Wills, probate, tax and trusts

Wills, probate, tax and trusts team

Ian Pratt
(Solicitor / Partner)

Claudia Roberts
(Solicitor / Partner)

Lyndsey Denham
(Executive)

Malky Bibliowicz
(Trainee Solicitor)

Ellen Bond
(Trainee Executive)

Caroline Burgess
(Secretary)

Our probate team, led by Ian Pratt, is dedicated to helping you deal with the law as it relates to later life and death. We understand the enormous stress of bereavement and have helped thousands of clients through this most difficult of times.

Our services include:

  • Making, amending and storing wills (simple wills, complicated wills - nothing is too easy or too difficult!)
  • Creating lasting powers of attorney (which pass on powers to make legal decisions in event that a person becomes unable, through age or infirmity, to act on their own behalf)
  • Registering enduring powers of attorney (these were superseded by lasting powers of attorney in 2007)
  • Dealing with a deceased person’s affairs and getting grants of probate (‘probate’ is the legal term used for the procedure that certifies a will as valid)
  • Acting as executors of large and small estates (carrying out will instructions)
  • Providing tax advice (ensuring your assets are passed on to your loved ones and not snapped up by the government - if your assets, including your house, are worth over £300k you really should seek tax advice)
  • Setting up trusts (ensuring that minors or disabled relatives are cared for)
  • Dealing with intestacies (an ‘intestacy’ is when somebody dies without leaving a will)
  • Dealing with disputed estates
  • Helping with long term care and Court of Protection work (where somebody becomes unfit to manage their own affairs)

We offer the best, and the most competitively priced, will writing service on the Isle of Wight. Wills are generally offered on a fixed fee basis but we sometimes offer free will writing services in partnership with a number of charitable organisations so it's worth enquiring to see whether or not we have any promotions running!

We are members of Solicitors for the Elderly and are happy to undertake home visits (or visits to hospitals and care homes) as necessary.

We are the only firm on the island with a probate solicitor, Mrs Claudia Roberts, who is also a qualified Chartered Tax Advisor and specializes in inheritance tax and trusts. We are confident that this makes us the best placed firm on the Island to offer tax and estate management advice.

For a quote, or for further information, please contact us.

 
T  01983 562201