Spotlight on... Private Client


28 January 2021

This is where we take the opportunity to tell you a bit more about us and the broad range of services we offer to our clients at Birketts. In this edition, we put the spotlight on our Private Client Advisory Team, and introduce you to our new colleague, Penny Wotton.

In August 2020, Penny joined Birketts as a Consultant, bringing with her over 30 years of experience acting for private clients and charities.

Penny has a particular interest in and affection for her charity work and the wide range and diversity of sectors and issues that this specialism involves. She particularly enjoys providing assistance to a wide range of worthwhile charitable causes. She has advised numerous charities, many of them household names, including a range of regulatory bodies, royal charter bodies, charitable NHS trusts, educational, religious and relief of poverty charities. She has also advised on charitable projects for a broadcaster, major corporations, a national sports organisation, and the energy sector. Penny also enjoys advising on smaller charitable projects and charity start-ups.

Penny is ranked in Chambers HNW guide and is a recommended lawyer in Legal 500’s Private Client, Personal Tax, Trusts and Probate section and also Legal 500’s Charities and not-for-profit section. Penny was also awarded Taxation and Structuring Lawyer of the Year (UK) in Finance Monthly Taxation Awards 2019.

We are recognised as one of the leading regional firms in advising private clients on a broad range of issues relating to estates and private property, tax planning and family matters, including the creation of trusts and their administration. The team provides holistic and comprehensive advice to clients’ in relation to their inheritance and succession planning, often alongside other advisers to ensure a joined up approach is taken.

Our clients call our Private Client Advisory Team when they need our help with something of importance or significance They expect to receive practical, reliable and experienced advice, which is consistent in its quality and is delivered at a price that is fair. They trust us to work with them towards achieving the solution that is right for them. That trust is earned over time and it is the standard on which our reputation is based.

Unlike other law firms, we also have a very experienced legal team who specialise in the legal affairs of individuals and families from the Agricultural and Equine sectors.

This article is from the January 2021 issue of Essential Trustee, our newsletter for charity trustees and senior management. To download the latest issue, please visit the newsletter section of our website. To keep up-to-date with the latest news, legal updates and seminar information, please register and select the areas that are of interest to you.

The content of this article is for general information only. It is not, and should not be taken as, legal advice. If you require any further information in relation to this article please contact the author in the first instance. Law covered as at January 2021.

Author

Penny Wotton

Consultant (Solicitor)

+44 (0)1245 211379

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