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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Qualifications: Fellow Member of Association of Chartered Certified Accountants Chartered Tax Adviser MAAT Expertise: Trustee for clients Family Businesses Financial solutions Meet the Team
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 […]