I enjoy meeting a very wide range of people in my work – I have helped individuals, couples and families to provide for their future and secure their assets for their loved ones. That range gives me a very wide variety of situations to advise on, and I enjoy being able to help people in this way. From people with modest estates to those with multi-million pound assets, I am happy to help to create the right legal framework for each individual.
I take great care to listen to all the facts before I offer advice and I’m happy to be flexible about how we keep in touch during that process and where we meet.
Outside work, I am passionate about music and have played violin in many different orchestras and ensembles over the years.
I am an affiliate member of STEP.
Make sure you review your will and any other legal documents regularly – perhaps every three years (or sooner if a change in your circumstances arises) – to ensure they are still up to date and to check whether there have been any changes in the law which affect them.
If you think you need to make a change to your will, power of attorney or other legal document, get in touch with us sooner rather than later.
If you’re worried about something, don’t hesitate to get in touch and ask the question! It’s our job to alleviate your concerns.
I have made a Lasting Power of Attorney; does this mean that my attorneys can deal with my estate after death?
No, your Power of Attorney is only for use during your lifetime. Upon your death, the provisions of your Will take effect and your appointed executors will administer your estate.
A family member has died. Will we need to obtain a Grant of Probate?
Possibly – It depends upon the assets within the estate and so we would need to assess these in order to confirm whether a Grant of Probate is needed.
HCR’s private client team, led by Dawn Oliver, which deals with wills, trusts and estates,…Read full article