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Private Client
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Tax planning & trust
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Mental Capacities
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trust disputes
Sam is a Solicitor in the Succession & Tax team primarily based in Bath but has a client base spread across the South.
Having built up experience over a number of years, Sam advises clients on a range of private client areas. He works closely with his clients and guides them through complex and intricate matters.
Private Client
Sam’s experience extends from administering both simple and complex estates that include agricultural and business assets, considering issues around income tax and capital gains tax.
He advises clients on the preparation of their Wills, structuring assets appropriately to ensure the succession process runs smoothly. Sam also works with clients to advise on Lasting Powers of Attorney, considering where it is appropriate to seek medical guidance around mental capacity assessments and working to future-proof his clients’ affairs.
Private Client
Tax planning & trust
Mental Capacities
trust disputes