"If it was possible to give someone a rating of 11 out of 10 I would give it to Richard Bate!"Chambers and Partners 2024
"Richard is brilliant at what he does, and always on point with his advice and service."Chambers and Partners 2024
"Richard thinks it all through and keeps the whole picture in mind when he advises."Chambers and Partners 2024
"Richard Bate has taken what to me is a complex subject and provided a very simple and defined framework to deal with the complexities of trust, probate and tax work. I have found that Richard responds immediately to requests and quickly puts in place a plan of action. I have full confidence in Richard as my legal advisor."Legal 500 2024
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
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
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 heads the private wealth 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.