Blog
Preserve it and save: how conditional exemption can protect your heritage... and your wallet
Charles Richardson
Charles is a specialist trusts and estate planning lawyer, and leads the firm's Landed Estates practice.
His focus is advising families on their succession and estate planning generally, and his strength lies in the technical aspects of private client work, particularly trust law and capital taxes. He also has specific expertise in guiding the succession and management of Landed Estates, their diverse businesses and structures, including as a trustee himself of a significant Estate. He co-ordinates advice from around the firm to ensure a seamless service for his clients, working closely with our other expert lawyers in our Corporate Commercial, Real Estate, Dispute Resolution and Family teams in particular.
Charles delivers complex advice with a client-friendly, understandable and personable approach, and has acted as trusted adviser to a lot of his clients for many years. He has a mainly domestic client base, but with a growing number of HNW clients abroad, as well as an established offshore trusts practice.
Charles is STEP qualified and has the specialist STEP qualification in UK Tax for International Clients. Charles is listed as ‘Top Recommended’ in Spear's 2025 Tax & Trust Advisers Index.
Charles has lectured on Landed Estate succession and trusts for ThoughtLeaders4. He can also advise on DIFC Wills, offering tailored guidance to clients with assets in Dubai or broader UAE interests.
Publications and press
- Urgent: Succession planning for estates – key tax changes looming - citywealth, January 2025
- Labour ends Tories' "absurd" on-shore wind ban - pbc today, July 2024
- New UK government lifts 'absurd' ban on onshore wind - Power Engineering International, July 2024
- Government removes ban on onshore wind development in England, New Civil Engineer, July 2024
- Labour lifts ban on onshore windfarms, Property Wire, July 2024
- End of ban on onshore wind projects welcomed by UK landowners, EPrivateClient, July 2024
- Reeves sets out plans for pensions investing, Law360, July 2024
- Can Britain get building? These planning problems stand in Labour's way - The Times, July 2024 (subscription required)
- Landowners set to welcome Labour plans for onshore wind farms - EPrivateClient, June 2024 (subscription required)
- Simplification is possible – Taxation Magazine
- Getting to grips with inheritance tax - Solicitors Journal
Professional societies and memberships and awards
- Listed as a Citywealth Leader in Landed Estates
