
Private clients
Private client team
Nigel Roots, partner and head of department, advises UK-based and international clients on tax and trust planning; landed estates; farming families; trust restructuring; complex estate administrations where he also acts as an independent administrator and judicial trustee; literary estates; heritage property and charity issues.
Jane Maitland, partner, advises on succession planning for farming and business clients; UK-based and international clients on Wills and tax planning; trusts and estate planning; complex estate administrations; literary estates and Court of Protection work.
Sarah Foster, partner, specialises in contentious trust and probate matters for private individuals, handling a wide range of disputes involving Wills (including undue influence and mental capacity claims); complex applications under the Inheritance (Provision for Family and Dependants) Act 1975 and constructive trust and estoppel claims.
Paul Thompson, partner, specialises in capital tax planning, advising individuals and entrepreneurs on inheritance tax and capital gains tax matters; these include the administration of estates and the preparation of Wills and settlements.
Zandra Houston, consultant, advises on trusts and probate, Wills and inheritance tax planning. She also deals with the affairs of the elderly and incapacitated, and she is a Court of Protection Panel Deputy.
Alan Poulter, consultant, advises charity clients on charity law and related issues, and also those concerning the formation of new charities. He has particular experience in the law of Oxford University and its colleges, and the law applying to universities generally and the education sector.
Veronica Cowdrey, associate, heads the team handling Wills and other matters for elderly clients. She advises parents on structuring their estates to provide for children with disabilities. She also specialises in day-to-day financial management for clients under a physical or mental disability, including those who have received damages awards. She handles enduring powers of attorney and Court of Protection applications including applying for statutory Wills and lifetime gifts.
Philippa Rumary, associate, advises on Wills, tax planning, trusts and the administration of complex estates. She also advises clients with farming interests and mixed UK/US estates and assets.
Claire Bendle, solicitor, handles the administration of all types of estates and advises on wills and tax planning matters for clients. She also advises on the preparation of enduring powers of attorney.
Melissa Ewen, solicitor, advises on estate planning for non-resident and non-domiciled individuals, trusts, tax planning and the administration of complex estates.
Catherine Rolfe, solicitor, deals with the administration of both straightforward and complex estates. She also advises on Wills, trusts, Court of Protection and elderly client matters.
Geoff Randall, solicitor, specialises in Wills, inheritance tax planning and the administration of estates and trusts.
Rachel Dullforce, solicitor, deals with the administration of both straightforward and complex estates. She also advises on Wlls, trusts, lasting powers of attorney and tax planning.
Esther Stirling, solicitor, specialises in contentious trust and probate matters for private individuals as well as commercial litigation matters.
Lisa Mark-Bell, solicitor, deals with the administration of both straightforward and complex estates. She also advises on Wills, trusts, lasting powers of attorney and tax planning.
Jane Robinson, probate and trusts manager, fellow of the institute of paralegals, specialises in legacy administration work for charitable clients. She also deals with the administration of complex estates and trust funds.
Stephen Harvey, probate and trusts administrator, handles the administration of complex estates and trust funds as part of the legacy administration team.
Antonia Sim, legal executive, specialises in financial management for clients under a physical or mental disability, involving enduring powers of attorney, lasting powers of attorney and Court of Protection applications.
