Provided by Richard Bate
Richard advises clients on all aspects of estate and succession planning including wills, trusts and inheritance tax advice and estate administration. He has a particular specialism in tax mitigation and assisting business owners and those with more complicated family arrangements and asset structures with succession planning and wealth protection. He is a professional trustee on numerous family trusts, acts as an attorney for elderly clients and has been appointed by the High Court as an independent administrator in complex contentious probate matters.
Richard deals with clients owning assets in multiple jurisdictions and advises UK domiciled and non-domiciled individuals, estates and trusts.
Richard works closely with the firm's Owner Managed Business and family teams and often with accountants and independent financial advisors to ensure that clients receive broad-based holistic advice.
Society of Trusts and Estate Practitioners member, Private Client section of the Law Society member
University of Liverpool
Head of the 2019 Manchester Law Society Private Client Team of the Year
Manchester Law Society
High Net Worth
Richard Bate is head of the firm's national wills, trusts and estates team. He is noted by interviewees for his approach to matters and his client-handling skills. One source says: "I enjoy working with Richard and I have confidence in his legal ability and general level of client service." Another source notes that "Richard is able to put complex matters into simple everyday language and can communicate benefits to clients. He is also straightforward about fees and charges so clients know what to expect."