Richard Pollock

Richard has acted for a large number of high net worth clients over his 25 years in practise, often with complex assets and/or family dynamics.

He will often advise on family succession and ultimately administration of the relevant family estate. Clients are often drawn from the farming or business communities and Richard has a deep understanding of the issues relevant to such clients.

Richard has acted for substantial numbers of clients under the supervision of the Court of Protection, both as a Court appointed Deputy, and an Attorney. He has very wide experience of the issues affecting protected parties and is an unstinting advocate for vulnerable clients.

Richard is a former chair of the Society of Trust and Estate Practitioners (STEP) for the West of England branch and has been repeatedly recommended in Chambers and Partners UK and now in the Chambers High Net Worth Guide.

Notable Private Client cases

• Succession Planning
  

  Advising numerous farming clients on succession and estate planning issues, including on farm partnerships and separate businesses, on recurring issues such as Agricultural and Business Property Reliefs from Inheritance Tax, potential 1975 Act and estoppel issues and appropriate Wills, Trusts and other arrangements.

• Estate Administration
  

  Advising the executors of a substantial farming landed estate on Estate and Trust Law matters, to include claiming substantial Agricultural Property Relief and liaising with HMRC on these issues.

• Trust Administration
  

  Advising the trustees of a long-running family trust on both its principal trusts and the trusts of various specific sub-funds on related trusts.

• Court of Protection
  

  Advising the protected party where they had received inadequate provision under their late parents’ Wills. Successfully challenging the Will and overseeing introduction of trust arrangements in their favour.