Our award-winning Private Client team has been established on a commitment to providing a service that is professional, approachable and built around what each client needs. We aim to be clear in our advice and transparent in relation to what it will cost, including offering many services on a fixed-fee basis. We are pleased to introduce our Private Client Team as follows:
Tamara specialises in all aspects of Private Client work from complex and high-value inheritance disputes to simple wills and Powers of Attorney, together with her team of experienced lawyers.
Tamara is a fully qualified member of both the Society of Trust and Estate Practitioners (STEP) and the Association of Contentious Trust and Probate Specialists (ACTAPS) and has additionally qualified as a Solicitor-Advocate with Higher Audience Rights.
Tamara focuses on all aspects of contentious probate and trustee disputes, including bringing and defending challenges over validity of wills, claims under the Inheritance (Provision for Family and Dependants) Act 1975, and equitable actions such as constructive trust claims and claims in relation to mutual wills. She is also experienced in dealing with disputes between executors and trustees, and between beneficiaries and executors. She has a reputation for giving pragmatic and direct advice that looks at all aspects of a dispute, as well as being willing to explore creative solutions.
When dealing with non-contentious matters, Tamara has wide experience of complex estate planning, particularly relating to business owners and the agricultural sector, providing advice on tax mitigation and succession planning. She often deals with the administration of complex estates where negotiations with HMRC are required.
The Private Client Group provides advice on all issues relating to Deputyships, as well as Powers of Attorney and statutory wills for those without capacity to give will instructions. Tamara also acts in a personal capacity as a Deputy appointed by the Court of Protection to manage funds for patients of the Court of Protection who do not have the capacity to manage the funds themselves.
Phone: 0117 394 5030
Kate is a very experienced practitioner in both contentious and non-contentious private client matters, and is based in our Leeds office. Kate is currently undertaking the ACTAPS course and hopes to qualify soon.
She has experience of dealing with a wide range of contentious probate matters, and frequently acts for claimants and defendants in cases where the validity of a will is called into question, for example, where there are concerns about lack of testamentary capacity, undue influence or lack of knowledge and approval. She is also experienced in making applications to the probate registry for the removal of caveats and handling claims under the Inheritance (Provision for Family and Dependants) Act 1975.
Kate’s clients comment on her patience and understanding, and she prides herself on the support she is able to give to them during their most difficult of times.
Kate often deals with equitable actions, such as claims concerning mutual wills, and constructive and resulting trusts, as well as other miscellaneous probate disputes, including applications to the probate registry for the removal of caveats or for the supply of estate accounts.
When she is not dealing with contentious matters, Kate handles administration of estates (taxable and non-taxable) and regularly obtains grants and prepares wills. She is also experienced at setting up Personal Injury Trusts, preparing and advising on Lasting Powers of Attorney and Deputyship applications. She frequently assists Tamara in her role as Deputy.
Kate’s clients comment on her patience and understanding, and she prides herself on the support she is able to give to clients during the most difficult of times.
Phone: 0117 394 5087
Tracey specialises in complex contentious private client issues and is also based in our Leeds office.
She has a strong background in civil litigation and, having a keen interest in contentious probate cases, joined Lyons Davidson to work exclusively in this area. She regularly undertakes cases concerning will challenges, whether on the grounds of lack of capacity, lack of knowledge and approval, undue influence or fraud.
She is also very experienced in making and defending claims for provision under the Inheritance (Provision for Family and Dependants) Act 1975.
Phone: 0113 368 7810
Rebecca has a strong litigation background and recently qualified into the Private Client team. She assists on complex contentious matters and also runs a caseload involving all different private client matters, including wills, estates and mental capacity matters.
The majority of Rebecca’s files deal with Deputyship clients who do not have mental capacity to manage their financial affairs. She has experience of dealing with both lay and professional Deputyships from the very start of proceedings to managing the day to day financial affairs on behalf of the Deputy.
Phone: 0117 904 7716
Jessica assists the solicitors in the team with the preparation of wills, Lasting Powers of Attorney, the administration of estates and the creation of personal injury trusts. She also assists with contentious matters such as disputes regarding the validity of a will and claims brought under the Inheritance (Provision for Family and Dependants) Act 1975.
Jessica is currently completing the final stages of her Legal Practice Course at the University of the West of England, Bristol.
Phone: 0117 904 6371
Michaela assists the solicitors in the team by attending client meetings, drafting legal documents such as wills and lasting powers of attorney, and completing probate summaries and inheritance tax returns for simple estates. She also assists on contentious matters, including drafting claim forms, witness statements and requests for disclosure from the other side.
Phone: 0117 904 7716
Private Client Group Leader and Partner
Direct Dial: 0117 394 5030
Private Client Associate
Direct Dial: 0117 904 5930
Direct Dial: 0113 368 7810