Lucy Poole

Lucy assists families in the preparation of Wills, Lasting Powers of Attorney and Estate Administration.

Her farming background gives Lucy a particular understanding when preparing Wills for farmers and considering the tax implications.

She regularly deals with agricultural estates, ensuring they maximise the benefit of Business Property Relief and Agricultural Property Relief.

Preparing Lasting Powers of Attorney and acting as Certificate Provider.

Notable Private Client cases

• Wills
  

  Preparing Wills for large farming families with non-farming and farming children.

• Probate
  

  Applying for Grant of Probate where part of the estate is a farm.

• Estate Planning
  

  Estate planning for clients who own a large portfolio of properties and preparing Wills for them – looking at gifting properties now to mitigate Inheritance Tax.

• Wills
  

  Drafting a Will for a client with a park home. These are more complex assets and need to be dealt with appropriately in the Will.

• Wills
  

  Drafting life interest Wills, often when someone remarries and they wish to protect their assets for the children, whilst ensuring their spouse has a right to live in the property during their lifetime.