Probate

 

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.

Top of Page

Initial Contact

Frances Mayne – Partner

The Team

Frances Mayne – Partner
Ann Cory
– Associate
Frances Room – Legal Executive
Sue Hickley - Legal Executive
Alison Morris - Solicitor 
Kathryn Anderson - Solicitor
Kate Marsh - Solicitor 
Joyce Salkeld - Solicitor & Trust Manager
Jo Fisher - Tax Manager

Articles

Inheritance Tax - Important legislative changes

Budget Update 2 - Recommendations about Wills

Budget Update 1 - Budget Changes to the Taxation of Trusts

View Archive..

External Links

STEP
ACTAPS
HM Revenue & Customs

Wilsons is not responsible for the content of external internet sites.

Probate

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