Sam Warner Solicitor - Succession & Tax - Thames Valley
Sam Warner is a Solicitor in the Succession and Tax team based in Oxford.
Main areas of practice
Sam specialises in the preparation of Wills and offers estate planning advice including the use of testamentary trusts. She also prepares Lasting Powers of Attorney, assists clients to obtain grants of representation and advises on the administration of estates.
Sam advises private individuals on the best structure for their Wills including those with high-value assets and complex estates. She also offers advice to executors, beneficiaries, trustees and attorneys.
Sam has considerable experience in preparing complex Wills whether because of the client's net worth, the nature of the client's assets, or both. She has also advised on the post-death variations of estates. Sam also has considerable experience advising on and preparing Lasting Powers of Attorney for elderly and vulnerable clients.
With life expectancy ever-increasing and with 9.9 million new cases of dementia reported each year worldwide, people are becoming increasingly concerned about their long term health.
Your university, school, or a cause close to your heart – If you were to leave a gift to charity in your Will, which charity would you choose?
From the 1st April 2017, the cost of registering a Lasting Power of Attorney or an Enduring Power of Attorney will decrease. But why have an attorney in place and what happens if you don’t?
Related Knowledge & Resources
On 10 August the Government published its response to a consultation on the taxation of termination payments. Lisa Wallis and Ruth Christy consider the Government's plans in more detail and their implications.
As property prices continue to soar across the UK, the dream of owning a home appears to be slipping away from a vast number of under 35’s. Unsurprisingly, the 'Bank of Mum and Dad' seems a very attractive option.
Rebecca Davies was just a few months old when she was involved in an horrific car accident that changed her life forever.
A guide to the reasons why it may not be desirable to leave assets directly to a beneficiary on your death.
On accepting a position as a trustee, a person must be aware of the duties imposed on him by the trust deed and by statute. The following is a non-exhaustive overview of the principal duties of a trustee.
The discretionary trust is a very flexible form of trust.