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Letters of Wishes explained

If you have made a Will, you can also consider writing a letter of wishes to accompany it. We look at the purpose of a letter of wishes and why…

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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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New Powers of Attorney Act 2023 becomes law

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How to pay Inheritance Tax

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54% of adults in the UK don’t have a Will. Are you one of them?

Did you know… 54% of adults in the UK don’t have a Will Six in 10 (59%) parents do not have a will, or have one that is out of…

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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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Lost Will? What if a Will can’t be found after someone’s death?

Locating a Will after someone has died is not always easy. If you believe that the deceased...

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If you are making a Lasting Power of Attorney or LPA, you will need a certificate provider...

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The Importance of making a Will

Research* has found that 54% of the British adult population do not have a Will, and 5.4 million people have no idea how to make one. The research also states…

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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.

Related articles

last will and testament with pen

Lost Will? What if a Will can’t be found after someone’s death?

Locating a Will after someone has died is not always easy. If you believe that the deceased...

Read Article

What is an LPA certificate provider and what do they do?

If you are making a Lasting Power of Attorney or LPA, you will need a certificate provider...

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