Probate, Wills, Tax and Estate Planning2019-08-14T09:38:58+00:00

Probate, Wills, Tax and Estate Planning

What we do

Our award winning private client team has the ability and experience to advise on all aspects of estate planning and related tax matters, to include Probate, Wills, Trusts, Powers of Attorney and protecting assets against Local Authority care home fees.

We also have a specialist team which deals with administering assets through Powers of Attorney and Deputyship.

How we do it

We pride ourselves not just on our high level of technical skills, but also on our capacity to listen, understand and empathise with clients to help them to achieve their aims for themselves and their loved ones.

We are clear and upfront about our charges and understand that each client’s circumstances are unique and we tailor our involvement to meet that person’s needs.

Why choose us

As well as having nationally recognised Legal 500 lawyers, our team won the 2018 and 2019 Private Client Team of the Year at the Dorset Legal Awards as well as the 2019 Law Firm of the Year (up to 99 employees).

The 2019 Legal 500 states that the Personal Tax, Trusts and Probate team is “extremely professional” and also has “friendly and personal communication skills.”

Probate fees

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The Private Client Team

Ian Campbell
Principal
Wills and Estate Planning

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Meggie Crane
Graduate Legal Executive
Wills, Probate and Estate Administration

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Jerome Dodge
Principal
Head of Private Client – Wills and Estate Planning

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Sue Edwards
Private Client Executive
Probate and Estate Administration

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Catherine Hardy
Private Client Support Manager
Probate and Estate Administration

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Linda Hardy
Associate
Probate and Estate Administration

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Sophie Lawrence
Legal Assistant
Private Client

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Helen Parsons
Solicitor
Private Client

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Danielle Mowlam
Legal Assistant
Private Client

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Emma Needham
Senior Associate
Wills and Estate Planning

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Rachel Pullen
Chartered Legal Executive
Probate and Estate Administration

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Denise Rees
Private Client Assistant
Wills and Estate Planning

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Catherine Roberts
Solicitor
Private Client

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Stacey Savage
Private Client Executive
Probate and Estate Administration

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Pat Wyatt
Consultant
Tax and Estates

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