You can’t predict the future but you can plan for it.
Most people shy away from talking about dying, death and bereavement as it is not a comfortable...
People often make incorrect assumptions about what will happen to their Estate if they die without a Will and don’t necessarily appreciate how some of the stress of dealing with the death of a loved one can be alleviated if there is a well drafted Will in place.
The prospect of sitting down to draft a Will is, for some, a daunting prospect and, as a result, a task that is often put off. However, a properly drafted Will can ensure that your assets go to your chosen beneficiaries, that the Estate is administered by people of your choosing, that your children are looked after by people that you trust and that appropriate structures are put in place to protect beneficiaries where required.
We can advise on all aspects of Will drafting to include tax planning and trusts. We understand that in today’s society family structures and relationships can be complex. The Will can address any issues to ensure that our clients have the comfort of knowing that after their death their family are looked after. There may be issues of a second marriage and a wish to provide security to a spouse but to protect children from a previous relationship, a vulnerable or disabled beneficiary where a trust may be appropriate, complex assets across differing jurisdictions, the possibility of mitigating the payment of tax.
All such issues, and many more, can be fully discussed and the available options explained in plain English. Please contact one of our team today to see how we can help.
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!
Matthew is a solicitor in Laceys Private Client team. His main areas of expertise include wills, lasting powers of attorney and administration of estates.
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.
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.
He 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.
Simon is a member of the Charity Law Association, the Notaries Society and the Society of Trust and Estates Practitioners.
When not working he plays tennis, and enjoys walking on the Jurassic Coast and (not often enough) playing golf.
“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 based at our Parkstone office in the Private Client department and primarily deals with the administration of Trusts and Estates following the death of a loved one and the drawing up of Wills and Lasting Powers of Attorneys.
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.
“I was very impressed by the manner in which Lee and his secretary dealt with me during a difficult period following the loss of my mother.”
“I was extremely happy with the level of service provided by Lee in relation to the preparation of my new Will, and I believe that Lee is everything that a good solicitor should be.”
Lee is an Associate Solicitor in our Private Client department and advises clients in relation to Will drafting, Administration of Estates, Trusts and Estate Planning, and Powers of Attorney.
Lee is an Affiliate Member of the Society of Trust and Estate Practitioners (STEP) and he has been awarded Advanced Certificates in the Administration of Estates and in the Administration of Trusts.
Outside of work Lee’s interests include cricket, kayaking, natural history and photography.
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“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 ”
“We have always known that our legal matters have been in very safe hands with Laceys and Kate Mansfield who handles her clients’ needs with such grace. In recent years we have had to deal with two complicated probates and Kate has dealt with them in a compassionate and totally professional manner. This has made the two emotional journeys so much more bearable for all the family.”
“I found Kate and her secretary Diane both charming, friendly and very helpful. ”
“We have always found that in addition to her legal expertise, Mrs Mansfield is always easily and readily available and it is likewise easy to discuss legal and personal relevant matters with her.”
“Recently dealt with my extensive will very satisfactorily. ”
Kate heads up our Private Client team having been at the firm for over 22 years. She handles a mixed caseload of Wills, administration of Estates, powers of attorney and trust matters as well as specialising more in tax planning.
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, has recently acquired a new road bike and is kept busy with an active Hungarian Vizsla. Cooking, particularly baking, is also a passion.
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“Without any will to refer to following the death of my uncle, Beverley explained what we needed to do, and why, at every stage. She was always polite and easy to talk to, and always kept her promises and returned our telephone calls and emails.”
Beverley is part of Laceys Private Client team, specialising in will preparation, lasting powers of attorney and administration of estates for probate.
Beverley enjoys the personal aspect of her work, helping people overcome bereavement and making the best out of often difficult, emotional circumstances. She deals with clients from all walks of life, and remains down to earth at all times, removing the legal jargon so clients understand their situations.
Having recently had a baby, Beverley has very little spare time, but she is still a fan of F1 Racing and retains her love of shopping, films and holidays in the sun!
“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. ”
Deborah is a Chartered Legal Executive who has worked in the Private Client department at Laceys for over 15 years.
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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