Private Client

Guiding you through
wills, trusts, and future planning

At Bennett Oakley Solicitors, we provide expert advice and support across all areas of Private Client law. Whether you need help preparing a Will, setting up or managing a Trust, putting in place a Lasting Power of Attorney, or planning ahead for future care needs, our team is here to guide you every step of the way.

Back to Individual Services

We pride ourselves on offering clear, practical advice that gives you peace of mind and ensures your wishes and those of your loved ones are protected.

contract woman man signing couple investment house agent real estate business agreement client office home property meeting mortgage document insurance

Wills

Find out more

Probate

Find out more

Group of business persons talking in the office.

Trusts

Find out more

Shot of a consultant going through paperwork during a meeting with a senior woman at home

Inheritance Tax and Planning

Find out more

Team of professionals discussing over business project

Powers of Attorney and Deputyships

Find out more

These are your financial figures to date

Residential and Elderly Care

Find out more

Speak with a Bennett Oakley expert today

Looking for legal support? Get in touch with our solicitors, and we’ll connect you with the right expertise to meet your specific needs through our trusted legal team and professional partners.

Request a call back Email the team

Testimonials

“Laura dealt very efficiently with updating my Will and responded to my queries promptly- very happy with the service provided.”

LL
“Following the passing of my wife I engaged Bennett Oakley for Probate and a new Will. A professional service at a reasonable price. Excellent service.”

Mr Mark Lee Dennington
“Very professional, Made an up to date Will and registered property at The Land Registry. Thank you.”

David Lace

FAQ Topics

What areas of Private Client law can Bennett Oakley help with?

Bennett Oakley provides expertise across all areas of Private Client law, including Wills, Probate, Trusts, Inheritance & Tax Planning, Powers of Attorney & Deputyships, and Residential & Elderly Care planning.

Do I need a solicitor to make a Will or set up a Trust?

Yes, a solicitor ensures your Will or Trust is legally valid, accurately reflects your wishes, and considers tax planning and guardianship needs. DIY documents may lead to disputes or unintended outcomes.

How long does probate or estate administration usually take?

Probate timelines vary depending on estate complexity. Applying for a Grant of Probate can take several weeks to months. Bennett Oakley handles every stage, from asset valuation, tax clearance, to final distribution, compassionately and efficiently.

What is a Power of Attorney, and when should I create one?

A Lasting Power of Attorney (LPA) allows someone you trust to make decisions on your behalf if you lose capacity. It’s best set up while you are still healthy, like an insurance policy for the future.

How is inheritance tax calculated, and can you help with planning?

Yes, Bennett Oakley can advise on Inheritance Tax, Capital Gains Tax, and Trust income tax, helping you put structures in place (e.g. Trusts or gifting strategies) to minimise tax liabilities over time.

Can you assist with elderly care and long-term care planning?

Absolutely, the firm helps clients plan for residential and elder care, including evaluating future care needs, long-term care costs, and setting up LPAs and trusts to protect assets and ease transitions.

Why is it important to have lasting Powers of Attorney?

October 7, 2024Private Client

The importance of Wills

September 9, 2024Family Law, Private Client

Important information about Wills after divorce

Stay up to date on Bennett Oakley news, insights and more

Get in touch

Reach out to us for clear, supportive, and practical legal solutions, tailored to meet your unique needs.

We are here to guide you with dedication and care, ensuring your peace of mind every step of the way.

Required*