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

  • Set up a Trust
  • Understand your obligations as a Trustee
  • Administer a Trust
  • Obtain funds from a Trust as a Beneficiary

Contacts

Andrew Hasnip, Private Client The Wilkes Partnership, Birmingham Solicitor
Andrew Hasnip

Partner, Private Client

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Eleanor Holland
Eleanor Holland

Managing Partner, Private Client

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Ann-Marie Aston, Notary Public, The Wilkes Partnership, Birmingham Solicitors Solihull
Ann-Marie Aston

Partner, Court of Protection Lead

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philipharrisonweb
Philip Harrison

Consultant Solicitor

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Sophie Fenn, The Wilkes Partnership Solicitors, Birmingham, Solihull
Sophie Fenn

Associate Solicitor, Private Client

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Adrian Schuck, Private Client Solicitor, Wilkes, Birmingham & Solihull
Adrian Schuck

Associate Solicitor, Private Client

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Tim Burrows | Private Client Solicitor | The Wilkes Partnership
Tim Burrows

Solicitor, Private Client

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Nicola Pitt, Private Client Solicitor, Birmingham, The Wilkes Partnership
Nicola Bayley

Solicitor, Private Client

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Naomi Ramsey, Will Solicitor, The Wilkes Partnership, Birmingham & Solihull
Naomi Ramsay

Solicitor, Private Client

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What our clients say

  • 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

  • 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

  • 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

  • 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

  • Philip Harrison is excellent at explaining the various options available and appropriate strategies

    - Client Feedback - The Legal 500 2021

  • 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

  • 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

  • I have found the staff very welcoming whether it be face to face contact or over the telephone.

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    © 2021 The Wilkes Partnership LLP. All Rights Reserved. © The Wilkes Partnership LLP 2019. The Wilkes Partnership LLP is a limited liability partnership

    (Registered no OC364479). 41 Church Street, Birmingham B3 2RT England Tel: (UK) 0121 233 4333 Fax: (UK) 0121 233 4546

    Business Continuity Update – COVID-19

    January 2021

     

    To our valued clients and partners,

    As the impact of COVID-19 continues to evolve we wanted to take the time to reassure you of the actions we are taking to protect our clients, colleagues and our wider communities, whilst working to maintain our services to you at this time.

    Our commitment to you

    We are open for business and will continue to provide you with the best service we can in the safest way possible. In line with Government guidance we will be limiting face-to-face contact as much as possible. We are able to facilitate all client appointments by either video or conference call to suit your needs.

    If you have any queries please contact your usual legal advisor to discuss appointment options.

    Our staff are set up and ready to respond to you as usual. We are working hard to mitigate any disruptions, and will continue to provide you with the legal service and advice you need, delivered with the high-level of service you have come to expect from Wilkes.

    If you do experience a slight delay in hearing back from us, please bear with us. We will be in touch.

    If you have a general enquiry please call us on 0121 233 4333 or email us at law@wilkes.co.uk or contact you usual legal advisor.

    Thank you for your patience during these unprecedented times. We look forward to returning to normal, with a handshake, as soon as possible.

    The Wilkes Partnership Solicitors

    Birmingham – 0121 233 4333  Solihull – 0121 733 8000

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