Department: Private Client

Who am I?

I am an Executive Member of the LLP and Head of our Private Client Department. This includes Wills, Probate & Trusts, Court of Protection and Elderly Client work. Whilst I am based at our Horsham office, I regularly spend time at our offices in Worthing and Hove and I am able to meet with clients at whichever of our offices is most convenient to them.

I was admitted as a Solicitor in 1996 having prior to this gained many years’ experience as a fully qualified Legal Executive. I joined Coole & Haddock in 1997 becoming an equity partner in 2002.

What I do

  • Court of Protection applications and administration
  • Court of Protection, Panel appointments
  • Probate and estate administration
  • Simple and complex Will drafting
  • Inheritance tax advice and planning
  • Formation and registration of Powers of Attorney
  • Managing the affairs of elderly and incapacitated persons
  • Trust creation and administration

My Achievements

I have dealt with many cases over the years which have been hugely successful for my clients, one which particularly stands out is that I successfully negotiated with HMRC on a case involving both agricultural property relief and proprietary estoppel resulting in a significant inheritance tax saving to my client.

I feel my work as a Panel Deputy and Attorney for many elderly and incapacitated clients is particularly rewarding and enables me to build strong relationships with my clients and their families and enables me to really make a difference to their lives. You are more than a solicitor in these cases, often needing to be involved in complex care decisions and arrangements and ensuring the persons’ finances are arranged to ensure funding is available to cover care costs.

My team achieved another top tier ranking in The Legal 500 2022 and I was also recognised as a Recommended Lawyer in the Directory.

I’ve been a member of the Society of Trust and Estate Practitioners (STEP) since before my admittance as a Solicitor and I am exceptionally proud of the fact I am 1 of just 71 people in the Country to be on the Panel of Deputies maintained by the Court of Protection and I have been on the Panel since its inception.

I am also a fully accredited national member of the Solicitors for the Elderly which recognises my expertise in supporting older and vulnerable people.

My hobbies and interests

I love gardening, my garden is full of tropical plants such as bananas (which have successfully produced non edible bananas several years on the trot), palms and other exotic plants.

I also enjoy music, film, dining out, especially sushi, and spending time with my family and friends.

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Posted By Jenny Murphy

OUR OFFICES

Brighton

Lanes End House
15 Prince Albert Street
Brighton
BN1 1HY
t. 01273 323231
f. 01273 820350
info@coolebevisllp.com

Horsham

14 Carfax
Horsham
West Sussex
RH12 1DZ
t. 01403 210200
f. 01403 241275
info@coolebevisllp.com

Hove

79 Church Road
Hove
East Sussex
BN3 2BB
t. 01273 722532
f. 01273 326347
info@coolebevisllp.com

Worthing

5 The Steyne
Worthing
West Sussex
BN11 3DT
t. 01903 213511
f. 01903 237053
info@coolebevisllp.com

Rose Green

4 Nyetimber Lane
Rose Green
West Sussex
PO21 3HG
t. 01243 263658
f. 01243 262370
info@coolebevisllp.com