Private Wealth Law - Somerset
Band 1
What the Team is Known For
Stone King is experienced in trust and estate planning, including international estate planning and LPAs and wills advice.
Strengths
Stone King has a top-flight private client team in which I have enormous confidence. I have been consistently impressed by their ability to provide advice which is technically excellent but also pragmatic.
Stone King has depth, such that there are individuals able to deal with a range of matters at appropriate levels. But, importantly, when complex tax planning is required, their senior staff handle it quickly and effectively.
Stone King are approachable, knowledgeable, pragmatic and good at discussing complex issues with personal implications.
Notable practitioners
Alison Allen is chair of Stone King. She is engaged by clients to advise on high-value wills, complex estates, succession and tax planning.
Alison is a fantastic, experienced lawyer who I would highly recommend.
Alison has been driving forward the private client team at Stone King. She is very well established and well known for the work she has done.
Andrew Mortimer is the senior partner in the private client team, with particular experience in dealing with complex estates and trusts, including landed estates.
Andrew is an intelligent, well-known private client lawyer and tax specialist.
Andrew is very easy to work with. He is knowledgeable and acts in his clients' interests. He takes the time to understand the detail.
Dan Harris is experienced in complex and often international estate planning and probates.
Dan is an impressive lawyer, particularly for cross-border cases.
