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Stone King and trio of Partners celebrate Chambers High Net Worth success

Stone King has again been top-ranked in Band 1 by independent guide Chambers High Net Worth 2021.

In addition, three Partners from Stone King’s Private Client Sector have again been highly-ranked in the newly issued guide, Alison Allen, Daniel Harris and Andrew Mortimer have all been recognised in the Private Wealth Law Somerset 2021 category.

Daniel, Head of International and Cross-Border at the firm, has been further recognised as a Foreign Expert for France by the prestigious guide.

Chambers HNW 2021 says: “Harris advises high net worth individuals and families on estate planning and succession matters.”

Clients speaking to the guide said: “(He has) carved himself a niche doing international work – he has made that a strong specialism.” and “He has international expertise. He is unique in Bath for international legal work.”

Alison Allen is Head of Private Client Sector at Stone King and also the firm’s Chair.

The guide says of her work: “Allen handles estate and trust administration issues for clients, as well as Inheritance Tax matters.”  Client testimonials given to the guide include: “(She) is very approachable, and her clients are completely engaged with her. Her strengths are her empathy and approachability, whilst still being a consummate professional.”

Another satisfied client said: “(She is) Calm and knowledgeable, which means she gains the confidence of those who are sometimes vulnerable people.”

Andrew Mortimer is a Partner in the Trusts and Estates Team and specialises in estate planning advice for private individuals, particularly inheritance tax planning, strategic advice to families on managing and passing on assets and businesses, among other matters. 

Of his work the guide says “(He) has a detailed understanding of the issues involved in Inheritance Tax planning, and provides clear and thorough advice.”

Another review says: “He is respected by the wealthy and sophisticated families around Bath.”

Steven Greenwood, Stone King’s Managing Partner, said: “I am delighted that the Chambers High Net Worth guide has again recognised our people and the work they do for our clients. “Chambers carried out their research last year in what was a challenging time for everyone due to COVID-19, and so to have again been recommended by our clients is especially humbling.”


Main image: Alison Allen