Do you know your charity’s rules? The importance of understanding and following your charity’s constitution.
Be honest, when was the last time you read your charity’s governing document (or it may be...
‘..in this world nothing can be said to be certain, except death and taxes’ (Benjamin Franklin).
It is accepted that tax is payable whether it be inheritance tax, income tax, capital gains tax etc. However, with careful planning it is sometimes possible to mitigate the payment of tax.
We deal with the preparation of income tax returns for both individuals and trusts but also provide advice on tax planning, considering carefully an individual’s affairs to ensure that wealth is protected for future generations. This can often involve the establishment of trusts and more complex structures or can simply be a case of guiding clients through the impact of the various taxes during their lifetimes explaining the availability of reliefs and how best to use them.
Laceys have broad experience of dealing with lifetime planning, advising on the setting up of trusts, their restructuring if required and their differing tax treatment. Planning is also considered when advising on Wills to ensure that they are drafted in the most tax efficient manner whilst also meeting the practical needs of the client.
We are familiar with the majority of tax planning schemes that have been offered and can advise on their efficacy in light of current legislation and can assist with restructuring of such schemes if possible and when required.
Laceys have a large Property Department and are often asked to advise on the capital gains tax implications of selling or gifting a property.
We aim to take the mystery out of tax and try to provide practical and easy to understand advice.
Laceys are recognised in the Legal 500, an independent guide to leading law firms in the UK for their expertise in Personal Tax, Trusts and Probate.
“Joe managed to put my incoherent notes and thoughts into a straight forward readable legal document with the minimum of fuss. This was done in a professional and friendly manner for which I thank her. PS. I have already recommended a friend. She was excellent. Thank you.”
Joe joined Laceys Solicitors in 2018 from a well-respected local firm. Joe qualified as a solicitor in 2002 training and working in the Thames Valley until she moved to Dorset in 2012. Joe is a member of the Society of Trusts and Estates Practitioners and specialises in all areas of Trust and Estate Administration, Tax Planning and in the preparation of Wills and Powers of Attorney. Joe enjoys all aspects of private client work and feels a particular sense of satisfaction when working together with a clients’ other professional advisors to provide a holistic response to life’s complex ups and downs.
Outside of the office Joe enjoys spending time with her family, appreciating the great outdoors and trying to keep up with her husband and two young children as they investigate the magnificent Dorset coastline! Some quiet time with a book and her cats is also always very welcome!
“All our deadlines were carried out and executed swiftly and very promptly at all times - very satisfied all round. I think the above sums up the way we feel we were treated.”
“Uncomplicated explanations much appreciated. Nothing "snobby" or aloof.”
“Polite and helpful with regard to my understanding.”
“I was very concerned about having to make changes to my Will but Mr Nightingale was so kind and helpful and made it so painless.”
A Partner in the Private Client Department and a Notary Public, Simon was head of the Private Client Department in Horsey Lightly Fynn which merged with Laceys in December 2015.
Simon deals with a complete range of Private Client matters, including Wills, Trusts, Tax Planning, Trusts and Estates Planning, Administration of Estates, Court of Protection, Charities, Probate Disputes and Agricultural matters. Specific areas of interest are issues affecting succession in family businesses and farming in particular, the incorporation and governance of Charities and dealing with disputes relating to Wills and contested estates.
He qualified as a solicitor in London in 1975 after gaining an LLB from Southampton University, and subsequently qualified as a Notary Public in 1988. Simon is a member of the Charity Law Association and the Society of Trust and Estates Practitioners, and a Member of the Council of the Notaries Society.
When not working he plays tennis, and enjoys walking on the Jurassic Coast and (not often enough) playing golf.
Be honest, when was the last time you read your charity’s governing document (or it may be...
“Laceys acted on behalf of my late uncle in what proved to be a quite complex administration of his estate. Matters that required resolving included the management of the realisation of this estate - which was made significantly more difficult due to certain assets being held outside of the British jurisdiction. Natasha Cross dealt with this estate in a very professional and timely manner and helped me out enormously in the discharge of my responsibilities of both executor and trustee whilst doing so.”
“I found Natasha Cross very patient and always helpful to me and my family in what has been a very difficult time for us all over the last eighteen months. ”
“I found the whole experience with Natasha Cross very professional and she explained everything in a way I could understand. She is an asset to Laceys and I wouldn’t hesitate to use them again for any legal work.”
“Natasha has always explained things clearly so that I understood the process and reasons behind what she was saying. I would highly recommend her to friends and family should they need any work doing.”
“It was an awful time for us as a family made so much harder by being abroad and such a long long way from home. Natasha and the team at Laceys were truly amazing. They took such great care to cover everything thoroughly and helped us through each step of what is a complicated journey. My fathers estate was not so difficult to understand but still, to have great expert advice and wise guidance through the process was very much appreciated. My wife and I will always be extremely grateful to Natasha and the Laceys team for their professionalism, support and kindness.”
“Natasha helped take all the pressure off me at a time when I was acting as an Executor of my friend’s Estate and at the same time dealing with my wife’s illness and subsequent death.”
Natasha is the Partner in charge of our Parkstone Branch and specialises in Wills and Probate and Lasting Powers of Attorney. Natasha joined Laceys in 1999 as a Trainee Solicitor and qualified in 2001, she has been working in her specialised area since her second year as a Trainee and has therefore acquired a very in depth knowledge of this area. Natasha has a Law degree from the University of Hertfordshire and her route to qualify as a Solicitor was through the Legal Practice course which she did locally at Bournemouth University. In addition to this she has completed several professional development courses in her field.
Before starting at Laceys, Natasha worked in the Legal department at Bournemouth Borough Council and prior to that gained experience in dealing with elderly client matters having been a financial officer for the Council, dealing with financial applications for residential care and during her holidays whilst studying Law at university she was a care assistant in care homes and also a home help in the community.
One of her specialisms is making use of Trusts in Wills for couples to shelter assets from residential care fees or to ensure that children from a first marriage are guaranteed to inherit from their parents Estate should mum or dad die and want to benefit their new spouse under the terms of their Will.
Away from work Natasha enjoys taking her wheaten terrier Ruby on long walks by the sea and spending time with friends and family.
“We have had the pleasure of Kate’s sensitive and unwavering professional support for a number of years. She has always been able to combine her deep expertise, with practical context and a tone of voice that gently escorts you through, often difficult decisions. We could not recommend Kate highly enough, both professionally and personally.”
“Kate was extremely knowledgeable, straightforward to deal with as well as sympathetic during what was a difficult time. I felt in good hands!”
“We were treated with respect and felt our wishes were taken in consideration. The patience shown in helping us understand the implications of decisions was outstanding.”
“Very efficient and welcoming. Understood my access requirements and my unique concerns thoroughly.”
“Mrs Mansfield has been exemplary in every respect. She is an excellent listener and has the ability to explain complex issues patiently and emphatically. We are fortunate in having her as our legal adviser.”
Kate is head of our Private Client Team and has 25 years’ experience in private client work, specialising in wills, tax planning and estate administration. Kate has worked in this area since she qualified and has assisted thousands of families and individuals.
Kate qualified as a solicitor in 1995 after obtaining a 2.1 in Law from the University of Kent. She completed her training contract with Laceys and became a partner in 2002.
Kate is a full member of the Society of Estate and Trust Practitioners (STEP) and sat on the STEP committee for 6 years. She has also taught on the Legal Executives course at Bournemouth & Poole College.
Kate enjoys the personal side of the work and the satisfaction of assisting the bereaved and families with complex affairs, whether it be complex financial aspects or those where a diplomatic hand is required. She prides herself on being able to explain the legal position in plain English.
Out of the office she enjoys keeping fit. She enjoys going to the gym and getting out into the Dorset countryside on her road bike. Cooking, particularly baking, is also a passion.
Research* has found that 54% of the British adult population do not have a Will, and 5.4...
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“Deborah Pearce has helped us negotiate some very delicate matters with the care and concern we associate with Laceys Solicitors, and she has been an absolute rock. ”
“My various needs were quickly assessed and dealt with efficiently - Deborah is a very pleasant lady to deal with”
“Mrs Pearce was always helpful, pleasant to deal with and professional.”
Deborah is a Chartered Legal Executive who has worked in the Private Client department at Laceys for over 18 years.
Deborahs journey to Laceys started in 1985 when she qualified as a FILEX. She then undertook her Associateship in Taunton and completed her Fellowship in Poole. Aside from a couple of years in Gibraltar, Deborah then gained valuable experience working for various local firms in their private client departments before joining Laceys in 2000.
She specialises in all areas of private client work, wills, powers of attorney, tax planning, Court of Protection, administration of estates, NHS Continuing Care, welfare benefits and all issues related to the elderly and infirm. She finds this area of law quite holistic – it is not just a matter of applying rules and regulations but organising a client’s affairs in such a way that they are made easier and clearer during what can be a very emotional and upsetting time. Her work requires a very good and patient listening ear, bedside manner and sometimes a sense of humour but still achieving the client’s objectives on time.
When time permits she enjoys reading, cooking and relaxing by the Christchurch River but only when the sun shines! Travelling is a great hobby but there is never enough time to visit all.She has four stepchildren, four grandchildren plus a nephew and niece who help keep her busy at home!
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