Couple signing will at solicitors

Private Client

Our Private client department deals with:

  • Wills & Codicils
  • Probate & Estate administration
  • Trusts
  • Court of Protection
  • Powers of Attorney
  • Gifts
  • Inheritance Tax Planning
  • Deputyships
  • Change of Name Deeds

 

To read more about the individual services we offer you can request a copy of our 2021 brochure here or keep reading for a summary of our Private client department.

Our experienced team offers a comprehensive service for Wills, Lasting Powers of Attorney, Probate (Administration of Estates), Trusts and Court of Protection.

We offer a Will drafting service which enables you to plan how you would like your assets to be distributed, it is important to remember that Wills are not just for the elderly, it is strongly advised all adults make a Will in case the worst should happen. You may also be able to minimise any future tax liability.

In addition, we are able to advise about Lasting Powers of Attorney and the Court of Protection. Lasting Powers of Attorney can be extremely useful for anybody who is struggling to manage their own affairs or who wants to make sure everything is in order for their future if he or she becomes incapable of managing things themselves.

We are always willing to help with any legal practical matters that need attending to after a death and will agree a plan of action with you from the start. Whether that is simply to obtain Probate or deal fully with the administration of the estate, we are happy to help.

To get in touch, please click on the button below.

 

Private Client Department Staff

Our team has over 20 years of collective experience in delivering high quality work in all matters relating to wills and estate administration. The team has particular expertise in high value estates and inheritance tax matters. Regardless of who works on your matter, they will be supervised by Stephen Morrison who is one of the partners in the firm.
 

Louise Deere

Head of Private Client

Louise is a Fellow of the Institute of Chartered Legal Executives (FCILEx) and head of our Private Client Department and has over 15 years' experience in this field. Louise specialises in Wills & Probate matters and is a fully accredited Member of Solicitors for the Elderly (SFE).
 


 

Teresa Dawes

Private Client Legal Executive

Teresa is a legal assistant within the Private Client department. She has worked at our firm for over 25 years and has extensive legal experience. Teresa supports the department in relation to wills and probate work.
 

Private Client Fees

Click on the button below to see our fees for Private Client work.