Chartered Legal Executive
Direct Dial: +44 (0)1432 349 677
Mobile: +44 (0)7843 286 032
Having worked in Private Client Practice since 1997, Sally is ideally placed to advise on Estate and Succession Planning, Wills, Trusts, Administration of Estates; she also specialises in advising older and vulnerable clients in relation to Lasting Powers of Attorney and Court of Protection matters.
Sally has wide experience including:
- Inheritance Tax advice and estate planning, including complex and high net worth estates comprising of business and agricultural assets;
- Tax and succession planning through Wills, trusts and deeds of Variation;
- Claims under Inheritance (Provision for Family and Dependants) Act 1975;
- Validity of Wills;
- Executor’s and Trustee’s duties and responsibilities;
- Non-contentious probates;
- A wide range of trusts, including discretionary, life interest and specialist trusts for disabled persons; and
- Matters and trusts connected to the family home.
Sally works with Care Professionals and Charities and is able to provide practical advice with regard to Legal documentation and the Mental Capacity Act 2005.
Sally is a full member of the Society for Trusts and Estates (STEP). She holds a legal clinic with Age UK and regularly gives talks and advice to community organisations.
Sally previously worked in a practice in Manchester, handling a large and varied private client case load, before a period living in Belgium and finally settling in Herefordshire in 2008.
See the services offered by our Hereford Solicitors
Thank you so much for arranging will signing at such short notice before our trip to Australia, it was such a relief to have the wills sorted out!
Sally went the extra mile for us, and certainly met our expectations
Whilst attending to us, you managed to blow away any cobwebs or pre-conflictions of solicitors! It was a pleasure to have you act on our behalf. With any luck, it will be a few years before our children need to put anything to the test!
Sally Smith was wonderfully helpful. She explained things very clearly and she was incredibly patient with us! Deed of trust and two wills sorted, which is a great relief.
When dealing with affairs that are out of your area of expertise it is so reassuring to have somebody like Sally on board.
‘Our experience with Sally Smith was professional, pleasant and good. She gave us confidence that we were well advised. She responded accurately and well to our requirements.’
Sally was fantastic, kind and professional
A big thank you to Kate and Sally for your help with the sale of the house inherited from my father. As you know the sale was not straightforward as the Title Deeds had never been registered; however, due to your diligence and professionalism the sale finally went through. I would be very happy to recommend your services to anybody who might need them.
I would recommend Sally Smith to anyone considering making a will!
‘Many thanks for your fine and professional work over the last year. It’s much appreciated.’
Many thanks for your assistance in dealing with my Will, I will have no hesitation in recommending you to friends in the future
I am thoroughly satisfied with the excellent service I received
Kate, Sally, David,
Can I thank you and your Company for all your help in sorting out my late father’s affairs – initial advice; work on the Power of Attorney; probate; and sale of the property. Very professional, yet friendly and with empathy.
Very Good Friendly, Efficient Service.