I deal with all aspects of wills, trusts and probates, from preparing wills and providing tax planning advice to administering estates following a death. No matter your situation, you can be sure that I’ll treat you with respect and dignity, and support you through a difficult period.
I treat each of my clients as if they were my only client, and in the case of elderly clients, I’d want to achieve the same outcomes for them as I would for my own mum and dad. My clients trust me with important matters, so I do my best to look after them and leave them knowing they’re in capable hands.
I’m a member of Solicitors for the Elderly, a full member of the Society of Trust and Estate Practitioners and the Law Society Private Client section, and I use the best practices recommended by these societies to provide you with the best possible service. I am a full member of STEP.
You are not alone – if you’re not sure what to do, pick up the phone or come in and see me, and I’m always happy to listen.
Don’t rush a decision if you can help it. We’re here as a sounding board, so chat to us about it and don’t be pressured by whatever person or organisation is asking you to make a choice.
Seek rounded advice – don’t just speak to your solicitor, but talk to trusted friends, family and other professionals.
What would you do in my situation?
The decision ultimately lies with you, but I’ll show you the options in a clear, easy-to-understand way, and inform you of the tax consequences where they’re relevant.
Do you think it’s the right thing to do?
When writing your will, or experiencing a bereavement, it can be difficult to understand all of the choices in front of you. I’ll take my time to explain everything to you in jargon-free language so you have all the right information to help you make the right decision for you and your family.
HCR’s private client team, led by Dawn Oliver, which deals with wills, trusts and estates,…Read full article