Richard Bate was perfect for our requirements without a doubt, dealing with difficult issues I had to resolve, so I’m very pleased we moved to Weightmans.Legal 500 2023
Richard Bate is head of the firm's national wills, trusts and estates team. He is noted by interviewees for his approach to matters and his client-handling skills. "He has excellent interpersonal skills and the ability to advise clients on complex matters but in straightforward, jargon-free language," says a source. "He is very efficient, knowledgeable and has a lovely manner about him with clients," observes a commentator, adding: "Everything he does is done promptly. He has the ability to put clients at ease, irrespective of their backgrounds."Chambers and Partners 2022
I enjoy working with Richard and I have confidence in his legal ability and general level of client service.Chambers HNW Guide 2022
Richard is able to put complex matters into simple everyday language and can communicate benefits to clients. He is also straightforward about fees and charges so clients know what to expect.Chambers HNW Guide 2022
He is very experienced in trust and Inheritance Tax matters. He will go out of his way to get back to you and assist wherever possible.Chambers & Partners 2021
From the initial contact, Richard was superb. I used to work nationally and internationally and, in my jobs, I had many, many dealings with solicitors and law firms. Richard's service was in the top 10% of all the lawyers and solicitors I dealt with.Anonymous client
Richard leads the wills, trusts, and estates team nationally. He is a full member of the Society of Trust and Estate Practitioners and the Law Society private client section. He has broad experience of working with clients from various backgrounds having worked in large commercial practices and smaller high street firms.
Richard advises clients on all aspects of estate planning including wills, trusts, family investment companies and probate matters. He has a particular specialism in tax mitigation and assisting business owners and those with more complicated family arrangements and asset structures with succession planning and wealth protection. He is a professional trustee on numerous family trusts, acts as an attorney for elderly clients and has been appointed by the High Court as an independent administrator in complex contentious probate matters.
Richard works closely with the firm's Owner Managed Business and family teams and often with accountants and independent financial advisors to ensure that clients receive broad-based holistic advice.
Richard is a regular presenter of estate planning seminars for companies and local authorities. He is used to working with lawyers in different jurisdictions to achieve clients' objectives and has lectured on UK succession and taxes at a conference for European lawyers in Kitzbuhel, Austria. He has been interviewed on BBC Five Live about contested wills and has been quoted in the National Press.
Richard is recognised as a “Top Recommended” Tax Lawyer in The Spear’s Tax Law Index 2022.