Addleshaw Goddard LLP

Managing Partner: John Joyce
Senior Partner: Charles Penney
Number of partners: 236
Number of lawyers: 800
International Offices: Addleshaw Goddard currently has 11 offices across the UK, the Middle East and Asia, with more than 240 partners and more than 1,100 lawyers worldwide.

Firm Overview: Addleshaw Goddard is known for strong client relationships, built on successful delivery across national and international markets. A real meeting of minds. The firm prides itself on a service that is high-quality, focused, relevant and consistently excellent.

Addleshaw Goddard has one of the UK’s most significant private client groups, with trusted advisers guiding ultra-and high-net-worth individuals, corporate entities, family offices, trust companies and charities all of whom benefit from its unique position within a large, commercial law firm, offering expertise across a wide range disciplines. The private capital group has enjoyed continued success in several areas of HNW in recognition of the bespoke services and solutions provided by on both a national and international scale - it has offices in the UK’s key commercial centres, as well as Asia and the GCC. Additionally, where the firm doesn’t have offices, it works with firms well known to it, to deliver an international capability whenever and wherever required. Expertise and experience ranges from personal estate planning through to the management of complex, multimillion-pound estates and trusts. It also has extensive experience of complex trust and estate disputes/litigation as well as experience of offshore tax planning structures.

HNW Areas of Practice:

Trusts:
AG advises on the increasingly complex inheritance tax and capital gains tax implications of creating trusts; drafts the appropriate trust documents; and advises on the restructuring of existing trusts to meet family, tax business succession and other objectives. It acts for the trustees of more than 200 trusts, including both charitable and private family trusts, which hold over £1 billion of trust assets.

Contentious Trusts & Estates:
Clients benefit from a substantial contentious trusts and estates practice which regularly acts on cross-border matters and also in relation to disputes involving trusts and trustees (of private trusts) and litigation and disputes arising after the death of an individual.

International Issues:
The practice has considerable expertise in advising both UK residents and non-UK residents on their UK tax position — and on offshore structures, where appropriate. It is well-versed in coordinating advice in different jurisdictions and tapping into a network of international offices, to ensure a complete approach to asset protection and succession planning.

Tax & Succession Planning:
The private capital group is part of AG’s market-leading corporate department, regularly advising ultra- and high-net-worth individuals, families and trusts on significant business succession and planning opportunities. The ability to offer leading private client and corporate services under one roof differentiates the firm in the marketplace and makes AG a one-stop shop for families and their business interests.

Lasting Powers of Attorney:
The team helps draft lasting powers of attorney that allow appointed individuals to manage a person’s affairs and healthcare issues in a way that they approve, if they become unable to do so themselves. It has extensive experience in registering existing enduring power of attorneys and lasting power of attorneys, as well as in making applications to the Office of the Public Guardian and the Court of Protection.

Wills, Probate & Estates:
The AG team advises ultra- and high-networth individuals on making tax efficient wills as well as in advising on the full range of issues relating to the administration on of a deceased’s estate. If the deceased made a tax planning or complex trust-based will, the team will assist in setting up any trusts created by it and also provide inheritance tax and capital gains tax advice, as appropriate