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.

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

Gary Pick
Partner & Head of Private Client Services Group
Private Client
Poole
01202 339032
0779 381 6843
Private Client
Lloyd Thomas
Partner & Head of Private Client Poole
Private Client
Poole
01202 339019
Private Client
Elizabeth Webbe
Partner
Private Client
Salisbury
01722 426943
07917 710 919
Private Client

Associates

Mihiri Gajraj
Associate
Private Client
Southampton
023 8082 0544
Private Client
James Hammersley
Senior Associate
Private Client
Salisbury
01722 426952
07467 943446
Private Client
Sarah Richards
Senior Associate & Head of Private Client Salisbury
Private Client
Poole
01202 339025
Private Client

Solicitors

Holly Algar
Solicitor
Private Client
Salisbury
01722 426916
Private Client
Gary Cox
Consultant
Private Client
Poole
01202 339049
0782 601 9764
Private Client
Laura Stone
Solicitor
Private Client
Poole
01202 339038
Private Client
Martha Swann
Solicitor
Private Client
Poole
01202 339013
Private Client

Chartered Legal Executives

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

Tax Advisor

Paula Arnold
Trusts & Tax Practitioner
Private Client
Poole
01202 339039
Private Client

Paralegals

Jodie Sainsbury
Paralegal
Private Client
Salisbury
01722 426970
Private Client

Trainee Solicitors

Arcadius Gregory
Trainee Solicitor
Private Client
Poole
Private Client

Legal Secretaries

Sarah Adams
Legal Secretary
Private Client
Salisbury
01722 426941
Private Client
Rebecca Bennett
University Placement Student
Private Client
Poole
01202 339046
Private Client
Jane Bilton
Legal Secretary
Private Client
Salisbury
01722 426907
Private Client
Karen Carter
Legal Secretary
Private Client
Southampton
023 8082 0452
Private Client
Sarah Cobb
Legal Secretary
Private Client
Poole
01202 338558
Private Client
Hayley Collis
Legal Secretary
Private Client
Poole
01202 339004
Private Client
Jane Fielding
Legal Secretary
Private Client
Poole
01202 339006
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
Sandra Ross
Legal Secretary
Private Client
Poole
01202 339040
Private Client
Sonja Vine
Legal Secretary
Private Client
Poole
01202 339036
Private Client

Applications Trainers

Clare Pike
Court of Protection Probate & Trust Accounts Manager
Private Client
Salisbury
Private Client

General Staff

Helen Glatter
Chartered Accountant
Private Client
Poole
01202 339041
Private Client