A team that considers the tax alongside the law

Gordon has spent his career at the point where estate planning law meets tax. He came up through the legal side of a regulated law firm in Kent, handling private client and estate work, before moving across to a tax and estate planning practice in 2015, at a time when the two disciplines were converging in exactly the way our own work does.

That background shapes how he advises. Wills, trusts and lasting powers of attorney are drafted with the tax position in view, and the tax position is considered in light of what the documents can actually achieve. He takes the view that clients should pay the correct amount of tax, using the reliefs and allowances genuinely available to them, without recourse to aggressive planning that may not survive scrutiny.

Clients tend to value his patience with the detail and his willingness to explain the reasoning rather than simply present a conclusion.

Focus: estate planning law, inheritance tax, wills, trusts and lasting powers of attorney.

Kieran Bradbury is an independent financial adviser with 20 years of experience in pensions, investments and tax planning. Having gone independent after years at a large firm, he offers impartial advice shaped around each client's circumstances, and works alongside our estate planning team so the tax position is considered together with the wills, trusts and gifting.

Independent financial advice is regulated by the Financial Conduct Authority.

Focus: pensions, investments and tax planning.

Elisa has spent the past six years in estate planning, having moved across from B2B account management and operations. She looks after the side of the work clients feel most keenly: onboarding, keeping cases moving, and making sure nothing is left half finished between the first consultation and the signed documents.

Her background is in client relationships rather than legal drafting, and that is deliberate. Estate planning can be slow and paperwork heavy, and Elisa's role is to keep it from feeling that way, with clear updates, sensible timelines, and a single person to call when you have a question.

Based in Bristol and originally from Portugal, she is known within the firm for a warm, direct manner and for the view that no client should ever have to chase us.

Focus: client onboarding, case management and operations.

Charles came to estate planning from an unlikely direction: a career as a project engineer in offshore construction, where the job was to identify risk before it became a problem. He now applies the same instinct to families' estates, spotting what could go wrong later and dealing with it while there is still time.

He advises on wills, trusts, lasting powers of attorney and inheritance tax, with a particular focus on helping to limit the impact of care fees, and to address risks such as divorce, bankruptcy and probate delays. Charles works across South Wales and the wider region, and still prefers to meet clients at home where they are most comfortable, though video appointments are always an option.

Clients tend to remark on two things: that he explains the options in plain terms without pushing, and that he is generous with his time. Outside work he is a professional boxer, which, he notes, is rather less confrontational than a contested probate.

Focus: wills, trusts, lasting powers of attorney, inheritance tax and care fees planning.