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Simon Atkinson Currey & Co


FOCUS Family governance, succession


Sean Bannister Edwin Coe


FOCUS Cross-border litigation, tax planning


Simon Atkinson was a solicitor at Forsters and Macfarlanes before joining Currey & Co in 2002. Atkinson has spent nearly two decades at the firm, which was founded by Benjamin Currey in 1812 in the City of Westminster, and claims to have offered personalised and partner-led advice to land- owning and other families throughout the country, ‘some of whom have been clients since the early 19th century’. Currey & Co says it intends ‘to remain a small partner-led firm’. The partnership comprises nine


partners, which brings the total number of partners in the history of the firm to 33.


Atkinson has been a partner at the firm since 2004.


Promoted in 2020 to Edwin Coe’s head of tax, Sean Bannister says his clients appreciate his ability to communicate ‘complex concepts’ and ensure that they are best-placed to make the right decisions for their affairs. Bannister acts for HNWs and UHNWs and their advisers, many of whom have assets and business interests in multiple countries. ‘My aim is to ensure their tax affairs are administered in a framework that is both effective and compliant,’ he says. Bannister has particular expertise in advising non-domiciled clients on navigating the UK tax landscape, as well as advising non-UK residents who are looking to acquire business or property interests in the UK and structure their arrangements effectively.


Richard Bate Weightmans


FOCUS Tax, wills & trusts, wealth preservation


Richard Bate leads the wills, trusts, tax and probate team nationally for Weightmans, a top 45 UK law firm, with over 1,200 people working from offices in Birmingham, Glasgow, Leeds, Leicester, Liverpool, London, Manchester and Newcastle. Bate is a full member of the Society of Trust and Estate Practitioners (STEP) and Law Society private client section, with experience of working with clients from myriad backgrounds, having worked in large commercial and smaller high street firms. He specialises in a range of private client work, including areas such as IHT mitigation and succession issues. He also presents estate planning seminars for large organisations and companies, and is a visiting lecturer at the University of Law in Manchester.


William Begley Charles Russell Speechlys


FOCUS Succession planning, inter-generational tax


‘It has been striking how the global pandemic has focused clients’ minds on what is really important to them,’ says William Begley, head of the Tax, Trusts and Succession team at Charles Russell Speechlys. One of Begley’s specialisms is devising ownership structures to protect the wealth of his clients over several generations, while benefiting society. This often involves ‘instilling good long-term governance into those structures and prompting discussions how best to support philanthropic endeavours’. Begley joined the firm in 2000. ‘Twenty years on, I see my role as someone who is able to make complex areas of the law digestible and easy to understand, to enable clients to make informed and sensible decisions.’


Mark Bridges Farrer & Co


FOCUS Tax, wills & trusts, succession


For more than 25 years, Lord Bridges has arguably been the pre-eminent tax lawyer for UHNWs. Down the phone, Spear’s hears the voice that has guided not only the Queen, but also the Duchy of Lancaster. ‘What is interesting is that most clients view purely domestic concerns as less important than the global things – the CRS [Common Reporting Standard] and the EU,’ he says. ‘I think London is doing its best not to be attractive, Italy is trying to court people, France is coming back from the high levels of tax it had under its previous president. But most of us love our country and have family here. My own guess is people will think about leaving, then do absolutely nothing.’


Mark Buzzoni Taylor Wessing


FOCUS Family governance, tax planning


An expert in tax, trusts and family governance issues, Mark Buzzoni has a predominantly international client base of HNWs and UHNWs. Recognised as a leader within his field, Buzzoni is well known for his sensitivity and discretion, as well as his knowledge of cross-border asset holding structures, including trusts, for individuals and families. In his consultancy role with


Taylor Wessing, Buzzoni advises on personal taxation, migration and tax planning and advises trustees of high-value trusts and UHNWs globally. Among fellow lawyers, he is regarded as highly-experienced in the areas of probate, succession and wills, especially involving multi- jurisdictional assets.


Helen Calcutt Keystone Law


FOCUS Probate, tax, wills & trusts


Jeffrey Cohen Mackrell


FOCUS Probate, contentious trusts, tax planning


A partner in Keystone Law’s tax team, Helen Calcutt has extensive experience in advising on a wide range of private client work. Supporting a client base of HNWs and their families, her advice focuses on lifetime tax planning, wills, lasting powers of attorney and probate matters. She also has a sizeable Court of Protection practice. Notable successes include saving an estate a large bill in inheritance tax by arguing a capital gain rather than IHT liability with HMRC; successfully obtaining agricultural relief on a lifetime gift, delivering significant savings in IHT; and acting for a large estate with assets in England, Canada, Scotland and Spain and successfully claiming woodland relief.


Jeffrey Cohen is a private client lawyer of 30 years’ experience, who has led private client departments at each of the three firms he has been with during his career, which includes Finers Stephens Innocent and Davenport Lyons. He joined Mackrell (then Mackrell Turner Garrett) in 2014. The work is ‘interesting and fun, with a sense of achievement,’ he says, ‘It’s always good to meet people and help them.’ The department has seen strong performance in recent years too. ‘We have been dealing with international probates, raising interesting points of law. Lots of contentious trust, especially on removal of trustees,’ says Cohen, who advises on all aspects of private client law, wealth management, and tax and trust work.


TAX LAWYERS


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