Private Client and Tax

What people say about us

Private client and tax

The legal directories

The 'excellent' Penningtons Manches Cooper LLP has strong international capabilities and routinely advises UK resident and non-resident, non-domiciled individuals, international families, trustees, private banks, family offices and business owners around the world. Team head Clare Archer has a focus on advising landed and business families, and assists clients with generational planning and governance matters. Ryan Myint is adept at advising on multi-jurisdictional planning issues such as cross-border tax reporting, disclosure and transparency matters. Senior associate Tristan Smale joined in June 2020.

James d’Aquino is an excellent lawyer with a sharp commercial edge. He is a mine of information and practical experience in international tax planning.

Lucy Edwards is an outstanding solicitor who has worked closely with a number of my UHNW and HNW clients and has received stellar feedback on a consistent basis.

Laura Dadswell is the shining star. She is responsive and communicates in a clear and decisive way.

Liz Garvey is particularly skilled in the challenging areas of family conflicts and cases involving the Court of Protection and vulnerable beneficiaries. The firm [in Guildford] has a strong team of associates including Cecelia Ward, Hannah Gearey and Elizabeth Nicholas.

Elizabeth Nicholas is one of the most adept and accomplished private client practitioners I work with.

Hannah Gearey and Liz Garvey have a very effective approach to their work which makes a difference to our client group. 

'Exceptionally professional' Caroline Van Zyl leads the practice [in Oxford] and advises on all aspects of personal wealth planning. An increasing number of her clients have interests overseas or foreign domicile considerations.

Michael Cash is a giant of the contentious private client world. His experience and calm approach are deeply impressive, the service he offers clients is superb and he is a delight to work with.

The Legal 500 - 2021 edition

Clare Archer heads the team at Penningtons Manches Cooper LLP that advises ultra-high-net-worth individuals, their families, family offices and private wealth firms on a wide range of complicated tax, family law and succession issues. Many of its clients have instructed the firm for generations to advise them on trust administration, succession planning and wills. The team is also skilled at advising on multi-jurisdictional matters and was pleased to recently add Ryan Myint to its ranks.

Liz Garvey is trusted for her handling of high-value estates which involve assets in both the UK and abroad and, with notable associate Hannah Gearey, also deals with complex probate cases and Court of Protection applications. Senior associate Cecelia Ward is dual qualified as a Chartered Tax Advisor. Elizabeth Nicholas is also recommended. Director Adrian Moss manages the accounting and tax compliance service.

Caroline Van Zyl heads up the private client practice at Penningtons Manches Cooper LLP Oxford office, where she primarily assists high-net-worth individuals and families with succession and tax planning, often with an international element.

The Legal 500 - 2020 edition

Penningtons Manches LLP provides ‘exceptional service to clients. The highly motivated team is also structured in an efficient way to provide cost effective advice’. Clare Archer heads the department and has ‘the rare combination of experience, expertise and personable approach to be a true trusted adviser in what is often quite a sensitive and problematic area of practice’. James d’Aquino ‘has the global expertise and experience to be trusted on very complex matters’. Archer and d’Aquino are both ‘very sensitive to client needs and have the ability to handle diverse and often conflicting or competing elements very well’. Laura Dadswell is ‘excellent’ and newly promoted partner Lucy Edwards is ‘highly effective’.

Penningtons Manches LLP's advice is 'highly rated' and its 'charges are reasonable for the quality of advice and service offered'. The team [in Basingstoke] has extensive expertise in trusts law, including that with an international aspect, and contentious issues such as the removal of trustees and disputes between trustees and beneficiaries. Practice head Michael Cash's 'knowledge is first rate and he has a calm reassuring manner about him'. Other noted team members include Henrietta Mason, Siân Hodgson and Sarah Lee.

The 'excellent' team at Penningtons Manches LLP [in Guildford] is 'prompt to respond and compassionate in its interactions with beneficiaries' and has 'a wide area of expertise with specialists in all required sectors'. Liz Garvey, who heads the team, is also a director of PennTrust, the firm's trust management company, and frequently acts as a trustee on large family trusts. Senior associates Cecelia Ward and Hannah Gearey, who is valued for 'keeping on top of many areas of business', are other names to note. The team was further boosted by the arrival of senior associate Elizabeth Nicholas in January 2017.

‘Very knowledgeable and efficient’ senior associate Caroline Van Zyl heads Penningtons Manches LLP's Oxford office private client and tax team and specialises in all matters relating to estate planning, succession, tax and trusts. Senior associate Louise Lewis joined the firm in May 2017 and holds detailed knowledge of complex estate and trust administration and tax planning, while also receiving instructions to draft wills, set up trusts and put in place powers of attorney.

The Legal 500 - 2019 edition

The practice offers comprehensive private wealth services for domestic and international clients, with a legal source noting: "They have got a really, really good team."

Sources praise the level of service provided by the team. "They are responsive and practical," says one interviewee, and another comments: "They are very easy to work with as an adviser of high net worth clients."

Penningtons Manches Cooper is impressively strong for private client work across the South. An interviewee notes: "They are professional, up to date with new laws and developments, friendly and easy to deal with. They are responsive and knowledgeable."

"The Penningtons Manches Cooper contentious trusts team is extremely strong in this area," enthuses a source, describing the team as: "Efficient, sensible and highly intelligent lawyers, and top-quality litigation strategists."

Notable practitioners

Clare Archer leads the London private client team and advises on estate planning and probate matters. Sources praise her client-handling skills. One says: "Her interaction with clients is excellent," and another interviewee reports: "She is very approachable, very client-friendly and very adaptable at dealing with complex clients."

Michael Cash is a long-standing private client lawyer in the Hampshire market. "He is very experienced and pragmatic - there isn't a lot he hasn't seen," says a source. "He is great. He comes across as very mild-mannered, quietly spoken and very thoughtful but he can be really tough and that is quite a good combo," states a market insider, who describes Cash as an "iron fist in a velvet glove."

Laura Dadswell has considerable expertise in international tax and trust matters. A source says: "She is very intelligent and a jewel of a private client lawyer," adding: "She has a very good grasp of her field and is a pleasure to work with." A peer highlights that "she has got a great reputation in the international space."

James D'Aquino advises domestic and international clients on estate and succession planning as well as trust and tax matters. A barrister enthuses: "He is an exemplary private client practitioner; he has massive technical expertise and is cool-headed." Another interviewee says: "He is precise, detail-oriented and has a strong knowledge of international advisory work."

Liz Garvey works in the firm's private client team in Guildford, assisting clients with inheritance tax planning, trust administration and Court of Protection applications. "I respect her greatly - I would have no problem in recommending Liz," says a peer, who explains: "She's a safe pair of hands. She's direct, and you have a straight conversation with her."

Hannah Gearey focuses her practice on private client and tax matters, assisting clients with the drafting of wills and tax planning. Sources say she is "friendly, knowledgeable and easy to deal with."

Sarah Lee is focused on advising affluent individuals and families on contentious and non-contentious private client matters. She is well versed in handling breach of trust claims and administration disputes.

Ryan Myint focuses his practice on estate and succession planning, and his clients include wealthy families, trust companies and financial institutions. He has particular experience advising high net worth clients with links to the Asian market.

Elizabeth Nicholas "has a calm, measured and reassuring air about her," says a source. Nicholas advises wealthy clients on inheritance and capital gains tax matters. One interviewee reports: "She is very, very good with clients. She was greatly analytical and incredibly knowledgeable."

Caroline van Zyl is a senior associate in the private client and tax team in Oxford. "Her communication is clear, concise and easy to digest for someone who is not an expert in the law," says an interviewee, adding: "She is quick to build rapport, which is crucial when dealing with private clients."

Cecelia Ward is a senior associate in the firm's Guildford private client team. She assists with a broad range of work including tax planning, drafting wills and probate. "She has always given wise counsel," says a client source.

Chambers High Net Worth - 2020 edition

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

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Penningtons Manches Cooper LLP

Penningtons Manches Cooper 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.

Penningtons Manches Cooper LLP