Steven Appleton

Head of Private Client - Manchester @Brabners

Manchester, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2017 — Present

Head of Private Client - Manchester @Brabners

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Manchester, GB

I am a Partner who deals with all aspects of Private Client law including Wills, Trusts, Tax Planning, Lasting Powers of Attorney, Probate and Philanthropy.My approach is to identify the issues that matter to my clients, help them understand the threats and opportunities that exist and fit solutions to the issues we identify as a result.I specialise in personal planning for business and family business owners and senior business executives. I often deal with the higher level succession planning needs associated with more complex family arrangements and High Net Worth and Ultra High Net Worth clients.I am a full member of the Society of Trust and Estate Practitioners (STEP), a member of the STEP Family Business Special Interest Group, immediate past Chair of Manchester Law Society’s Private Client Committee and Chair of their Equality, Diversity & Inclusion Committee.I also have a keen interest in philanthropy and help clients to achieve their philanthropic goals. I co-founded and co-chair The Philanthropy Network which aims to promote the discussion of philanthropy by professionals with their clients.

EDUCATION

N/A

De Montfort University

Postgraduate Diploma in Law, Law

N/A

De Montfort University

Legal Practice Course, Law

N/A

University of Bradford

Business and Management BSc

SKILLS

Living WillsLegal AdviceCourt of ProtectionEstate Tax PlanningInheritance Tax PlanningWillsEstate AdministrationEstate LawAsset ProtectionTrustsDisputeProbatePowers of AttorneyLasting Powers of AttorneyInheritanceTaxEstate Planning

ABOUT STEVEN APPLETON

Manchester Legal Awards - Private Client Team of the Year 2023 I advise on all aspects of Private Client work including Wills, Trusts, Tax, Powers of Attorney, Court of Protection and Estate Administration. I specialise in advising those with business interests and have a particular interest in advising the owners of family businesses on their succession planning strategy. I have a number of clients who want to make a difference through philanthropy (strategic charitable giving) and work with them to develop a strategy for doing so. I lead Brabners\' strategic work on Equality, Diversity and Inclusion and sit on the firm\'s Social Impact Leadership Team which aims to better align all our Social Impact work. Manchester Legal Awards- Private Client Team of the Year - Finalist 2021 & 2022, Winner 2023 - Equality, Diversity & Inclusion Champions of the Year - Winner 2022 and 2024 - CSR Champions of the Year - Winner 2023 Legal 50•••24: Steven\'s expertise in personal estate planning is \'second-to-none\'. Legal 50•••23: Steven Appleton is not only a good leader of the private client team, but a very talented lawyer. He is totally trustworthy and great value for money. Chambers & Partners HNW Guide 2021: Steve Appleton is \"superb,\" according to one source, and another interviewee highlights his \"relentless attention to detail and timeliness\" and adds that he is \"outstanding to deal with.\" Legal 50•••21:\"Steven Appleton is a star. He is extremely personable and has a great client-facing style. His technical ability is also without question.\" Chambers & Partners HNW Guide 2020: Steve Appleton is a \"top-notch solicitor,\" according to one interviewee. Several sources comment on his expertise in charities work, with one peer saying:\"He is a really big planner, especially on the philanthropic side. He has really good expertise.\" Another source says:\"You can trust that the work will be done to a high quality. He is very focused and very on-point. His strong point is philanthropy.\" Chambers & Partners HNW Guide 2019:\"He\'s ultra-professional, knowledgeable and puts the interests of his clients at the forefront of everything he does,\" says one source, who also describes Appleton as a \"fantastic lawyer and one we are delighted to work with.\" Appleton also has a noteworthy practice advising wealthy families about charitable giving. His peers report that he is \"proactive in the philanthropy market.\" Legal 50•••20: Steven Appleton is described by clients as \'first-rate\' and \'very talented\'.

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Steven Appleton — Head of Private Client - Manchester at Brabners in Manchester, GB | Unifers