Geldards Private Client Team Lead The Way For High Net Worth

Lawyers from the Cardiff and Midlands based Private Client teams at Geldards have once again been highly commended in the Chambers and Partners High Net Worth legal rankings 2020.

The teams continue to receive praise from clients and peers alike for both the breadth of experience and exceptional customer service continuously delivered.

Geldards is highly regarded in the market for its private client offering helping individuals, families and business owners with passing on and preserving wealth across the generations through appropriately tailored wills, trusts and other inheritance tax mitigation and asset protection strategies.

The Cardiff team has been ranked Band 1 for private wealth law in Wales and is renowned for its private client offering which includes advice relating to trust administration, estate planning and other wealth preservation strategies. Commentators note the team as being “extremely professional but friendly”. Lead Partner Claire Johnson is ranked in Band 1 individually and “held in high esteem by fellow private client solicitors”. Senior Associates Anne Taylor and Gillian Crouch are also both named as ‘Associates to watch’.

The Midlands team has been ranked Band 2 for private wealth law in Nottingham and the surrounds and is respected for advising clients on the full spectrum of private wealth work, regularly acting for families, individuals and business owners on wills, trusts and estate administration. Partner Jaclyn Barnes is ranked Band 1 individually with clients noting her as being “knowledgeable on subjects” and on her work with elderly clients “gentle, sympathetic” and “a very good communicator”. Partner Erica Thomson is ranked at Band 2 and has extensive experience providing affluent individuals with advice on succession planning, wills and trusts.

Commentators noted that Erica was:

“Straightforward, organised, commercial and incredibly knowledgeable about inheritance tax and planning,” and “Invaluable in helping navigate the legal complexity as well as family dynamics.”

For client focused advice from one of our specialist lawyers, please contact us.

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