Private Wealth Law
High Net Worth Guide 2024 : Exeter and surrounds
Band 1
About
Provided by Michelmores LLP
Our private wealth advice covers a range of specialities to the sector, including traditional private client advice of the highest quality to commercial advice to new corporate entrants into the market on all aspects of their business.
We also work closely with banks, wealth management entities and other advisers, who help to protect our clients’ key assets, and advise the private wealth industry itself in a range of sector specialist areas We’re increasingly talking to opportunity-led multi-generational clients, where an impact-balanced portfolio has never been more important.
Seamless client service
Our reputation and experience in the sector continues to attract financial institutions, partnerships and other advisers as clients. They see us operating as a key player in the UK’s private wealth sector and appreciate our understanding of its fast-changing regulatory and commercial environment. Crucially, we do not offer private wealth management services, allowing us to work with a variety of independent specialists who do.
Chambers Review
Michelmores offers a private wealth law practice for complex trust and private client matters. The firm is experienced in both contentious and non-contentious cases involving probate and inheritance, residential property, sophisticated tax and estate planning, and agricultural litigation.
Strengths
Provided by Chambers
"Michelmores has strength in depth across the team, and they've always responded promptly and efficiently."
"The Michelmores lawyers not only grasped a thorough understanding of my dispute but they empathised with how I felt and spoke in a language that I found comforting and professional."
"They have an experienced team of trust and estate practitioners covering all aspects of the trust and tax planning areas. The team is attentive and provides an excellent service."
"The team at Michelmores has worked on a complex trust, clearly setting out the implications of taking a course of action. I have been very impressed by the knowledge within the team."
"Michelmores provided detailed advice that included planning considerations which were clear and easily understood by the client."
"Michelmores has strength in depth across the team, and they've always responded promptly and efficiently."
"The Michelmores lawyers not only grasped a thorough understanding of my dispute but they empathised with how I felt and spoke in a language that I found comforting and professional."
"They have an experienced team of trust and estate practitioners covering all aspects of the trust and tax planning areas. The team is attentive and provides an excellent service."
"The team at Michelmores has worked on a complex trust, clearly setting out the implications of taking a course of action. I have been very impressed by the knowledge within the team."
"Michelmores provided detailed advice that included planning considerations which were clear and easily understood by the client."
Notable Practitioners
James Frampton is a partner in the firm's tax, trusts and succession team. Frampton advises a range of HNW individuals in the UK and abroad, with particular expertise in trust structures, power of attorney matters and UK tax advice.
"James is an absolute rock when it comes to private client matters for landed estates and anything rural. He really knows his stuff and just wants to give his clients safety and security."
"James has always had a very strong level of service when acting for clients. He often deals with complex cases, which he handles with great due diligence and awareness."
"James is a pleasure to work with. He consistently seeks the best offering for clients and is a safe pair of hands when handling delicate and intricate family complexities."
Sandra Brown advises a wide range of private clients, with particular expertise in complex estate administration and trust work.
"Sandra is a very astute individual with a wealth of experience, which was evident from the way she was able to swiftly conclude our client's requirements. She's an absolute pleasure to work with."
Tony Cockayne is engaged in a broad range of private client disputes, including contentious trusts and probate litigation both nationally and throughout the South West. Cockayne acts for high net worth individuals and national charities.
"I had complete faith in Tony and he didn't disappoint."
"It was very evident the moment I first met Tony that he is an experienced professional who not only talks in a language I understand but also has a sensitively that cuts through the chaff."
"Tony is approachable, friendly and provides highly professional advice. We have been extremely impressed by the quality of his advice and his representation in mediations."
Edward Porter is a partner at Michelmores and has a strong reputation in trusts and estates planning work.
"Edward continues to provide reassurance with clear explanations, excellent rapport and positive influence on colleagues. I was very impressed with the outcomes of his involvement."
"Edward is a confident and patient lawyer who is happy to explain the details of any advice offered."
"Edward is great to deal with, efficient and gets things done."
William Coon is an impressive associate commended for his legal expertise and client care.
"William was an absolute pleasure to deal with. William had a thorough grasp of my case, and his commitment and understanding at both a professional and empathetic level was extremely reassuring."
"William is very good. He is technical and his knowledge of the law is very strong."
Ranked Individuals at
Michelmores LLP
Bristol and surrounds
Exeter and surrounds
South West