Private Client Department
Wills, Tax Planning, Trusts and Estates
“I am very accustomed to dealing with a variety of businesses during my career, including solicitors and other professional disciplines. I can honestly say that I have not experienced an equivalent combination of professional expertise, approachability and indeed friendliness in that time”.
Nephew of long standing client and beneficiary
As head of the Private Client department, Rosalind Johnson has many years experience in preparing wills, inheritance tax planning, the setting up and administration of trusts and the handling of estates.
We can draft all types of wills at a competitive rate, from the straightforward to the complex, and can advise on all aspects of Inheritance Tax planning. We will visit clients at home who are unable to come to our office to make their will.
We also offer sympathetic advice following a bereavement and are able to assist executors in applying for a grant of probate as well as advising on matters relating to intestacy.
We are experienced in all aspects of the law concerning trusts and often act as professional executors and trustees. We can also offer advice when a death has led to disputes within the family.
Elderly Client Care
Rosalind Johnson and her team are also hugely experienced in the area of elderly client care and particularly in dealing with the needs of those who are mentally or physically incapacitated.
We have experience of various Court of Protection issues, including the registration of Enduring and Lasting Powers of Attorney, the appointment of deputies to look after the interests of the mentally incapacitated and applications for statutory wills.
We also administer trusts on behalf of elderly clients and can work with attorneys and deputies to ensure that the elderly client is well looked after.
We are happy to visit clients in their home or in a nursing home at no extra charge if this is appropriate.