Sam Warner Solicitor - Succession & Tax - Thames Valley

Photograph of Sam Warner

Contact Details

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. 

Clients 

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. 

Significant experience 

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.

Expertise

Sam’s Blog

Should I make a Living Will?

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.

Which charity would you choose to remember?

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?

Decrease in registration fees for powers of attorney

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

Termination Payments: The end

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.

Could helping my child to buy a home financially benefit us both?

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.

Taking responsibility...helping lives

Rebecca Davies was just a few months old when she was involved in an horrific car accident that changed her life forever.

Client Guide: Use of Discretionary Trusts

A guide to the reasons why it may not be desirable to leave assets directly to a beneficiary on your death.

Client Guide: Principal Duties of a Trustee

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.

Client Guide: Discretionary Trusts

The discretionary trust is a very flexible form of trust.