Oliver is a Solicitor in the Private Client team.

Experience and expertise in the preparation of Wills to include Trusts, Lasting Powers of Attorney, Deeds of Variation, the administration of estates and Estate Accounts, estate planning from an inheritance tax point of view, trust related Deeds of Appointment in relation to the appointment of assets from a trust and/ or the winding up of a trust, and Deeds of Appointment and Retirement of Trustees

Clients are individuals or couples with property, savings, investments, shares, and business and agricultural assets

The preparation of Wills and Lasting Powers of Attorney for individuals and the administration of estates worth usually between £500,000 and £3m. Often the Wills and estates will involve the administration and registration of related trusts

Recent example of how Oliver has supported clients:-

Prepared Wills and LPAs for a couple who have two young children, own their own property, have savings and investments, and own a business.

Administered the estates and related Discretionary Will Trusts of a deceased couple on behalf of their children who were the executors, trustees and beneficiaries