Probate, Wills, Trusts & Tax Planning
Planning for retirement or organising a will is something many of us would rather put off for another day. But delay can leave you and those important to you at risk of unforeseen financial and tax problems.
The skills of our probate team are recognised not only within Cornwall, but also nationally and internationally. We have one of the largest departments of its kind in the area and our expertise is increasingly sought by overseas firms.
We offer comprehensive guidance on the preparation of wills, the proving and management of estates, trust administration, capital gains and inheritance tax, retirement planning, and powers of attorney and court of protection issues.
Our team of skilled solicitors and legal executives aims to secure peace of mind for you and those you care about. We keep abreast of ever-changing tax and inheritance regulations to provide you with accurate advice and ensure your present and future needs are fully catered for.
Roger Stephens
Partner and Head of Department
With more than 30 years experience in his field, Roger is an expert in the preparation of wills and the administration of estates. His specialities include advising on inheritance tax and tax mitigation. He is also a member of the special panel approved by the Court of Protection to assist in difficult circumstances.
Anthony Deacon
Partner
Anthony has extensive experience in the private client field and is a member of the Society of Trusts and Estates Practicioners (STEP). He is also one of a hundred or so solicitors in England and Wales to be approved by the Financial Services Authority (FSA) to give financial advice and advises on trusts, investments, tax and pensions.
William Richards
Partner
William specialises in the protection of vulnerable elderly clients through the creation and supervision of lasting powers of attorney. He also deals with the management and distribution of deceased clients' estates and the preparation of wills.
Sarah Bourguignon
Chartered Legal Executive
Sarah handles estates and wills and specialises in dealing with the elderly. She can advise on a range of issues affecting elder clients including lasting powers of attorney, welfare benefits and long term care issues.
Richard Milner
Executive
As a member of the Association of Taxation Technicians, Richard specialises in income and capital gains tax advice. He's also skilled in dealing with wills, probate and court of protection issues.
Luke Roberts
Chartered Legal Executive
Luke deals with the preparation of wills and the administration of estates. He can advise on a wide range of issues affecting elder clients including lasting powers of attorney, welfare benefits and long term care issues.
Victoria Sleeman
Chartered Legal Executive
Victoria has recently joined our Private Team and is working on Trusts, Probate and Wills.
