Holly Algar

Associate

Wills, Trusts and Probate

Email me

02380 820515

I am an Associate in the Private Client Team and am based in our Southampton office, though I often meet clients in our Winchester office.

I review clients’ existing Wills and also assist in the preparation of straightforward Wills and more complicated tax efficient Wills. I also advise on the preparation and registration of Lasting Powers of Attorney. I particularly enjoy assisting clients to put in place Lasting Powers of Attorney because I appreciate their importance and like knowing that my clients’ interests are protected in the possible event of loss of mental capacity.

I also provide assistance and support with more difficult and sensitive matters, such as applying to the Court of Protection in relation to Statutory Wills and Deputyship Orders. In addition to advising on Wills, Powers of Attorney and other Court of Protection matters, I also have a broad range of experience in obtaining Grants of Probate and assisting with the administration of estates, including taxable estates and estates including agricultural and business assets. My role in the team includes setting up and administering Trusts too.

I am currently a student member of the Society of Trust and Estate Practitioners (STEP), having successfully completed three out of the four exams required to complete my diploma and achieve a full membership status.

Areas of Expertise

Wills
Powers of Attorney
Money and Personal Affairs Management
Taxes : Advice, Calculation and Payment
Trusts
Probate and Estates Administration

Areas of Expertise

Wills
Powers of Attorney
Money and Personal Affairs Management
Taxes : Advice, Calculation and Payment
Trusts
Probate and Estates Administration