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Your Guide to our Private Client Services

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Your Guide to our

Private Client Services


PRIVATE CLIENT SERVICES

WHY CHOOSE US?

At Taylor Rose MW we offer something completely different...

Our Private Client Department at

Taylor Rose MW offers a wide range

of legal advice and services.

We pride ourselves on delivering

excellent service and in doing so,

our team understands the needs

and concerns of our clients.

We offer an experienced and valued

legal service at a reasonable cost,

no matter how complex the matter.

Read more about our services in

this brochure and get in touch with

an expert you can trust today.

OUR PRIVATE CLIENT

SERVICES:

Wills

-

Lasting Powers of Attorney

-

Court of Protection

-

Probate

-

Trusts

-

Estate Planning


“I couldn’t have been

treated better and

would recommend

this team to anyone”

- Mr S

WILLS

A Will is a legal document which allows you to choose

who will benefit from your estate when you die.

If you die without a Will, this means that you are then intestate. The

intestacy rules will decide who benefits from your estate and this is not

always who you would have wanted to benefit.

Your Will should cover all of the assets in your estate. It is a good idea to

prepare a list of all the things you own (assets) as well as a list of all the

debts you owe. Then you have a clear idea of how much your estate is

worth.

Your Will needs to state clearly who you want to be responsible for dealing

with the estate (this person is known as an Executor) as well as who you

want your assets to be passed down to (known as the ‘Beneficiaries’).


PRIVATE CLIENT SERVICES

LASTING POWERS OF ATTORNEY

A Lasting Power of Attorney (LPA) is a legal document that allows you to

appoint one of more individuals (referred to as ‘Attorneys’) to assist you with

your affairs. This may involve helping you to make decisions, acting on your

behalf or managing your matters and finances when you are unable to do so

yourself.

This gives you more control over what happens to you if you have an

accident or illness and cannot make your own decisions, i.e. you ‘lack the

mental capacity’ to make decisions for yourself.

By completing an LPA, it means you get to choose a person (or people)

you trust who you would want to be able to deal with things for you.


COURT OF PROTECTION

The Court of Protection deal with

applications where a person lacks

mental capacity and there is not

already a Power of Attorney in place.

Those applying to help (referred to

as a “Deputy’) the person who lacks

capacity must make their application

to the Court and state the assets

that are needed to look after the

person in question.

The application requires a

professional to complete a capacity

assessment of the person to confirm

that they lack mental capacity.

The Court will then issue an order

to the Deputy stating what they are

able to do under the Order. For

example manage financial affairs

and/or sell property etc.

A Deputy will need to file annual

accounts to the Court to show how

they have dealt with the financial

affairs.


PRIVATE CLIENT SERVICES

PROBATE

Probate is the legal authority to deal with someone’s property, money and

possessions (also referred to as their ‘estate’) when they die.

Probate is normally granted to the people nominated

in a person’s Will (referred to as‘Executors’)

In the event there is no Will, then it is normally close family who take on this

role (‘Administrators’) in accordance with the Intestacy Rules.

The assets in the estate are valued and any inheritance tax that is payable

should come from the estate first before the probate is granted - this is

called the ‘Grant of Probate’ - and is done before the assets are distributed in

accordance with the Will.


TRUSTS

Trusts come in many forms, but in summary there are ways in which to keep

assets held and managed by one person or people (‘Trustees’) to benefit

another person or people (‘Beneficiary’).

The person providing the assets is called the Settlor. Different kinds of

assets can be put in trust, including cash or property.

Most Trusts now have to be accounted to HMRC, whether or

not there is tax to pay on those Trusts.

“EXCELLENT AND VERY

PROFESSIONAL IN

EVERY WAY IN DEALING

WITH MY LATE

MOTHER’S ESTATE AND I

KNOW THAT BOTH MY

PARENTS WOULD HAVE

BEEN COMPLETELY

SATISFIED. “


PRIVATE CLIENT SERVICES

MEET THE TEAM

DAVID HALL

DIRECTOR OF PRIVATE CLIENT

David qualified as a Solicitor in 2003 and he is also

a qualified financial advisor. He covers a variety of

private client matters and has developed a strong

background in relation to mental capacity and elderly

client.

Scan the QR Code on the right to View David’s

Taylor Rose MW Website Profile

MARK STUBBERFIELD

HEAD OF WILLS PROBATE & TRUSTS

Since qualification in 2006, Mark has specialised in

all aspects of Private Client work but has a particular

interest in Court of Protection work. Mark acts as a

professional Deputy for people who lack capacity.

He is also a qualified Notary Public.

Scan the QR Code on the right to View Mark’s

Taylor Rose MW Website Profile


MALINA GUPTA

PARTNER

Malina qualified as a Solicitor in 2002. She has undertaken

various roles including Quality Director before

joining the Private Client department and dealing with

Wills, Probate, Powers of Attorney and Trust matters

including setting up discretionary trusts.

Scan the QR Code on the right to View Malina’s

Taylor Rose MW Website Profile

KRYSTAL RAMSAMMY

PARTNER

Krystal qualified as a Solicitor in 2015 and recently

completed the STEP Diploma in Trusts and Estate.

She is also a STEP associate. Krystal has dealt with the

administration of very complex multi-million pound

estates and deals with variety of private client work.

Scan the QR Code on the right to View Krystal’s

Taylor Rose MW Website Profile


PRIVATE CLIENT SERVICES

JACOB ROBINSON

PARTNER

Jacob qualified as a Solicitor in 2017 and has been

working in the Private Client team ever since. He

specialises in a variety of private client matters and is

is also a member of the Society of Trusts and Estate

Practitioners (STEP).

Scan the QR Code on the right to View Jacob’s

Taylor Rose MW Website Profile

PETER WOODS

PARTNER

Peter qualified as a Solicitor in 1985. He has worked

in private client since 1992 and specialises in

probate, trust and court of protection work. Peter

also has experience of advising and acting in the

small charity sector.

Scan the QR Code on the right to View Peter’s

Taylor Rose MW Website Profile


GLOSSARY

Administrators

Beneficiary

Debt

Executor

Grant of Probate

Intestacy

Trustees

Settlor

Those who deal with an estate where there is no Will.

The person who benefits from an estate or trust.

Any money due back from an estate.

The person named in a Will to deal with the estate.

An official document to give authority to the Executor to

deal with the estate.

If someone dies and does not leave a valid Will.

The people appointed to deal with a Trust.

The person who creates a Trust.


If you would like more advice regarding

your private matters, please contact:

By telephone

020 3450 4444

By email

info@taylor-rose.co.uk

Visit our website

taylor-rose.co.uk

Authorised and regulated by the Solicitors Regulation Authority

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