The Wilkes Partnership has a team of experienced specialists operating across Birmingham and Solihull who can help to ensure your financial affairs are managed effectively and as tax efficiently as possible. The use of Trusts can prove beneficial for a wide range of Private Clients, not simply the very wealthy as one might believe.
Our Trusts advice is unique to you, and delivered in a way that helps understand effective ways to protect your assets.
We can prepare the necessary documents required to set up a Trust from the outset or assist you in the ongoing administration of Trusts including filing Tax Returns with HM Revenue & Customs, making payments of income/capital to beneficiaries and advising Trustees as to their obligations.
So whether you have received a sum of money from a loved one’s estate or wish to protect your own assets for future generations, our team is able to advise what options are available to you.
We are able to offer a full Trusteeship service.
‘Very empathetic and extremely sympathetic to sensitive family issues. Very supportive to the family and always ready to go the extra mile as required‘.
Client Feedback – The Legal 500 2021
Birmingham-based Andrew Hasnip has a steady work flow of trust, complex inheritance tax planning and estate work. Ellie Holland in Solihull has extensive experience of inheritance tax issues faced by private individuals, and also assists with lifetime planning and post-death matters.”
Client Feedback – The Legal 500 2020
We can help you
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Set up a Trust
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Understand your obligations as a Trustee
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Administer a Trust
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Obtain funds from a Trust as a Beneficiary
Contacts
Andrew Hasnip
Partner, Private Client
Eleanor Holland
Managing Partner, Private Client
Ann-Marie Aston
Partner, Court of Protection Lead
Philip Harrison
Consultant Solicitor
Sophie Fenn
Associate Solicitor, Private Client
Adrian Schuck
Associate Solicitor, Private Client
Tim Burrows
Solicitor, Private Client
Nicola Bayley
Solicitor, Private Client
Naomi Ramsay
Solicitor, Private Client
What our clients say
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Well-established firm with a good reputation in the local market. Andrew Hasnip is a very knowledgeable practitioner with great client relationships‘.
- Client Feedback - The Legal 500 2021
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The Wilkes Partnership has an extremely forward-thinking approach and is an approachable team. Adrian Schuck is technically very knowledgeable and he displays honesty and integrity in the way he approaches all aspects of his work
- Client Feedback - The Legal 500 2021
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Very empathetic and extremely sympathetic to sensitive family issues. Very supportive to the family and always ready to go the extra mile as required
- Client Feedback - The Legal 500 2021
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Philip Harrison provides an excellent service – proactive, practical, timely and highly effective and I cannot speak too highly of him. He specialises in advice to high-net-worth individuals on general private client matters (including planning and trusts) and in such areas as tax and domicile
- Client Feedback - The Legal 500 2021
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Philip Harrison is excellent at explaining the various options available and appropriate strategies
- Client Feedback - The Legal 500 2021
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Sophie Fenn has an excellent bedside manner and has an outstanding technical grasp of the law. She has an ability to understand her clients’ personal issues and objectives. Andrew Hasnip has a superb grasp of the technical aspects of estates, trusts and probate. His legal and tax knowledge and his ability to apply it for the benefit of a client compares favourably with any lawyer in Birmingham
- Client Feedback - The Legal 500 2021
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Ann-Marie Aston is highly experienced and knowledgeable and extremely good with clients. Her practical and gentle manner is ideally suited to private client work but specifically working for those with disabilities. I cannot recommend her highly enough. Andrew Hasnip has a very good reputation in the private client field.
- Client Feedback - The Legal 500 2021
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I have found the staff very welcoming whether it be face to face contact or over the telephone.