Chambers and Partners research and rank the world’s best lawyers. Their rankings and editorial draw on independent research conducted by a dedicated team of private wealth researchers. The High Net Worth publication profiles professionals in the international private wealth market, identifying private wealth management work and related specialisms in key jurisdictions around the world, their in-depth editorial about the leading lawyers and law firms provides a guide for wealthy individuals and families.
From the HNW guide
Kent firm Warners assists wealthy individuals and families with their estate planning and tax planning needs. The team handles probate and estate administration, as well as the establishment and management of trusts. The lawyers also handle elderly and vulnerable client matters, including powers of attorney and Court of Protection applications.
“The level of service has been excellent,” says a source, adding that “we always felt that the team were working in our best interests at all times and that they were constantly communicating in order to make the process fluid.” A care professional comments: “They are very client-friendly; I wouldn’t hesitate to put an elderly vulnerable client in front of them.”
Notable practitioners
- Philip Raggett is a tax planning specialist. He advises high net worth clients on Inheritance Tax mitigation, as well as estate planning and the administration of estates. Raggett also helps clients with will preparation and the creation and administration of trusts. A market insider says that “he’s good on tax planning” and notes his “sensible advice.”
- The “well-regarded” Mary Shaw advises wealthy individuals and families on estate planning matters, including the preparation of wills, powers of attorney and trusts. She also acts as an executor and handles the administration of estates. Shaw also has experience dealing with family owned businesses. “She has a lovely manner and she’s very friendly, very relaxed and is always keen to make things as simple as possible for the client,” says an interviewee. “She’s very good at summarising things and being clear about what has to happen and how things have to happen. You feel very safe in accepting her advice because you get the sense she is a person of high integrity, very competent and very experienced.”
- Richard Theobald assists clients with will, probate and estate matters as well as powers of attorney and the establishment and management of trusts. He deals with the administration of complex estates and offers tax planning advice in relation to Inheritance Tax and Capital Gains Tax. “He’s absolutely fantastic, very knowledgeable and very helpful,” enthuses a client. “We have had total confidence in his handling of the whole process. In terms of his business knowledge, affability and responsiveness to any questions raised he is excellent,” adds another source. “We have often been impressed with his detailed emails and his willingness to communicate readily when needs arise.”