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Sam Doherty

Sam Doherty FCILEx

Chartered legal executive

I’m a chartered legal executive working in the wills, trusts and probate team.

I help my clients with a wide range of matters, including wills, inheritance tax planning, estate administrations, trusts, powers of attorney and deputyship applications.

Every family is different, and I work closely with my clients to achieve positive outcomes to often complex and sensitive issues. I am a Dementia Friends Champion.

T 01242 542908 E

Key skills

  • The administration of estates, including those of high value
  • Tax planning (lifetime and post-death)
  • The creation and administration of trusts
  • All aspects of elderly client work, including planning for the funding of care home fees
  • Lasting powers of attorney and assisting attorneys with managing the donor’s affairs
  • Deputyship and other Court of Protection applications.

Experience highlights

  • The administration of a medium estate including minor beneficiaries, foreign assets and various exemptions to reduce the inheritance tax payable
  • Advising clients, often generations of families, with simple or complex estates, recognising the different needs of each family member
  • Setting up and providing ongoing assistance with the administration of a large family trust for a vulnerable beneficiary
  • The administration of a large estate including contentious issues, private company shares, multiple properties and the opportunity to vary the will to potentially save a significant amount of inheritance tax
  • Obtaining a health and welfare deputyship order for a vulnerable adult and a statutory will.

Sam Doherty FCILEx can help you with a range of services

Wills, trusts & probate
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Creating a will
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Elderly & vulnerable people
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Inheritance & trust disputes
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Powers of attorney
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Colleagues in the team
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Contact Sam Doherty