At Monan Gozzett Solicitors we are expanding our Private Client Department, specialising in:

We are delighted to welcome Stephen Sampson as our new Head of Private Client Services.

Stephen is a full member of STEP (the Society of Trust and Estate Practitioners) and a member of Solicitors for the Elderly.

He has extensive experience in advising families on complex estate and trust matters, and has built up a significant and loyal client following across West Sussex.

Welcoming Stephen to the firm, Maria Monan, Senior Partner, said: "Stephen expands the range of expertise available to our clients and excels at our core values of empathy, understanding and person service".

The Importance Of Family Estate Planning

Below, Stephen talks about the importance of Estate Planning:

We are often consulted by parents or grandparents who want to provide for the younger generations of their family in the most effective way.

All too often, the advice they have received from other professionals was simple and generic: 'give away as much as you can, the hope to live for seven years'.

How Can Monan Gozzett Help With Family Estate Planning?

At Monan Gozzett Solicitors, we take a holistic approach, starting with a detailed discussion of your personal circumstances.

We take time to listen to your wishes and feelings, both for yourself and for your family. We discuss your family as individuals, not just entries on a family tree, helping us to build a picture of family dynamics and likely future needs.

We consider with you if there are any grounds for concern, such as the stability of relationships, financial immaturity, and the future management of any family businesses. We analyse the constituent parts of your estate, as the opportunities available differ depending on the types of assets that you own.

To provide a complete service, we will also discuss if there have been any recent bereavements. One of the most effective inter-generational estate planning opportunities arises when someone dies. This is known as a post-death variation. It involves re-directing some or all of your inheritance to the next generation, as if it was given to them in the deceased's Will. We can guide you through the complex legal criteria to save a very large amount in Inheritance Tax and care home fees for you and your family.

Following our detailed discussion, we use our expertise and extensive experience to provide estate planning advice that is tailored to you. As well as options to reduce Inheritance Tax, we consider wider issues such as asset protection, care home fees, and maintaining your standard of living.

Our holistic approach means we do not just consider you and your estate in isolation. We will also suggest steps that other family members can take to maximise the estate planning opportunities available to the family as a whole.

We will then use a range of legal tools to achieve the best outcomes for you and your family. This may include Wills, Trusts, and Deeds of Gift. Where pensions, insurance policies and investments are recommended, we will liaise with your own financial advisor or recommend one with appropriate expertise.

Involving The Whole Family

"Regrettably, the finest estate planning can be undone if the younger generations do not understand it. With your consent, we will happily meet with other family members to explain solutions we have created for you and discuss any steps they may need to take now or in the future.

"Our personal care does not end there. We will be happy to advise you and your family over the decades to come. We will always be on hand to assist you and your family, the trustees of a trust you have created, and your executors after you have passed away. Where it is appropriate, Monan Gozzett Solicitors can act as trustees to manage any trust you create, whether alone or with family members."

Contact Monan Gozzett About Your Family Estate Planning

If you would like to explore the estate planning opportunities available for you and your family, please contact us to arrange an appointment with Stephen or speak to one of his team.

You can get in touch using the details below or by visiting our contact page.

If you would like to speak to our expert legal team about this, or any related subject then please contact our team by phone on 0207 936 6329, Email or by completing our Quick Contact Form below.