Ian Bond is a partner in Irwin Mitchell’s Lifestyle & Estate planning team dealing with all aspects of Private Client work; including trust formation, administration and termination; wealth succession; and, estate planning (including the making of wills and powers of attorney). Ian is a member of the Law Society’s “Wills & Equity Committee”, a full member of STEP and Honorary member of Solicitors for the Elderly. Ian contributed five chapters to the Law Society publication ‘The Probate Practitioners Handbook’; on topics of client care, complaint handling and costs as well as on dealing with digital assets on death.
Emma Chamberlain OBE. Fellow CTA MA (Oxon) TEP barrister at Pump Court Tax Chambers. Visiting Professor of Law at Oxford University and at the LSE. Author of “Trust Taxation and Private Client Tax Planning”, 5th edition forthcoming Sweet & Maxwell; Co-editor of “Dymond’s Capital Taxes”. Various secondments to HM Treasury and HMRC. Member of STEP Technical Committee and Joint Chair of Chartered Institute of Taxation (CIOT) Succession Committee (international); former Council Member and fellow of CIOT. Former Member of the GAAR Advisory Board. Co-author of Final 2020 Report on Taxation of Wealth by Wealth Tax Commission December 2020
John Paul Dennis is Partner & Head of Private Client at Prosperity Law, bringing with him a vast wealth of experience with over 17 years specialising in all areas of tax planning, trust, wills and probate matters, providing guidance to business owners and high net worth individuals on succession planning, lifetime and post-death tax planning. Formerly head of the Liverpool Wills Trusts and Estates team at Weightmans LLP and previously a partner at Kirwans Solicitors. John-Paul is also Chair of Trustees at Nugent Care, one of the regions oldest and most diverse charities.
Peter Edwards is the Director of Peter Edwards Law. He is Law Society Accredited ALR (Health and Welfare), a Fellow of the Royal Society of Medicine, Visiting Senior lecturer. He is also a Teacher and Broadcaster, Working with Jersey government and Sponsor of outstanding advocate of the year.
Sophie Hurst is a specialist Court of Protection barrister at Kings Chambers. She is regularly instructed in Health and Welfare, Serious Medical Treatment and Property and Affairs cases. Sophie acts for a range of clients including protected parties, with regular instructions from the Official Solicitor, NHS Trusts, integrated care boards, local authorities, professional deputies and family members. Sophie has a fast-growing probate and wills practice and specialises in areas of cross over between probate and Court of Protections matters. Sophie offers specialist advice on issues arising from the Mental Health Act 1983 and the Care Act 2014. Sophie also acts in inquests specialising in those involving mental health and mental capacity issues and deaths in health care and social care settings.
Louise Scholes is an experienced and versatile private client lawyer who works with clients to ensure that they and their families are prepared for the future seeking to provide certainty and security for generations to come. She deals with will drafting, inheritance tax planning, estate administration, Lasting Powers of Attorney, succession planning and trust work. She acts for a wide range of clients and has a particular interest in elderly client and elderly mental capacity work and has specific experience in Court of Protection work acting as Professional Deputy for a number of clients and advising lay deputies. She also acts as professional executor, trustee, charitable trustee, attorney and court appointed deputy. Louise is a full member of the Society of Trust and Estate Practitioners (STEP) having previously acted as Chair for the branch in Liverpool for a number of years.
Michael Sherry practices in all areas of tax law including Private Client interests, family constitutions, family investment companies, using substantial shareholder exemption to protect proceeds of disposal of family business using structures (including group structures) to secure BPR despite substantial investment portfolios and property. “Michael is a barrister known for his commercial approach to direct tax problems. He is very commercially minded. Inventive and a good technician. Good at coming up with solutions to problems – we go to him when we hit a brick wall’ Chambers & Partners. He appears in all courts, most recently in the Supreme Court in the Hancock appeal.
