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, 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: or contact our team.


Richard Walford
Richard Walford

Partner
Exeter
email | 01392 424242

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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Gilbert Stephens Solicitors, Headshots, Comm By Dana Mulligan
Jonathan Cave

Partner
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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Catherine Rosewell
Catherine Rosewell

Partner
Crediton
email | 01363 775566

INDIVIDUALS, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Personal Injury, Landlord and Tenant, Step Members

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Jamilah Evans
Jamilah Evans

Partner
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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Don Middlemost
Don Middlemost

Partner
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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Alyson Coulson
Alyson Coulson

Partner
Exeter
email | 01392 424242

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

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Martin Justice
Martin Justice

Training Partner
Exeter
email | 01392 424242

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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Nysha Forsey
Nysha Forsey

Partner
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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Lesley Austen
Lesley Austen

Senior Associate Solicitor
Crediton
email | 01363 775566

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

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Conall Ryan
Conall Ryan

Partner
Okehampton
email | 01837 512100

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

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Carol Pearn
Carol Pearn

Probate Executive
Crediton
email | 01363 775566

INDIVIDUALS, Wills, Trust, Probate & Tax, Trusts & Settlements, Wills & Estate Administration, Step Members

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Mandy Lilley
Mandy Lilley

Chartered Legal Executive
Exeter
email | 01392 424242

Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Wills & Estate Administration

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Susan Hein Griggs
Susan Hein-Griggs

Chartered Legal Executive
Exeter
email | 01392 424242

INDIVIDUALS, Lasting Powers of Attorney, Wills, Trust, Probate & Tax, Wills & Estate Administration

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Deborah Langham
Deborah Langham

Private Client Executive
Sidmouth
email | 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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