Estates & Tax Planning

Lorraine Adams    Secretary
Susan Ashdown    Secretary
John Burden    Partner
Michael Byrne    Trust Manager
Julie Caldecourt    Secretary
Michael Carey    Consultant
Judith Cuxson    Partner
Jenna Drennan    Trainee Solicitor
Jenny Foley    Secretary
Ruth Garland    Legal Assistant
Christine Green    Partner
Andrew Hamilton    Partner
Julia Hardy    Solicitor
Fiona Lawrence    Senior Staff Solicitor
Mary McCrorie    Solicitor
Christopher Mills    Partner
Tony Millson    Partner and Head of Private Client
Charlotte Milsom    Secretary Co-ordinator
Natalie Payne    Trainee Solicitor
Helen Robertson    Associate
Michelle Rose    Partner
Emily Roskilly    Secretary
Elaine Weyman    Secretary
Emma Wilkins    Partner

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Michelle Rose
Team Leader
Email:  
0117 314 5246

Online literature

Will service pdf
We provide a 'postal Will', an 'on line' service, and a more traditional service where clients are able to come into the office to discuss their requirements.

Spotlight on family trusts pdf
A brief summary of the different types of trust that we are able to provide, their uses and benefits.

Deeds of Variation pdf
The use of Deeds of Variation to provide better outcomes after someone has died, whether the aim is to save inheritance tax or to achieve an alternative distribution of the estate assets.

The use of Discretionary Trusts in inheritance tax planning pdf
A summary of the ever popular nil rate band discretionary trust, and how these can, in many instances, save a family well over £100,000 in tax.

Family business pdf
Describes different ways of protecting the family business from Inheritance Tax, marital breakdown etc and the numerous ways in which the business can be smoothly passed from one generation of the family to the next.

Inheritance Act claims pdf
Facing or making claims under the Inheritance (Provision for Family and Dependants) Act 1975. We have extensive experience of both bringing claims and defending against them.

Exemptions from Inheritance Tax pdf
Provides a brief summary of the mains exemptions from inheritance tax.