I am a Chartered Legal Executive specialising in Private Client Law. My particular areas of specialism are:
Administration of Estates and Probate
Trusts and Tax
Lasting Power of Attorney
Court of Protection
I qualified as a Chartered Legal Executive in 2013, but have worked in Private Client Law since 2004. I am also a full Member of the Society of Trust and Estate Practitioners (STEP), a professional association for practitioners who specialise in family inheritance and succession planning.
I enjoy all areas of private client work, I like assisting my clients with inheritance tax planning, helping provide clients with peace of mind when they prepare a Lasting Powers of Attorney, should they require assistance with managing their affairs in the future or by making a Will to ensure that they can leave their estate exactly in accordance with their wishes.
I also have a wealth of experience with regard to Probate and the administration of Estates and Trusts, advising clients in relation to the administration of Estates of high value, including intestacy estates (where someone has died without leaving a Will), complex Trusts, and addressing any taxation issues.
I enjoy the Client contact that my role brings. I pride myself on providing clear advice and building good rapport with my Clients, especially at what can be a very difficult time in their life.
I am a Dementia Champion, which means that I can deliver Dementia Friends Sessions to businesses or groups, to help work towards raising awareness and understanding and provide dementia-friendly environments.
I am also a member of the Framlingham Business Association Management Committee and the Castle Community Rooms Fund Raising Committee.
When not at work, I am busy with my family, enjoying outings and holidays. I also enjoy taking my Labrador on long walks through the countryside.
"We found Rachel Dawson outstanding, polite, professional and caring."
"Approachable, very efficient, always willing to take my calls and update me."
"We were very pleased to have Jade as our solicitor, the service was excellent and we felt kept in the loop which minimised stress"
"Prompt, helpful, polite and very professional 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
"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!"
"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."
"“ 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."