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Private Client

We have many years of experience in advising clients of the best way forward through often very difficult times. Whatever your requirements, we will work to make the most of all of your assets whilst providing you with a quality service.

Our areas of expertise includes:-

Wills and Trusts
Making a Will is the best way for your estate to be distributed the way you want it to be. Without a Will, your estate will be administered according to the strict English legal system which may involve a large inheritance tax bill, create unnecessary work for your loved ones and result in assets being distributed in a way which does not reflect your preferred intentions. We have extensive knowledge in drafting Wills and creating trusts to ensure that your intentions and needs are covered.

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Probate and Administration of Estates
We understand that dealing with bereavement is an extremely emotional time. We offer a personal service founded on many years of experience in Probate and Administration of Estates. Whether you are looking for advice in your capacity as an Executor or you would like us to apply for Probate of the Will or Letters of Administration we are available  to assist.

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Incapacity
Lasting Powers of Attorney are signed when the donor has mental capacity to manage his or her own affairs, but continue to be valid even if that ceases to be the case.

We have extensive knowledge and experience in this area and our team is always willing to advise on the best way forward for you.

If you are unwell and unable to come to our offices, we can make the arrangements to visit you at home. Alternatively, you could provide us with your instructions in a letter and we will do the rest.

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Storage Services

We are happy to store original Wills and Lasting Powers of Attorney at our secure off site facility at no cost to you. However, if you require us to retrieve any such documentation we will make a charge of £40 plus VAT (the “charge”) for our services in doing so. This covers the cost of retrieval and either meeting with you to hand over documentation or to forward the same to you by recorded delivery. The charge will be levied at the time of making your request and can be paid by debit/credit card over the telephone.

Private Client Team

Johanna Jones

The team is led by Johanna Jones who qualified as a solicitor in 2009 and specialises in private client matters. She was previously Head of the Wills and Probate department of a leading Thames Valley firm for over 6 years. She has a wealth of experience and deals with Deputy Applications, Lasting Powers of Attorney, Probate, Trusts and Wills. 

She is also a full member of both Solicitors for the Elderly and STEP (Society of Trusts and Estate Practitioners).

Parveen Haynes

Parveen Haynes was admitted as a solicitor in 2013 and is a full member of the Society and Trust Estate Practitioners (STEP). She began her legal career in 2008 as a Paralegal working for firms in the Thames Valley and London areas.  

For the last 7 years, Parveen has focused on all aspects of Wills, Probate, Life Planning, Trusts and Elderly clients. Her clients have ranged from those making a Will for the first time to high net worth clients requiring tax planning advice. Parveen can also advise on Wills that protect business assets on death and during the lifetime, by Business Lasting Powers of Attorney.

In relation to Elderly clients, whilst a person has mental capacity she is able to assist with Lasting Powers of Attorney and Enduring Power of Attorney. Once mental capacity has been lost, she can advise on Court of Protection applications.

She is also able to assist with the administration of complex estates and trusts.

Hemisha Patel

Hemisha Patel was admitted as a solicitor in July 2020 following completion of her training contract with a firm in London.  She has four years’ experience within Private Client which has involved assisting clients with Wills, Lasting Powers of Attorneys, Probate and Court of Protection applications.  Her previous experience also includes administering estates with both UK and international assets.

Holly Ward and Sue Winter

Holly Ward is a full-time secretary in the Wills, Probate and Trust Department having worked at Gordons for a number years and has gained experience in many of the departments.

Sue Winter is a part-time secretary in the Wills, Probate and Trust Department having many years’ worth of experience and knowledge in the firm.

They all work well together as a team assisting the Wills, Probate and Trust Department.