Dutton Gregory has a team of dedicated specialists in the Private Client Department. We are committed to providing friendly, considerate and practical advice to help you and your family plan effectively for the future in an efficient and sympathetic manner. We are willing to attend at any of our offices or consultancy rooms. Each member of our team can advise on the following areas of expertise:

Wills		We can help with the preparation of a Will personal to you. Following a meeting with you we will prepare a clear Will having taken into account issues such as family relationships and your financial circumstances. We will also advise on the taxation issues relating to your Will and Estate Planning.
Powers of Attorney and Court of Protection matters		The private client department would like to assist you in preparing for the future, not only with your Wills, but in safeguarding your financial and personal affairs by appointing attorneys who can act on your behalf if you later lack capacity to make decisions for yourself. We are also able to advise you regarding the financial and personal affairs of relatives/friends who are unable to deal with their own affairs, particularly if they have not planned in advance for this eventuality.
Estate/Wealth Tax Planning		Our team can advise upon personal taxation issues and can facilitate the making of outright gifts and gifts into trust, as part of an estate planning scheme where appropriate, including specific advice regarding gifts of cash, personal possessions, and land.
Estate Administration		We offer a full administration service for estates, whether or not the deceased has left a Will. We would be happy to meet with you to discuss the administration process and advise on the tasks with which we can assist, including: applications for grants of probate/letters of administration; dealing with the Revenue; setting up and administration of Will trusts; collection of assets and payment of liabilities; deeds of variation; and distribution of the estate in accordance with the Will or intestacy rules.
Contentious Probate		It is our aim to aid the progress of the estate administration without resort to litigation. We are happy to help you with any concerns you may have in relation to the administration of an estate in which you have an interest (financial or otherwise). Please also contact us if you are looking for a practical solution to a dispute, and/or if you are considering making a claim against an estate.
Trusts		We are happy to assist you with both legal and practical matters for the setting up, administering and winding up of Trusts.
Services for the elderly		If you require advice regarding planning for future care arrangements and assistance in understanding or challenging the arrangements proposed for payment of care for you or a relative/friend, please do not hesitate to contact our team.

To contact the Tax, Wills & Probate team:

Call Sonia Pym on 01962 624405 or e-mail
s.pym@duttongregory.co.uk
Call Nick Kingsford on 01962 624420 or e-mail n.kingsford@duttongregory.co.uk
Call Martyn Lucas on 023 8022 1344 or e-mail m.lucas@duttongregory.co.uk

Tax, Wills & Probate team