The latest edition of Spear’s Tax & Trust Advisers Index lists four partners from our Trust and Probate Litigation team, and three partners and a tax director from our Tax Litigation and Resolution team. Seven of the lawyers listed are ‘Top Recommended’ by Spear’s.
Spear’s says: “HNWs looking for the best tax lawyers and accountants to help them negotiate labyrinthine revenue regimes and cross-border issues, plan their estates or to set up sensible structures, need look no further than the Spear’s Tax & Trust Advisers Index 2022.
“The 2022 edition of our guide to the finest tax advisers for private clients arrives at an interesting time, as the UK Government strives to boost the economy after the three-headed shock of leaving the European Union, war in Ukraine disrupting already-stretched global supply lines and two years of the Covid pandemic.”
You can read the full Spear’s guide here.
The best contentious trust lawyers for high-net-worth individuals
Head of Trust and Probate Litigation James Price is credited with “substantial experience in complex, high-value litigation, acting for UHNWs in all offshore jurisdictions including the Bahamas, Bermuda, Cayman, Jersey, Guernsey, Switzerland, Singapore and Hong Kong.” Sources describe him as “articulate, level-headed… incredibly smart and thoughtful”.
Geoff Kertesz is once again Top Recommended. The guide notes that he “aims to strike a balance between securing results and managing emotions. He listens to clients, aware that they have been ‘living the dispute’ and that ‘their point of view is the starting point’.”
Described as a “rising star within Stewarts’ growing contentious trusts team”, Emma Holland has a practice with “impressive breadth” acting for HNWs, trustees, companies and charities. Chambers High Net Worth is quoted, noting Emma is “one of the best operators in her field”.
Marcus Parker, new to the Stewarts team as of October 2022, also features in the Spear’s index this year. The guide acknowledges Marcus as “a highly experienced and trusted practitioner in the management of complex disputes between wealthy families and their associated wealth structures.”
The best tax lawyers and advisers for high-net-worth individuals
David Pickstone, Head of Tax Litigation and Resolution, has “acted for various well-known HNWs in individual tax disputes” according to Spear’s. Also outlining David’s work on large class actions, the 2022 Index notes that the department “is working on litigations raised from HMRC’s success in challenging tax avoidance schemes within the courts.”
“Barrister-turned-litigator” James Le Gallais “has drawn praise for his work supporting clients in their disputes against promoters of failed film finance schemes.” His proficiency in commercial fraud and corporate dispute claims is likewise highlighted.
Also Top Recommended once more, Lee Ellis receives acclaim for his work advising both corporates and individuals. “Our aim is to provide a complete dispute resolution service, all the way from enquiry to settlements and appeals,” he says to Spear’s.
Tax Director Lisa Vanderheide is a Top Recommended tax adviser in the Index. “Helping a wide range of clients with their HMRC tax issues including individuals, partnerships and companies”, she has “a detailed understanding of how HMRC operates”.
If you require assistance from our team, please contact us.
Subscribe – In order to receive our news straight to your inbox, subscribe here. Our newsletters are sent no more than once a month.