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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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The sister of Dr W, Mrs L, asked Roz Wyeth for assistance when her brother died apparently without having made a Will. Dr W’s assets were substantial and an Inheritance Tax liability arose on his death. Roz was able to guide Mrs L...
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In a matter whereby an elderly married couple died within a month of each other, both intestate, Jenny Shucksmith visited the deceaseds’ property in Mere to undertake a thorough search with a view to identifying the extent of their assets and...
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Karen Perugini acted for Miss L for a number of years with whom she had built up a good relationship. Miss L did not have any close family and Karen had assisted her with dealing with her finances as Miss L grew older. On her death, Miss L had left...
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