SME News Q4 2024 / 38 Best Succession & Tax Planning Boutique Law Firm 2024 - East Midlands Comprised of a small team committed to delivering quality service, Loughborough’s Woolley, Beardsleys & Bosworth LLP (WBB) specialises in every aspect of succession and tax planning – from preparing wills and managing trusts through to establishing family investment companies. With a diverse client base ranging from private individuals through to business owners, agricultural property owners, and family trusts, this is a firm dedicated to achieving goals and delivering measurable outcomes, building strong relationships in the process. When it comes to matters pertaining to succession and tax planning, this boutique law firm has all of the bases covered. Led by a team of trusted advisors, areas of expertise in this field include advising on probate matters – particularly concerning agricultural and business inheritance tax reliefs – as well as establishing Balfour partnership arrangements for landed estates. Also, as the team have a strong background in such areas as contentious tax, trust, and estate planning, they can also work for clients in a trusted advisor role as part of a board. Additional services on offer include handling all types of property transactions, from freehold and leasehold properties through to the sale/purchase of land and even portfolio restructuring. As a result, many individuals, limited companies, pension funds, and partnerships call on the firm to act for them when it comes to the likes of sales, purchases, leases, and mortgages, as well as in secure lending for property portfolio purposes. On the back of such a comprehensive service suite, it is no surprise that the team at WBB are distinguished through their unique ability to solve problems and identify opportunities where others see only challenges. Bringing both a fresh perspective and a forward-thinking approach to the table, WBB prides itself on having a knack for remaining practical and pragmatic at every turn. When combined with its deep technical expertise and almost 300 years of trading experience, this a firm unlike any other operating in this space. “We are committed to a holistic perspective, considering not only the technical intricacies but also the broader context and client objectives to ensure that the client’s desired outcome is met.” Clients know how important they are to the firm, something corroborated by the long-term partnerships they are afforded based on the values of trust, integrity, and mutual respect. The depth of these interactions results in an ability to meticulously tailor services and action plans to the individual – hence the bespoke nature of the firm. In fact, many of its leading staff members have chosen to leave larger firms and work for WBB because of both its personalised service and the autonomy they are offered. Diving deeper into the firm’s internal business environment, those who work at WBB are treated to an internal culture built on the cornerstones of professionalism and respect, bolstered by a pay structure linked to personal performance as well as access to a range of benefits and flexible working hours. When a staff member goes above and beyond, they may be rewarded with a ‘thanks badge’ – a unique token of the firm’s appreciation that is personalised and aligned with a particular core value. Feedback is something else that the firm feels strongly about, be it from clients or its team. Thus, it provides multiple channels in order to gain this, such as the weekly wellbeing survey it conducts to outline any internal issues and the straightforward contact form on its website which allows a client to send a direct message to the team. The result is a firm that upholds its stellar reputation at every turn, both inside and out. As for the future of WBB, the firm is in the process of undertaking a structured learning and development programme across its team, instilling the right knowledge and skills in order to fortify the likes of leadership, management, and development across its workforce. “We are focused on both the application and appropriate sharing of knowledge, together with the implementation and ongoing development of skills for each member of our team”, Jen explains. This is how the firm, which has already been providing expert legal services for hundreds of years, continues to set the standard – ultimately making Woolley, Beardsleys & Bosworth LLP a fitting recipient of this award. Contact: Jen Couchman Company: Woolley, Beardsleys & Bosworth LLP Web Address: https://woolleybees.co.uk/
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