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Alison Lloyd

Wills, Probate, Tax and Trusts - Partner

Alison Lloyd

Direct dial: 01202 377963

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Alison is a Chartered Legal Executive and a Partner who heads up the Private Client Department.

The Department covers a wide range of Private Client work including:-

  • Wills
  • Powers of Attorney
  • Estate and Tax Planning
  • Long term care
  • Court of Protection
  • Tax reporting
  • Estate Administration (including intestate estates)
  • Deeds of Variation
  • Trusts and Tax

Alison typically advises clients on Estate Administration and Powers of Attorney but her main focus is on managing the team of specialised lawyers who cover all aspect of the work in the department with an emphasis on client care and excellent service.

Alison has a wealth of knowledge in private client work having over 25 years experience and has worked locally and further afield in Hampshire during her career.  She has a very approachable and compassionate demeanour which is particularly relevant when dealing with clients at what can be a difficult time in their lives.

Accolades, accreditations and memberships

Society of Trust & Estate Practioners (STEP)

Committee Member for the Bournemouth Branch of STEP

Outside the office

Alison is married with a teenage daughter and enjoys spending time with friends and family, travel, reading and cooking.

  • 1998

  • 2023

  • Qualified as a Chartered Legal Executive

  • Joined Laceys Solicitors

Wills, Probate, Tax and Trusts

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5 Poole Road
Bournemouth
Dorset
BH2 5QL
Tel 01202 377800

9 Poole Road
Bournemouth
Dorset
BH2 5QR
01202 377800