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

Richard Theobald

Solicitor

Fiona Taylor

Associate

Claire Wickens

Legal Executive

Mary Shaw

Partner & Team Leader

Corinne Richards

Personal Tax Adviser

Joanna Dunlop

Solicitor

Gail Hall

Partner

Samantha Bradburne

Associate

Philip Raggett

Partner

Lucy Cheeseman

Solicitor

Jessica Moseley

Solicitor

Charles Warner

Consultant Solicitor & Notary Public

Judy Pollard

Senior Tax Adviser

Aneesha Dhami

Solicitor

“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

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

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