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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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

James Moore

James joined our Private Client Department in 2022 having qualified as a Solicitor in 2011.  James specialises in Wills, Probate and Estate administration, Powers of Attorney, Trusts and Tax Planning.  James works with clients in a friendly and approachable manner when dealing with matters of a sensitive and personal nature so as to relieve the pressure and burden placed on clients. .

Rebecca Shepherd

Rebecca Shepherd is a full-time secretary in the Wills, Probate and Trust Department who has over six years' experience in Private Client work.