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Tax Planning

‘..in this world nothing can be said to be certain, except death and taxes’ (Benjamin Franklin).

It is accepted that tax is payable whether it be inheritance tax, income tax, capital gains tax etc. However, with careful planning it is sometimes possible to mitigate the payment of tax.

We deal with the preparation of income tax returns for both individuals and trusts but also provide advice on tax planning, considering carefully an individual’s affairs to ensure that wealth is protected for future generations. This can often involve the establishment of trusts and more complex structures or can simply be a case of guiding clients through the impact of the various taxes during their lifetimes explaining the availability of reliefs and how best to use them.

Laceys have broad experience of dealing with lifetime planning, advising on the setting up of trusts, their restructuring if required and their differing tax treatment. Planning is also considered when advising on Wills to ensure that they are drafted in the most tax efficient manner whilst also meeting the practical needs of the client.

We are familiar with the majority of tax planning schemes that have been offered and can advise on their efficacy in light of current legislation and can assist with restructuring of such schemes if possible and when required.

Laceys have a large Property Department and are often asked to advise on the capital gains tax implications of selling or gifting a property.

We aim to take the mystery out of tax and try to provide practical and easy to understand advice.

Laceys are recognised in the Legal 500, an independent guide to leading law firms in the UK for their expertise in Personal Tax, Trusts and Probate.

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    Meet the Team

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    Joe Spring

    Associate — Private Client

    Direct dial: 01202 377843

    Email

    Joe Spring
    • “Joe was superb and we would not hesitate in recommending her or using her services again.”

      Mr & Mrs Worsfold

    • “Joe managed to put my incoherent notes and thoughts into a straight forward readable legal document with the minimum of fuss. This was done in a professional and friendly manner for which I thank her. I have already recommended a friend. She was excellent. Thank you. ”

      Sarah Colegrave

    • “Matters dealt with, with confidence in confidence - thank you.”

      Lurie

    • “Laceys is a highly professional, easily accessible firm of Solicitors who put you at your ease and instil confidence.”

      Carole and Stewart Smith

    Joe joined Laceys Solicitors in 2018 from a well-respected local firm. Joe qualified as a solicitor in 2002 training and working in the Thames Valley until she moved to Dorset in 2012. Joe is a member of the Society of Trusts and Estates Practitioners and specialises in all areas of Trust and Estate Administration, Tax Planning and in the preparation of Wills and Powers of Attorney. Joe enjoys all aspects of private client work and feels a particular sense of satisfaction when working together with a clients’ other professional advisors to provide a holistic response to life’s complex ups and downs.

    Outside of the office Joe enjoys spending time with her family, appreciating the great outdoors and trying to keep up with her husband and two young children as they investigate the magnificent Dorset coastline! Some quiet time with a book and her cats is also always very welcome!

    Natasha Cross

    Partner — Private Client

    Direct dial: 01202 377865

    Email

    Natasha Cross, Partner at Laceys Solicitors
    • “Laceys acted on behalf of my late uncle in what proved to be a quite complex administration of his estate. Matters that required resolving included the management of the realisation of this estate - which was made significantly more difficult due to certain assets being held outside of the British jurisdiction. Natasha Cross dealt with this estate in a very professional and timely manner and helped me out enormously in the discharge of my responsibilities of both executor and trustee whilst doing so.”

      Vincent Unsworth

    • “I found Natasha Cross very patient and always helpful to me and my family in what has been a very difficult time for us all over the last eighteen months. ”

      E Bush

    • “I found the whole experience with Natasha Cross very professional and she explained everything in a way I could understand. She is an asset to Laceys and I wouldn’t hesitate to use them again for any legal work.”

      Lynda Dean

    • “Natasha has always explained things clearly so that I understood the process and reasons behind what she was saying. I would highly recommend her to friends and family should they need any work doing.”

      Claire Rabbitts

    • “It was an awful time for us as a family made so much harder by being abroad and such a long long way from home. Natasha and the team at Laceys were truly amazing. They took such great care to cover everything thoroughly and helped us through each step of what is a complicated journey. My fathers estate was not so difficult to understand but still, to have great expert advice and wise guidance through the process was very much appreciated. My wife and I will always be extremely grateful to Natasha and the Laceys team for their professionalism, support and kindness.”

      Richard Jones

    • “Natasha helped take all the pressure off me at a time when I was acting as an Executor of my friend’s Estate and at the same time dealing with my wife’s illness and subsequent death.”

      Mr Stutter

    Natasha is the Partner in charge of our Parkstone Branch and specialises in Wills and Probate and Lasting Powers of Attorney. Natasha joined Laceys in 1999 as a Trainee Solicitor and qualified in 2001, she has been working in her specialised area since her second year as a Trainee and has therefore acquired a very in depth knowledge of this area. Natasha has a Law degree from the University of Hertfordshire and her route to qualify as a Solicitor was through the Legal Practice course which she did locally at Bournemouth University. In addition to this she has completed several professional development courses in her field.

    Before starting at Laceys, Natasha worked in the Legal department at Bournemouth Borough Council and prior to that gained experience in dealing with elderly client matters having been a financial officer for the Council, dealing with financial applications for residential care and during her holidays whilst studying Law at university she was a care assistant in care homes and also a home help in the community.

    One of her specialisms is making use of Trusts in Wills for couples to shelter assets from residential care fees or to ensure that children from a first marriage are guaranteed to inherit from their parents Estate should mum or dad die and want to benefit their new spouse under the terms of their Will.

    Away from work Natasha enjoys taking her wheaten terrier Ruby on long walks by the sea and spending time with friends and family.

    Kate Mansfield

    Partner — Private Client

    Direct dial: 01202 377853

    Email

    kate mansfield
    • “We have had the pleasure of Kate’s sensitive and unwavering professional support for a number of years. She has always been able to combine her deep expertise, with practical context and a tone of voice that gently escorts you through, often difficult decisions. We could not recommend Kate highly enough, both professionally and personally.”

      Simon Bennett

    • “Kate was extremely knowledgeable, straightforward to deal with as well as sympathetic during what was a difficult time. I felt in good hands!”

      Elisabeth Bonelli

    • “We were treated with respect and felt our wishes were taken in consideration. The patience shown in helping us understand the implications of decisions was outstanding.”

      Francesca Remix

    • “Very efficient and welcoming. Understood my access requirements and my unique concerns thoroughly.”

      Hannah Fielding (wheelchair user)

    • “Mrs Mansfield has been exemplary in every respect. She is an excellent listener and has the ability to explain complex issues patiently and emphatically. We are fortunate in having her as our legal adviser.”

      Neville Osrin

    • “Professional, always available for a phone enquiry. Always informed me as thing's progressed. Excellent company with very pleasant and helpful front of house. My sincere thanks.”

      Susan Dawn Godfrey

    • “Kate took the trouble to understand the particularities affecting my Will and found sensible ways of dealing with them.”

      Peter Andrews

    Kate is head of our Private Client Team and has 25 years’ experience in private client work, specialising in wills, tax planning and estate administration. Kate has worked in this area since she qualified and has assisted thousands of families and individuals.

    Kate qualified as a solicitor in 1995 after obtaining a 2.1 in Law from the University of Kent. She completed her training contract with Laceys and became a partner in 2002.

    Kate is a full member of the Society of Estate and Trust Practitioners (STEP) and sat on the STEP committee for 6 years. She has also taught on the Legal Executives course at Bournemouth & Poole College.

    Kate enjoys the personal side of the work and the satisfaction of assisting the bereaved and families with complex affairs, whether it be complex financial aspects or those where a diplomatic hand is required. She prides herself on being able to explain the legal position in plain English.

    Out of the office she enjoys keeping fit. She enjoys going to the gym and getting out into the Dorset countryside on her road bike. Cooking, particularly baking, is also a passion.

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    Deborah Pearce

    Senior Associate — Private Client

    Direct dial: 01202 377820

    Email

    • “Mrs Pearce helped me whilst going through my grief and explained everything in simple language and with sympathy and understanding.”

      Mrs Julie Teasdale

    • “Making a Will was not on the top of my "to do" list as I found the thought of it fairly daunting. But when I eventually contacted Laceys Solicitors the whole process from beginning to end was so easy. I felt totally supported by Deborah Pearce and was grateful for her professionalism, kindness and efficiency. The whole atmosphere at Laceys is very caring, friendly and comfortable. I highly recommend them.”

      Lin Vaughan

    • “Mrs Pearce was always helpful, pleasant to deal with and professional.”

      Sharon Barnett

    Deborah is a Chartered Legal Executive who has worked in the Private Client department at Laceys for over 18 years.

    Deborahs journey to Laceys started in 1985 when she qualified as a FILEX. She then undertook her Associateship in Taunton and completed her Fellowship in Poole.  Aside from a couple of years in Gibraltar, Deborah then gained valuable experience working for various local firms in their private client departments before joining Laceys in 2000.

    She specialises in all areas of private client work, wills, powers of attorney, tax planning, Court of Protection, administration of estates, NHS Continuing Care, welfare benefits and all issues related to the elderly and infirm. She finds this area of law quite holistic – it is not just a matter of applying rules and regulations but organising a client’s affairs in such a way that they are made easier and clearer during what can be a very emotional and upsetting time.  Her work requires a very good and patient listening ear, bedside manner and sometimes a sense of humour but still achieving the client’s objectives on time.

    When time permits she enjoys reading, cooking and relaxing by the Christchurch River but only when the sun shines! Travelling is a great hobby but there is never enough time to visit all. She has four stepchildren, four grandchildren plus a nephew and niece who help keep her busy at home!

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