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 trust drawn up, or are after more complex tax planning advice, our experienced private client solicitors are here to advise you on the various steps that you can take to help you arrive at the best solution for you and your family – we’ll help you find the ones best suited to your situation.

Our will writing solicitors and advice 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:

Questionnaires

Meet the team

Corinne Richards

Personal Tax Adviser

Philip Raggett

Partner

Joanna Dunlop

Solicitor

Samantha Bradburne

Associate

Kevin Gladwell

Solicitor

Fiona Taylor

Associate

Lucy Cheeseman

Solicitor

Judy Pollard

Senior Tax Adviser

Gail Hall

Partner

Aneesha Dhami

Solicitor

Jessica Moseley

Solicitor

Claire Wickens

Legal Executive

Charles Warner

Consultant Solicitor & Notary Public

Mary Shaw

Partner & Team Leader

Richard Theobald

Solicitor

"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

"Having experienced the problems a bad Will can cause, I would strongly recommend to everyone, to see Mrs Hall and make a properly drafted Will, it certainly convinced me and my wife to do so. We were surprised at how easy she made it for us."  


Mr C

As difficult as the task has been (at times) we have never once questioned our decision to move the Estate into your capable hands. You have been professional, caring, extremely knowledgeable, discrete - all the while providing expert guidance as we have traversed the minefield of various tax laws. The service and expertise from everyone at Warners has been excellent. Beyond our expectation (I had high expectations!) Perhaps the biggest compliment I can pay you is that I am actually disappointed that our dealings are near completion. Thank you for all your work it is very much appreciated.


Mr H