Michelle is a partner in our Private Client team in Taunton. Michelle’s expertise covers traditional Private Client work including Wills, Trusts, Powers of Attorney, Declarations of Trusts, Administrations of Estates (Probate), and Death in Service Advice to Trustees.
Laura assists executors on all aspects of estate administration including estates with agricultural assets, business assets, reporting to HMRC on gifts made in lifetime as well as working with our Litigation Department on estates that are contentious.
Jenny is a member of our private capital team. She deals with the administration, accounting and taxation compliance for a wide range of trust and personal tax clients.
Philip is a private client partner who acts for a large number of farmers, landowners and high-net worth individuals. He has particular expertise in advising on succession planning and the structuring of farm businesses.
is a Chartered Legal Executive and joined Clarke Willmott in 2018 and has over 22 years of experience in a private client team. Sarah will help you plan for the future and protect assets for your loved ones.
Jeremy specialises in the administration of complex estates, particularly those which may have either or a combination of cross border elements, being subject to Inheritance Tax, or which include a testamentary trust, with a focus on providing effective and practical solutions for executors and trustees.
Carolyn specialises in drafting Wills and Lasting Powers of Attorney as well as dealing with all aspects of Estate Administration. Carolyn offers a straightforward approach to her work and takes pride in being a safe pair of hands for clients.
Harriet deals with complex and high value estates, many of which have an agricultural or business element; cross border estates; and advises clients on tax mitigation. Harriet often assists beneficiaries with their own lifetime planning following receipt of their inheritance.
