Associate
Sam is an Associate in the Succession & Tax team, working across the firm’s Bristol, Bath and Romsey offices, with a client base spread across the country.
He advises clients on a range of private client areas, working closely with the firm’s Agriculture, Family, Private Property and Corporate teams to provide a holistic service to his clients. He is dedicated to guiding them through the complex and intricate matters they face, providing both expert advice and reassurance and support to his clients during what can be difficult times.
Sam’s work has been recognised beyond his clients, being featured as a Recommended Lawyer in the prestigious Legal 500 rankings and previously being named Hampshire Junior Lawyer of the Year by the Hampshire Law Society.
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. Sam also advises international clients on ‘resealing’ foreign Grants of Probate in the UK. Working closely with the Contentious Probate Team, Sam is often involved in preparing documents including Deeds of Settlement and Deeds of Variation to enable a claim to be finalised.
He advises clients on the preparation of their Wills, including Trusts, 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, providing detailed instructions and preferences to their attorneys and working to future-proof his clients’ affairs.
“What a great job Sam has done. He has been professional, approachable, prompt and made us feel very relaxed. He made a difficult time much easier for our whole family. Nothing was too much trouble; always on the end of the phone”.
- Client feedback
