Personal tax, trusts and probate

Shakespeare Martineau LLP

Under the leadership of estate planning and long-term care expert Heledd Wyn, Shakespeare Martineau LLP‘s private client team is highly capable of guiding clients through a broad range of tax and succession issues. The team regularly leverages firm-wide capacities in corporate matters to advise family business owners on the tax and estate planning aspects of their business activities, and it also routinely assists with the administration of complex trusts. Vulnerable clients also frequently rely on the team’s expertise in Court of Protection work.

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‘Very client focused and friendly.’
‘Heledd Wyn is very knowledgable and very easy to talk with.’
‘Friendly, approachable team.’
‘Heledd Wyn is very knowledgeable, approachable and eminently pragmatic in her approach.’
‘The team are well placed in the south west as they have a very broad knowledge of private client matters, including care fee planning, probate, estates and contentious matters.’
‘Heledd Wynn is a go-to person for all things care costs and planning.’
‘The team hides their superlative knowledge and ability behind friendliness and clarity. It is a combination rarely found and is extremely effective.’
‘Heledd Wyn just gets things done. In an every-friendly and unruffled way. Nothing goes unchallenged, nothing is forgotten but always calmly, efficiently, and effectively.’

The Legal 500

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