Wills, Trusts & Probate

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Wills and Succession Planning

Family structures are becoming increasingly complex. Second marriages and second families are now common, as is co-habitation. Our aging population brings its own challenges, especially in relation to long term care and people losing mental capacity to manage their own affairs. Foreign assets are also widely held, particularly in the form of property abroad. It has therefore never been more important to ensure that legal advice on wills and succession planning is taken from specialist solicitors.

Our experience

Our private client lawyers have been providing specialist advice and guidance to families for generations.

Our highly experienced team includes lawyers who are members of the Society of Trust and Estate Practitioners (STEP). We also have lawyers who are members of the Probate Section of the Law Society and Solicitors for the Elderly. Additionally members of the department are ‘Dementia Friends’.

Together our lawyers have the requisite legal and taxation knowledge to provide a full range of services, including will writing, estate administration, lasting powers of attorney and deeds of variation.

And if a dispute arises we can call on support from our specialist, Legal 500 recommended, contentious probate department.

Planning for future generations

We can assist you in managing a smooth transfer of wealth from one generation to the next. We provide innovative solutions to estate planning that are uniquely tailored to your needs.

Practical, cost effective advice

Whether your affairs are simple or complex, it’s vital to get the right advice. We offer straight talking, jargon free, cost-effective guidance, combining a practical approach with sensitivity and care.

Wills and Tax Planning

None of us really want to think about dying, but we owe it to our loved ones to put our affairs in order by making a Will and keeping it up to date. This allows us to make financial provision for the people and good causes we really care about. It can also safeguard vulnerable beneficiaries, preserve assets from being exhausted by Care Home fees and, above all, with careful planning it can reduce the impact of any Inheritance Tax burden for the next generation. Making a Will is not compulsory, but if you choose not to then it’s likely to be the taxman who benefits.

Administration of Estates

We provide a full range of estate administration services including: obtaining a Grant of Representation, dealing with the deceased's tax affairs (including Inheritance Tax, Income Tax and Capital Gains Tax) realising the assets, settling debts and liabilities and distributing the estate. Where appropriate we can also help you make tax savings, for example by varying the Will, which could save many thousands of pounds. If the estate includes a farm or business which needs to be sold or wound up we can work closely with our agricultural and commercial law Teams to ensure that the transaction proceeds smoothly.

Lasting Powers of Attorney

We can advise on the creation and registration of a Lasting Power of Attorney (LPA). An LPA is a legal document which effectively delegates the power to manage your financial affairs to an “attorney” should you lose capacity to manage your own affairs. Having an LPA not only makes financial sense but offers invaluable peace of mind.

Elderly Care & the Court of Protection

We are experienced in dealing with the Court of Protection whether it is the simple registration of a Lasting Power of Attorney or making an application for Receivership. The combination of our caring approach and specialist expertise in the provision of legal services for the elderly will give you peace of mind.

Disputed Estates

Inheritance disputes are becoming increasingly common. We can advise on the best steps to take to avoid a dispute arising. Our specialist contentious probate department can also deal with any claim under the Inheritance Act or any challenge to the validity of a will based on lack of testamentary capacity, undue influence or any other ground.

Toni Sinclair

Partner – Wills, Trusts & Probate

Toni has a wealth of experience in all aspects of private client work, including drafting Wills, tax planning, care planning and Trusts.

01271 349915
[email protected]

Karen Miller

Partner – Wills, Trusts & Probate
Karen is specialises in Probate, Wills, Trusts, Lasting Powers of Attorney and tax planning. She is a member of the Society for Estate and Trust Practitioners.

01271 349924
[email protected]

Charlotte Mitchell

Solicitor – Elderly Care
Charlotte joined Slee Blackwell in 2016, having qualified as a Solicitor in 2015. She specialises in legal issues relating to the care of older people.

01237 427924
[email protected]