Personal tax, trusts and probate

Stone King LLP

In addition to handling ‘all aspects of trust and probate work', Stone King LLP's Bath-based family practice offers clients a ’wealth of experience' in international tax matters and in the administration of agricultural estates. Kathryn Layzell and Alison Allen, who regularly represent vulnerable clients as a court-appointed deputy, jointly head up the team with cross-border tax and succession planning specialist Daniel Harris, who excels in UK-France and UK-US matters. Andrew Mortimer is well versed in landed estate matters and inheritance tax planning.

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Profil: stoneking.co.uk

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‘The service we received was exemplary.’
‘The personal service we received from Alison Allen could not be faulted. She went out of her way to understand what we wished to achieve and produced documentation which exactly covered what we had discussed.’
‘The team has a wealth of experience, and they are able to deal with all aspects of trust and probate work, providing a London-style service from a regional office.’
‘They are an extremely professional team. Andrew Mortimer in particular has a keen eye for detail.’
‘They can advise any client on estate planning matters anywhere in the world.’
‘Dan Harris is a legend. He is very adept at navigating PIL.’
‘Excellent knowledge, especially of multi-jurisdictional matters, ensuring comprehensive advice and guidance. Maintaining excellent communications with clients and all third parties to administer an estate quickly and cost-effectively.’
‘Daniel Harris has outstanding knowledge and is extremely approachable with a relaxed approach to matters of great complexity. Superb communication with clients, keeping them up to date without bombarding them.’

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