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Richard Theobald

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Richard advises Executors on the administration of estates and helps them to fulfil their duties to the beneficiaries of the estate and to H.M. Revenue & Customs. Richard also advises on how an estate can be restructured for inheritance tax planning purposes and provides assistance with capital gains tax planning during the administration period.

Richard helps clients to structure their affairs by advising on the preparation of their Wills to ensure that their wishes are implemented in a tax-efficient manner on death. He also assists clients to plan for the future by advising them in relation to Lasting Powers of Attorney and helps relatives to apply to the Court of Protection in cases where a Lasting Power of Attorney has not been put in place.

Richard trained and worked in two Kent firms after graduating in Law with Politics at the University of Manchester. He joined Warners in 2016 and became a partner in 2018.

Legal Directories

  • Legal 500 – Recommended Lawyer

Legal 500

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Wills and Inheritance Quality Scheme

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ReviewSolicitors

Read Richard's Reviews

Excellent Professional Service

Richard Theobald helped my wife and I update our wills and put in place POAs. He and his team were knowledgeable, efficient and the process was completed in good time.

Dr Mark Martin
/ ReviewSolicitors

Timely and very high quality

This seems a good time to say that it has been a real pleasure having your support through all of this. Your work has consistently been timely and very high quality, and good value too.

A recent client

Warners a triumph across the board

My wife and I have used Warners Solicitors in the past ( property sale and wills ) and were very impressed. This time I approached Richard Theobald with regard to my mothers estate and various other related matters. There were some tight reporting timescales to contend with and some difficult issues to deal with. He was diligent in every respect and ended up with a very satisfactory result. But their support did not stop there and this required extending Warners brief to other specialities ( Property Sale, Loan Agreements and Capital Gains issues ). In stepped Ben Wright and Christine Dark with some very tight timescales to meet. Again a very successful outcome. I fully appreciated that for all parties this was a particularly busy time ( Stamp duty holiday etc etc ) but what has impressed me is the depth of expertise that this firm has and their willingness to respond. The old fashioned staid solicitor profile does not apply here, the impression is a youthful firm with plenty of experience. I am in their debt.

M.H. Dickman
/ ReviewSolicitors

An expert in wills, trusts and probate

One client calls Richard Theobald an “expert in wills, trusts and probate” and adds: “Richard is sympathetic and tactful and helped me understand, explaining the options that were available to me.” Another interviewee says: “Richard has been very helpful with informing us of anything we need to know by phone call, email or letter. As for his style, I can only say that I am very happy with the way he has conducted himself.”

Chambers & Partners HNW
/ Recommended Lawyer

Exemplary in his dealings with us

"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
/ Client Review

Very knowledgeable and very helpful,

Richard Theobald assists clients with will, probate and estate matters as well as powers of attorney and the establishment and management of trusts. He deals with the administration of complex estates and offers tax planning advice in relation to Inheritance Tax and Capital Gains Tax. “He’s absolutely fantastic, very knowledgeable and very helpful,” enthuses a client. “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,” adds another source. “We have often been impressed with his detailed emails and his willingness to communicate readily when needs arise.”

Chambers & Partners HNW
/ Recommended Lawyer

I would highly recommend their services

"I have recently been dealing with Richard Theobald and Sarah Fitz-Gibbon and their corresponding teams. Richard helped finalise an Estate following a close family members death and Sarah assisted with the conveyancing on a property sale. Dealing with Warners was a massive relief in terms of their assistance at a difficult time and their professionalism and knowledge were brilliant. It was very comforting knowing that we were looked after and all affairs were in good hands. I would highly recommend their services to anyone needing legal advice."

Geoff Baker
/ Google Review

Expertise

Trusts

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Wills & succession

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Probate & Estate Administration

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Elderly & vulnerable clients

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Lasting Powers of Attorney

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