fbpx
HCR Law Events

Our People

Kelly Wardell, Senior Associate (TEP)

Private Client

Direct Dial: 01223 532722
Mobile: 07584 015 604

A bit about me

Life can be difficult. When times are tough, the legal complexities should be the least of your concerns. I enjoy helping people during the big life events, like births, deaths, and marriages, so that they can focus on what’s important to them. I try to make the legal processes as straightforward as possible, in an ever more complex world.

As a private client lawyer, I get to know my clients, their families, and their personal concerns on as deep as level as possible. This allows me to tailor bespoke solutions, rather than pick contracts off a shelf. It’s these personal interactions with my clients that I enjoy, and they allow me to make a real difference.

With more than 15 years in private client law, as a fully accredited member of Solicitors for the Elderly, and named as a rising star in the Legal 500, I am eminently qualified to act on your behalf in private matters regarding wills, estates, and personal tax. I’m a member of STEP (Society of Trust and Estate Practitioners)

Outside of work, I’m an amateur interior designer and an even more amateur gardener.

Want to know more?

Share all relevant information when talking to your lawyer about your family or financial affairs. We need all relevant information to properly advise you.

Set up Lasting Powers of Attorney while you have full mental capacity.

Seek appropriate advice when someone dies – if it’s something we think you can deal with yourself we will tell you, but often executors will require professional assistance.

What happens if I don’t have a power of attorney in place and lose mental capacity?

Don’t assume that your family or next of kin will be able to manage your affairs or make decisions for you. An application to the Court is likely to be required, which can be a lengthy and expensive process.

What are the tax implications of selling a property which is inherited?

There are a number of factors to take into account. The most tax efficient way of selling is likely to involve an analysis of both the inheritance tax and capital gains tax position of the estate, plus the personal taxation of the individual(s) inheriting the property.

Do I need to engage a solicitor to apply for a Grant of Probate?

Whilst personal applications are possible, I would strongly recommend seeking professional advice, particularly if there is an inheritance tax issue. Executors can be held personally liable for any loss resulting from a breach of their duty.

Teams I work with

Where I work

Read my
latest articles

Welcome news for Family Investment Companies

HMRC has recently announced the closure of a specialist team which had been tasked with…

Read full article

Got a question?

Send us an email

x
Newsletter HCR featured image

Stay up to date

with our recent news

x
LOADING