I have over 25 years experience as a Private Client Estate Planning Wills Probate Solicitor Essex.
Call me on 01245 203902
How I can help you
I have been the Senior Partner of a well established and respected firm in Chelmsford, Essex where I spent nearly 25 years dealing with high net worth individuals and their estate planning needs. I have dealt with the administration of hundreds of estates ranging from those of a very modest value to those worth millions of pounds. I have a great deal of experience in a large number of matters to include the following:
- Will drafting
- Inheritance Tax and Estate Planning
- Lasting Powers of Attorney
- Court of Protection applications to include Statutory Wills/Codicils and Deputyship Orders and annual Deputyship Report preparation
- Registration of trusts with HM Revenue and Customs Trust Registration Scheme (TRS)
- Deeds of Variation to “rewrite” the Will of someone that has passed away within 2 years of their death
- General trust administration to include Settlement Deeds, Deeds of Appointment, Deeds of Retirement and Appointment of Trustees
- Removal of mentally incapable trustees
About me - Wills Probate Solicitor Essex
I am a Private Client Solicitor with 25 years of experience in looking after clients in this field. Private Client work covers a large number of areas including Will drafting, estate/Probate administration, Inheritance Tax advice, preparation and registration of Lasting Powers of Attorney, trust administration and various other areas.
I have been the Senior Partner of a well respected firm in Chelmsford, Essex and have acted for a large number of high net worth clients over the course of time, many of who have not had simple or easy situations to cater for. I have drafted thousands of Wills, have dealt with hundreds of estates and really enjoy ensuring that clients are properly looked after in the best way that leaves nothing to chance.
I have acted for a large variety of clients over the course of time including multi-millionaires, farmers, business owners and those of more modest means.
My experience
In the past few years, I have done the following:
- I have regularly advised high net worth individuals regarding estate planning matters.
- I have regularly acted for clients with estate values of £2M-5M. I have also acted for clients with estates of £10M or more.
- I have carried out Court of Protection work of all varieties including Deputyship applications, Statutory Wills and Codicils. I recently acted on behalf of Deputy in application for a Statutory Will where estate was worth £2.5M and involving numerous charities, family members and Official Solicitor.
- I have previously acted for the executors in reported case of Oakley & Anor v Inland Revenue [2005].
- I have acted as trustee in a £4M discretionary trust where matters were very contentious between all 3 beneficiaries, overseeing a resolution between them.
- I have acted as Wills Probate Solicitor Essex continuously and for the last 25 years.
- I have advised on the application of Agricultural Property Relief and Business Property Relief many times both in context of estate planning and making claims post death with HMRC.
- In the past few years, I have successfully argued with HMRC for the application of Business Property Relief in a probate matter involving livery stables, which was initially denied, resulting in a saving of over £500K for client (based on the principles discussed in HMRC v The Personal Representative of Maureen Vigne).
Latest Articles
Trusts – HMRC Trust Registration Service – Do you need to register your trust?
Is it necessary to register all trusts with HM Revenue and Customs? CONTENT COMING SOON.
Wills and Estate Planning – Should you own your home as joint tenants or tenants in common?
Joint tenants or tenants in common - does it matter? CONTENT COMING SOON.
Trusts – How can a trustee be removed from a trust if they have lost mental capacity?
How can a Trustee be removed if theY have LOST MENTAL CAPACITY? CONTENT COMING SOON.
Call me on 01245 203902
Private Client Services
Wills and Estate Planning
Probate & Estate Administration
Powers of Attorney
Contact me