Private Wealth Law - Bristol and surrounds
What the Team is Known For
Osborne Clarke has a growing presence in the Bristol private wealth law market. Its private client team regularly advises wealthy clients on trusts and estates, succession planning, charitable foundations and international tax matters. The team is particularly well positioned to handle cross-border mandates.
Strengths
"Osborne Clarke has a real breadth of knowledge in the local and national market, especially with high net worth individuals. They are always responsive and very good at communicating."
"They demonstrated appropriate knowledge and experience in complex areas including tax. Their service is very good, delivering on what they say they are going to do and keeping me regularly updated."
"Their advice was extremely thorough and also swift. They clearly presented various choices and options as well as clarifications where required in order to ensure efficient estate management."
Notable Practitioners
Patrick Wooddisse heads the firm's tax and estate planning group and is highly experienced in working with high net worth individuals, both national and international. Wooddisse also provides wealth and succession planning for individuals. "Patrick Wooddisse is a very bright and capable lawyer. He's easy to deal with and I'd recommend him." "Patrick has such sound knowledge and is a very approachable individual." "Patrick has a fantastic depth of knowledge and is able to provide sensible, practical solutions, which is excellent. Patrick understands the commercial realities around the wider relationship."
Shelley Faulkner specialises in trust and tax advice, and is experienced in succession and inheritance tax planning. She also prepares wills and LPAs. Faulkner works with individuals and national family businesses as well as international clients. "Shelley delivered outstanding work during the course of 2023. Her commercial awareness of the charitable sector was unparalleled." "Shelley is a superstar! Her response time and knowledge of our industry are excellent. She helped us navigate through the charitable sector with ease." "Shelley is very efficient in providing me with regular updates and explains complex legal and tax issues in an easily understandable way."
