Wills, trusts & probate

Our wills, trusts and probate team specialises in preserving wealth for individuals, couples and families through wills and inheritance tax planning for you now and for future generations.

As individuals and families, we all work hard and spend many years accumulating a safety net for our retirement in the form of property, savings and other assets.

We work with clients to ensure that your savings and other assets are protected from unnecessary tax upon your death, thus preserving wealth for your dependants and future generations. This is achieved through the effective management of the probate process and guiding you through the complexities of inheritance tax planning laws, as well as helping you with the writing of your will.

Headed by Kelly Greig, our team of lawyers specialising in probate and inheritance law comprises four legal practitioners and three support staff offering a full range of legal services.

We all want to provide for our families as best we can and ensure that we minimise our tax liabilities. With the increasing growth in the value of our properties, the number of second families or other complex family arrangements, clients at the very least need to put in place a will ensuring that their assets will pass on death in accordance with their wishes.

Our specialist team assists in the administration of the estates of deceased individuals, liaising with HM Revenue & Customs revenue regarding the inheritance tax payable, applying for a grant of probate and subsequently distributing the estate and setting up any ongoing trusts contained in the will. We also deal with the day to day management of trusts, ensuring that all relevant taxes are settled and the correct legal documentation is in place.

A growing area of work is that of advising clients on the funding of care provision for themselves or elderly relatives. Linked to this we assist clients in nominating someone to make decisions for them regarding their property and finances or even regarding welfare matters if they become incapable of doing so via a lasting power of attorney or, if they have already lost mental capacity, via an application to the office of the public guardian for the appointment of a deputy to administer their affairs.

Case studies

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Jenny Shucksmith dealt with the administration of Mrs W’s estate.  In her Will which had been prepared by another firm, Mrs W left her half share interest in her property which she co-owned with her husband on life interest trust for him.  ...
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Mrs R had lost her mental capacity and her son had applied to the court of protection to register her enduring power of attorney. There were some concerns raised by the local authority that Mrs R’s son was not necessarily acting in her best interests...
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Karen Perugini applied to the court of protection to arrange for a deputy to be appointed to administer Mrs D’s affairs as she had lost mental capacity and had not previously put an enduring power of attorney or lasting power of attorney in place. Mrs...

Convenient meetings

We can meet you at either our Salisbury or Southampton office

Wills and marriage

Did you know when you say “I Do” your existing Will becomes invalid?

Inheritance tax

Want to know how to reduce your inheritance tax liability?

Read more

Meet the team

Partners

Elizabeth Webbe
Partner
Private Client
Salisbury
01722 426943
07917 710 919
Private Client

Associates

Kelly Greig
Senior Associate & Head of Private Client
Private Client
Southampton
01722 426990
Private Client
Karen Perugini
Associate & Deputy Head of Private Client
Private Client
Salisbury
01722 426912
07881 343 961
Private Client

Solicitors

Holly Algar
Solicitor
Private Client
Salisbury
01722 426916
Private Client
Jessica Johnston
Solicitor
Private Client
Salisbury
01722 426908
Private Client

Chartered Legal Executives

Jenny Shucksmith
Chartered Legal Executive
Private Client
Salisbury
01722 426973
Private Client

Paralegals

Jodie Sainsbury
Paralegal
Private Client
Salisbury
01722 426970
Private Client

Trainee Solicitors

Gemma Pouncy
Trainee Solicitor
Private Client
Salisbury
01722 426920
Private Client

Legal Assistants

Sarah Huck
Administrative Assistant
Private Client
Salisbury
01722 426960
Private Client

Legal Secretaries

Sarah Adams
Legal Secretary
Private Client
Salisbury
01722 426941
Private Client
Jane Bilton
Legal Secretary
Private Client
Salisbury
01722 426907
Private Client
Rachael Francis
Legal Secretary
Private Client
Salisbury
01722 426941
Private Client
Rachel Kent
Legal Secretary
Private Client
Salisbury
01722 426991
Private Client
Ali Malone
Legal Secretary
Private Client
Salisbury
01722 426972
Private Client

Cashiers

Deborah Allen
Assistant Accountant
Private Client
Salisbury
01722 426984
Private Client