Private Client

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At Spratt Endicott, we understand how important it is that you are listened to when it comes to writing a will, planning your estate, managing the probate process, or arranging Lasting Powers of Attorney for yourself or a loved one. Our highly experienced team will always strive to understand your objective and act with empathy and compassion.

To effectively protect your assets for future generations requires a huge amount of knowledge of tax and trust law. We use our expertise in these areas and your personal situation to advise you in the most effective way to plan for the future, communicating your options in a language that makes sense to you.

Private Client Advice

If you are looking for support through any area of private client law for yourself or a family member, then you can seek advice from Spratt Endicott’s experienced legal team. We pride ourselves on our ability to build lasting relationships with our clients which enables us to solve the complex challenges that they face.

Our Core Private Client Services

Will Writing & Estate Planning

Contentious Trusts & Probate

Personal Tax Planning

Probate & Estate Administration

Court of Protection & Powers of Attorney

Setting up & Administering
Trusts

Additional common areas for enquiry

  • Gifting property to children
  • Discretionary Trust Wills
  • Testamentary Guardianship for Children
  • The Liability of Executors and their Protection
  • Transferrable Nil Rate Bands
  • What Happens When Someone Dies Without a Will?

Frequently Asked Questions

Why should I make a Will?

Writing a Will can ensure the security of your loved ones, if you have children you can make sure they are looked after by the people chosen by you and also secure their financial future. In some cases, if you don’t write a will it could cause hardship and suffering for your family, and legal costs. It is safe to say that wills ensure peace of mind for the future of your family. In short, if you make a will, then you are calling the shots – rather than the government.

Logging your personal assets

After the death of a relative, it can sometimes be confusing for the family when finding all of the documents and information needed going forward.  To simplify this we have produced a Personal Assets Log.  This downloadable file can be accessed below. Completing this and leaving it with a copy of your will and any other personal papers will help your family trace the information they will require at that time.

What is a Grant of Probate?

A grant of probate is a document issued by the court, which just confirms that the will is valid and that the people named are entitled to deal with your affairs. Executors can make a personal application to the Court or they can instruct a Solicitor to do this for them. A Solicitor will prepare the correct account for submission to H M Revenue & Customs and the appropriate Oath for Executors. There are instances when a grant of probate is not required, this is usually when assets can be transferred to a joint owner by merely producing a copy of the death certificate. 

What if I don’t make a Will?

Failing to create a will, will mean that you die intestate, which in simple terms, means that the distribution of your assets will be done in accordance to Intestacy rules and not necessarily in accordance with your wishes.

What do Executors do?

When a person dies and leaves a valid will, they will have appointed Executors to deal with their property, money and personal items (the Estate). The Executors have a duty to look after any assets, pay any debts, expenses, or inheritance tax, and distribute what is left to those named in the will.

If you would like more information or to instruct us, please select one of the options outlined below:

Book an Appointment

Book an appointment with one of our team today to discuss your requirements, we will meet with you at an office

Request a Quote for a Will

Fill out our online form and questionnaire to request a price for a will or LPA online, once you receive your quote we will be in touch to book an appointment

Case Studies

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‘The team take the time to understand client needs and then have a high level of technical knowledge to work through situations and provide solutions.’
Legal 500 2020

Our People

  • Lucy Gordon
  • Director, Head of Private Client
  • 01295 204045
  • Email
  • David Endicott
  • Consultant
  • 01295 204005
  • Email
  • Paula Tedder
  • Associate
  • 01869 222304
  • Email
  • Tom McInerney
  • Associate
  • 01295 204092
  • Email
  • Emma Rolfe
  • Solicitor
  • 01869 222315
  • Email
  • Julia Routen
  • Solicitor
  • 01295 204012
  • Email
  • Victoria Upton
  • Solicitor
  • 01295 204144
  • Email
  • Allanagh Davies
  • Trainee Solicitor
  • 01295 204090
  • Email

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Getting In Touch

To learn more about how we can help you when it comes to understanding wills and probates, please contact Lucy Gordon at lgordon@se-law.co.uk and reach our Banbury, Buckingham, Bicester and Brackley offices today for will writing services and more. We provide our wills and probate services in Northamptonshire, Bedfordshire, Buckinghamshire and Oxfordshire as well as nationally throughout the UK.

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