My Services
I handle every matter personally from the first conversation to the final document. Your work is never passed to a junior or an assistant.
Wills
A will sets out who inherits your estate, who looks after your children and who carries out your wishes. Without a valid will, the law decides, and for families with property or ties in more than one country the result is often not what they would have chosen. I draft wills under the law of England and Wales, and where you already have a will in another country I make sure the two work together.
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Testamentary Trusts
A testamentary trust is created by your will and takes effect on your death. It lets children or grandchildren inherit at the age you choose, gives a surviving spouse support while protecting the capital for the family, and protects a beneficiary who should not receive money outright.
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Discretionary Trusts
A discretionary trust is set up during your lifetime. Trustees you choose decide who receives what and when, from a group of beneficiaries such as your children. It can form part of a longer term plan for family assets. It is not right for everyone, and I only recommend one where it clearly fits your circumstances.
Book a free consultationLasting Powers of Attorney
An LPA lets you appoint people you trust to make decisions if you lose the ability to make them yourself. There are two kinds: Property and Financial Affairs, and Health and Welfare. For anyone with UK property, accounts or pensions who lives elsewhere, a Property and Financial LPA can be the most useful document of all.
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Probate
Probate is the administration of the estate of someone who has died, under the law of England and Wales. I help executors and families with each step: applying for the grant of probate or letters of administration, collecting in the assets, paying the debts and any tax due, and distributing the estate to the beneficiaries. It is handled remotely, so it works whether you are in the UK or abroad. My fee is 1.5% of the estate value, subject to a minimum fee of £3,000 plus VAT for low value estates. Court fees and disbursements are charged on top.
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Inheritance Tax advice
I advise individuals and families on inheritance tax as part of estate planning, including business owners and property portfolios. This service is limited to inheritance tax advice and does not cover corporate tax.
Book a free consultationLive abroad or moving between countries?
Everything up to signing is handled remotely. A will is signed on paper with the required witnesses physically present, wherever you live.
Book a free consultationThis page is general information, not advice on your own circumstances.