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Trusts

Whether it be a trust set up during lifetime or by Will, for tax planning purposes, to protect a child or vulnerable beneficiary or to address a complex family structure, Laceys are able to guide clients on what suits their particular circumstances.

In spite of a concerted attack on trusts in terms of the changes to the tax legislation in recent years, they still have a very important role to play.

Laceys has a wealth of experience in dealing with the setting up of trusts, their administration, their restructuring and termination. We can advise on all of the taxation aspects and can assist with the preparation of trust tax returns and the submission of inland revenue accounts on 10 year anniversaries and when assets leave a trust.

Often trustees require guidance on their powers and duties and we can assist with this together with advising on trustees meetings, minutes and resolutions.

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.

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    Meet the Team

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    Helen Glatter

    Tax Accountant — Private Client

    Direct dial: 01202 377906

    Email

    Helen is a Tax Accountant who specialises in income tax and capital gains tax matters for individuals and trusts, working with the individual as well as their Attorneys, Deputies and Executors as well as the trustees and beneficiaries of settlements and trusts.

    Helen is known for her eye for detail and clients appreciate the fact that she keeps them informed of progress and outstanding information.

    Outside the office, Helen is a Trustee of the Wessex Young Musicians Trust.

     

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    Laura Edwards

    Senior Associate — Private Client

    Direct dial: 01202 377900

    Email

    Laura qualified as a Solicitor in 2016, and is a Senior Associate in the Private Client team. She advises on a broad range of matters, including Wills, inheritance tax planning, Lasting Powers of Attorney, administration of estates, intestacies, advance decisions (living wills), lifetime gifting, declarations of trust, deliberate deprivation of assets, care fees planning and management of financial affairs. 

    Laura also provides advice in connection with Court of Protection applications for deputyships, advice on statutory wills, preparation of annual reports and advice on attorney or deputy gifting. 

    Laura is a full member of STEP and Solicitors for the Elderly. 

    Laura is passionate about helping people to organise their affairs and plan for the future. She is calm, friendly and approachable.

    In her spare time, Laura enjoys spending time with her husband and two young children. She likes to travel and enjoys baking.

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    Alison Lloyd

    Partner — Private Client

    Direct dial: 01202 377963

    Email

    Alison is head of our Private Client team specialising primarily in Estate Administration and Powers of Attorney. 

    She has undertaken private client work for over 25 years in the local area, since qualifying as a Chartered Legal Executive in 1998. Prior to moving to Laceys in 2023, she headed up a very successful dedicated Probate team within a large corporate environment dealing with a wide range of estates and intestacies from the very straightforward to the more complex and high net worth estates.

    Alison adopts a sympathetic and patient approach to a family’s needs at what can be a very emotional time.  She prides herself on being efficient and professional but friendly and approachable at the some time.

    Outside of the office Alison is married with a teenage daughter and enjoys cooking, reading, spending time with family and friends and foreign travel.

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    Tino Gundu

    Paralegal (ACILEx) — Private Client

    Direct dial: 01202 377889

    Email

    Tino Gundu

    Having completed a Law and Human Rights Degree (LLB) at the University of Essex in 2021, Tino joined Laceys in 2022. Tino qualified as a CILEX paralegal in 2023 and is training to qualify as a Legal Executive specialising in the Private Client area.

    Tino provides individuals and families with  legal advice on a variety of matters, including making or amending a Will, helping them with investments, administering estates, trusts, and powers of attorney.

    Outside of work Tino loves to travel, spend time with her very large family and campaigning for different causes through her previous beauty pageant experiences.

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    Matthew Crampton

    Partner — Private Client

    Direct dial: 01202 377860

    Email

    • “I wanted to thank you for all your patient help and the many meetings surrounding the creation of Dr. Jane Goodall's Will and Powers of Attorney. Given the many pressures, on her schedule, the Covid shutdowns and many other influences I know that this has been a prolonged process. However your personal attention to all aspects of this and your patience in chasing us for information etc. have made this a truly pleasurable experience.”

      Mary Lewis, VP & Assistant to Dr. Jane Goodall, DBE, Founder of the Jane Goodall Institute & UN Messenger of Peace

    • “Everything was professional and informative.”

      Lyn and Tony Wilson

    • “Matthew handled the writing of a will and setting up a lasting power of attorney in a very professional manner with good communication by post, phone and face to face.”

      Francis Collins

    • “Excellent service clearly explained. ”

      P J Wood

    • “Extremely professional service from Matt Crampton. His knowledge and experience, in collaboration with partners, was invaluable and saved the beneficiaries to the will a significant sum of money, in both inheritance tax and substantial care home fees. I would without hesitation recommend Matt and the services of Laceys Solicitors.”

      Mr Stuart Wharf

    • “Matthew Crampton's communication skills were excellent from the beginning. He ascertained the requirement and prompted me in the execution of that requirement, as a consequence it was achieved in a timely and cost efficient manner.”

      Peter Wikeley

    Matthew is a Partner in Laceys Private Client team. His main areas of expertise include wills, lasting powers of attorney and administration of estates. Matthew has been working in this area of law since he qualified and has assisted a large number of clients.

    Matthew qualified as a solicitor in 2012. He completed his Law Degree at the University of Sussex and the Legal Practice Course at Bournemouth University. Matthew completed his training contract at Morris Scott and Co. (now Kiteleys Solicitors) and also worked at Aldridge Brownlee Solicitors LLP before joining Laceys in September 2017.

    Matthew prides himself on his approachable nature and enjoys assisting and supporting clients experiencing difficult circumstances following the death of a loved one.

    Out of the office, Matthew enjoys spending time with his wife and two young sons. He is a big AFC Bournemouth fan having held a season ticket at Dean Court for many seasons.

    Alix Wigley

    Solicitor — Private Client

    Direct dial: 01202 377808

    Email

    Alix Wigley
    • “Alix gave me very good advice about a Lasting Power of Attorney for Health and Welfare decisions which I did not know about and information on Capital Gains Tax, some aspects which were new to me.”

      Josephine Lane

    • “Alix exceeded my expectations. I found her extremely knowledgeable. I would certainly recommend her to others, without hesitation.”

      Tricia Akyol

    • “Alix provided a very efficient professional experience whilst we were updating our Wills. Costs were provided up-front and full explanations were given during our meetings on matters that required consideration. Many thanks.”

      Carol Loveless

    • “Very good and extremely helpful.”

      Irene Stock

    Alix is a Solicitor in the Laceys Private Client Department and advises clients in relation to drafting their wills, power of attorneys and administering estates.

    Outside of work she enjoys spending her free time with friends and family and going to exercise classes, and when more time permits,  loves to travel!

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    Kate Mansfield

    Partner — Private Client

    Direct dial: 01202 377853

    Email

    kate mansfield
    • “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.”

      Simon Bennett

    • “Kate was extremely knowledgeable, straightforward to deal with as well as sympathetic during what was a difficult time. I felt in good hands!”

      Elisabeth Bonelli

    • “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.”

      Francesca Remix

    • “Very efficient and welcoming. Understood my access requirements and my unique concerns thoroughly.”

      Hannah Fielding (wheelchair user)

    • “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.”

      Neville Osrin

    • “Professional, always available for a phone enquiry. Always informed me as thing's progressed. Excellent company with very pleasant and helpful front of house. My sincere thanks.”

      Susan Dawn Godfrey

    • “Kate took the trouble to understand the particularities affecting my Will and found sensible ways of dealing with them.”

      Peter Andrews

    Kate is a Partner in 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.

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    Deborah Pearce

    Senior Associate — Private Client

    Direct dial: 01202 377820

    Email

    Deborah Pearce
    • “Mrs Pearce helped me whilst going through my grief and explained everything in simple language and with sympathy and understanding.”

      Mrs Julie Teasdale

    • “Making a Will was not on the top of my "to do" list as I found the thought of it fairly daunting. But when I eventually contacted Laceys Solicitors the whole process from beginning to end was so easy. I felt totally supported by Deborah Pearce and was grateful for her professionalism, kindness and efficiency. The whole atmosphere at Laceys is very caring, friendly and comfortable. I highly recommend them.”

      Lin Vaughan

    • “Mrs Pearce was always helpful, pleasant to deal with and professional.”

      Sharon Barnett

    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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