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:

Questionnaires

Meet the team

Aneesha Dhami

Solicitor

Joanna Dunlop

Solicitor

Lucy Cheeseman

Solicitor

Tom Simmons

Legal Executive (ACILEx)

Fiona Taylor

Associate

Judy Pollard

Senior Tax Adviser

Gail Hall

Partner

Philip Raggett

Partner

Samantha Bradburne

Associate

Corinne Richards

Personal Tax Adviser

Charles Warner

Consultant Solicitor & Notary Public

Claire Wickens

Legal Executive

Richard Theobald

Solicitor

Mary Shaw

Partner & Team Leader

Jessica Moseley

Solicitor

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

"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

“Barbara and I would like to commend Lucy Cheeseman for her efficiency and professionalism. Everything was dealt with promptly and explained well, giving us the confidence that it was all in capable hands. Throughout what was a really tough time we found Lucy patient, kind and caring.”


Ms Barbara Howes, Executrix & Mr John Harrington, Wood & Pilcher