Toby Crooks

Toby Crooks

Partner, Trusts and Wealth Services  |  Rawlinson & Hunter
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Tax Advisory


Joss Dalrymple

+44 (0)207 131 4297

Joss Dalrymple

Partner, Group Head of Client Services  |  Smith & Williamson
JURISDICTIONS QUALIFIED IN

United Kingdom

TOP AREAS OF EXPERTISE

RECOMMENDED SPECIALISMS

Tax Advisory


David Clerey

+44(0)207 982 1303

David Clerey

Client Development Manager, Global Family & Private Investment  |  Northern Trust
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Family Office


John Canady

John Canady

CEO  |  National Philanthropic Trust UK
JURISDICTIONS QUALIFIED IN

United Kingdom
United States

TOP AREAS OF EXPERTISE

Philanthropy
Donor-advised funds (DAFs)
Charitable trusts and foundations

RECOMMENDED SPECIALISMS

Trusts

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

Successfully launching NPT UK, our donor-advised fund service for private clients who wish to use a donor-advised fund as an alternative to setting up a charitable trust or foundation.

What advice would you give rising stars/new lawyers in the private client world?

Focus on building long term relationships. While there may be quick wins in the short term, servicing private clients requires building value over time.

What is your favourite quote?

“We make a living by what we get, but we make a life by what we give.” Winston Churchill

When the restaurants reopen, where would you like to go?

My local Italian deli, the best coffee and cantucci I’ve had outside of Milan

Where have you seen growth in your practice over the last year?

The biggest growth has come from multi-generational, multi-jurisdictional global families wanting to set up and use donor-advised funds as the modern way to manage their long term giving.

What is the main area of growth you predict for the next 12 months?

As well as global families, I believe we will also see many UK based families using DAFs. Many traditionally philanthropic families are using DAFs as companion vehicles to their existing philanthropic structures.

Can you identify any new areas you have developed within your practice to further benefit your clients?

The availability of more impact investment options for our clients’ DAF assets will continue to be popular, especially for the next generation of global philanthropists.


Matthew Burton

+44 (0)20 7841 4118

Matthew Burton

Managing Partner  |  Saffery Champness
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS


Gillian Banks

+44 (0) 7803 205 291

Gillian Banks

Private Client Director, North West  |  PwC United Kingdom
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Accountancy


Roddy Balfour

+44 7781 133752

Roddy Balfour

Director - Private Wealth  |  Equiom
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Exotic Assets


Richard Bagnall-Smith

Richard Bagnall-Smith

Director  |  Cadell
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Art Advisory


Paul Ayres

+44 (0)20 7486 5888

Paul Ayres

National Head of Private Client  |  BDO
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Tax Advisory


Simon Arthur

+44 (0) 345 450 5670

Simon Arthur

Director  |  Metis Wealth Ltd
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Financial Advisory