Wills, Trusts, Probate & Tax Planning

Wills are a vital component of securing your family’s future, and specialist advice is essential. We can advise you according to your individual needs and make you aware of any opportunities to save tax through trusts or other devices. We have many years experience with the creation of Wills, Living Wills, Enduring Powers of Attorney, Family Arrangements and Trusts. We can also help and advise on Tax Returns.

Advising on the use of trusts to save tax is a regular part of our practice. They can be set up to start during a client’s lifetime or to come into effect under their Will. Often a trust will ensure that a gift can be made without the recipient losing means-tested benefits.

Why choose us

Gilbert Stephens has long experience and specialist expertise in the administration and management of Trusts and Estates, and we can also advise on the formation and management of Charities.

In addition we can help those who need to take on the finances of an incapacitated relative, whether under an Enduring Power of Attorney or a Receivership, which can include advice on applications to the Court of Protection; for example, to approve a new Will or tax planning scheme for them. Our specialist Wills, Trusts and Probate team provide advice in all these areas. Six of our Private Client lawyers are full members and further four lawyers are affiliate members of the Society of Trust and Estate Practitioners (STEP), and Richard Walford is also a member of the Law Society’s Probate Section.

Please get in touch

Email: ku.oc1511454845.sneh1511454845petst1511454845rebli1511454845g@sll1511454845iW1511454845 or contact our team.


Deborah Langham 5
Deborah Langham

Private Client Paralegal / Legal Assistant
Exeter | Sidmouth
email | 01392 424242 | 01395 512443

INDIVIDUALS, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Court of Protection, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning

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Richard Walford
Richard Walford

Partner - Head of Department Private Client
Exeter | Crediton
email | 01392 424242 | 01363 775566

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning, Step Members

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Claire Veness
Claire Veness

Supervising Partner Sidmouth Office
Sidmouth
email | 01395 512443

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Court of Protection, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning, Step Members

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Don Middlemost
Don Middlemost

Supervising Partner Budleigh Salterton
Budleigh Salterton
email | 01395 445581

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Court of Protection, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning

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Liz Govier
Elizabeth Govier

Supervising Solicitor Ottery St Mary Office
Ottery St Mary
email | 01404 812228

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Court of Protection, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning, Step Members

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Jamilah Pringle
Jamilah Evans

Associate Solicitor
Exeter
email | 01392 424242

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Court of Protection, Wills & Estate Administration, Inheritance Tax Planning, Step Members

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Tim Leat
Tim Leat

Chartered Legal Executive
Ottery St Mary
email | 01404 812228

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning, Step Members

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Nysha Forsey
Nysha Forsey

Solicitor
Crediton
email | 01363 775566

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Court of Protection, Trusts & Settlements, Wills & Estate Administration, Inheritance Tax Planning, Step Members

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Rosy Holyer

Solicitor
Exeter
email | 01392 424242

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Court of Protection, Wills & Estate Administration, Inheritance Tax Planning, Step Members

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Gemma Townsend
Gemma Townsend

Solicitor
Exeter
email | 01392 424242

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Wills & Estate Administration, Step Members

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Claire Thompson
Claire Thompson

Solicitor
Crediton | Okehampton
email | 01363 775566 | 01837 512100

INDIVIDUALS, Elderly Client, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Wills & Estate Administration, Step Members

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Claire Hogg   Final Approved 1484 E
Claire Hogg

Chartered Legal Executive
Exeter
email | 01392 424242

INDIVIDUALS, Wills, Trust, Probate & Tax, Trusts & Settlements

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