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

Corinne Richards

Personal Tax Adviser

Charles Warner

Consultant Solicitor & Notary Public

Tom Simmons

Legal Executive (ACILEx)

Samantha Bradburne

Associate

Aneesha Dhami

Solicitor

Philip Raggett

Partner

Fiona Taylor

Associate

Richard Theobald

Solicitor

Mary Shaw

Partner & Team Leader

Claire Wickens

Legal Executive

Judy Pollard

Senior Tax Adviser

Jessica Moseley

Solicitor

Gail Hall

Partner

Joanna Dunlop

Solicitor

Lucy Cheeseman

Solicitor

"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

"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

"The level of service has been excellent,  we always felt that the team were working in our best interests at all times and that they were constantly communicating in order to make the process fluid."


Chambers HNW 2017 – Client Quote