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0161 214 0501Share profile
Band 2
Provided by Richard Bate
Richard leads 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 and asset protection seminars. He is used to working with lawyers in different jurisdictions to achieve clients’ objectives in terms of their worldwide estate.
Provided by Chambers
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.
Provided by Chambers
He is professional, knowledgeable and a reassuring presence.
Richard has a down-to-earth manner and is able to communicate his ideas effectively to a range of different clients.
He is very personable with clients and puts them at ease. He also ensures that he understands their needs and they understand the work required to be undertaken.
He is professional, knowledgeable and a reassuring presence.
Richard has a down-to-earth manner and is able to communicate his ideas effectively to a range of different clients.
He is very personable with clients and puts them at ease. He also ensures that he understands their needs and they understand the work required to be undertaken.
