How to instruct James Kessler QC and Oliver Marre
Why instruct James Kessler QC or Oliver Marre?
We spend most of our time giving independent specialist advice in private client matters including (though not restricted to) the taxation of charities.
If you want such advice you should instruct a barrister, but who and how? James Kessler comments: From time to time I need to choose a barrister myself. I go first by personal knowledge; second by personal recommendation; in the absence of that, by the quality of their publications, lectures, CV and (so far as ascertainable) reputation; and last of all, by comments in published directories. In my case I am Band 1 in Chambers Directory under the heading Private Client with the comment: "the first port of call for charities seeking tax advice". James has also received the Geoffrey Shindler Award for Outstanding Contribution to the Profession (STEP Private Client Awards, 2011).
How to instruct us
Prepare a summary of the facts and the questions to be considered, with the relevant supporting documentation. Advice may be given by written opinion, in conference or over the telephone; advice given orally will be confirmed by an opinion or settled note of conference.
Who can instruct us?
Instructions can be given by Solicitors, Accountants, members of the Chartered Institute of Taxation, most other UK and overseas professionals, and overseas lay clients.
James Kessler can also take instructions directly from the public. However it is often more sensible for a lay person to involve their advisers at this stage, since if our advice involves taking any particular steps, it will be the accountant or solicitor who puts them into action, and who in due course completes tax returns, etc. For this purpose we will give recommendations if desired.
Instructing Counsel (especially a QC) is not particularly cheap, but it is extremely good value.
In cases where a charity which we wish to support cannot be expected to pay a commercial fee, we will consider acting for less than a commercial fee or pro bono. If a matter is not suitable, for reasons of cost or any other reasons, we will give recommendations.