Over many years the firm has established a strong reputation for services helping and guiding clients through the various changing needs and problems related to their lives. This has developed into a specialised division within the firm providing help and guidance for individuals and families to protect and safeguard their interests and property. Our services include:

There are members of our Private Client team who specialise in the following areas of work:

  •  Wills including Inheritance Tax planning
  •  Power of Attorney – financial and welfare
  •  Guardianship and interventions orders
  •  Advance Directives or “Living Wills”
  •  Creating Discretionary and other types of Trust
  •  Trust administration
  •  Executries – dealing with someone’s affairs after they have died
  •  Estate planning for families
  •  Preserving assets, including the family home and care costs mitigation

You can arrange to discuss any of these matters with a free initial interview following which no work would be undertaken without confirmation of costs.

Our commitment

Everyone involved in this aspect of our work has many years’ experience and will always:

  • act with total honesty and in the best interest of our clients.
  • be sensitive towards the needs of our clients.
  • provide a written estimate of costs (our fee and all outlays that we would have to pay on your behalf) for any work to be carried out.
  • be courteous and respectful and respond to our clients in an appropriate manner.
  • see our clients in an environment that is suitable to them e.g. our ground floor office, their own home, residential home, hospital.
  • welcome attendance from family members or trusted friend at a meeting when requested by the client.
  • understand the extra importance of all of these considerations particularly in relation to our older, vulnerable or frail clients.



Our People

An image ofGary Davies

Gary Davies

An image ofMargo Latham

Margo Latham

An image ofHolly Rice

Holly Rice

An image ofKathleen McConnell

Kathleen McConnell

An image ofSusan Hemingway

Susan Hemingway

An image ofArthur Bell

Arthur Bell

An image ofJamie Corbitt

Jamie Corbitt