- Private Client
- Wills and inheritance
Sam is a paralegal specialising in succession and tax who works to support the Private Wealth team. He is based between the Romsey and Bath offices, working closely with the team to support on the administration of estates, both testate and intestate. His expertise ranges from drafting property transfer documents to preparing estate accounts.
As part of the Private Client team, Sam assists with both simple and complex estate administration matters. He works closely with executors to ensure the process is as smooth as possible. Sam also helps with preparing Lasting Powers of Attorney and drafting Wills and Codicils.
Sam’s relevant experience includes: