Richard Bate

Richard heads the private wealth team nationally. He is a full member of the Society of Trust and Estate Practitioners and the Law Society private client section. He has broad experience of working with clients from various backgrounds having worked in large commercial practices and smaller high street firms.

Richard advises clients on all aspects of estate planning including wills, trusts, family investment companies and probate matters. 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 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.

Richard is a regular presenter of estate planning seminars for companies and local authorities. He is used to working with lawyers in different jurisdictions to achieve clients' objectives and has presented UK succession and taxes law at legal conferences in Europe.

Richard is recognised as a “Top Recommended” Tax Lawyer in The Spear’s Tax Law Index 2024.