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September 27, 2023updated 19 Sep 2024 10:28am

The best tax and trust barristers for high-net-worth individuals in 2024

Welcome to the Spear's index of the best tax and trusts barristers

By Spear's

Tax and trust barristers can untangle complex matters involving trust and estate disputes, planning, charitable trusts, Court of Protection matters and much else besides, on behalf of their high-net-worth clientele.

With complex financial portfolios, cross-border assets, and intricate family structures, securing expert legal advice is essential to safeguarding wealth and ensuring compliance with ever-evolving tax regulations. Spear’s tax and trust barristers provide guidance on tax planning, trust structuring, and asset protection, offering sophisticated solutions tailored to individual circumstances. Whether navigating inheritance tax, capital gains, or trust disputes, these top barristers combine legal acumen with strategic foresight to help clients minimise liabilities and preserve their estates for future generations.

Methodology

In selecting and ranking the best tax and trust barristers for HNW individuals, the Spear’s Research Unit conducts extensive research of the market, including interviews with well-informed observers, industry insiders and of course the advisers themselves. These take place both face-to-face, and on video and telephone calls. Candidates for inclusion are asked to fill in a form to provide data and a description of their work and client base. In finalising its selections and rankings, the Spear’s Research Unit employs a proprietary methodology that includes a weighted scoring system. This takes into account factors including an adviser’s standing, reputation, client base, recommendations and testimonials, the firm they represent, their level of engagement with the process and certain industry-specific criteria.

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  • Business owner/co-owner
  • CEO
  • COO
  • CFO
  • CTO
  • Chairperson
  • Non-Exec Director
  • Other C-Suite
  • Managing Director
  • President/Partner
  • Senior Executive/SVP or Corporate VP or equivalent
  • Director or equivalent
  • Group or Senior Manager
  • Head of Department/Function
  • Manager
  • Non-manager
  • Retired
  • Other
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Best tax and trust barristers for HNW individuals: the complete list

Find out more

To explore all the Spear’s indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear’s 500 website.

To receive relevant research updates from Spear’s – and thereby give you and your firm the best chance of being included in future Spear’s indices – please register here. If you are an adviser featured in an index and would like to update your profile or provide additional information, please email research@spearswms.com. If you are not featured but would like to be, please fill out our form.

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Select and enter your email address The short, sharp email newsletter from Spear’s
  • Business owner/co-owner
  • CEO
  • COO
  • CFO
  • CTO
  • Chairperson
  • Non-Exec Director
  • Other C-Suite
  • Managing Director
  • President/Partner
  • Senior Executive/SVP or Corporate VP or equivalent
  • Director or equivalent
  • Group or Senior Manager
  • Head of Department/Function
  • Manager
  • Non-manager
  • Retired
  • Other
Visit our privacy policy for more information about our services, how Progressive Media Investments may use, process and share your personal data, including information on your rights in respect of your personal data and how you can unsubscribe from future marketing communications.
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