Contact Details
Location Wimborne and Swanage
Phone 01425 207631

Rebecca Chadwick

Solicitor

Wills, Trusts & Probate

My Approach

I provide a personable, supportive and knowledgeable approach to my clients’ needs.

Areas of Expertise

  • Wills
  • Will Trusts
  • Powers of Attorney
  • Estate Administration
  • Inheritance Tax Advice
  • Declarations of Trust
  • Change of Name Deeds
  • Notice of Severances
  • Trust Administration

Recent Work Includes

  • Preparing Wills for individuals, married and unmarried couples and providing inheritance tax advice;
  • Advising and preparing Wills with Life Interest Trusts, designed to provide residence for a spouse on second marriage but to protect capital for children of a first marriage;
  • Drafting Wills to assist with planning for care in later life;
  • Discretionary Trust Wills to protect the capital for children and other beneficiaries in unstable and complex life situations;
  • Health and Welfare and Property and Financial Affairs Lasting Powers of Attorney;
  • Registering Enduring Powers of Attorney;
  • Preparing Declarations of Trust for unmarried couples to protect deposit contributions as either a set sum or a percentage of the property value;
  • Preparing Declarations of Trust for married couples to assist with both income tax and capital gains tax scenarios;
  • Administering both testate and intestate estates and taxable and non taxable estates;
  • Administering Estates where there are complex family situations;
  • Trust administration for both Life Interest Trusts and Discretionary Trusts; and
  • Appointment and Retirement of Trustees

Experience, Professional Associations and Qualifications

  • Qualified as a solicitor in September 2017
  • Legal Practice Course with Distinction from University of Law Guildford
  • LLB (Hons) Law Degree from Bournemouth University (2:1)
  • Charities Officer for the Junior Lawyers Division of the Bournemouth and District Law Society