Philip Harrison joined Wilkes in September 2019 as a Consultant in the Private Client Team.  A solicitor of over thirty years’ experience and well-known in the West Midlands and beyond, he works out of both the City and Solihull offices.

Philip advises business owners and high net worth individuals on estate planning, involving the protection of family wealth as well as inheritance tax mitigation.  He helps his clients to devise a comprehensive estate planning strategy with the aim of taking maximum advantage of available tax reliefs, especially for business or agricultural assets.  He also manages the implementation of his clients’ estate planning strategies, which might involve direct gifts to children or grandchildren or the creation of family trusts or family investment companies.  The strategies invariably also involve making sophisticated and tax-efficient wills.  Estate planning has become much more complex in recent years due to tax changes and also due to the increased frequency of successive marriages and families.

In addition Philip advises on other forms of personal tax planning, especially for sales of unquoted businesses.  He believes that it is essential to take a holistic view of his clients’ affairs and has seen many examples of situations where, for example, emphasis on pre-sale capital gains tax planning has been at the cost of longer-term inheritance tax problems.

Increasingly Philip’s clients are internationally mobile.  He advises individuals who are planning to emigrate from, or move to, the UK.  He also advises “non-doms” (UK residents who originate from other countries) and non-residents who own assets here.

Many of Philip’s clients have been with him for numerous years.  He takes great pleasure in being a ‘trusted adviser’ and helping them and their families through the many different stages of their business and personal lives.

 

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Business Continuity Update – COVID-19

23rd March 2020


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 the 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, but in-line with government advice our offices are now closed for face-to-face meetings and all staff are now working from home until further notice.


If you have an appointment scheduled your legal advisor will be in touch shortly to discuss your options, if they haven’t done so already.

 

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 your normal point of contact.

 

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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