Associate (FCILEx) - Wills, Trusts and Probate
What’s your role?
Deal with the efficient administration of estates.
Trust administration including annual accounts, tax reporting and distributions.
Creation of trusts for inheritance tax mitigation and asset protection.
Drafting of wills to ensure assets pass to the desired beneficiaries.
Preparation of Lasting Powers of Attorney to provide peace of mind and ease in the event of the donor’s future mental incapacity.
I have worked in the private client field for many years dealing with wills, trusts and probate for a diverse range of clients from those with agricultural and business interests to those who wish to protect assets from nursing home fee assessment.
- Lasting Powers of Attorney
- Trust Creation & Administration
- Administration of estates
Which five words best describe you?
- Hard working
Memberships & Associations
I would like to extend my heartfelt thanks and gratitude to Roz Wyeth. At a time of great sadness for me, she showed such patience in her explanations surrounding the process involved in obtaining Grant of Probate for my late wife and has always tirelessly addressed my frequent questions to her which has made the whole process easier to bear. Thank you again.
I would like to congratulate you all most sincerely for providing me with exceptional service. I am also most grateful for the provision of a home visit following my recent hip surgery. May you continue to flourish in all you provide.