Patrick Malone – tenacity, thoroughness, dogged to the end in delivering the best outcome, resourceful, all round great person to work with.Legal 500 2023
Jon Shankland and Patrick Malone have built an incredible practice around deep expertise, client service and a focus on the best possible outcomes for their clients. Process efficiency, thoroughness and follow up are hallmarks of the team. But above all it is the client centricity in everything they do is the huge differentiator.Legal 500 2023
Extremely diligent and hard-working. He is an expert in his field of private client estate management...Chambers HNW Guide 2022
Patrick Malone is a key member of the team and excellent.Legal 500 2022
Patrick Malone regularly advises high net worth clients on tax, succession and trusts. “I really appreciate that he is willing to roll up his sleeves. He is really intelligent, thorough and practical,” says one interviewee, adding: “There’s really nothing that he can’t deal with. I am always happy to recommend him.”Chambers and Partners High Net Worth edition 2021
Patrick Malone’s strengths are his resourcefulness, determination and willingness to roll his sleeves up on any task. Patrick has a pleasant disposition. It feels a bit like I’m his only client, when I know that can’t be true.Legal 500 2021
Formerly of RadcliffesLeBrasseur, Patrick advises on the full spectrum of private client issues including tax, succession planning, estate administration and probate, trusts and mental capacity.
Patrick also assists the contentious estates team and provides private client planning and technical support on high value, complex, contested estates and trusts.
Patrick advises UK and non-UK domiciled individuals (often entrepreneurs, landowners and trustees) on all aspects of UK taxation, with particular emphasis on Inheritance Tax and Capital Gains Tax, in the context of succession planning and in relation to specific deals and events.
Patrick is well versed in administering a range of multi-jurisdictional taxable estates including those which comprise agricultural and business property. He has a particular interest in administering estates with a contentious element and has acted for independent administrators appointed pursuant to a court order on multiple occasions.
Patrick is experienced in advising on the creation and re-arrangement of trusts where families and trustees are looking to protect assets, save tax and create flexible structures that will last for generations.
Patrick is a member of STEP, the Society of Trust and Estate Practitioners (STEP), and is a member of the International Tax and International Private Client special interest groups.