susan

Susan Davies

Wills Trusts & Probate

Susan has specialised in Private Client work for over 30 years.  She has wide experience including tax and estate planning, the preparation of Wills, whether simple or complex, probate and estate administration. She has experience of acting as an Executor and advises clients who are taking on that role. Susan deals with complex tax calculations and advises on mitigating tax both in life and after death.

Susan is known for her expertise in advising the elderly, including preparation of lasting powers of attorney, advance directives and matters relating to the Court of Protection and the Office of the Public Guardian.