Daisy Kershaw

My Approach

I understand that matters involving Wills, Trusts, and Probate can arise at sensitive and emotional times in my clients’ lives. My approach is centred on empathy, clarity, and professionalism.

I take the time to listen carefully to my clients’ concerns, explain their options in clear, straightforward language, and tailor my advice to meet their individual needs. I hope this makes my clients feel confident that they can turn to me whenever they need guidance.

Area of Expertise

•       Estate administration;

•       Grant of Probate applications;

•       Preparing and advising on Wills;

•       Loan agreements;

•       Declarations of Trust;

•       Transfers of Equity;

•       Trusts (lifetime and within Wills);

•       Powers of Attorney; and

•       Deeds of Variation

Recent Work

• Identifying and rectifying problems with clients’ existing Wills including problems they did not know existed;
• Helping clients prepare Wills that reflect their personal values, protect their wealth for future generations, and ensure fairness across complex and blended family structures;
• Assisting with the administration of trusts including where the beneficiaries are vulnerable and face complex personal circumstances, ensuring their needs are met with compassion and care;
• Advising on, preparing, and registering Lasting Powers of Attorney;
• Preparing and advising on Deeds of Variation with a view to mitigating Inheritance Tax in the beneficiary’s Estate;
• Transferring equity in a property to claim back Higher Rate Stamp Duty Land Tax and mitigate their Income Tax liability; and
• Taking a holistic approach in all the above, carefully considering the broader context of my clients’ personal, financial, and familial circumstances.

Professional Associations & Qualifications

• Solicitor Qualification (via the Solicitors Qualifying Examination route) – Qualified in 2024
• Committee Member of the Bournemouth and District Junior Lawyers Division (Social Events Officer 2024/25)
• LLB (Hons) Law Degree from University of Bournemouth (First Class)