Individual
Probate and Trusts Advice
As part of our Private Client work, we advise and undertake Trust matters, ranging from straightforward property and co-ownership issues to Trusts and charitable organisations. We often act as Trustees and tax advisers to numerous Lifetime and Will Trusts and are well placed to advise and act on the many aspects of legislation and practice governing their operation.
While successive changes in government have reduced the appeal of some Trusts from a tax perspective, these powerful tools allow our clients to be certain of what happens to their assets, both during their lifetime and after death.
Dean Wilson excels in Individual Probate and Trusts services, providing personalised legal support for clients navigating estate planning and administration. Our professional team offer compassionate assistance during the probate process, ensuring a smooth settlement of assets.
With a focus on individualised attention, we guide clients through creating and managing trusts, offering tailored solutions to preserve and transfer wealth. Our team is dedicated to delivering reliable and empathetic legal services, helping individuals secure their legacies and plan for the future.
Julian Potter
Solicitor, Private Client
Areas of Specialism
Julian has over 20 years’ experience as a solicitor dealing with all aspects of Private Client work including Wills, Lasting Powers of Attorney, Administration of Estates and Estate Planning.
Julian can advise on a variety of Wills to suit differing circumstances including advising on various types of trusts for efficient tax planning and asset protection.
Julian deals with a variety of estates of all values including intestacies and estates with business interests and can provide a service tailored to your needs whether it be obtaining the Grant of Probate or dealing with the administration of the entirety of the estate.
Julian can advise on Estate Planning matters including Inheritance Tax saving, the Inheritance Tax Nil Rate Band, the Residence Nil Rate Band and preservation of the same as well as providing Capital Gains Tax advice.
Julian always aims to forge a close relationship with his clients in trying to provide the best service and advice for them.
Khushi Kanodia
Trainee Solicitor, Private Client
Areas of Specialism
Khushi is a dedicated trainee solicitor who is passionate about assisting clients in effectively navigating legal challenges.
She has gained valuable experience in our Personal & Medical Injury and Commercial Property teams as a paralegal where she contributed to various complex legal matters. As a trainee, Khushi is enjoying working within the Private Client team and is committed to continuously developing her skills.
In addition to English, being fluent in Hindi allows Khushi to communicate effectively with a diverse range of clients.
Qualifications
- SQE
- LLB Hons
Probate and Trusts
Our Probate and Trust solicitors in Brighton can help you with
We have considerable experience in areas relating to Trusts for individuals, families and beneficiaries. We can administer Trusts and draw up accounts and tax returns and deal with distributions as well as the winding up of Trusts. We are also there in those haunting days after a loved one has died, to assist with matters relating to Probate including registering the death, organising the funeral, obtaining the Grant of Probate and dealing with the Estate Accounts and the distribution of the Estate according to the deceased’s wishes.
We can advise on a wide range of issues including, claims by relatives, cohabitees and dependants for provision from the Estate; challenging the validity of a Will; interpretation of Trust documentation and disputes involving personal representatives, beneficiaries and creditors. These disputes can be emotionally taxing and we provide a sympathetic and realistic approach designed to achieve a successful outcome.
Most people are concerned to maximise their Estate for their beneficiaries. There are a number of ways to achieve this and much will depend on your own circumstances. We are however able to give concise and proactive advice to assist you in planning your Estate and are happy to sit down with you to talk through your individual circumstances and guide you on the way forward.
Contact the Probate and Trusts Department
Enter your details below
Read our Latest News
On Probate and Trusts Services
