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inheritance tax on a pile of pound coins

How to pay Inheritance Tax

If you are dealing with the estate of someone who has died, you may need to pay Inheritance Tax (IHT). Some or all of the IHT has to be to…

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Alison Lloyd

Partner — Private Client

Direct dial: 01202 377963

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Alison is head of our Private Client team specialising primarily in Estate Administration and Powers of Attorney. 

She has undertaken private client work for over 25 years in the local area, since qualifying as a Chartered Legal Executive in 1998. Prior to moving to Laceys in 2023, she headed up a very successful dedicated Probate team within a large corporate environment dealing with a wide range of estates and intestacies from the very straightforward to the more complex and high net worth estates.

Alison adopts a sympathetic and patient approach to a family’s needs at what can be a very emotional time.  She prides herself on being efficient and professional but friendly and approachable at the some time.

Outside of the office Alison is married with a teenage daughter and enjoys cooking, reading, spending time with family and friends and foreign travel.

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Handling LPA Issues: What To Do If Your Attorney Passes Away

Having a Lasting Power of Attorney (LPA) in place gives you the security of knowing that someone...

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New Powers of Attorney Act 2023 becomes law

A new bill aimed at speeding up and simplifying the registration of Lasting Powers of Attorney has...

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capital gains tax

Changes ahead in capital gains tax rules for divorcing couples  

At present, no capital gains tax (CGT) is charged on a transfer of assets between a married couple or civil partners who live together.  If, however you are separated or…

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Jonathan Talbot

Partner — Family

Direct dial: 01202 377844

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Jonathan Talbot
  • “Jonathan has been amazing at helping me get a resolution with my ex-husband. He was a great listener when I was getting very upset about clauses in our old divorce agreement that were not being adhered to and reacted really quickly with a letter and support. I would not hesitate to ask Jonathan for help again but please excuse me if I hope that doesn’t happen for a while as we all know dealing with ex's is never much fun! Thank you Jonathan.”

    Sharron Davies, MBE

  • “Very happy with how you dealt with my case. Many thanks for your help and advice from Mr Talbot and his secretary.”

    Jan Saad

  • “Jonathan Talbot explained the process and how things would proceed. He was very patient allowing us time to understand and adapt to our new situation. Legal language can be quite difficult to understand and he would explain what it meant and how it would impact.”

    Rae Frederick

  • “I always use Laceys for my legal work, I feel able to talk to them and I know they listen. They have always been professional and kind.”

    Dawn Aston

  • “I’d like to extend heartfelt thanks to you and Shannon for helping me through this difficult time, I am really very appreciative to have had you on my team this year, you’ve been an enormous support. ”

    Mrs W

Jonathan heads up Laceys family department and having qualified as a Solicitor in 1983, he has over 35 years experience in Family Law.

He specialises in Family and Relationship Breakdowns, Financial Remedies, Collaborative Law and International Family Law.

Jonathan has a exceptional caring nature and will always strive to find solutions to family issues outside of the court if at all possible.

Outside of work Jonathan likes to keep himself busy by competing in Ironman 70.3’s when he gets the chance – which are no easy feat at having to complete a 1.2 mile swim, a 56-mile bike ride, and then a 13.1 mile run each race!

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Can I get a divorce in England or Wales?

You may have read in the news of many wealthy international divorces occurring in England, such as...

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Can I amend our divorce settlement due to a chronic health condition?

During a divorce or dissolution of a civil partnership, there are a number of factors that must...

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Trust Registration Service – do the new rules apply to you?

It has been necessary to register all UK and non-UK trusts where they are liable to pay mainstream UK tax (income tax, capital gains tax, inheritance tax) with HMRC’s Trust…

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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 a Partner in 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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last will and testament with pen

Lost Will? What if a Will can’t be found after someone’s death?

Locating a Will after someone has died is not always easy. If you believe that the deceased...

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What is an LPA certificate provider and what do they do?

If you are making a Lasting Power of Attorney or LPA, you will need a certificate provider...

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Legal 500 logo

Laceys endorsed for 7 legal specialisms in the 2021 Legal 500 rankings

Leading Dorset solicitors, Laceys, have once again acquired recognition across many of the firms specialist areas, in the 2021 edition of the Legal 500, an independent guide to leading law…

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Sam Burnand

Marketing Manager — Marketing

Direct dial: 01202 377882

Email

Sam Burnand

“I’ve been working with Sam for a couple of years on a very wide range of marketing communications. Sam has a natural attention to detail and a refreshing attitude to the work we’ve collaborated on. The launch of the new Laceys site is now the benchmark for the brand and business offering. Sam has been at the heart this journey and has been a key driver for the consistency any strong brand should have. It’s exciting to be working with a solicitor’s firm that really understands their vast audience.”

Jamie Shanks, Green Tambourine

Sam joined Laceys back in 2015 to help look after the marketing for the firm. Her role includes managing branding, website content, events, advertising and social media for Laceys.

Before joining Laceys Sam worked for over 10 years in several marketing agencies in London, managing client projects across different sectors, ranging from Coca Cola to the Department of Health. Having grown up in Poole herself, Sam and her family took the decision to move back to the South Coast a few years ago to bring up their young children.

Outside of work, Sam is a keen racquetball and tennis player and getting out on her bike to the Purbecks when time allows. She is also partial to a good glass of wine and dance when the opportunity arises!

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New partner, Alison Lloyd, strengthens Laceys Private Client team

Laceys has recently welcomed Alison Lloyd as Partner to its Private Client team, based in Bournemouth. Alison...

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New Associate strengthens Laceys Commercial Property team 

Laceys Solicitors welcomes a new Associate, Charlotte Dollimore, to its commercial property team, based in Bournemouth. Charlotte,...

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large pile of twenty pound notes

Save up to £140K of Inheritance Tax with a correctly drafted Will

We recognise Inheritance Tax is often a subject no one wants to discuss, however it is vital you know what tax relief is available to you to ensure you pass…

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IHT letters with stack of coins

Inheritance Tax – the importance of proper valuations.

Most of us are aware that the role of an Executor when appointed under a Will is to administer the estate of a deceased person, in other words, to collect…

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Deborah Pearce

Senior Associate — Private Client

Direct dial: 01202 377820

Email

Deborah Pearce
  • “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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Attendance Allowance. Should you be getting it?

Are you familiar with ‘Attendance Allowance’? And do you know who is entitled to receive it? If...

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