Probate
"Wilsons probate team is currently administering probates valued at more than £220 million, managing over 220 trusts and can boast one of the largest contentious trusts and probate teams in the South West."
Chambers Guide to the UK Legal Profession 2007
“The team receives referrals from a number of City firms. Frances Mayne is also recommended”
The Legal 500 - 2006
As a nationally recognised private client practice, we have been looking after our clients’ estates for over 275 years. We are an integral part of the Wilsons service, ensuring that our clients’ wealth is protected and distributed on their death in accordance with their wishes.
During 2005/2006 we dealt with the distribution of estates totalling over £220,000,000. Over half of these were complex estates with over 35% of the estates being worth well over £1,000,000.
In addition:
- 14% of our clients’ estates had foreign assets
- 20% of our clients’ estates had aggregated trusts
- 13% of our clients’ estates included agricultural or business property
- 2% of our clients’ estates had heritage assets
We have a team of seven working exclusively on probate matters for private clients and charities as well as corporate bodies. Our expertise has been developed over the years by the quality of work we do. Our team is accustomed to dealing with complex work with sensitivity and understanding.
Our goal is to manage the distribution of assets in a way that achieves the desires of the deceased in a financially efficient manner.
We specialise in:
- Landed estates
- Charity donations
- High value personal items and chattels
- Agricultural property
- Company shares and assets
- Internationally held assets
Should the need for dispute resolution arise, we have litigators with a strong track record in this area.
References
Most of the work we do is for existing clients of the firm, those referred to us by personal recommendation or by intermediaries. Once we have established your requirements, we will be happy to put you in touch with appropriate clients who have used our services.
Initial Contact
Frances Mayne – Head of Probate
The Team
Frances Mayne – Head of Probate
Ann Cory – Associate
Frances Room – Legal Executive
Sue Hickley - Legal Executive
Kathryn Hillier - Solicitor
Joyce Salkeld - Solicitor & Trust Manager
Robert Keylock - Solicitor
Jo Fisher - Tax Manager
Articles
Review your Will
Inheritance Tax - Important legislative changes
Budget Update 2 - Recommendations about Wills
Budget Update 1 - Budget Changes to the Taxation of Trusts
External Links
STEP
ACTAPS
HM Revenue & Customs
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