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Estate Management

Everyone has to deal with death at some point and the last thing you want if you're coping with bereavement is confusion and red tape. Similarly most people want to ensure their affairs are in order before their death to spare loved ones a bureaucratic nightmare.

Our team are here to help you on:

  • Estate administration – providing advice on all aspects of handling your estate or dealing with the administration for you as the executor
  • Beneficiaries – offering advice on your entitlement or on the handling of the administration by the personal representatives
  • Trusts - advising trustees on their accounting requirements and on the administration and winding up of a trust when a beneficiary dies
  • Dying without a Will - advice to personal representatives on their responsibilities as well as their personal liabilities regarding the estate
  • Inheritance Tax - reducing your tax burden with Deeds of Variation or Disclaimers
  • Acting as executors - of a client's Will through the firm's partners
  • Dealing with disputed Wills and estates
  • Accounting service - including the preparation of estate accounts, lifetime income tax and administration taxation
Phil

Phil Reed

Partner

0845 450 5558

Philip is a partner and a Team Leader in the private client department and joined in 2007 from the merged firm Graham & Graham. He is a member of the Society of Trust and Estate Practitioners and is an Inheritance Tax specialist, dealing with taxable estates and trusts.

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Ian

Ian Newcombe

Head of Private Client

0845 450 5558

Ian leads the Private Client Team in Exeter. With 20 years' experience, he specialises in will drafting, probate and the administration of estates, trusts and tax planning.

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Graham

Graham Murdoch

Partner

0845 450 5558

Graham Murdoch is a Partner and the Team Leader of the Private Client Team in Truro. He deals with Wills, Inheritance Tax Planning, administration of Estates and Trusts, Powers of Attorney, Court of Protection and other elderly client matters.

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Gabrielle

Gabrielle Medland

Solicitor

0845 450 5558

Gabrielle is a Solicitor in the Private Client Team in Exeter. She specialises in elderly client issues including Lasting Powers of Attorney and is also involved with wills, the administration of estates, trusts and inheritance tax advice.

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Mike

Mike Robinson

Legal Executive

0845 450 5558

Mike has been a Fellow of the Institute of Legal Executives since 1993 and specialises in Wills, Estates, Trusts and Powers of Attorney and has over 20 years experience in these areas.

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Robert

Robert Marshall

Solicitor

0845 450 5558

Robert is a Solicitor in the Private Client Team in Exeter. He deals with all aspects of Private Client work from helping clients make a Will to the administration of estates.

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Tamsin

Tamsin Hills

Solicitor

0845 450 5558

Tamsin Hills joined Stephens Scown in January 2010 having moved back to Cornwall from Cardiff.

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Janet

Janet Porter

Paralegal

0845 450 5558

Janet relocated to Cornwall from Suffolk and joined Stephens Scown in January 2001. She has over 20 years experience and obtained a Specialist Paralegal Diploma in Wills and Probate Practice in 2000.

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Karenza

Karenza Graham

Paralegal

0845 450 5558

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Dean

Dean Pope

Probate Manager

0845 450 5558

Dean is a probate manager at Stephens Scown.

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Contact

Pleased with the manner in which my late wife's affairs have been dealt with and our sincere thanks go out to you and all of your staff for their consideration throughout.

Client

June 2011

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