Andrew Mortimer
3
Band 3

South West

Private Wealth Law

Dan Harris
F
Dan Harris
F
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