Geldards Private Client Team Lead The Way For High Net Worth

Leading solicitors from the Cardiff and Midlands based Private Client teams at Geldards have been named as leading teams and individuals in the 2018 Chambers and Partners High Net Worth legal directory rankings.

Geldards is highly regarded in the market for its broad private client offering including assisting with the management and preservation of wealth, advising on tax plans including inheritance tax, trusts, wills and estate planning.

The Cardiff team, led by Partner Claire Johnson, has been ranked Band 1 for private wealth law in Wales, with Claire also being ranked Band 1 individually and Associate Anne Taylor being named as an ‘Associate to watch’.

Claire Johnson specialises in wills, trusts and estates. She was described as an “excellent practitioner, she is very knowledgeable, approachable, and friendly and technically she is probably the most proficient lawyer I’ve come across. She is very good on complex trust work, and her knowledge is second-to-none.”

Anne Taylor is well regarded for her wills and trusts, estate administration and Court of Protection practice. Anne “can be technical when she needs to be and also put things into layman’s terms. She can adapt her style to meet her clients’ needs, she has the people skills.”

The Midlands team has been ranked Band 2 for private wealth law in Nottingham and the surrounds, with Partners Erica and Partner Jaclyn Barnes both being ranked Band 2 individually. The team have “certainly got a solid reputation in the Nottingham market.”

Erica Thomson works closely with wealthy clients on the preservation of wealth and later life planning, and regularly advises business owners on succession plans. A source praises her “attention to detail and broad knowledge of the area,” as well as “how she thinks things through and thinks outside the box.”

Jaclyn Barnes assists clients with wills, estate and tax planning and trust and estate administration. “She makes everyone feel completely relaxed. She is prepared to explain everything and is very, very persistent in making sure we really understand what we are doing.”

To read more from the recent ranking please click here.

For further advice from a client focused, approachable, friendly and experienced Private Client team please contact us. We have offices in Derby, Nottingham, Cardiff and London.

Like to talk about this Insight?

Get Insights in your inbox

Subscribe Now
To Top