Most Important Facts about Settlement Agreement tax Implications

I joined Smith Partnership in 1992 and am Head of the Commercial Property team. I have over 30 years of experience and have dealt with a large cross section of complex commercial property matters. My clients include many private sector clients involved in development schemes and property finance together with complex landlord and tenant matters.

My experience includes site assembly and development, property finance, investment acquisition and funding agreements and the negotiation of institutionally acceptable leases.

The Commercial Property team have been the headline sponsor of the Derby Property Summit, an event attended by over 500 property specialists where I led a seminar on the difficulties faced by city centres and unlocking their potential.

I have acted on behalf of a US client who specialises in the sterilisation of medical equipment used by the NHS and other medical providers in relation to the purchase of land from Henry Boot Developments Limited and subsequent development agreement for the construction of a bespoke factory with a value in excess of £10 million.

I have also acted for clients in relation to a new facility with HSBC Bank plc with a value of approximately £8 million. This will enable the clients to acquire further land for development purposes.

A wealth of experience. Having been involved with commercial property work for 27 years I have been involved in numerous complex and testing transactions. There are not too many scenarios that I have not come across.

Films, travel either abroad or in the UK in our motorhome, music festivals, spending quality time with my family. Lifelong Arsenal fan. Sometime golfer when time permits.

Smith Partnership advises on a variety of commercial property matters, including developments, landlord and tenant issues and property finance work, with particular experience in the hospitality and healthcare sectors. Practice head Jason Wood specialises in advising developers on site assemblies and the subsequent sale of plots and acts for property portfolios on the purchase, sale and leasing of properties.

The thing that makes Smith Partnership unique is that they give good old-fashioned personal service, and they care.

The Legal 500, 2023

The ‘highly professional’ Smith Partnership offers ‘excellent business acumen’ and ‘great depth of expertise’.

Key figures include practice head Jason Wood, who has particular expertise in the healthcare sector. The group's expertise covers acquisitions and disposals, property finance and development work, landlord and tenant instructions and corporate support work. The client list features a major pub company and several players from the food and drink industry.

The Legal 500, 2023

E: Ruth.Jones@smithpartnership.co.uk

T: 01332 225365

F: 01332 225378

Ruth Jones

Partner

Practice areas

Family

As a Partner and Head of the Family team, my main area of work is advising clients on financial aspects of relationship breakdown. Caseloads include matters involving multi-million-pound assets (including pensions/properties/investments and businesses). I represent a wide variety of individuals including senior executives, business people, GPs, accountants, sportspeople etc. Part of the job involves liaising with accountants, actuaries and other professionals so that clients receive the best advice tailored to their circumstances.

I also deal with disputes involving children and in particular helping clients to make child focused arrangements following relationship breakdown.

I am building the growing area of prenuptial/cohabitation contracts.

I am a member of Resolution and a trained mediator. I am committed to trying to resolve matters in a constructive manner, recognising that litigation, whilst important, is often not the best solution to family breakdown.

I do try and bring a sense of fair play and teamwork, I believe in a collaborative approach where possible. We are better as a team than as individuals and I recognise that different members of my team have different skills. I try and draw on those so that the clients receive the very best service.

As the daughter of an English teacher, grammar and effective communication is pretty important too!

I live with my partner of over 30 years and am a mum to 2 children in their twenties. They tend to occupy most of my free time!

In snatched moments I enjoy reading and walking my 2 miniature dachshunds. I am trying (and failing) to develop a regular gym habit, but if I do make it to the gym, I enjoy yoga and swimming.

5 stars without a doubt. Ruth Jones was my family law solicitor and she was a god send in my difficult times which turned out to be very lengthy, especially through COVID. She was professional and to the point, yet understood me on a personal level. I cannot recommend her enough!!

Client, Family - Google

Very experienced' and 'highly regarded' practice head Ruth Jones (...)

The Legal 500, 2019

Head of family practice, Ruth Jones, routinely advises on the financial aspects of relationship breakdowns, prenuptial/cohabitation contracts and cases involving minors. Solicitors Adele Woods and Emma Hennessy are also noted.

The breadth of experience and knowledge within the family team make it the go to firm within the area for advice on complex legal issues.

The Legal 500, 2023

The support from Adele and Ruth in the Family Law team has been invaluable. Throughout a very difficult time, it made all the difference to have such great advice and support. The service has been pragmatic, meticulous and (most importantly) caring too.

Client, Family - Trust Pilot

E: Patrick.Booth@smithpartnership.co.uk

T: 01332 225246

F: 01332 225442

Patrick Booth

Associate

Practice areas

Clinical Negligence

Associate solicitor in the Clinical Negligence department based at Norman House, in Derby. I act for clients who have suffered negligence by medical clinicians and who wish to recover compensation. Most of the cases are against the NHS. My case load tends towards more complex matters such as cases involving birth defects, life changing injuries, and injuries of maximum severity. I am a Court of Protection appointed Deputy. I am a former member of the Solicitors Disciplinary Tribunal. I am an Assessor to the Law Society’s Personal Injury Accreditation Panel. I am also an Assessor to the A.C.C.A. I am a Trustee of the Nottinghamshire Hospice.

I am a keen amateur baker and I try and keep my colleagues supplied with cake. (Whether the cake is any good – is open to interpretation!)

I try and maintain a sense of the ridiculous.

My interests include bridge and education. (I am a Trustee of an Educational Trust which looks after 15 Secondary and Primary Schools in the East Midlands). I was a very keen long-distance runner but health problems (and old age) have forced me to give that up. I am recovering from recent major spinal surgery. I attend a gym three times per week.

All contact with this partnership has been impressive. I liked what they wrote on their website in their statement of how they practice law, 'putting clients first', and my experience tells me they really do. My initial contact was for advice concerning medical negligence. The secretary had Patrick Booth call me back the same afternoon. I expected to pay a fee for his advice but he insisted this first consultation was free, even after I'd made clear that I was not going to take my complaint against a hospital department to court. Patrick Booth gave me precise advice concerning what to write in my initial complaint to the hospital and even offered to read this through, what I could expect as a response and advised me to escalate the matter to the CQC if the hospital's response to my complaint was unsatisfactory. He explained the further actions possible and had I the emotional fortitude to take a department's catalogue of serious error to the press, or to court, I know I would have had confidence in Mr Booth's counsel. The efficiency and friendliness of my first contact with the Smith partnership led me to Amanda, the drafting of a will and appointment of executor. Just like Patrick, Amanda ensured clarity about my intentions, was transparent about her reasonable fees and I have confidence that when the time comes, she will execute my wishes perfectly. It is reassuring that she will visit me at home to discuss the draft and will be able to photograph the location of documents and gifts at the same time. One happy client here!

Client, Medical Negligence

E: Della.Phillips@smithpartnership.co.uk

T: 0116 2472002

F: 0116 2472012

Della Phillips

Partner & Branch Manager, Leicester

Practice areas

Childcare

I am the Branch Manager of our Leicester office and am actively involved in the business development of both our private client and commercial services.

I specialise in children matters and regularly act on behalf of parents whose children are subject to local authority care proceedings, representing clients at both court hearings and during negotiations with the local authority pre-proceedings. I deal with complex cases involving non-accidental injuries, sexual abuse and issues of serious neglect and violence. I am also a member of the Law Society Children Panel and frequently represent children who are the subject of court proceedings.

I also have extensive experience in private law children matters and work with parents, grandparents and carers in applications for Child Arrangement Orders, Prohibited Steps Orders and Special Guardianship Orders.

I have also advised clients during relationship breakdowns and where there are issues of domestic violence and forced marriage. I have experience in obtaining applications for Non-Molestation and Occupation Orders for vulnerable clients.

Calm, sensitive and approachable. Always happy to help out members of the team.

In my spare time, I am a committed dancer, have a keen interest in fashion and enjoy travelling abroad.

I approached Smith Partnership during the worst time in my life. My husband had died and I had struggled with a lot of things, leading to the point where my children had just been removed by the Local Authority. I was introduced to Della who helped me through this period, which was further worsened by Covid-19. It led to delays in the legal case and difficulties around seeing my children. Throughout the whole time Della was there. Whenever I had a query, she responded quickly and where it was possible for her, she would take action to help. At times where the process was frustrating and seemed endless, Della was there to remind me that I wasn’t alone. She was always prompt and efficient in responding to me. After 18 months it was finally time for the court hearing, and Della and her team continued working to find a resolution agreeable for all parties right up until the last moment. I was very happy with the outcome, especially considering that I believed up until the end that I had absolutely no chance of ever getting my children back. But thanks to Della’s perseverance and hard work we came to a solution that gives me the opportunity to have my children back home with me in the very near future. After having lost my husband, my business, my home and then my children in a very short period of time for each other, I was so close to giving up. I couldn’t see a way where I would ever have a life or be happy again. Della and her team have given me that gift. For the first time in years I have been able to see a future for myself; one with my children in it to share with me. I cannot thank her enough for that and would recommend her to anyone.

Client, Childcare

Della, Thank you for your help and hard work throughout the nightmare time we had as a family. We appreciate everything you did for us and forever grateful. We can move on with a happy life. Thank you again.

Client, Childcare

E: Ruth.Ball@smithpartnership.co.uk

T: 01332 225384

F: 01332 225444

Ruth Ball

Senior Associate

Practice areas

Business and Personal Insolvency

Having joined Smith Partnership in 2013 as the Head of Business & Personal Insolvency, I have over 20 years of experience advising on and assisting clients with various insolvency issues.

On a day-to-day basis I deal with a wide range of both corporate and personal insolvency queries from assisting directors of potential claims following the insolvency of their business (such as antecedent transactions, preference claims, transactions at an undervalue, wrongful trading, disposition of property, etc), to advising joint owners of a matrimonial property where one spouse may have been declared bankrupt, to helping companies wishing to rely upon retention of title clauses when a customer has gone into administration or liquidation, to issuing winding up notices and winding up petitions against debtors. I also act for shareholders in unlawful dividend claims.

I deal with a range of company insolvency issues arising from administrations, creditors’ voluntary liquidations, compulsory liquidations, company voluntary arrangements.

I also deal with a range of personal insolvency issues arising from bankruptcy or individual voluntary arrangements including the sale of properties and assets following bankruptcy.

I also regularly act on behalf of office holders and insolvency practitioners in relation to issues arising out of corporate or personal insolvency cases.

A team player who arranges the best social events, mentors the younger members of the team and is happy to undertake the administration tasks for the department.

I play netball for a local team, enjoy taking my dog (and husband) on long walks and spend any spare time gardening.

Smith Partnership offers an outstanding service with Ruth Ball demonstrating in-depth legal knowledge, together with displaying excellent commercial acumen, delivered in a structured and proactive manner.

Client, Business Insolvency

I find Smith Partnership, in particular Ruth Ball, to be a pro-active, responsive legal firm, providing a highly professional and cost-effective service.

Client, Business Insolvency

The reasoning behind our choice to switch our legal requirements to Smith Partnership was further endorsed by our introduction to Ruth Ball. Ruth has been a major asset at a time our rapidly growing company needs a reassuring and strong approach in challenging situations. This has provided a considerable level of confidence at a crucial time for our private investors.

Client, Business Insolvency

‘Stand out‘ and ‘unflappable‘ Ruth Ball leads the insolvency department at Smith Partnership, where she leverages over 20 years’ worth of experience in contentious matters and bankruptcy litigation, and has carved out a specialism in cases involving a high level of investigative work in relation to antecedent proceedings against directors; she also assists shareholders, lenders, creditors, insolvency practitioners and directors in non-contentious matters.

The team has excellent technical skills and are very pragmatic and results-focused. Superb client service as well.

Ruth Ball is a stand out lawyer. She has enormous experience and is unflappable. She works extremely hard and has a keen eye for the details and for achieving a pragmatic result.

Having worked with the Insolvency and Corporate Recovery Team for a number of years, I would always be happy to recommend their services. Even when we have referred tricky and time-consuming matters to them, they have always been happy to help and take a commercial view on WIP and billings, which in insolvency litigation is always welcomed.

The Legal 500, 2023

E: Steve.Hennessy@smithpartnership.co.uk

T: 01283 742033

F: 01283 742040

Steve Hennessy

Partner & Branch Manager, Stoke

Practice areas

Crime

Solicitor Advocate in the Crime department specialising in the serious cases dealt with at the Crown Court and above.

Defend in serious drugs, violence and sexual offence cases.

I daren’t think!

Avid motorbike collector and rider. Huge Harley Davidson fan.

Lorraine & Steve, I would like to express my heartfelt gratitude to you both for all the care and concern you have shown me during these difficult last two years and working tirelessly to ensure that the verdict worked in our favour and thank god it did. If it weren’t for your advocacy and knowledge, the matter would have certainly not come to a not guilty verdict today. Thanks once again for your legal advice, time and efforts.

I and my family cannot thank you enough for your assistance. Your legal expertise and professionalism went above and beyond my expectations throughout the course of my case.

Client, Crime

I can not put into words how brilliant steve and his team are, Steve helped me every step of the way over 18 months until the court date, He explained complicated things in English to me, If it wasn't for him I probably wouldn't be writing this review he was a true professional and was there for me every step of the way, Due to him I will only use smiths solicitors for any legal mater that my arise in the future Great company great team. Thanks a million for everything.

Client, Crime - Trust Pilot

I was assisted by Steve Hennessy of the stoke branch in a matter of criminal law.
I can honestly say Steve is a proficient, superior legal wizard who is tactical, incredibly highly skilled. Not only this but he has a gift where his clients feel relaxed and at rest irrespective of the impending doom they may or may not face. He is determined and has a passion for winning- which most "high street" lawyers in my opinion lack, often going through the motions. For me he went above and beyond his actual remit.
He is a straight talking practitioner - something which is needed. His tactical skills and sheer pinpoint microscopic approach got me the result I wished for. I think if you have the privilege of working with Steve, he would produce the most suitable result for you. I think going forward he certainly has my recommendation.

Client, Crime - Trust Pilot

Steve Hennesey - a fantastic solicitor.

Client, Crime - Google

E: Alison.Neate@smithpartnership.co.uk

T: 0116 247 2001

F: 0116 247 2007

Alison Neate

Partner

Practice areas

Dispute Resolution | Professional Negligence | Contentious Probate

Head of Professional Liability, Accredited Commercial Mediator, Member of the Professional Negligence Lawyers Association & Recommended by the Legal 500.

I joined the firm in 1994 as a Solicitor in the Dispute Resolution team, I became a Partner in 2000. In 2014 I launched an online service, ClaimsAgainst.co.uk, righting the wrongs of professionals who have been negligent.

Technical expertise. Excellence in client service.

I live with my young family in Rutland.

I have worked with Alison for more than three years and have always found her to be knowledgeable, diligent and professional. Alison works hard to understand her clients and their individual needs and thus makes her a pleasure to work with.

Client, Professional Negligence

Alison Neate’s commitment to the client is unrivalled and she will always do her utmost to secure the best outcome for them.

Client, Professional Negligence

Alison is exceptional, committed, diligent and commercial.

Client, Professional Negligence

The quality of your legal advice and speed of turnaround surpasses what you would expect from a top London law firm and your understanding and knowledge of our business makes it feel like we have our own in-house lawyer, the best of both worlds.

Client, Professional Negligence

The market is crying out for sensible, specialist claimant professional liability lawyers, and it is a shame that clients often end up not knowing where to turn.

Client, Professional Negligence

We were very impressed with every aspect of the way in which the case was handled. The advice given throughout was expansive and welcome and we felt that the Smith Partnership had our best interests at the forefront of their action.

Client, Professional Negligence

‘Outstanding litigator‘ Alison Neate heads the professional negligence unit at Smith Partnership, which deals exclusively in claimant professional liability against financial advisors, accountants, solicitors and real estate developers.

In the Smith Partnership we found their technical abilities and reporting to be excellent. The case was a difficult case and one we felt may lose but they managed to negotiate an excellent compensation award for the clients, all of whom were elderly and needed extra care.

The Professional Negligence team at The Smith Partnership are absolutely first class. Their levels of client care, awareness of the needs of the clients and ability to solve even the most complicated of legal problems is fabulous.

Alison Neate heads up a brilliant team of legal professionals. Her dedication and commitment to clients is outstanding. Alison will always do her utmost to ensure that her clients achieve the very best in every situation.

The Legal 500, 2023

E: Michelle.Lamb@smithpartnership.co.uk

T: 01283 492979

F: 01283 492980

Michelle Lamb

Conveyancer

Practice areas

I deal with the property sales for the Probate department.

Have worked alongside Tim Jackson for over 20 years and also assist with his large caseload.

I dread to think!

Enjoy socialising with friends and am a keen Derby County supporter. I am a mum to two very active children that keep me very busy!

Thank you for a well done job Michelle at this unprecedented time.

I am so glad I chose Smith Partnership, you all are amazing and fantastic. The receptionist lady is very welcoming and helpful.

Thank you all for a wonderful well done job!

Client, Residential Property

Thank you Smith Partnership at Burton-Upon-Trent for a fantastic well done job at this unprecedented time. I am so glad I chose Smith Partnership. Very good communication and the receptionist lady was very welcoming and helpful. I will definitely recommend your firm and will be using your firm again in future.

Client, Residential Property - Trust Pilot

Big thank you to Michelle Lamb at Smith Partnership who has help us through a stop start House sale, through the Covid-19 pandemic. Found them to be very thorough and kept us well informed throughout the sale. I would certainly use them again.

Client, Residential Property - Trust Pilot

Michelle Lamb and her team provided a very professional service throughout the sale of my property. I felt informed throughout the entire process and that led to a hassle-free experience. I have used other solicitors in the past that failed to deliver the service that Smith Partnership provides. A big thank you to Michelle and Ellie for their hard work. I hope to be able to use you again in the future.

Client, Residential Property - Trust Pilot

I have recently used Smith Partnership for the sale of my house. They were excellent with their communications every step of the way. I would like to give credit especially to Michelle who made the whole process so easy and quick. Thank you.

Client, Residential Property - Trust Pilot

We used the Smith Parnership, and specifically Michelle Lamb, supported by Rachel Newey, to guide us through the sale of our late fathers property. The service provided was excellent and we were impressed by the sensitive and professional manner in which they undertook their work. We would highly recommended.

Client, Residential Property

I would like to take this time to express the amazing service I had selling my house and buying my new one. Sarah Southall was amazing and helped me every step of the way.
Michelle Lamb I couldn’t thank her enough for supporting me through the sale of my house and supporting me emotionally. Finally I would highly recommend Smith partnership to anyone.

Thanking you both once again.

Client, Residential Property

E: Clare.Buchanan@smithpartnership.co.uk

T: 01332 225421

F: 01332 225441

Clare Buchanan

Chief Financial Officer

Practice areas

In 2011, I joined Smith Partnership as a Practice Accountant. I’m obsessed with qualifications and continual learning and have gained my ACCA, PGDip in Legal Studies and an MBA. I am now focused on improving my softer management skills.

During my accountancy career, I have worked with a vast array of businesses, from farmers to SMEs, charity organisations and housing associations to larger firms such as JCB.

I have a wealth of knowledge in the accountancy and taxation field, along with a strong commercial knowledge developed from my roles both in practice as an accountant and business adviser and financial controller in industry.

I head up the Finance department and I am also the firm’s Compliance Officer for Finance and Administration (COFA). I am responsible for a team of seven cashiers and accounts staff who tirelessly safeguard the funds and assets of our many clients and stakeholders.

I do not consider myself a bean counter, more of a business partner who serves the staff around me to help them do the best job they can do. I have worked alongside every business discipline to improve the business model, efficiency and results of the organisation.

If you met me I am sure you would not stereotype me as a ‘boring accountant’. Although my role puts me under daily pressure along with the constant deadlines that have to be met, I try to bring fun to my team, knowing the correlation of enjoying your job and improved productivity. I am a huge team player, someone that my team thoroughly trusts. I bring a non-stop, can-do attitude to the firm, and always have a willingness to find a solution to someone’s problem and improve areas of work that need it. I hold an enormously privileged position within the firm, where I have the ability to see the finances and everything that runs alongside these. I provide continual management information and advice to senior owners and management enabling them to make decisions at the highest level.

As with most full-time working mums, I juggle my work-life balance like a magician. Somehow, I always seem to be in the right place at the right time to drop and pick up my son from football practice, matches and all the other things that go along with a young man in secondary school.

I love to travel (favourite place so far being Goa), and enjoy soaking up the different cultures and behaviours of the people I meet. People watching with my hubby is also a favourite pastime!

E: Eleanor.Derry@smithpartnership.co.uk

T: 01283 742046

F: 01283 511365

Eleanor Derry

Associate

Practice areas

Childcare

I am an Associate Solicitor within the Childcare team at our Burton office, having previously worked in our Derby office. I represent parents, grandparents and wider family members involved in the care of children within Care Proceedings and the pre-proceedings (Public Law Outline) process. I am children’s panel accredited and therefore also represent children in both care proceedings and within private law applications, via their CAFCASS Guardian.

I represent clients at Court and at Local Authority meetings, to assist them in securing the care of their child or when decisions need to be made in respect of a child’s best interests. Often the decisions that parents or carers need to make are not easy, they can be complicated with many factors at play and advice must suit each client and child’s specific circumstances and needs, taking into account potential issues which may also present in the future.

I have represented and advised clients in cases involving non-accidental injuries, domestic violence, FGM and forced marriage, child neglect, mental health illness, learning disabilities, trauma, sexual abuse, drug and alcohol misuse amongst many other issues. I have represented clients who require the assistance of an interpreter, an intermediary or advocate, official solicitor due to lack of capacity, as well as clients who are in prison or abroad. I have represented clients within proceedings before the High Court and where secure accommodation of a child or deprivation of liberty is concerned. I have also represented clients where there are significant cultural or immigration issues present.

In the majority of cases, clients seek to keep their child or children in their care which is what I work to achieve but where this outcome is not possible, consideration will be given to securing the next best option such as keeping the child placed within the wider family. Where a sibling group is concerned, consideration always needs to be given to whether siblings should remain together or whether they may need to be placed separately. In some cases, clients will decide that their child would be best placed elsewhere and we will work together to secure the best possible outcome for the child, with the parent maintaining contact.

I bring a different background to the team having previously worked as a primary school teacher. I also bring knowledge of the Court of Protection and Inquests to the team. Knowledge of the education and healthcare sector is useful when practicing childcare law.

I am friendly, organised and professional with a good sense of humour. I provide clear, well considered advice and have a distinct dislike of injustice.

I enjoy anything creative and have a keen interest in fine art and design. I draw and paint in my spare time to unwind. I am very active, an avid gym goer and keen runner. Outside of work I can usually be found outdoors, doing something fun like hiking or enjoying time with my very energetic dog.

Eleanor, we will be forever grateful for your help. Best wishes for the future.

Client, Childcare

I just want to take a minute to thank you for everything you have done for me and my children. I'm very thankful to have you as my solicitor.

Client, Childcare

I can't recommend Smith Partnership enough.I was going through a difficult Family Court process, and Eleanor Derry and Jas were amazing. They listen and take notice. I am extremely grateful for their support and work.

Client, Family - Trust Pilot

E: Jack.Robinson@smithpartnership.co.uk

T: 01283 492964

F: 01283 492960

Jack Robinson

Associate

Practice areas

Wills and Probate

I first joined Smith Partnership in November 2014 as a Trainee Solicitor after successfully completing my Law degree at Staffordshire University. I always had a keen interest in Private Client work and therefore I completed an extended seat in the Private Client department at our Derby office during my training contract.

After qualifying as a Solicitor in November 2016 I took a role as a Private Client Solicitor at another firm. In April 2017, I returned to Smith Partnership and took up my current role as a Solicitor within the Private Client department based at the Burton office.

I now have a number of years experience dealing with the creation of Wills, Lasting Power of Attorneys and Trust documents. I also assist clients with Court of Protection applications and the administration of estates.

I also attend monthly Age UK advice sessions in Burton along with my colleague Kate George.

Accreditation's

STEP Member (TEP Qualified)

Laughter, friendliness and an approachable and supportive attitude.

Outside of work I enjoy travelling, reading and going to the theatre. I am also a keen baker and always take part in our firm’s various charity bake sales.

Dear Jack and Janice, Mark and I thank you for finalising my late wife’s estate. Your help has been especially welcome during these strange times. You are both a credit to your company.

Client, Wills and Probate

Generally speaking from our first visit to Smith Partnership the whole process has gone fairly smoothly.

Our chats on the phone were friendly but wholly professional too. This is a people management skill which is difficult face to face let alone over the phone, so thanks very much for that.

Client, Wills and Probate

We would certainly recommend the Smith Partnership to someone else. Very friendly staff who explained the whole process in a clear and understandable way.

Client, Wills and Probate

First class- I needed help with probate on my late parents estate. I was put in touch with Jack Robinson from the Burton branch. I had arranged a telephone consultation first and he called at exactly the time booked. He then guided me through what lay ahead in a friendly yet professional manor. As the process of application evolved there were several twists and turns to which Mr Robinson kept me up to date immediately and saw the whole process through to swift conclusion. In future I shall always use the Smith Partnership- and if possible, jack Robinson again from the Burton branch.

Client, Wills and Probate - Trust Pilot

Thank you very much for all your help and expertise. I have felt ‘protected’ throughout the process and now hopefully understand a little more about the complexities of these matters.

Client, Wills and Probate

Friendly and professional service... Especially from Jack and Cara who have helped us deal with the estates of our late parents. Highly recommended.

Client, Wills and Probate - Google

Having worked in financial services for 30 years, I have been blown away by the level of service provided by Jack and all at Smith Partnership.

Client, Wills and Probate

E: Danielle.Upton@smithpartnership.co.uk

T: 01332 225364

F: 01332 225379

Danielle Upton

Partner

Practice areas

Commercial Property

I joined Smith Partnership in 2014 and am now a Partner within the Commercial Property team.

I service clients across the East Midlands and nationally from our offices in Derby and Burton upon Trent and I can advise on a comprehensive range of commercial property transactions including, freehold and leasehold acquisitions and disposals, secured lending and business Leases with a particular focus in the industrial and logistics market.

My clients include an award winning Covid-19 testing manufacturer, for whom I acted in connection with their acquisition of a new 80,000 sq. ft. production and distribution hub, a national Digital Brands, Marketing and Communications Agency and several local charities and SIPPs and I have an excellent track record of delivering clear and pragmatic advice.

In 2022, I was appointed as a Trustee of the Consolidated Charity of Burton upon Trent. It is thought that the charity dates back to the 16th century and its objectives are the provision of Almshouse accommodation for poor persons resident in the area of benefit and such other charitable purposes for the benefit of the residents as the Trustees decide. I am a pro-active and passionate participant of the Small Grants and Educational Sub-Committees of the charity.

In 2022, I was also shortlisted for the Rising Star category of the British Legal Awards for the work I did during the pandemic.

Great attention to detail, organisational skills and a pro-active ‘can do’ attitude.

Outside of work, I enjoy visiting National Trust properties and long walks with my Staffordshire Bull Terrier, Reggie.

I also love good food, good wine and to travel. Last year I was able to tick off one of my bucket list destinations, Jamaica!

We recently sold our family business through smiths partnership. Our solicitor Danielle Upton based at Norman house, was absolutely brilliant.

Client, Commercial Property - Google

I would happily recommend Danielle to anyone.

Client, Commercial Property - Google

We recently sold our family business through smiths partnership. our solicitor Danielle Upton based at Norman house, was absolutely brilliant. Even though it was a different time due to lockdown everything went really smoothly, every call or email was answered promptly, overall all the service provided was excellent. I would happily recommend Danielle to anyone.

Client, Commercial Property - Trust Pilot

Over the last 6 months Danielle Upton has worked on a couple of major projects for me. Firstly, setting up a lease as part of a sale agreement of my business. Secondly, preparing and negotiating the purchase of a commercial unit. During this time Danielle offered a totally professional service taking time to explain legal jargon and nothing seemed to be too much trouble. I was kept in the loop at all times and never had to follow her up. Besides a great solicitor, a fantastic lady to work with and I would have no hesitation in recommending her. Thank you.

Client, Commercial Property - Google

We’ve worked with Danielle since 2022. She has provided outstanding leasehold advice which led to us securing a landmark site that put our organisation at the centre of nature-based regeneration in Derby and accelerated the city’s sustainability ambitions. We love the way she does business as a great communicator, with a real craft in helping make sense of the complexities across the commercial property sector.

Client, Commercial Property

Since being involved within the commercial property sector for last 18 months, I have had the pleasure of working alongside Danielle Upton in negotiating numerous property transactions for our clients. She has been extremely supportive to both myself and our mutual clients throughout, providing clear and concise updates when required, along with going that extra yard in explaining the legal jargon involved - I cannot recommend Danielle highly enough.

Client, Commercial Property

E: Sarika.Parmar@smithpartnership.co.uk

T: 01162472018

F: 01162472012

Sarika Parmar

Associate

Practice areas

Childcare

I am a Solicitor dealing with care proceedings. I have over 10 years of experience advising and representing parents, grandparents and others in care proceedings and child protection conferences and pre-proceedings. I also advise and represent clients on adoption breakdowns or applications to oppose adoption.

I am a member of the Law Society Children Panel and represent children who are the subject of court proceedings.

A sense of humour and positive outlook.

Languages

I am fluent in speaking Gujarati and can conduct appointments in Gujarati.

Love all things art.

I just wanted to say a massive thank you.

I really couldn't have got a better solicitor. I appreciate everything you and everyone else have done for me!

Client, Childcare

Thank you ever so much for all your help. I really appreciate what you have done for me and my family. You made things easy to understand and helped me dearly in these difficult times. Your an amazing person and your dealing with the case truly expresses how well your parents raised you. I can’t thank you enough.

Client, Childcare

Sarika was my solicitor during proceedings for my son, I could not recommend her enough! Sarika is a real credit to the firm, she goes above and beyond her job role and is an amazing person to work with. Sarika ensured I was kept well informed of my case and her attention to detail is outstanding. Sarika worked on my case from start to finish and during the entire process she was extremely empathetic and patient with me especially whilst discussing sensitive subjects. Sarika really supported me with my case and fought very hard so that we left feeling that it was a fair trial. Sarika did plenty of research and arranged multiple methods of support such as a fantastic intermediary to attend court with me to help me get through an emotional court hearing and ensure I understood what was happening. Sarika has amazing communication skills and always gets back to you within a realistic timeframe, she’s very professional, knowledgeable, and really gets to know her clients and their cases which made such a difference to me and how I felt about my case. Sarika always made time for me and my sons case and always ensured any required paperwork was completed, reviewed, approved and handed in on time. I took peace in knowing that i could trust her with anything. I guarantee you that when you work with her you won’t need to look any further as she is truly an invaluable resource for this firm! 10/10 would highly recommend!

Client, Childcare - Google

E: Marcus.Samuel-Brown@smithpartnership.co.uk

T: 0116 247 2008

F: 0116 247 2007

Marcus Samuel-Brown

Conveyancer

Practice areas

I am a Conveyancer working out of the Leicester office dealing with all matters associated with residential conveyancing, including purchase and sale transactions, re-mortgages and transfer of equities.

I bring a positive attitude and calm demeanour to the working environment.

I enjoy spending time with my family and going to the gym.

I have used many conveyancers in my time but I must say, Marcus Samuel-Brown might just be the best of the lot. Attentive, professional and polite are just a few of the words I would use to describe him. Smiths, you have a great one on your team. 5* service from start to finish.

Client, Residential Property - Google

Marcus Samuel-Brown, what a gentle man, thought all was fine with our house purchase, only to be told we had to confirm all details again, Marcus reassured us, he would do everything to complete on the arranged date, and he did, always available to reassure us went above and beyond. Thank you so much.

Client, Residential Property - Google

Fantastic job by Marcus Samuel-Brown. Did everything he could to get everything done as quickly and efficiently as possible. Was also able to get hold of him whenever needed. Very quick at replying to emails. Would recommend and use him again.

Client, Residential Property - Google

We are so glad Marcus Samuel-Brown and Timothy Kirk helped us purchase our first home! They really did go above and beyond especially when we had some challenges along the way with our estate agents. Marcus and Tim were always very professional and they got the job done quickly and smoothly. They responded to our calls and emails promptly and kept us in the loop during the house purchase. Marcus is also a really nice guy and easy to talk to. I cannot recommend them enough - Marcus and Tim are the best legal team around. Thank you both for helping us with our first house purchase!

Client, Residential Property - Google

Marcus and Tim helped with my house move. You pay a little more than other places but by far get your moneys worth! They was on it every step of the way. A lot of bumps in the road and they was great! Definitely would use next time I move and would highly recommend them both. Thank you again both. Credit to the business.

Client, Residential Property - Google

Fantastic service. Marcus and Tim supported my house sale and purchase. Super quick, efficient, always responded. Nothing too much to ask for, so helpful. Would recommend them both 100%, thanks for making the process unbelievably smooth!

Client, Residential Property - Google

Smith Partnership were really great with the service that was provided, specially Marcus and Timothy who made every step as informative and easy as possible. Will definitely recommend.

Client, Residential Property - Google

E: Kayleigh.Rushby@smithpartnership.co.uk

T: 01283 492985

F: 0128 3511365

Kayleigh Rushby

Legal Assistant

Practice areas

I joined Smith Partnership in June 2021 as a Conveyancing Assistant within the residential property team.

My role within the residential property team is to assist fee earners in standard property transactions such as sales and purchases, as well as remortgage and transfer of equity files from beginning to completion.

I am super organised and very down to earth and approachable. Definitely a team player, always willing to help out, friendly, sociable and always up for a laugh.

Outside of work I enjoy watching my husband play Rugby and also love socialising with friends and family. I enjoy discovering new places, going to see musicals and I am an avid Disney lover! We have also just got a Dalmatian puppy who is very much keeping us on our toes!

First class service delivered by Sarah Southall and her team at Smith Partnership during the sale and purchase of our old and new home. Nothing was to much trouble giving us clear understanding of the process and supporting us when needed. We felt both Sarah and her team were always ahead of the process. Her team of Kayleigh and Rebecca were always there to support us when we needed it. Would not hesitate to use their services again.

Client, Residential Property - Trust Pilot

Have Just completed on my house purchase in August 2024, they were able to get it sorted for me within a very short time frame and helped me to complete on time as I had bought from auction. I dealt with Sarahs team, Kayleigh was very helpful and stayed in contact with me throughout the entire process and always was quick to answer any enquiries and questions raised by myself. Would definitely recommend and will be using them again.

Client, Residential Property - Trust Pilot

We cannot thank Smith partnership enough. We have used them a few times now for conveyancing and Sarah Southall and her team have been excellent. Communication has been fantastic and Kayleigh Rushby went above and beyond to support us through our house sale. They have certainly done all they can through a stressful time, to make it as easy as possible.

Client, Residential Property - Google

I had a wonderful experience using Smith Partnership - Kayleigh was brilliant! Her communication with me throughout the whole process made the transaction 10x easier. I could leave them to it & Voilà, sorted! I would use the company again & hope Kayleigh worked on my case.

Client, Residential Property - Trust Pilot

E: Timothy.Kirk@smithpartnership.co.uk

T: 0116 247 2024

F: 0116 247 2007

Timothy Kirk

Trainee Solicitor

Practice areas

I am currently a trainee Solicitor undertaking my second seat within the Dispute Resolution department. I work alongside Alison Neate and assist on Professional Negligence and Contentious Probate cases.

I have been with the firm since 2021 and was a Paralegal in Conveyancing for two years.

I would like to think that my colleagues see me as approachable, funny and a team player.

I enjoy spending my time with my family, friends and most importantly my dog. I am also a keen reader of fantasy fiction.

This has been a difficult process for me having never done it before. It has also been an emotional one at times given the reasons that I am able to afford do it. Thank you both for your help in this matter, it has been invaluable. I can't express how much it has meant to me.

Client, Residential Property

I would like to convey my total satisfaction in the work that your firm has recently provided for us. In particular, the work of Timothy Kirk (Leicester branch). He has represented your company exceptionally well, with good prompt communication, excellent due diligence and an added personal touch. Thanks once again for your service and will most definitely use your services again if required.

Client, Residential Property

Thanks Timothy and his colleagues. Very helpful and responsible. Nice experience for my first time house purchasing in UK!

Client, Residential Property

Client, Residential Property - Google

Smith Partnership were really great with the service that was provided, specially Marcus and Timothy who made every step as informative and easy as possible. Will definitely recommend.

Client, Residential Property - Google

E: Zoe.Romain@smithpartnership.co.uk

T: 01332 225262

F: 01332 225441

Zoe Romain

Partner

Practice areas

Commercial Property

We all know that legal documents can sometimes be a bit tricky to understand so I work closely with all my clients, whatever their experience with property transactions might be, to ensure that I provide comprehensive but accessible and user friendly advice with real world examples that meet their requirements.

I have experience working with individuals, SME’s, pension trustees, charities and banks and other lending institutions in connection with a wide range of commercial property transactions including both Freehold and Leasehold titles sales and acquisitions and new leases refinancing arrangements including where security is being taken over a portfolio of premises and development work including overages, options and easements.

I have particular experience working with Insolvency professionals in connection with sales / leases/ transfers in specie and other property work where liquidators/ administrators have been appointed in respect of property assets held by companies or where a trustee in bankruptcy has been appointed in connection with the sale of residential property.

I am a proud committee member of WREN, the Property Focused Networking Group in Nottingham.

I pride myself in providing clients with prompt, commercially focused legal advice that helps them get their property deals over the line.

I grew up in Sussex and moved to the Midlands after completing my university degree. I have been privileged to meet some amazing friends over the 18 years I have lived in the Midlands and am proud to call it my home (despite the flack I get from my family who are still down south).

Outside of work I enjoy a bit of adventure or trying something new whether that is learning to dance, taking up a kickboxing class or Zip-lining over the Eden Project in Cornwall, Sky Diving at Langar or loading up the mountain bike to ride some trails in Derbyshire or elsewhere in the UK.

A big thank you to both yourself and Lauren for all your help on this. I would definitely have messed it up if I tried doing it myself! I really appreciate the work you have done.

Client, Commercial Property

Zoe Romain and Emily showed patience and diligence in dealing with our business. The experience was made more bearable by their reassuring manner and the way they dealt with the issues. They were always contactable and dealt with queries swiftly and efficiently and always kept us up to date with developments.

Client, Commercial Property

I appreciate most sincerely your firms professional help in rapidly conveying this property transaction with the minimum of stress. I am really most obliged. I am so glad I contacted you.

Client, Commercial Property

E: Charlotte.Hope@smithpartnership.co.uk

T: 01332 225263

F: 01332 225442

Charlotte Hope

Associate

Practice areas

Personal Injury

I am an Associate in the Personal Injury department. I represent Claimants in a mixture of Public Liability cases, Employer's Liability cases and Road Traffic Accidents, all with varying degrees of complexity.

I dedicate my time to providing a personable, straightforward and thorough service for my clients. Ensuring that each client has the bespoke service they require to secure the best possible outcome, during what is typically a difficult personal experience.

I have worked in the field of Personal Injury since 2019, qualified as a Solicitor in February 2022, and joined Smith Partnership in November 2022.

I am very organised, with a love of lists and efficient time management. I am a team player and always happy to help a colleague in need. I try to be a cheerful and positive force within the team (much to their amusement) but if that fails, I bring sweet treats!

You will usually find me cooking (and/or eating) for my friends and family. I also love an early morning visit to the gym and reading as much as I can.

Charlotte and the team have given great communication throughout the process and are doing a fantastic job, which we are very thankful for. We are very hopeful that our son will soon receive the appropriate compensation. I would highly recommend Smith Partnership to anyone wishing to pursue an injury claim.

Client, Personal Injury

This is a true and honest testimonial of the service I have received from Smith Partnership Solicitors whom I can highly recommend. The clarity and dedication shown by Charlotte my personal injuries solicitor was second to none, nothing was too much trouble, she is very knowledgeable and any questions I asked was answered quickly, putting me at ease through out the process of putting together my personal injury claim.

Client, Personal Injury

I went with smiths for a work matter. They dealt with my situation efficiently and professionally. Nothing was hard work for them, they responded to my emails quickly or if we needed to talk in person they would arrange a time that suited me. I would 100 percent recommend this solicitors for any one that was looking. And I will use them again if I ever did need them in the future. Thank you for all your help especially Charlotte hope.

Client, Personal Injury - Trust Pilot

I would definitely recommend Smith Partnership and particularly Charlotte who, from the very start of my case, has kept me informed and updated with the ongoing situation. I have never had need to chase for updates, she has always been in touch as soon as she had information for me. Her professionalism but also her kindness and understanding has made the process much more bearable. That the case was also sussessful is due in no small part to Charlotte's support. I would like to thank Smith Partnership but especially Charlotte for everything she has done to achieve this.

Client, Personal Injury - Google

My son suffered an accident on a flight that required surgery. Charlotte Hope from Smith Partnership took on our claim against the airline. Charlotte was outstanding throughout the entire process and helped to secure an excellent compensation package for my son. I would highly recommend Smith Partnership to anybody, especially if they are seeking compensation for an injury that is not their fault.

Client, Personal Injury - Trust Pilot

Excellent service. We dealt with Charlotte she was always professional, friendly and knowledgeable. Considering the sensitive nature of our case, Charlotte made the process as straightforward as it could be and always kept us up to date.

Client, Personal Injury - Trust Pilot

I have received excellent service from Smiths partnership, particularIy Charlotte Hope the solicitor acting on my behalf. She has worked in a professional and timely manner to bring my case to a very satisfactory conclusion. Charlotte kept me informed by regular emails and if I needed something explaining in more detail she would give me a call. Nothing has been too much trouble and would happily recommend Smiths to anyone.

Client, Personal Injury - Trust Pilot

E: Maisie.Marshall@smithpartnership.co.uk

T: 01332 225249

F: 01332 225319

Maisie Marshall

Paralegal

Practice areas

I am a Paralegal in the Conveyancing department in Derby. On a day-to-day basis, I assist the Fee Earners on all different transactions from start to finish. I studied many different subjects at University, my favourites being Company Law and Insurance Law, and I graduated in 2022. I have been working at Smith Partnership for five months. Prior to this I worked in Debt Recovery for six months at a different firm.

I have been told by my colleagues that I bring a positive sunny demeanour to the team, and that I am a quick learner!

I enjoy spending my free time with my family, friends, and my dog, Pip!

I am starting the Legal Practice Course in September to further my legal career.

I was a very nervous client and was probably an annoying one asking lots of questions. Claire Betsworth was my initial point of contact and she was amazing…I was then handed over to Tania Douglas & Maisie. We did have a stumbling block with regard to the house and land registry which delayed things a few weeks, but apart from that was smooth sailing, Tania and Maisie were always at the end of the phone, updated me by email… and just generally really communicative and helpful. Definitely recommend to anyone to use Smiths Partnership. My sincere thanks to all.

Client, Residential Property - Trust Pilot

Very pleased with the service from the team at Smith Partnership, especially Tania, Maisie and Vicky. Everyone was so efficient and easy to work with. Considering we live remotely it was a really smooth process. Thank you!

Client, Residential Property - Trust Pilot

Thank you for all your help with completing the sale of our property. You have been communicative and professional throughout the whole process. Thank you also to Bhakti for helping us during the sale and again being so prompt and professional throughout.

Client, Residential Property

We have used Sarah Lewis numerous times for sales and purchases of properties and her expertise and service is excellent. Sarah is kind, patient and an expert in her field. Sarah has an incredible way of reassuring you throughout what have been some rather tricky sales that everything will be ok and she works very hard and long hours to get sales/purchases across the finish line. Sarah is also genuinely a lovely lady and is always available when you need to speak to her. Special thanks to Sarah and I'd also like to thank her support team (Maisie and Claire) who have also been incredible to work with. Thank you very much to you all. You are all amazing!

Client, Residential Property - Google

Thank you so much for your help throughout this process, you've both been great... We are so happy with our new home.

Thank you again!

Client, Residential Property

Very professional and efficient conveyancing service, thanks to Michelle, Maisie and the rest of the team. Good response times to emails, able to contact via telephone and when the conveyancer was on leave , I was able to speak to someone who knew what was going on with the sale.

Client, Residential Property - Google

E: Amelia.Sutcliffe@smithpartnership.co.uk

T: 01332 225367

F: 01332 225442

Amelia Sutcliffe

Solicitor

Practice areas

Personal Injury | Clinical Negligence

I’m a Solicitor in the Clinical Negligence team.

I joined the firm in June 2021 and progressed to my Trainee Solicitor role in May 2023. Within my training I completed a year in our Personal Injury team, before qualifying into Clinical Negligence in November 2024. I have growing experience in all types of clinical negligence work, to include delays in diagnosis, GP claims and dental negligence. I dedicate my time to providing a personable, bespoke, and thorough service to my clients. I’m keen to ensure they feel supported, heard, and advocated for, as victims of medical negligence.

I’m based at Norman House in Derby, but travel to all Smith Partnership branch offices and will visit clients at home to ensure all our clients have access to our services.

My colleagues would say I am enthusiastic, hard-working and passionate, but above all else, I bake a great banana bread.

I'm a keen gym-goer and have recently taken up running. I enjoy walks in the Peak District with my dog, and finding a nice coffee shop. I've recently taught myself how to crochet.

There are moments in life when all we can do is ask for help. One of those moments came for me in the form of an inquest in to my wife’s death. I will forever be grateful that one of the people I turned to was Amelia Sutcliffe. Amelia was professional, informed, kind and reassuring. It was a constant source of comfort and strength to have her with us throughout such a difficult time. She was always ready to answer any questions I or my family had and she walked us through the whole process with care and understanding. She made sure we always knew exactly what to expect. Should I ever find myself facing such a difficult time in the future, I would be encouraged to know I had Amelia by my side.

Client, Clinical Negligence

I was assisted in a child case by Amelia, cannot thank her enough, always on time, punctual, honest, straight forward, but also kind and compassionate as well, really helped me get through it all and can’t thank her enough, absolutely amazing and can’t recommend her enough, 5/5 all day long, a real pleasure to have through the journey, definitely a must use service!

Client, Childcare - Trust Pilot

Clare, you’re absolutely amazing, that is all I can say - you won me my daughter back. You and Amelia have both been amazing through all of my difficulties, I don’t think I’d have got through it without help from you both.

Client, Childcare

Amelia has been great and amazing helped me through alot and explain things when I didn't understand. She also helped when feeling abit rubbish on myself, and made me feel welcome and it just made my situation abit easier even though it been tough.

Client, Childcare - Trust Pilot

E: Sarah.Lewis@smithpartnership.co.uk

T: 01332 225247

F: 01332 225319

Sarah Lewis

Associate

Practice areas

Residential Property transactions.

Case Study

Purchasing a listed property for clients within the Peak Park, with a lot of restrictions, in the middle of a conservation area. This was also a change of use as had previously been a visitor centre with associated land, carved up into separate plots for sale.

Areas of Specialism

Residential conveyancing; sales, purchases, transfers of equity etc. I have worked in this area since 2019 and have been qualified since 2020.

I am a pedant when it comes to grammar; I like to work within a team, I’m friendly but quiet.

I like being outside. I jog, walk and enjoy rock climbing (weather permitting)open water swimming. I live with my two adult children, who are 21 and 18. We have two cats, Goose and Robin, who are adorable but each pretend that the other doesn’t exist. I have a good social life and am a member of a climbing club, film club and a book club.

Languages

I speak French pretty well, having lived there for a while, although I am not fluent.

Thank you for all your help with buying my first home. I’ve really appreciated all of your help. Thank you for making it seem easy!

Client, Residential Property

Sarah Lewis has been amazing helping us on our journey buying our first property. Sarah was easy to contact and always answered emails and phone calls, supporting us with all our queries. Sarah's dedication, persistence and knowledge was amazing. We are so greatful for all of Sarah's hardwork as things were not always smooth running.
Thankyou to Sarah!

Client, Residential Property - Trust Pilot

I just wanted to let you know how pleased I have been with the support and service I’ve received from Sarah Lewis and your team. Sarah was extremely helpful and supportive, very efficient and timely with the whole process which has now been completed. I will be recommending Sarah and your conveyancing team to my sister who hopes to purchase a house in the near future.

Client, Residential Property

Client, Residential Property - Google

Very friendly, efficient and professional service from Sarah Lewis. Would highly recommend.

Client, Residential Property - Trust Pilot