Amanda Bailey is a partner at Brabners LLP, specialising in wills, trusts, and tax planning. She has extensive experience advising business owners and agricultural estates on their succession planning, together with the ongoing administration of trusts and FIC structures. A qualified STEP member, Amanda is recognised as a Leading Individual – Next Generation Partner in both Personal Tax, Trusts & Probate, and Agriculture & Estates by Legal 500. She was also shortlisted internationally for Trusted Advisor of the Year in the 2020 STEP Awards.
Julie Bell is a Consultant Solicitor at Read Roper and Read Solicitors. She is a private client expert dealing in all aspects of private client law. The author of the Law Society books Dealing with Digital Assets and the Will Draftsman’s Handbook she also lectures for STEP.
Ian Bond is a solicitor and a member of the Law Society’s Wills & Equity Committee as well as both STEP and the Association of Lifetime Lawyers. Ian specialises in all aspects of private client work including , the preparation of wills, trust formation and administration, wealth succession and estate planning. Ian has wide ranging experience dealing with the administration of high value and complex estates, especially intestacy matters. Ian is a Member of the Law Society Wills & Equity Committee.
Vicki Harper CFPTM Chartered FSCI is a financial planner who predominantly works with professionals, business owners and divorcing clients. She is passionate about helping clients to achieve their goals with a realistic financial plan that is regularly updated to ensure clients successfully navigate key life events such as business sale, retirement and divorce.
Stephanie Kerr is a full member of ACTAPS (the Association of Contentious Trust & Probate Specialists) and a member of ConTra. She helps charities, professional executors and lay individuals in contentious probate, inheritance disputes and trust litigation since 2011. Stephanie has been listed as Legal 500 2024 Next Generation Partner for contentious private client matters in the North-West following her listings as Rising Star in the Legal 500 UK in 2021, 2022 and 2023. In 2023, Stephanie was shortlisted for the L500 Northern Powerhouse Awards (Private Client Rising Star). Stephanie acted for the successful party in Equiom v Velarde and on appeal in Velarde v Velarde, representing a branch of the Littlewoods Pools family in a high value trust dispute.
Norman Lamb is a barrister at 9 St John Street, specialising in probate, trusts and property law matters. He has extensive experience litigating in the Business and Property Courts and Chancery Division of the High Court. Norman successfully appeared for the Applicants in Addison & Anor -v- Niaz [2024] EWHC 3124, an unusual s.122 Senior Courts Act application after a poor Larke v Nugus response.
Stephen Lawson is a specialist Contentious Probate Solicitor with extensive experience and expertise. He is a member of both ACTAPS (The Association of Contentious Trusts & Probate Specialists) and STEP (the Society of Trusts & Estate Practitioners). Stephen was formerly the Chair of STEP Cheshire, a member of the STEP England & Wales Committee and a member of the STEP Worldwide Council. In 2023 STEP presented him with the STEP Founders Award for outstanding achievement in recognition of his outstanding contribution to the work of STEP. Stephen is currently the Chair of the Law Society Wills & Equity Committee. Stephen is a joint author of the publication Testamentary Capacity with Martyn Frost and Professor Robin Jacoby. Stephen was responsible for the chapter on Testamentary Capacity in the joint Law Society / BMA publication “Assessment of Mental Capacity – 5th Edition”.
Kelly Monaghan is a Senior Associate Solicitor in the Private Client Department at Hill Dickinson LLP. Kelly is a full member of STEP and Chair of STEP Liverpool
Iris Wuenschmann-Lyall MA TEP qualified as a solicitor after studying law at Cambridge University. She is a consultant with TaxAction and Toby Harris Tax Consultants with extensive private client experience in trusts and estates. She advises on all trust tax and estate planning matters, from the simple to the highly complex with a particular emphasis on assisting high net-worth individuals. She works closely with a number of Financial Advisors assisting in estate planning and trust matters. She lectures on the STEP Taxation of Trusts and Estates Diploma course, the STEP Advanced Certificate in UK Tax for International Clients and on the professional circuit. Iris is a co-author of Bloomsbury Professional Core Tax Annuals – Capital Gains Tax, Bloomsbury Professional Core Tax Annuals – Inheritance Tax, Bloomsbury Professional Core Tax Annuals – Trusts and Estates and Bloomsbury Professional –Revenue Law.
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