Protecting your interests
We pride ourselves on giving clients clear, jargon free, and practical advice on inheritance tax planning, wills, estates and trusts at competitive prices.
Every member of our teams based in Chelmsford and Ipswich has many years’ experience in all aspects of our work and some of the team also have the added qualification of a Society of Trusts and Estate Practitioners diploma. This gives our probate lawyer team the ability and expertise to not only complete the task you are instructing us to undertake but to consider the wider implications to ensure you can achieve your aims in the most tax efficient and safe way possible.
We guide new parents through making their first Will as well as updating Wills as personal circumstances change. We provide estate planning for business owners nearing retirement age to ensure tax and succession aspirations are fulfilled.
We also assist our clients through the complexities of care fee planning and inheritance tax to protect your hard earned assets. We are also here to support you when a loved one dies and their estate needs to be administered.
Trusts are a useful tool for many situations such as care fees, succession, tax planning and shielding personal injury compensation awards. We are able to advise you on the need for a trust, its creation, administration, taxation and wind up.
Legal 500 2016
Partner and Head of Estates
t 01473 298304
t 01473 298364
"friendly, personable and empathetic"
Legal 500 2016
Zöe is a Partner in the Estate Planning department and has over ten years’ experience in Wills, Estates, Tax and Trusts having trained at a local firm. She joined Prettys in October 2007 and was promoted to Partner in May 2013 and is Head of the Estate Planning department.
Zöe advises on all aspects of private client work including Wills, probate, the administration of insolvent estates, Lasting Powers of Attorney and Court of Protection applications, care fee planning advice, inheritance tax planning, trusts and contentious probate matters.
Zöe is a full member of the Society of Trusts and Estate Practitioners (STEP) following her successful completion of a post-graduate diploma. STEP is the leading professional body for trust and estate practitioners worldwide and full members are considered the most experiences and senior practitioners in the field of trusts and estates.
Zöe’s recent instructions include:
t 01473 298342
Nigel has been a solicitor for more than 30 years and has a wide body of legal experience. He became a member of STEP (The Society of Trust & Estate Practitioners) in 2014. This is considered the Gold standard for providing advice on wills, trusts and Inheritance tax.
Nigel encourages all of his clients to engage in effective tax planning. He has a keen interest in Dementia, Mental Capacity and end of life care and has delivered a number of seminars on these subjects to those in the medical, social care and wider community. He is a member of the National Council of Palliative Care, the Alzheimer’s Society and a Dementia Champion. He’s a great believer in encouraging clients to plan ahead and believes it’s just as important to consider the person as the legal problem they face.
t 01473 298290
Laura studied at Homerton College Cambridge, before retraining for the law at Anglia Ruskin University where she gained a distinction on the Legal Practice Course. She qualified as a Solicitor in 2009 having trained with a local firm where she worked until joining Prettys Estates department in October 2016.
Laura advises individuals on Wills, Lasting Powers of Attorney and Inheritance Tax planning as well as dealing with the administration of estates and trusts. She offers her clients a practical and sympathetic approach.
t 01245 295282
m 07854 336636
Natalie is a specialist estate planning solicitor with over 12 years’ experience and previously led the Private Client Estate Planning and Wealth Structuring team at PricewaterhouseCoopers Legal. She joined Prettys as a consultant in the Estate Planning department at the beginning of 2016.
She advises both UK domiciled and non-domiciled individuals and families in relation to tax and estate planning and specialises in trusts, Wills and UK tax, particularly:
Natalie’s experience and recent instructions include:
t 01473 298257
t 01473 298364
Nick has worked within the legal and financial services sectors since 2008, most recently having worked for Mourant Ozannes in the Channel Islands. He joined the Estates department as a Paralegal at Prettys in 2014.
He has worked within trust administration, which involved bookkeeping, taking instructions from clients, arranging payments, liaising with client advisors and drafting trust and company board minutes. Nick also has experience of corporate legal work, having assisted with stock exchange listings and drafting board minutes, loan agreements, limited partnership agreements, listing prospectuses and corporate legal opinions.
Nick is a member of the Society of Trust and Estate Practitioners, having completed the STEP Diploma in International Trust Management in 2012, and holds a First Class Honours degree and a Masters degree in English Language and Literature from the University of Southampton.
Nick undertakes the drafting of wills and declarations of trust, and assists with the registration of Lasting Powers of Attorney and Enduring Powers of Attorney, the obtaining of grants of probate and the administration of estates.
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