Tax planning

Placing assets into a trust during your lifetime can help to minimise your inheritance tax liability. Any assets held in a trust do not form part of your estate when you die and may escape inheritance tax, if sufficient time has passed since you placed the assets into the trust.

Assets which you put into trust under the terms of your will can also be shielded in a second family situation without depriving your family of access to those funds as and when they need them. This is a way of passing family money down the generations free of tax.

It is also possible to place any death in service benefits (which may flow from a pension scheme membership) and life policy proceeds, into a trust fund. By placing these interests in a trust you are ensuring that they do not form part of your estate on your death and will therefore not be subject to inheritance tax. As the benefits are usually only paid out in the event of your death (i.e. you would not benefit from them directly) this is a good method of reducing your inheritance tax bill.

How much will it cost?

If the value of your assets is such that you will not require any tax planning or estate planning, your will should be straightforward and we will apply a fixed fee to prepare this. If you require tax planning advice and a more complex will, for example making effective use of the nil rate band, we will charge on a time basis and the fee will be based on the time spent in dealing with your matter. We will provide you with a costs estimate and will always keep you updated about the total costs.

Our expert wills, probate and trusts lawyers have extensive experience of preparing wills and administering estates and trusts created by wills or the intestacy laws. A meeting can be arranged at our offices, or we can visit you at home, to explain and prepare your will or outline the process of obtaining probate after the death of a relative.

Whatever your requirements, we will handle your needs efficiently and sensitively

Convenient meetings

We can meet you at either our Salisbury, Southampton or Poole 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

Richard Dollimore
Partner
Private Client
Poole
01202 338553
07388 949164
Private Client
Gary Pick
Partner & Head of Private Client Services Group
Private Client
Poole
01202 339032
0779 381 6843
Private Client
Elizabeth Webbe
Partner
Private Client
Salisbury
01722 426943
07917 710 919
Private Client

Associates

Mihiri Gajraj
Senior Associate & Head of Private Client Southampton
Private Client
Southampton
023 8082 0544
Private Client
James Hammersley
Senior Associate
Private Client
Poole
01202 338563
07467 943446
Private Client
Sarah Richards
Senior Associate and Head of Private Client Poole
Private Client
Poole
01202 673071
Private Client
Martha Swann
Associate
Private Client
Poole
01202 339013
Private Client

Solicitors

Holly Algar
Associate
Private Client
Southampton
023 8082 0515
Private Client
Derek Bryer
Solicitor
Private Client
Salisbury
01722 426912
Private Client
Gary Cox
Consultant
Private Client
Poole
01202 339049
0782 601 9764
Private Client
Arcadius Gregory
Solicitor
Private Client
Poole
01202 338555
Private Client
Shumona Neswar
Solicitor
Private Client
Salisbury
01722 426990
Private Client
Laura Stone
Solicitor
Private Client
Poole
01202 339038
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

Rachel Kent
Paralegal
Private Client
Salisbury
01722 426991
Private Client

Trainee Solicitors

Zach Rooney
Trainee Solicitor
Private Client
Poole
01202 338552
Private Client

Operations

Lucy Benjafield
Legal Secretary
Private Client
Poole
01202 339020
Private Client

Legal Assistants

Hannah Daley
Legal Assistant
Private Client
Southampton
023 8082 0497
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
Karen Carter
Legal Secretary
Private Client
Southampton
023 8082 0452
Private Client
Sarah Cobb
Legal Secretary
Private Client
Poole
01202 338558
Private Client
Jane Fielding
Legal Secretary
Private Client
Poole
01202 339006
Private Client
Rachael Francis
Legal Secretary
Private Client
Salisbury
01722 426941
Private Client
Ali Malone
Legal Secretary
Private Client
Salisbury
01722 426972
Private Client
Sandra Ross
Legal Secretary
Private Client
Poole
01202 339040
Private Client
Hayley Stack
Legal Secretary
Private Client
Poole
01202 339004
Private Client
Sonja Vine
Legal Secretary
Private Client
Poole
01202 339036
Private Client

General Staff

Helen Glatter
Chartered Accountant
Private Client
Poole
01202 339041
Private Client

Office Administrators

Emily Thompson
Legal Secretary
Private Client
Salisbury
01722 426982
Private Client
Megan Bailey
Administrative Assistant
Private Client
Southampton
023 8082 0509
Private Client
Claire Wilson
Administrative Assistant
Private Client
Poole
01202 339046
Private Client
Richard Dollimore
Partner
Private Client
Poole
01202 338553
07388 949164
Private Client
Gary Pick
Partner & Head of Private Client Services Group
Private Client
Poole
01202 339032
0779 381 6843
Private Client
Elizabeth Webbe
Partner
Private Client
Salisbury
01722 426943
07917 710 919
Private Client
Mihiri Gajraj
Senior Associate & Head of Private Client Southampton
Private Client
Southampton
023 8082 0544
Private Client
James Hammersley
Senior Associate
Private Client
Poole
01202 338563
07467 943446
Private Client
Sarah Richards
Senior Associate and Head of Private Client Poole
Private Client
Poole
01202 673071
Private Client
Martha Swann
Associate
Private Client
Poole
01202 339013
Private Client
Holly Algar
Associate
Private Client
Southampton
023 8082 0515
Private Client
Derek Bryer
Solicitor
Private Client
Salisbury
01722 426912
Private Client
Gary Cox
Consultant
Private Client
Poole
01202 339049
0782 601 9764
Private Client
Arcadius Gregory
Solicitor
Private Client
Poole
01202 338555
Private Client
Shumona Neswar
Solicitor
Private Client
Salisbury
01722 426990
Private Client
Laura Stone
Solicitor
Private Client
Poole
01202 339038
Private Client
Jenny Shucksmith
Chartered Legal Executive
Private Client
Salisbury
01722 426973
Private Client
Paula Arnold
Trusts & Tax Practitioner
Private Client
Poole
01202 339039
Private Client
Rachel Kent
Paralegal
Private Client
Salisbury
01722 426991
Private Client
Zach Rooney
Trainee Solicitor
Private Client
Poole
01202 338552
Private Client
Lucy Benjafield
Legal Secretary
Private Client
Poole
01202 339020
Private Client
Hannah Daley
Legal Assistant
Private Client
Southampton
023 8082 0497
Private Client
Sarah Adams
Legal Secretary
Private Client
Salisbury
01722 426941
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
Jane Fielding
Legal Secretary
Private Client
Poole
01202 339006
Private Client
Rachael Francis
Legal Secretary
Private Client
Salisbury
01722 426941
Private Client
Ali Malone
Legal Secretary
Private Client
Salisbury
01722 426972
Private Client
Sandra Ross
Legal Secretary
Private Client
Poole
01202 339040
Private Client
Hayley Stack
Legal Secretary
Private Client
Poole
01202 339004
Private Client
Sonja Vine
Legal Secretary
Private Client
Poole
01202 339036
Private Client
Helen Glatter
Chartered Accountant
Private Client
Poole
01202 339041
Private Client
Emily Thompson
Legal Secretary
Private Client
Salisbury
01722 426982
Private Client
Megan Bailey
Administrative Assistant
Private Client
Southampton
023 8082 0509
Private Client
Claire Wilson
Administrative Assistant
Private Client
Poole
01202 339046
Private Client

First person - Wills, trusts and probate

Karen Perugini