Getting your financial affairs in order ensures peace of mind for yourself and your loved ones. And whether you’re managing a trust on behalf of someone else, planning for care fees, or confused about managing financial affairs after the death of loved one, we’re here with a friendly ear to help you to plan the present — and the future.
Our team are here to help make sense of it all.
For more advice on Trusts, Probate and Estate planning and for a discussion about your personal situation please call us on 01803 403403
From the first time we meet we’ll take the time to really get to know you, so that we understand the intricacies of what you need. We offer you clear, legal advice from experts in each field of law so that you can make the best decision for you. We put you first. We listen. And offer you a personal service that you can depend on.
How We WorkWhen you’re planning your financial future you need personal advice and legal expertise in this very specific area of the law. That’s where we come in.
We’re here to help you manage your trusts and estates in the most tax efficient way. We’ll also provide support in the difficult time following the death of a loved one when you need to deal with financial affairs, property and administration.
We can help with all areas of trusts and estates including:
Trusts are a useful way to preserve wealth in cases where the intended beneficiary might be incapable of holding money or property themselves, or where an outright gift is not appropriate. Our experienced solicitors provide personalised legal advice and inheritance tax planning for all types of trusts, including:
The complexity of The Trustee Act leaves many Trustees concerned about their duties and obligations under the law.
We can help guide and advise you what you can and cannot do as a Trustee, including the duties and responsibilities that come with the management, administration and taxation of Trusts.
Need help? Call us on 01803 403403 for a free, confidential discussion with one of our team or get in touch online.
Christine Shute
Associate Solicitor
Christine is an Associate Solicitor and heads the private client department advising on all aspects of this work but with...
Christine is an Associate Solicitor and heads the private client department advising on all aspects of this work but with a particular interest in elderly client work. Christine is a full member of Solicitors for the Elderly and the Private Client Section of The Law Society. She advises on all aspects of powers of attorney and their consequences and where there is a lack of capacity, assists with applications to the Court of Protection for appointment of deputies for those with no POA. She has many years’ experience of drafting wills including for high net worth individuals where there may be IHT consequences and business and agricultural property, but also for parents of vulnerable children and adults who need to set up trust arrangements, couples with children from previous relationships who may also need trusts and “standard” wills. In addition, she has in-depth experience of acting for Executors and Administrators (on intestacies) and obtaining grants of representation and administering a wide range of estates from modest to multi million pounds in value.
Read moreMartin Roberts
Associate
Martin is an associate member of the firm in our Private Client Department. He is a Fellow of the Chartered...
Martin is an associate member of the firm in our Private Client Department. He is a Fellow of the Chartered Institute of Legal Executives and a member of the Society of Trust & Estate Practitioners (STEP). He has over 30 years’ experience in the administration of estates, the creation and administration of Settlements, preparing and advising upon Wills, Powers of Attorney of all types, applications to the Court of Protection and lifetime tax planning. Out of the office his interests including cycling, motorcycling and trying to keep up with his two teenage children. Martin has dealt with some very large estates over his years in legal practice, including high value estates with complex tax issues as well as those with multiple beneficiaries. He, as are all the members of the Team, is passionate about recognising and challenging cases of elder abuse which is sadly increasingly common and can creep into many aspects of our lives. He prides himself on having had one particular high-profile individual brought to justice for the financial abuse of an elderly client. If you need advice about estate planning, the administration of an estate or Trust, or issues with powers of attorney Martin will be able to help as he will probably have come across it before.
Read moreJanice Courtenay
Chartered Legal Executive
Janice is a Fellow of the Chartered Institute of Legal Executives and an Associate Member of Solicitors for the Elderly....
Janice is a Fellow of the Chartered Institute of Legal Executives and an Associate Member of Solicitors for the Elderly. She is a member of the Private Client team and has a wide range of experience advising upon the preparation of Wills, administration of estates, Powers of Attorney and where there is a lack of capacity, assisting with Court of Protection applications for the appointment of Deputies.
Read moreCall us on 01803 403403
We’re here to help with your personal legal issue, however sensitive.