Richard Smith

My Approach

I aim to provide a professional service in straightforward and friendly manner. I enjoy the personal element associated with my area of law, working closely with clients, their other professional advisers, often over multi-generations.

Area of Expertise

• Wills
• Administration of Estates / Probate
• Lasting Powers of Attorney (LPAs)
• High Net Worth Estate / Tax Planning
• Trusts
• Deeds of Variation
• Declarations of Trust
• Business LPA

Recent Work

• Successfully claiming the Residence Nil Rate Band and Business Property Relief to substantially reduce inheritance tax.
• Drafting tax efficient wills for clients, utilising specific reliefs and exemptions.
• Dealing with a multi-million pound estate, with assets in Switzerland and Italy

Professional Associations & Qualifications

• Qualified as a solicitor in August 2004
• Full member of STEP
• Became Partner of the firm in August 2021
• Studied Law at The University of Exeter
• Member of the Private Client Section of The Law Society
• Trustee of Age Concern Christchurch
• Recommended Lawyer by The Legal 500 UK 2023 for Wills, Trusts & Probate.
• Recommended for Wills by the Legal 500 (UK)