THE SPEAR’S 500 Legal Paul Davidoff New Quadrant Partners FOCUS Tax planning, succession Yorke Eaton Addleshaw Goddard FOCUS Succession, family governance


Laura Dadswell Penningtons


Manches Cooper FOCUS Tax planning, HNWs


laura.dadswell@penningtonslaw.com +44 (0)20 7457 3158 penningtonslaw.com


A highly rated tax lawyer with a head for complexity, Laura Dadswell is keen to point out the need for simplicity when it comes to giving good advice. ‘When advising a client, I always try to put myself in their shoes and imagine what I would make of what I’m telling them,’ she says. ‘That way, not only is my advice tailored to the client and their family, but it’s also digestible to non-lawyers.’


A member of the Society of Trust and Estate Practitioners, Dadswell is a regular speaker at wealth and private client conferences in the UK, US and elsewhere. She also edits Butterworths Wills Probate and Administration Service.


Adviser profile As a trusted adviser, Laura’s loyal international HNW client base includes members of foreign royal families with property purchases; English aristocracy concerned about IHT reliefs on the family estate; and family business owners with employee or tricky family situations. A typical example was a call from a client whose son had been stopped at Heathrow because he tried to smuggle in his secretly married wife on a visitor visa. Laura proudly recalls receiving


an invitation from a client to take up a non-exec board role at the family company. ‘It signalled a move from being the acknowledged “legal expert” to being recognised as someone able to add value on a broad range of issues facing the family and the company.’


Charlotte Dunn Shoosmiths


FOCUS Tax planning, big money cases


charlotte.dunn@shoosmiths.co.uk +44 (0)37 0086 8323 shoosmiths.co.uk


Based in Shoosmiths’ Milton Keynes offices, Charlotte Dunn is a legal director within the firm’s multi-faceted private wealth team. She has a particular focus on heritage assets and acts as a trustee, executor and attorney where necessary. In recent years Dunn has prepared a charitable trust ‘to hold a work of national importance’, advised on a multi-million pound asset in lieu claim for IHT under heritage asset legislation and acted collaboratively with a client’s accountant on the sale of a family business ‘to ensure that some of the value in the business passed to their children in the most inheritance-tax-efficient way, while offering asset protection measures’.


Adviser profile Charlotte is listed as a notable practitioner in Chambers HNW 2020 following listings in 2017, 2018 and 2019. An HNW specialist, her clients include establishment figures, those with landed estates (often acting for multiple generations), literary estates or high-value chattels, directors and business owners. She offers bespoke planning advice working closely with other professional advisers. She acts as executor, trustee or attorney. Charlotte’s main sources of work


are existing and returning clients, colleagues, accountants, financial advisers and private banks. Given her reputation, she also receives referrals from solicitors and counsel to act as an independent executor/ trustee on contentious or conflicted matters.


Specialist tax and trust lawyer Paul Davidoff ‘helps people organise and plan their estate so that it goes to the right people, at the right time and in the right way – ideally in a tax-efficient manner.’ It sounds simple, but it isn’t, and


on any given day Davidoff can be found clarifying the intricacies of UK tax law, or finding a way to provide equality to the next generation through succession planning, or explaining complex legal concepts in plain English, to name a few of his areas of expertise. New Quadrant Partners, founded


in 2010, is one of the few boutique private client firms in London. Davidoff joined the firm in 2018, quickly settling in and building his offshore practice.


With a steadily rising base of UHNW family office clients, Yorke Eaton acts as a trusted adviser, seeing his role as to ‘understand clients’ objectives, strategy, asset structures, family dynamics and concerns’. A third-generation private client lawyer, Eaton’s particular specialism lies in providing capital tax planning advice to entrepreneurs and business owners, UHNWs and their families, in particular on succession planning, family governance protocols, will drafting, powers of attorney, and on trust formation and restructuring. ‘When acting for a client, my role is to find the most appropriate solutions for the issue in hand, introducing other skill-sets, expertise or personalities when needed,’ he says.


Henry Fea Charles Russell Speechlys FOCUS Estate planning, probate


John Goodchild Brecher


FOCUS International tax planning


Private client specialist Henry Fea observes that clients ‘are motivated by many things, often depending on whether they created the wealth themselves or are now the heirs and custodians of it. They usually have a strong work ethic and high standards, which are qualities we share in common.’ Fea advises a number of UK-based individuals, trustees and executors in relation to their trusts and assets, including their landed estates and heritage property. ‘This year has brought particular challenges for private clients, who have appreciated our ability to provide clear and commercial advice,’ he says. ‘To clients, we are trusted advisers, trustees and sounding boards, often friends, and occasionally therapists.’


Brecher’s John Goodchild tells Spear’s that he particularly enjoys advising on difficult and thorny matters, including those cases where tax, business and family issues need to be incorporated into a single cogent solution.


A specialist in international tax planning, Goodchild frequently advises on tax residence, domicile, the use of trusts and other entities in cross-border and international situations, as well as the UK’s double tax treaties with other jurisdictions. He has significant experience with the raft of anti-avoidance legislation that is now relevant to offshore trusts and also advises on succession planning and wills, including the administration of estates and issues relating to powers of attorney.


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