My services include writing Wills, setting up trusts and dealing with the gifts and transfers of property. I do a lot of work for farmers, landowners and business owners. I often act as a trustee or as a person’s attorney. I also handle the administration of estates and trusts, especially high value ones.
Graduated from Birmingham University, joined Gotelee as a trainee in 1980 and qualified in 1982
I help people plan for their future and for the future of their families. Clients come to me because they want to make the best possible arrangements for the protection, preservation and management of their family wealth. I help them minimise tax and other liabilities, plan the succession of their family business, property and assets and devise arrangements to protect them in case they suffer incapacity or illness in later life. I also look after them if they become involved in a dispute over a Will or a family trust or need to make a claim against an estate.
I am a member of the Society of Trust and Estate Practitioners (STEP) and the Agricultural Law Association (ALA).
After 30 years at Gotelee I have much experience helping clients with matters of this kind. I am included in the current edition of “Legal Experts” and the “Legal 500” has referred to my “considerable expertise”. Having said that, clients value my ability to communicate and explain things in terms that they can understand and also my thoroughness and ability to find solutions to problems. I’m sure that you will find me sympathetic and approachable.
When I’m not at Gotelee you’ll find me listening to music, enjoying the great outdoors or long distance cycle riding. I am a trustee of a number of local charities.
Trustee – Hadleigh and Boxford Medical Practice Charitable Trust
Set up to receive donations from patients of the Medical Practice, its main purpose is to help and improve patient care. Trust funds are only used to purchase equipment that would not normally be purchased by the Practice and all purchases are agreed by the external committee.
I look forward to meeting you and being of service.
"This is by far the go-to firm for any issues. You are made to feel valued from the outset and they are so confident in what they do. Wouldn't recommend any other. Thank you Hugh and Max."
- Ros Jones
"We found Rachel Dawson outstanding, polite, professional and caring."
"Approachable, very efficient, always willing to take my calls and update me."
"“ This is the second time we have used Tracey for the conveyancing to buy our new home. She is always completely approachable, she has helped us along the way with advice and useful tips that has helped lessen the stress. We have complete confidence in her and would not hesitate to recommend her to our friends and family”. - Peter Dawes, Cater Dawes Financial Planning "
"Jade Shelton was absolutely fantastic!! Professional and proactive at all times."
"The ease that we could access and speak to Pat Smith - Thank you"
"I don't think this house sale would have pulled together without Jo's determination and expertise. Excellent!"
"Prompt, helpful, polite and very professional service"
"Jade made the process of buying our first home quick, easy and took the stress out of a new chapter of our lives"
"I would like to say thank you for your help, support and guidance over the last two and a half years. Obviously should I need further assistance in the future I shall not hesitate to call you guys."