Private Client and Tax

What people say about us

Private client and tax

The legal directories

Strong private client team handling cross-border and domestic matters for high net worth individuals, families and family offices. Administers and plans complex estates, offering tax planning and asset protection advice which frequently has international dimensions.

Strengths: ‘The firm as a whole is excellent. They have the requisite experience and knowledge of the law.’

‘They have very strong legal acumen. They are quick, responsive and know what they doing.’

‘They are always available to discuss matters, keeping us informed of progress and being very proactive in responding to requests.’ 

Notable practitioners

Clare Archer represents high net worth individuals and families with complex tax and estate planning and asset protection requirements. One source describes her as ‘exceptional’ and says: ‘In terms of handling things with sensitivity and pragmatism, Clare is second to none.’

Laura Dadswell advises clients on a range of estate planning matters and is well regarded for her work relating to US tax law. An interviewee says that she is ‘an extremely intelligent person with a great work ethic.’

Christopher Lintott is ‘very straightforward’ and ‘excellent to deal with’. He frequently advises high net worth families on cross-border estate planning matters.

Michael Cash is described as ‘one of the go-to names in this area,’ while another interviewee identifies him as ‘an excellent lawyer and a great tactician.’ He concentrates on assisting clients with domestic and international trust and estate litigation, including will disputes, Inheritance Act 1975 claims, breach of trust claims and matters concerning the administration of estates.

Liz Garvey ‘is fantastic. She is very personable and she takes a very holistic approach to clients and their problems. She has an excellent client manner. She is a real expert but is also a very understanding and sympathetic person.’ She advises clients on complex estate and probate matters and regularly handles Court of Protection work.

Caroline van Zyl is a key contact.

Chambers UK - 2017 edition

Penningtons Manches LLP is ‘a top tax firm with excellent and very helpful staff who are exceptionally well organised and have a wide range of experience’. Clare Archer is ‘exceptionally personable and technically proficient. She has the right combination of experience, technical experience and diplomacy that ensures that sensitive matters are handled with great care’. James d’Aquino is ‘certainly a rising star with superb client handling skills and a degree of sensitivity that is uncommon in a partner of his age. He is able to get to the key issues very rapidly, and is a problem solver. He has excellent multi-jurisdictional skills’. Senior associate Lucy Edwards is ‘experienced on complex issues of UK res non-dom clients and ultra-high-net-worth clients’.

The team attracts praise for providing ‘an excellent and extremely knowledgeable service’. Guildford department head Liz Garvey ‘leads her team very well’; other key figures include Hannah Gearey, who is ‘very knowledgeable and has great empathy for complex client situations’; Cecelia Ward, who is ‘a walking textbook and able to find a solution to any problem’. Vanessa Riley is also recommended.

According to clients, Penningtons Manches LLP’s ‘level of service is second to none’. The Basingstoke team advises national and international clients on succession planning, high-value estate administration, obtaining court orders for executor actions and trust management. The team also has experience in Court of Protection orders for vulnerable persons, as well as handling offshore asset management and international tax planning matters. The ‘indomitable and formidable’ Michael Cash heads the practice; he ‘consistently provides sympathetic and helpful advice’. Henrietta Mason ‘is whip-smart, direct, and pulls no punches’. Also recommended are Nicola Hibbert, who is ‘accessible, knowledgeable and a good communicator’; Siân Hodgson (who is a ‘first-class lawyer’) and Sarah Lee. ‘Very knowledgeable and efficient’ senior associate Caroline van Zyl leads the team [in Oxford] and her recent workload includes advising on wills, deputyship and inheritance tax. Associate Iain Managhan is another key contact along with ‘very knowledgeable, patient, caring and flexible’ senior associate Louise Lewis, who has niche expertise in digital assets.

The Legal 500 - 2017 edition

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Penningtons Manches LLP

Penningtons Manches LLP is a limited liability partnership registered in England and Wales with registered number OC311575 and is authorised and regulated by the Solicitors Regulation Authority. San Francisco is an associated office.

Penningtons Manches LLP