Blandy & Blandy LLP Solicitors
Jonathan Gater

Jonathan Gater

Joint Managing Partner, Wills, Probate Tax & Trusts & Court of Protection

Location: Reading & Henley-on-Thames
Qualified as a solicitor: 2003

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Jonathan Gater is head of our leading Probate Tax & Trusts team and one of the firm’s joint managing partners.

Jonathan specialises in trust and estate administration, Powers of Attorney and Court of Protection matters. He acts as Attorney for a number of clients, assisting them with the day-to-day management of their affairs and also regularly acts as executor or trustee for clients.

Jonathan works closely with the rest of his team, who are specialists in Court of Protection matters. They regularly act for people who are under the jurisdiction of the Court of Protection and are experienced in acting as independent deputies for incapacitated people, and making deputyship applications for family members who wish to be appointed.

Jonathan is a member of Solicitors for the Elderly, an independent, national organisation of lawyers (solicitors, barristers and legal executives) who provide specialist legal advice for older and vulnerable people, their families and carers. He is recommended in the UK's leading guides to law firms, Chambers HNW and The Legal 500.

Since 2002, Jonathan has been the Under Sheriff for Berkshire and is he is also an authorised High Court Enforcement Officer.

Examples of recent work

  • Dealing with complex estates, including recently acting on a multi-million pound estate of a member of Lloyd’s of London Insurance Market.
  • Lifetime tax planning, including inheritance tax planning for a wealthy individual, including drafting an appropriate will and establishing a trust and a family investment company to help manage the family wealth.  This involved considering the implications of both Capital Gains Tax (CGT) and Stamp Duty (SDLT) as part of the planning.
  • Currently acting as attorney under both enduring powers of attorney and lasting powers of attorney, or as a Court of Protection appointed Deputy, for a large number of incapacitated clients.  These include a relatively young client with a severe brain injury as well as managing the financial affairs of wealthy elderly clients.
  • Advising on various applications to the Court of Protection.  In addition to applications for the appointment of deputies, advising on applications for authority for attorneys/deputies to make gifts and statutory wills.  A recent contested application went to trial where the court not only granted the application requested, but also ordered the objecting party to pay the costs of the application.  In another matter, acting for a client who was being excluded from the proposed statutory will, when a move favourable will was secured by negotiation without the need to go to trial.
  • Acting for trustees in connection with the administration of trusts and is regularly invited to act as an independent trustee following disputes.
  • Complex applications to the Probate Registry, including acting for a number of creditors seeking to recover assets from unadministered estates as well as applications for orders for personal representatives to be appointed in preference to those entitled.

Areas of Expertise

  • Court of Protection and mental capacity law
  • Estate administration
  • Lifetime estate planning
  • Lasting Powers of Attorney
  • Trust administration

Professional Memberships:

Member, Solicitors for the Elderly
Member, The Law Society

Education:
College of Law (Chester) 
University of Manchester, LLB

Accreditations & Awards:
Winner - 'Best Probate Law Firm - London/South East', UK Probate Research Awards 2019
Recommended, Chambers HNW
Recommended, The Legal 500

What our clients say...

“Absolutely excellent. A stand-out operator.”

Chambers HNW

“I have been a longstanding client of Blandy & Blandy and have received prompt, helpful and relevant advice. I have been particularly grateful for the sympathetic understanding of Jonathan Gater.”

Client

“Please accept my deep felt thanks for your kindness, patience, guidance and over all professionalism in the administration of my mum’s estate.”

Client

“My word, what swift action from you as my relative’s Attorney. The series of happenings will be of extreme value for her care, safety, comfort and wellbeing in the longer term. My sincere appreciation and thanks.”

Client

“Our overall experience was excellent.”

Client

“I have always received excellent, empathetic service.”

Client

“The courtesy received throughout was particularly appreciated.”

Client

“I am extremely satisfied with all work carried out on my behalf.”

Client

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Jonathan Gater

Joint Managing Partner, Wills, Probate Tax & Trusts & Court of Protection

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