Contact Details
Location Charminster
Phone 01425 207636

Katy Sewell

Associate Solicitor

Wills, Trusts & Probate

My Approach

I take time to understand my clients’ circumstances and their particular needs and wishes to provide helpful, clear and practical advice.

Areas of Expertise

  • Estate Administration
  • Wills
  • Inheritance Tax planning
  • Powers of Attorney
  • Declarations of Trust
  • Trust Administration

Recent Work Includes

  • Estate
    administration; dealing with simple applications for a Grant of Probate
    through to complex taxable estates
  • Preparation of tax efficient wills and
    succession planning for families to help preserve and protect family
    wealth for future generations
  • Advising on discretionary and life interest
    trusts created by a will and preparing the trust documentation to
    establish the trusts
  • Creation and the administration of trusts
    during lifetime
  • Advising trustees on the options relating to
    trusts after death and taking the necessary steps to wind up the trusts
  • Assisting executors to apply for a grant of
    probate for English assets held by the deceased who was domiciled in
    Scotland
  • Advising on Deeds of Variation as a tax
    planning measure

Experience, Professional Associations & Qualifications

  • Recognised as a Key Lawyer in The Legal 500 for Wills, Trusts & Probate.
  • Qualified as a solicitor in September 2013
  • Qualified member of Society of Trust and Estate Practitioners
  • 1st LLB (Hons) Law degree Bournemouth University
  • Post Graduate Diploma in Legal Practice Bournemouth University