Partner, Team Leader (Court of Protection)
- Court of Protection
- Agriculture and estates
- Tax Planning
- Specialist interest in charity law
Richard has a broad legal practice, advising a wide range of clients on (often overlapping) matters of estate and succession planning; trusts and related taxation; estate and trust administration; and charity law. Richard acts as a trustee, an executor, an attorney and a Deputy for many clients of the firm.
Repeatedly recommended in Chambers and Partners UK and now in the Chambers High Net Worth Guide, previous descriptions have included that he is “exceptionally intelligent and technically extremely able”. In the current Chambers High Net Worth Guide he is described as a “highly regarded private client specialist in Cornwall”.
For example, the Chambers High Net Worth Guide 2018, quoted one interviewee as saying: “I have always found him to be very good with clients and very knowledgeable. He does very well on the technical side and is also very personable.”
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.
Advising on issues of inheritance tax and estate duty in relation to pre-eminent chattels and conditional exemption.
Advising the trustees of a long-running family trust on both its principal trusts and the trusts of various specific devises on related trusts.
Advising various clients owning caravan parks or furnished holiday lettings on succession and IHT planning.
Qualifications and Accreditations
- Qualified as a solicitor in 1997
- Member of Court of Protection Panel of Deputies
- Fellow of the Agricultural Law Association
- Full Member of Society of Trust and Estate Practitioners (STEP)
- Former Chair of STEP West of England
- Member of the Probate Section of the Law Society
- Member of the Charity Law Association
Secretary to the Cornwall Community Foundation, registered charity number 1099977.
Governor of Mill Ford School, which provides specialist support for pupils with complex needs.
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