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 been advising clients on executorships, estate and capital tax planning, asset protection and trusteeships for 25 years and as a member of The Society of Trust and Estate Practitioners (STEP) he has extensive experience in will and trust drafting, administration and accounting. Additionally, he holds personal finance qualifications and has had varied commercial experience; including heading a predecessor firm's probate, wills and trusts department, ten years as managing director of Hine Downing Financial Services of which he remains a non executive director, as well as board membership of national investment managers Hawksmoor Group Limited and governance and financial management of not for profit organisations.
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
Solicitor
Victoria is experienced in a wide range of issues including the preparation of wills, lasting powers of attorney, deputyship applications and the administration of deceased clients' estates.
