For individuals, I offer professional, considered advice on a range of legal issues that can affect us all at some stage in our lives, including:

• why you should make a will, and updating existing wills
• probate and letters of administration
• dealing with a deceased’s estate
• making a power of attorney
• tax and estate planning, including welfare benefits
• advice about financial help for children and relatives
• ‘multi-generation’ property sharing agreements
• planning for old age, residential or nursing care fees
• equity release, home reversion and sale-and-leaseback plans
• setting up deeds of variation
• pre-nuptial and post-nuptial agreements
• making gifts and creating trusts, and the tax implications
• mental incapacity and Court of Protection
• efficient administration of trusts and estates

For business owners, I offer advice about partnership and shareholders agreements, raising finance and business loans, and bank guarantees.

For landowners and property investors, I can help with income tax and capital gains tax on property investments and developments, and disposal planning.

For executors and trustees, I can assist with both practical help and advice in executing your duties responsibly. My executor and trustee legal services help both families and trustees of charitable and not for profit organisations, and include:

• help to obtain probate and letters of administration
• assistance with inheritance tax returns
• deceased estate administration & probate
• interpretation of wills
• deeds of variation
• appointment and retirement of trustees
• disposal of assets and tax planning
• trust and estate accounts
• disputes and remedial work

•••••

Please note that some of these services are provided in collaboration with, or by referral to, other professional advisers.

I am not authorised to provide regulated financial services by the Financial Services Authority; I am regulated by the Solicitors Regulation Authority and authorised to carry out only those limited regulated financial services which are authorised to be provided by solicitors.

I find the more information I can provide as a personal or family solicitor before we meet face to face, the more we can achieve in our meetings. So, this Resource Centre includes general advice on common legal issues such as making a will, Powers of Attorney and probate.

I shall be adding more information over the next few months – do email me if you have anything specific you would like to see featured on this page.

Downloads:

 Charges for Administration of Deceased estates and Appointment of a Professional Executor

Terms of Business 1 October 2011

My tax advice service covers a wide range of issues including personal income and capital gains tax, tax planning, inheritance tax, for a diverse range of clients.

For individuals, I aim to put you in control of your personal tax affairs and finances through careful planning and considered actions. These include:

•  income and capital gains tax on investments
•  planning for school fees and retirement
•  tax implications of owning residential or investment property
•  ‘multi-generation’ property sharing
•  using trusts
•  advice about financial help for children and relatives, including first house purchase and granny annexes

Call me first on 01962 736926 to discuss your tax position.

For landowners and property investors, I offer expert advice about portfolio planning, structure and disposals to maximise your profit and minimise your tax liabilities

For business owners, I give in advice about finance and tax for owner-managed and family businesses, and members of professional business partnerships.

For executors and trustees, I can help you perform these important roles with confidence. I have long experience both acting personally as executor and trustee, and advising others on:

•  inheritance tax returns
•  help establishing deeds of variation
•  planning of trust and estate disposals, both property and investments
•  advice and planning of trust investment and distributions
•  advice and preparation of income tax and capital gains tax returns
•  wills and probate issues, such as
• finding missing assets
• interpretation of wills and legal documents
• resolving disputes over property and entitlements
• tracing beneficiaries or lost documents
• sale of houses and valuables
• tracing or replacing lost documents

 •••••

Please note that some of these services are provided in collaboration with, or by referral to, other professional advisers.

I am not authorised to provide regulated financial services by the Financial Services Authority; I am regulated by the Solicitors Regulation Authority and authorised to carry out only those limited regulated financial services which are authorised to be provided by solicitors.