Services for You
Our experienced team is on hand to provide you and your family with peace of mind, offering expert, tailor-made advice when you need it most. From assisting you with decision-making to ensuring your affairs are in order, our team are ready to help. Our services span West Sussex and Hampshire, with offices in Chichester, Bognor Regis and Worthing, Littlehampton and Portsmouth, and we can arrange home visits if required.
Our Private Client Team can advise you on the following:
Wills, Trusts and Estate Planning
Some of the most important and impactful decisions our clients make involve transferring and managing wealth between generations. Our specialist Wills and Estates Team will help you to optimise your estate, enabling you to protect your wealth for the future, provide for your loved ones and minimise tax.
Additionally, our team of experts can assist you in setting up and administering trusts to give you peace of mind and assurance that your family are secure and your assets are protected.
Lasting Powers of Attorney
There are two types of Lasting Power of Attorney:
Property and Financial Affairs and Health and Welfare.
Our team can assist with the preparation and registration of both.
Having valid Lasting Powers of Attorney means having confidence. If you cannot manage your affairs, the people you have appointed in your Lasting Powers of Attorney will know exactly what to do when managing your affairs on your behalf.
Doing this now can protect you and your loved ones from financial and emotional distress further down the line. And it ensures that, as a vulnerable person, you can trust implicitly that your affairs will be handled correctly and quickly.
Suppose an individual cannot make decisions concerning their financial affairs, health or personal welfare. In that case, unless they have made valid Lasting Powers of Attorney, someone will need to be appointed by the Court of Protection to make decisions on their behalf.
This person is known as a “Deputy”. The Deputy’s role is to make decisions on a vulnerable person’s behalf, acting in their best interests.
Our knowledgeable team can expertly guide you through the application process, ensuring it progresses as smoothly and quickly as possible.
Our team also have extensive experience acting as a Deputy for individuals who have lost the mental capacity to manage their financial affairs.
Probate and Estate Administration
When someone dies, this can bring up a lot of difficulty and emotion. However, our team can assist you through the process with the compassion and sympathy needed during these challenging times.
Upon death, an Executor or Personal Representative must administer the deceased’s estate to ensure, at the very least, all their liabilities are paid and their assets are collected and distributed to their beneficiaries. A Grant of Probate is often required to formalise the appointment of an Executor or Personal Representative.
Some estates, however, can be handled without needing a Grant of Probate. A member of our experienced team can advise whether or not this is a requirement.
Our team can help with as much or as little of the process as possible. We can simply get a Grant of Probate for you, or you can pass all your Executor duties on to us.
We can advise on estate administration if someone close to you has died without a Will. Where appropriate, we can also advise whether a Deed of Variation might benefit the deceased’s Will, redirect gifts made under the Will, or use exemptions to reduce any potential Inheritance Tax liability.
Managing the Financial Affairs of the Vulnerable or Elderly
We have a dedicated team who can act on your behalf if you can’t manage your financial affairs or on behalf of a family member if required.
Disputed Wills and Contentious Probate
We understand how difficult it can be when the terms of the deceased’s Will are not as expected or when disagreements arise between those inheriting and those in charge of administering the estate or looking after the various assets.
Our team can help with issues such as:
- Contesting a Will
- Making an Inheritance Act claim if you feel you have not been included in the Will or have not received a reasonable amount
- Disputes over how the estate is administered
We can also assist if you are an executor or beneficiary facing a challenge to a Will.
If you would like to contact one of our Wills, Trust & Probate team directly, please see their details below or click on the Contact Us button.
Caroline Wood-Roe – [email protected]
Amber Bettles-Hall – [email protected]
Andrew Boxall – [email protected]
Hilary Calvert – [email protected]
Mark Baines – [email protected]
Dorlee Monschau – [email protected]
Alan Wheatley – [email protected]
What Our Clients Say
You and Wannops have been a pleasure to deal with, and I would not hesitate to return should other matters need to be addressed.
I would like to congratulate you on the diligent and efficient manner in which you fulfilled B’s wishes. As a diligent and efficient person herself, she would have been very pleased.
I am grateful for the careful and detailed way in which you have looked after my late father’s affairs and guided me through the probate for the estate.
We have all been very pleased with the service at Wannops. Coming to my mother’s home has enabled clarity, trust and expedition of the arrangements. On behalf of my mother and siblings, thank you all (including your very good Reception staff) very much.
Thank you for your impeccable and patient work in bringing the administration of the estate to a satisfactory conclusion and for your help and advice to the Executors throughout. Given the extreme complexity, we could not have done it without you.
May I thank you very much for the highly professional manner in which all these matters have been handled? I was always confident that you were on top of the work, providing good advice and taking a pragmatic view where necessary.
I wanted to thank you very much for your hard work in helping to complete my late father’s estate. I have very much appreciated your help, and I’m sure my father would have wished me to thank you on his behalf.
Please accept my personal thanks for your help, understanding and efficient manner when dealing with my aunt’s estate. I know my brothers also appreciate the smooth way everything went. You made the whole process so easy for us all.
Rupi Adams was calm, kind and considerate. Rupi gave excellent professional advice and always took into account any specific needs we had. She handled the matter very well, never once creating stress in a situation that could have been an anxious time.
Get in Touch
Are you seeking help and advice on wills, trusts and probate issues?
Whatever your question, get in touch with us, and we’ll get back to you as soon as possible.