Partner

Private Client

“Net promoter Score (NPS) is a system used to measure the quality of service given to a client from their feedback. The score ranges from -100 to +100, a “positive” score or NPS above 0 is considered “good”, +50 is “Excellent,” and above 70 is considered “world class”.

Expertise

Philippa is a Private Client Partner with over 17 years’ experience in private client services. Philippa advises on Wills and Estate Planning, Lasting Powers of Attorney, Trusts, Probate and Estate Administration, Deeds of Variation, Court of Protection applications and personal tax planning.
Philippa is dual qualified as a Solicitor and Chartered Tax Adviser and has gained experience in a Big Four accountancy firm. Philippa is also a full member of the Society of Trust and Estate Practitioners (STEP) which is the gold standard qualification in the private client area of practice.
Philippa specialises in advising entrepreneurs and high net worth individuals and their families on asset protection, succession planning and taxation together with dealing with complex estate and trust administration. Philippa takes a corporate approach to private client services to offer commercial, practical advice.

Philippa’s team includes:

• Claire Booth, Legal Counsel (Senior Solicitor) ([email protected])
• Harry Mistry, Legal Counsel (Senior Solicitor) ([email protected])
• Greg Baylis, Trainee Solicitor ([email protected])
• Claire Henshaw, Paralegal ([email protected])
• Maya Kan, Paralegal ([email protected])
• Georgia Brown, Paralegal ([email protected])

Philippa Advises

  • Private individuals and families
  • High-net-worth individuals
  • Entrepreneurs
  • Business owners
  • Company directors
  • Executors and trustees
  • Sports personalities
  • Accountants
  • IFAs

Experience Highlights

  • Advising owners of family businesses regarding succession planning and asset protection including inheritance tax and personal tax aspects.
  • Advising on Family Investment Company structuring.
  • Establishing and managing family trusts with assets including properties and company shares for families with high value estates.
  • Advising high-net-worth individuals on complex estates with multiple asset classes (including business and agricultural property) and complicated succession issues.
  • Advising trustees and beneficiaries on their duties, rights and powers.
  • Administering complex probate estates, including those with international and/or contentious aspects.
  • Advising families on generational wealth planning.
  • Advising on and drafting pension death benefit trusts and life insurance trusts.

Career History

Previous Law Firms

  • Sinclair Law Solicitors (South Cheshire boutique firm), Head of Department
  • Hill Dickinson LLP
  • KPMG

Memberships 

  • Full member of STEP
  • Full member of the Chartered Institute of Taxation

Education

  • The College of Law Chester
  • University of Liverpool, English & German Laws LLB (Hons)

Expertise

Back to top

Philippa is a Private Client Partner with over 17 years’ experience in private client services. Philippa advises on Wills and Estate Planning, Lasting Powers of Attorney, Trusts, Probate and Estate Administration, Deeds of Variation, Court of Protection applications and personal tax planning.
Philippa is dual qualified as a Solicitor and Chartered Tax Adviser and has gained experience in a Big Four accountancy firm. Philippa is also a full member of the Society of Trust and Estate Practitioners (STEP) which is the gold standard qualification in the private client area of practice.
Philippa specialises in advising entrepreneurs and high net worth individuals and their families on asset protection, succession planning and taxation together with dealing with complex estate and trust administration. Philippa takes a corporate approach to private client services to offer commercial, practical advice.

Philippa’s team includes:

• Claire Booth, Legal Counsel (Senior Solicitor) ([email protected])
• Harry Mistry, Legal Counsel (Senior Solicitor) ([email protected])
• Greg Baylis, Trainee Solicitor ([email protected])
• Claire Henshaw, Paralegal ([email protected])
• Maya Kan, Paralegal ([email protected])
• Georgia Brown, Paralegal ([email protected])

Philippa Advises

Back to top

  • Private individuals and families
  • High-net-worth individuals
  • Entrepreneurs
  • Business owners
  • Company directors
  • Executors and trustees
  • Sports personalities
  • Accountants
  • IFAs

Experience Highlights

Back to top

  • Advising owners of family businesses regarding succession planning and asset protection including inheritance tax and personal tax aspects.
  • Advising on Family Investment Company structuring.
  • Establishing and managing family trusts with assets including properties and company shares for families with high value estates.
  • Advising high-net-worth individuals on complex estates with multiple asset classes (including business and agricultural property) and complicated succession issues.
  • Advising trustees and beneficiaries on their duties, rights and powers.
  • Administering complex probate estates, including those with international and/or contentious aspects.
  • Advising families on generational wealth planning.
  • Advising on and drafting pension death benefit trusts and life insurance trusts.

Career History

Back to top

Previous Law Firms

  • Sinclair Law Solicitors (South Cheshire boutique firm), Head of Department
  • Hill Dickinson LLP
  • KPMG

Memberships 

  • Full member of STEP
  • Full member of the Chartered Institute of Taxation

Education

  • The College of Law Chester
  • University of Liverpool, English & German Laws LLB (Hons)