With extensive experience in Private Client Law, I provide comprehensive legal advice tailored to individuals and families. My expertise encompasses a wide range of services, including the drafting of wills, the set up and administration of trusts, the preparation of lasting powers of attorney, administration of deceased estates, and applications to the Court of Protection. I am dedicated to safeguarding my clients’ financial futures and ensuring their wishes are clearly defined and protected.
I joined Tees in 2012 in an administrative role and then took up a Paralegal position in the team whilst completing my legal training. Since qualifying as a Chartered Legal Executive in 2022, I have helped clients navigate the complexities of these various areas. I understand the deeply personal nature of these matters, and I approach each case with empathy and precision, reflecting each client’s unique circumstances and long-term objectives.
Whether it’s guiding families through sensitive probate processes or developing strategies to preserve and transfer wealth across generations, I’m committed to delivering clear, effective advice in the most compassionate and professional manner. My goal is to provide peace of mind and clarity to clients during pivotal moments in their lives.
Sophie Shirley was professional, efficient, and went above and beyond to assist during the stressful sale of my late father's house. I highly recommend her for her support and dedication.
Christmas is known as the season of giving. What better way to spread joy this festive season than by giving gifts? These gifts can...
Many clients have inquired about the recent Budget announcements and how the changes to pensions will impact inheritance tax (IHT). At the moment, if...
When you build up a money purchase pension, you’re not just planning for your own retirement, you’re also creating a fund that could help...
The Terminally Ill Adults (End of Life) Bill (“the Bill”) is a proposed piece of legislation currently making its way through Parliament. If passed,...
Have you thought about what would happen to your assets if you died without a Will? It’s a difficult topic to consider, but putting...
A lasting power of attorney (LPA) gives someone you trust the legal authority to make decisions on your behalf if you are no longer...
Frances Macdonald, Senior Associate at Tees, outlines key steps you can take—supported by your solicitor—to reduce the risk of abuse when setting up a...
Have you been named as a trustee? It’s completely normal to have questions about what the role involves. Our experienced trusts solicitors have answered...
The Spring Budget 2023 laid out several changes to income taxation for low-income trusts and estates. Read on to learn how this may affect...
The question of how to structure your will is a complex one involving consideration of a range of different factors. Married couples with significant...
Trusts often get bad press, being portrayed by some as vehicles to help the super-rich to avoid tax. While trusts can legitimately save tax...
People with assets that qualify for business property relief (BPR) or agricultural property relief (APR) can often save significant amounts of inheritance tax with...
