Skip to main content

Book a no obligation chat

We offer a free, no obligation chat on any wills, trust and estate matters, giving you the chance to collect your thoughts before instructing us.

To book a chat with one of our experts, please fill in the form below.

 

 

Richard Bate
Partner

Richard Bate

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.

Read full description
  • +44 (0)161 214 0501
  • richard.bate@weightmans.com
Jon Shankland
Partner

Jonathan Shankland

Formerly of RadcliffesLeBrasseur, Jonathan heads the International Private Wealth offering at Weightmans’.

Jonathan is a trust, tax and estates lawyer and deals with all aspects of personal estates, wills and tax planning for UK-based and international clients. Jonathan specialises in offering international private wealth advice.

Jonathan is ranked as a Leading Lawyer in both Chambers and Legal 500. He also features in CityWealth’s Leaders List and its 2021 list of Top 100 Private Client Lawyers and Jonathan is also ranked in the Spears 500 directory.

Jonathan has a wide and complex client base dealing with high-net-worth private clients with international tax and planning considerations, corporate and trust structuring both onshore and offshore, as well as traditional pragmatic succession planning, tax planning and large multi-jurisdictional probate matters.

Jonathan prides himself in the personal service that he provides and counts amongst his client base royalty, leading business figures and prominent families.

Experience

  • International tax and estate planning
  • International succession planning
  • Personal and trust tax planning
  • Complex Will planning
  • Offshore tax planning
  • Swiss/UK/Worldwide tax co-op agreements
  • Double tax treaties
  • Worldwide disclosure facility
  • Trust
  • Business affairs
  • Corporate estate planning
  • High net worth tax planning, Wills and probate
  • Mental capacity issues and elderly client matters
  • Cross-border estate and tax planning
  • International tax disputes
  • Residence and domicile planning and tax matters
  • HMRC tax investigations: domicile, residency and voluntary disclosure
  • Estate administration and probate
  • Annual tax on enveloped dwellings (ATED)
  • Non-resident CGT
  • HMRC anti-avoidance provisions/attribution rules etc.
  • Offshore estate planning structures
Read full description
  • +44 (0)20 7227 7414
  • jonathan.shankland@weightmans.com