Meet the Team

Wendy Amos

Managing Director

Qualifications:

  • CILEX Level 3 Diploma in Law and Practice
  • CILEX Level 6 Certificate in Law (Probate Practice)
  • STEP Advanced Certificate in Will Preparation (England & Wales)

Expertise:

  • Will writing
  • Lasting Power of Attorney
  • Probate

Wendy has been working in private client practice since 2010 and is an Associate of the Chartered Institute of Legal Executives (CILEX) and Affiliate of the Society of Trust and Estate Practitioners (STEP). Wendy is friendly and approachable and thoroughly enjoys helping clients with their Will and estate planning requirements and provides valuable support to personal representatives when dealing with the administration of a deceased’s estate.

Meet the Team

+44 (0) 1483 958500
| Cranleigh
Andrew Goddon
Andrew Goddon

Director

Qualifications:

  • Chartered Tax Adviser
  • ICAEW Certificate in Probate and Estate Administration

Expertise:

  • Inheritance Tax Planning and use of trusts
  • Estate Administration and probate
  • Domicile and residency issues
  • Capital Gains Tax planning

Andrew is a Chartered Tax Adviser and has completed the ICAEW Certificate in Probate and Estate Administration. He has over 25 years of experience in taxation matters and advising Private Clients.

Meet the Team

+44 (0) 1483 958500
| Weybridge and Cranleigh
Debbie Copeland
Debbie Copeland

Probate Technician

Debbie is an experienced Probate Technician and has a background in personal tax. She works part time and provides valuable support to our clients with the administration of estates, working under the supervision of the firm’s Directors. Her role includes general administrative tasks including writing letters, reviewing estate information, contacting banks and financial institutions and is in regular correspondence with HMRC and the Court. Debbie works closely with clients from the initial meeting right through to liquidating assets once probate has been obtained and producing estate accounts.

Meet the Team

+44 (0) 1483 958500
Cranleigh office
Samantha Davidson
Samantha Davidson

Probate Paralegal

Samatha has more than 20 years’ experience in the legal industry and works under the supervision of the firm’s Directors. Sam is known for her attention to detail and helps our clients navigate the probate process and estate administration. Her role includes general administrative tasks including writing letters, reviewing estate information, contacting banks and financial institutions and is in regular correspondence with HMRC and the Court. Sam’s most recent achievement is having found a 30-year-old will that was thought to be lost, saving the deceased’s estate from an intestacy application.

Meet the Team

Paul Hawksley

Non – Executive Director

Qualifications:

  • Fellow Member of Association of Chartered Certified Accountants
  • Chartered Tax Adviser
  • MAAT

Expertise:

  • Trustee for clients
  • Family Businesses
  • Financial solutions

Meet the Team

+44 (0) 1483 958500
| Weybridge
Philip Munk
Philip Munk

Director

Qualifications:

  • Fellow Member of both Institute of Chartered Accountants and Association of  Chartered Certified Accountants
  • ICAEW Certificate in Probate and Estate Administration

Expertise:

  • Probate
  • Trustee and Executor role for Clients
  • Family businesses adviser

Philip is a Chartered Accountant specialising in advising a wide range of clients. More recently he obtained a Certificate in Probate and Estate Administration so that he can offer Probate services to his client base. Philip is known for his personable and tailored approach to clients’ affairs.

Meet the Team

+44 (0) 1483 958500
| Weybridge
Liz Taylor

Probate Consultant

Liz specialises in probate practice and works under the supervision of the firm’s Directors. She has a sympathetic approach with helping clients navigate the process and what needs to be done after someone dies. Liz is driven by her passion for helping people and she provides an exceptional service to our clients at their time of need, from the initial meeting to delivering the estate accounts - and everything in between.

Meet the Team

+44 (0) 1483 958500
| Cranleigh office
Holly Hughes

Trainee Probate Technician

As a trainee, Holly provides valuable support to our team and with assisting our clients with the administration of estates. Her role includes general administrative tasks including writing letters, reviewing estate information, contacting banks and financial institutions and is in regular correspondence with HMRC and the Court.

Holly has a law degree and has been awarded a Certificate in Probate and Estate Administration.  Holly has found her passion for probate practice as she continues to advance her career in this area of law.

+44 (0) 1483 958500
| Cranleigh