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.
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.
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.
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.
Non – Executive Director
Qualifications:
- Fellow Member of Association of Chartered Certified Accountants
- Chartered Tax Adviser
- MAAT
Expertise:
- Trustee for clients
- Family Businesses
- Financial solutions
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.
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.
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 certainly found her passion for probate practice as she continues to advance her career in this area of law.