Trusts, Wills & tax planning

We believe that it is never too soon to start to plan for your financial future. Careful preparation will ensure that you make the most of your assets and can help to protect your wealth for future generations.

Whether you need a simple Will or more complex tax planning advice our experienced private client solicitors can advise you on the various steps that you can take now to help you arrive at the best solution for you and your family.

Our team has been accredited by Law Society’s Wills and Inheritance Quality Scheme (WIQS) which sets high client service standards to ensure transparency in process, costs and communications.  Find out more about the Wills and Inheritance Quality Scheme.

We also have lawyers who are full members of the Society of Trust and Estate Practitioners (STEP). So you can be assured that the advice you receive from us is the best advice available.  Find out more about STEP.

Please select from the following services:

 

Please click here to download the Will Questionnaire

Meet the team

Aneesha Dhami

Solicitor

Gail Hall

Partner

Tom Simmons

Legal Executive (ACILEx)

Claire Wickens

Legal Executive

Philip Raggett

Partner

Joanna Dunlop

Solicitor

Judy Pollard

Senior Tax Adviser

Samantha Bradburne

Associate

Lucy Cheeseman

Solicitor

Corinne Richards

Personal Tax Adviser

Charles Warner

Consultant Solicitor & Notary Public

Mary Shaw

Partner & Team Leader

Richard Theobald

Solicitor

Jessica Moseley

Solicitor

Fiona Taylor

Associate

Richard Theobald, at all times, has been exemplary in his dealings with us. We have had total confidence in his handling of the whole process. In terms of his business knowledge, affability and responsiveness to any questions raised he is excellent. We have often been impressed with his detailed emails and his willingness to communicate readily when the needs arise. Finally, Richard has established good working relationships with the executors individually.


Mrs B

"Thank you so much for preparing wills for both, my wife, and myself. You made the process straightforward and easy to understand and have reassured us that, in the event of a tragedy, our affairs are now in order. We also thought your fee was very reasonable given the service provided and the work involved."  


Mr D

May I add my thanks... for your expertise in guiding us through the maelstrom of tax and other matters relating to the estate settlement. You and the team have been excellent, especially as we are rather far flung.


Mrs Holding