Personal tax, trusts and probate
Oct 1 2010 The Journal
Dickinson Dees LLP, Newcastle
Ward Hadaway, Newcastle
Watson Burton LLP, Newcastle
Crutes Law Firm, Newcastle, Stockton-on-Tees, Carlisle
Hay & Kilner, Newcastle
BHP Law, Darlington
David Gray Solicitors, Newcastle
Jacksons Law, Stockton-on-Tees
Sintons LLP, Newcastle
Archers Law LLP, Stockton on Tees
Latimer Hinks, Darlington
Muckle LLP, Newcastle
Samuel Phillips Law Firm, Newcastle
David Dale’s team at Dickinson Dees LLP, which also features respected partner and worldwide STEP council member George Lyall, advised on the administration of 120 estates with a combined value of £350m in 2009. The practice operates nationally to offer specialist investment, pension and tax-planning strategies for business owners, entrepreneurs and wealthy individuals.
Representing “good value for the knowledge and expertise offered”, Ward Hadaway handles succession planning for entrepreneurial and landed clients, as well as agricultural estate planning. Andrew Facer and Alison Hall “offer quality advice regionally that is unlikely to be bettered even in London”.
Watson Burton LLP continues to attract praise for its “vast experience and efficient service” and the bespoke personal estate planning service provided by Keith Hately, who is “able to relay his thoughts and discuss the complexity of the planning in terms that a lay person can easily understand”.
Crutes Law Firm has made a concerted effort to offer a rounded service to its mid-tier client base, focusing on estate and succession planning services, and is continuing to carry out detailed succession planning strategy for a local landed estate owner. Practice head Stuart Hamilton is “excellent, both in respect of the quality of his advice and his interpersonal skills”.
Hay & Kilner provides “good, solid advice” on all aspects of private capital work, including wills, estate planning, trusts and probate and Court of Protection work. Kirstin Cook is recommended.
BHP Law advised on the administration of an estate valued at £5.7m in 2009. Helen Biglin is recommended.
Cliff Veitch’s team at David Gray Solicitors handles a full range of estate planning services, with an increasing number of referrals from Age Concern.
Highlights for Rosemary Young’s practice at Jacksons Law included advising on an estate valued at £2m.
The “professional and keen” outfit at Sintons LLP continues to provide tax-planning advice to high-net-worth individuals. Alan Dawson has “presence and experience”.
Archers Law LLP’s David Collier handles inheritance tax planning work for high-net-worth individuals.
Anne Elliott at Latimer Hinks recently assisted on the administration of an estate worth £3.9m, involving complex family matters and farming, business and IHT issues.
Muckle LLP provides “a high-class service and a good, competitive pricing structure”. Phil Walsh is recommended.
Samuel Phillips Law Firm’s Edward Pybus is recommended.
