Wills, tax planning and trusts

Our experienced team of lawyers can assist you with:

Making or updating your Will

It’s easy to put off finding the time to make a will. However, it would be a mistake to assume that, without writing a will, your estate will benefit those you care about. By writing a will, you can ensure that you protect your wishes and make proper provisions for your loved ones.

Inheritance Tax advice

Our team of specialist lawyers can advise you on the various ways of minimising Inheritance Tax liabilities, such as writing a tax efficient will.

Creation and management of trusts and settlements

We are able to assist with placing property or assets in the hands of trustees, the creation of trust documents, advice to trustees on their duties and options, change of trustees, distribution/termination of trusts and the taxation of trusts.

Our Probate, Wills and Trusts Team
Maria Cosslett, Partner

Maria is a Partner and Head of the Private Client department at Loosemores. She joined the practice in 1979 as a legal secretary later qualifying as a Fellow of the Chartered Institute of Legal Executors in January 2003. She also became a STEP qualified lawyer and is an accredited member of Solicitors for the Elderly and a Dementia Friend. Maria is highly experienced and specialises in all aspects of Probate applications and the administration of estates. She is also engaged and has vast experience in preparing and advising on Wills, Trusts, Powers of Attorney and Court of Protection applications.

Sabrina D’Acri Davies, Solicitor

Sabrina joined the Private Client Department as a Solicitor in September 2019 shortly after qualifying in June of that year. Sabrina graduated from Swansea University in 2013 with a First-Class degree in Law and completed her training contract with a Newport-based firm working within the Residential Conveyancing and Probate Department. She carries out a variety of work that includes Probate and Estate Administration as well as advising on and preparing Wills and Trusts and Lasting Powers of Attorney. Sabrina’s focus is to work with clients to ensure that they are advised appropriately, and their expectations are met whilst at the same time providing a friendly and efficient service.

Christopher Cole, Legal Assistant

Chris is a Legal Assistant who, over the years, has had several different roles in the firm. He joined the Probate team in approximately 2014 providing administrative support to Maria Cosslett in the handling of probate matters. Since joining the team he has gained considerable knowledge in the areas in which he works. He has direct and frequent contact with our clients with an informal and friendly approach.

Please email our team or call us on 02920 224433 to find out more.