Estate Planning

Estate planning is an important part of our practice.  It is easy to underestimate the value of your assets and the effect that tax liabilities can have on your future financial security.  Our experts will work with you to help you plan ahead to minimise liabilities, protect important family and business assets and ensure the smooth transfer of wealth from one generation to the next in accordance with your wishes.

We act for private individuals both within and domiciled outside the UK. Our services include: 

  • Relevant property and other trusts i.e. fixed interest or flexible trusts
  • Associated tax issues
  • Inheritance tax and retirement planning
  • Offshore trusts
  • Residence and domicile status
  • Advice on lifetime gifts

Our Team

  • Amber O’Connor

    Amber O’Connor

    Partner

    Tel: +44 (0) 1306 502290

    Office: Dorking Office

    Email: Amber O’Connor

  • Mehboob Dharamsi

    Mehboob Dharamsi

    Partner

    Tel: +44 (0) 1932 588579

    Office: Cobham Office

    Email: Mehboob Dharamsi

  • Liz Dalgetty

    Liz Dalgetty

    Consultant Solicitor & Notary Public

    Tel: +44 (0) 1306 502251

    Office: Dorking Office

    Email: Liz Dalgetty

  • Victoria Evans

    Victoria Evans

    Senior Associate Solicitor

    Tel: +44 (0) 1483 411512

    Office: Godalming Office

    Email: Victoria Evans

  • Jenna Hopkins

    Jenna Hopkins

    Partner

    Tel: +44 (0) 1483 411525

    Office: Godalming Office

    Email: Jenna Hopkins

  • Tim Hughes

    Tim Hughes

    Consultant Solicitor

    Tel: +44 (0) 1306 502212

    Office: Dorking Office

    Email: Tim Hughes

  • Elizabeth Muston

    Elizabeth Muston

    Associate Solicitor

    Tel: +44 (0)1306 502203

    Office: Dorking Office

    Email: Elizabeth Muston

  • Diane Sumpter

    Diane Sumpter

    Senior Associate and Chartered Legal Executive

    Tel: +44 (0)1306 502235

    Office: Dorking Office

    Email: Diane Sumpter

  • Joanna Pashley

    Joanna Pashley

    Associate Solicitor

    Tel: +44 (0)1306 502959

    Office: Dorking Office

    Email: Joanna Pashley

  • Megan Lawless

    Megan Lawless

    Associate Solicitor

    Tel: +44 (0)1306 502326

    Office: Dorking Office

    Email: Megan Lawless

  • Lucy Whittam

    Lucy Whittam

    Associate Solicitor

    Tel: +44 (0) 1306 502962

    Office: Dorking Office

    Email: Lucy Whittam

  • Sarah Noake

    Sarah Noake

    Consultant Solicitor

    Tel: +44 (0) 1932 588568

    Office: Cobham Office

    Email: Sarah Noake

  • Meg Constable

    Meg Constable

    Chartered Legal Executive

    Tel: +44 (0) 1483 411529

    Office: Godalming Office

    Email: Meg Constable