Will is an associate solicitor within the private client team with experience in a wide range of matters including wills, powers of attorney, trusts and deeds of variation.
He is particularly experienced in probate and estate administration and prior to becoming a lawyer he worked in a number of different roles for the probate service.
Will is able to act for a broad range of clients, including those who are older and those who are vulnerable. He prides himself on making matters as simple as possible for his clients.
Expertise
- Wills
- Probate and estate administration
- Trusts
- Inheritance tax
- Deeds of variation
- Lasting powers of attorney
Experience
- Successfully made a claim for business property relief on assets exceeding £1m which had been owned by the deceased for a short period of time before death but had been transferred from the sale of his business.
- Dealt with an estate where the only asset was a derelict property worth £2.5m. This required obtaining a special grant of probate to sell the property to release funds before paying any inheritance tax and negotiating with HMRC and the probate service.
- Administered an estate with a large number of rental properties and business assets. Many of the properties had historical and problematic tenancy arrangements.
- Negotiated a complicated agreement between four charities and the life tenant of a property to rectify an error with a poorly drafted historical will which gave all parties a satisfactory outcome without the need for litigation.
- Advised on complex matter of intestacy with various complicating factors. The deceased died a single man, living with his ex-wife. He owned several complex rental properties and had been involved in a high value litigation prior to his death.
- Advised two medically vulnerable clients regarding Wills, a gift of a property and Lasting Powers of Attorney. This advice follows after the clients were scammed by an online Will writing service
Recognition
Recognised in The Legal 500 2024 for Personal tax, trusts and probate
Career
Prior to joining Keystone in 2022, Will worked at Warners Solicitors as a Private Client Solicitor, and at Rix & Kay Solicitors as a Private Client Solicitor and Probate Manager.