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LPA – Case Study
Mrs Smith is widowed with two adult children, William and Claire.
I qualified as a Fellow of the Chartered Institute of Legal Executives in June 2020, having notably obtained Distinction in both of my Private Client modules. I joined Whitehead Monckton in July 2016, and had gained four years’ Private Client experience in the Tax and Estate Planning department with Whitehead Monckton before qualifying.
Prior to joining Whitehead Monckton, I gained two years’ experience as a Paralegal for a separate local firm of Solicitors working in their Dispute Resolution and Family departments.
I now work in all areas of Tax and Estate Planning, including Probate and Estate Administration, Wills, Declarations of Trust and Tax planning for individuals.
I additionally specialise in Private Client disputes dealing with:-
My expertise in both contentious and non-contentious work enables me to be best placed to advise clients in a proactive manner, whether that be on the tax implications of settling a dispute with later generations in mind, or advising a client making a Will on the best steps that could be taken to avoid or mitigate any potential claim/dispute on their death.
When out of the office:
I enjoy spending time with my family and keeping fit. I recently hung up my boots playing football but still enjoy getting down the gym in the morning before work. I am also a lifelong Arsenal fan and enjoy following them home and away.
What my clients say:
“I would like to take this opportunity to thank you for managing mum's estate so carefully and professionally, and for the very pleasant way that you dealt with me.”
“Thank you for dealing with us in such a supportive and professional way, your efforts on our behalf are greatly appreciated.”
“Thank you so much Sam. You have done a great job for us and we thank you so much for your professionalism and warmth. You have made something that should have been tough to deal with, easy and simple.”
“You are a lovely kind unique young man and I wish you continued success in your career. I will be in touch in the near future if I find I need to get probate and if not to update my Will and Powers of Attorney.”
“I want to thank you again for the way you conducted the meeting last Friday with my family. You explained matters clearly so there was no misunderstanding, you were professional and I felt fully supported by you throughout so thank you again, as you know I was very apprehensive.”
“Sam was polite, courteous and efficient throughout and have recommended and will continue to when speaking to people who may need services offered by your company and Sam in particular.”
“In my opinion the advice and service which you provided was faultless.”
“I would like to thank you for your time and patience in dealing with us. You made us feel very relaxed and comfortable in our discussions, and were very diligent in going through everything in such detail, you really helped us tremendously in matters which were causing us some concern and confusion.”
"We found your company very helpful & informative and was excellent in helping and advising us & keeping us informed of progress."
Support Team:
Mrs Smith is widowed with two adult children, William and Claire.
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