Saturday, November 23, 2024

Harrogate firm changes leadership at the top of its Trusts, Wills and Estates team

Harrogate-based Raworths has changed the leadership of its Trusts, Wills and Estates team with partners Alison Walker and Sam Jenner stepping up to take over as joint heads of the 23 strong department.

Alison’s and Sam’s promotions will enable the former Head of TWE, Rachel Tunnicliffe to focus on expanding her other leadership roles as Senior Partner at Raworths and Head of Private Client Services. She will continue to manage her existing portfolio of client work offering specialist legal advice on wills, trusts and succession planning.

Rachel said: “I’m so proud of this incredible team. On the back of achieving national recognition at the recent Chambers HNW awards now is the perfect time to hand over the reins. Alison and Sam each bring a unique set of skills and knowledge which together make for an inspirational leadership team. I’m looking forward to embarking on a new chapter at Raworths, supporting our Managing Partner, Simon Morris, in my role as Senior Partner and Head of Private Client Services – and continuing to work with my clients, many of whom I’ve advised for more than 2 decades and who I hope to continue working with for a long time to come.”

Alison Walker, who joined Raworths in 2015, advises on all aspects of wills, trusts and wider succession, wealth structuring and tax issues, particularly for business owners.  Alison has specialist knowledge in the administration of complex estates, with business interests and overseas property.  Sam Jenner, who has been with the firm since 2014, offers a breadth of technical expertise on complex succession planning, administration of estates, family investment companies, wills and tax. Sam is also involved in leadership on the firm’s IT projects.  Both Sam and Alison play an instrumental role in mentoring younger members of the team.

Alison commented: “I’d like to thank Raworths for this opportunity. Rachel has been an inspirational leader over the last ten years, and I’m looking forward to continuing to work alongside Sam to oversee the future direction of the team, whilst providing the very best service to our clients.”

Sam added: “I have really enjoyed mentoring junior team members and as joint head of TWE, I hope to play an even bigger role in the development of the next generation of talented lawyers. Raworths has a special culture that places value on building relationships, as a team within the firm and with our clients and referrers. Alison and I both have families – and I’m glad that Raworths supports joint leadership roles that enable us to have work/life balance, which can only be a positive for both our professional and personal lives.”

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