Shaun Newis is an experienced Chartered Legal Executive in our Private Client department. Since 1995, Shaun has been providing specialist advice in a variety of private client work including probate / estate administration, wills, powers of attorney and trusts. Shaun offers tailored advice relevant to particular objectives and personal circumstances, provided in a clear and easy to understand format whilst retaining a personal touch for his clients.
Shaun fully qualified in 2001 and, having previously worked at Everys in our Honiton office, returned to Everys in 2019. Although based in Taunton now, Shaun is happy to travel to see clients at any of our offices or their homes.
Charlotte Thomas-Collins is a Senior Associate and Head of the Private Client department based at Exmouth.
With over 12 years’ experience in private client matters, Charlotte’s expertise lies in elderly and vulnerable care; tax; trusts and succession; and trust creation and administration. Described as “charming in manner”, “courteous” and “warm” by the Legal 500, Charlotte’s approach to her work particularly suits her elderly and vulnerable clients whom she often visits at their home or our other offices. Charlotte also acts for clients in relation to their wills, probate, lasting powers of attorney, and estate planning.
Charlotte graduated in law from Brasenose College, Oxford and qualified as a solicitor in 2006. She is a member of the Society of Trust and Estate Practitioners (STEP).
Jane Flaherty is an Associate Solicitor based at our Honiton office. She has over 11 years’ experience in private client and is a fully accredited member of Solicitors for the Elderly (SFE). She has further undertaken an advanced STEP certificate in advising vulnerable clients. This is an area of law Jane is particularly interested in.
Jane is an expert in later life matters, having had extensive experience in wills, probate, lasting powers of attorney, care fee advice and court of protection, including the management of someone’s affairs on their behalf.
Jane came to the law after a successful career in social housing where she developed the skills necessary to listen with intent, to speak in language easily understood by her clients, and learned that every family has their own unique needs.
Jane is a member of the Law Society’s Women’s Law Division, and also the Law Society’s Equality, Diversity and Inclusion Committee (EDIC).
Joan Pullin is an Associate who specialises in a variety of private client work including advising on and drafting wills, Lasting Powers of Attorney and Enduring Powers of Attorney. She also acts for executors in relation to estate administration and can assist with applications for BPR and APR as well as advise in relation to deeds of variation.
Although based at Honiton, Joan is happy to travel to see clients at any of Everys’ offices or their homes, if this is preferred.
Joan studied at the University of Southampton and at the College of Law in Guildford. She was admitted as a solicitor in 2013 and is an associate member of the Society of Trust and Estate Practitioners.
Eleanor Rae is a solicitor in our Private Client Department, having joined Everys in 2018. Her work includes Wills, Powers of Attorney, probate and estate administration, as well as Court of Protection matters.
Eleanor has a background in Mental Health and Mental Capacity law, having previously represented people detained under the Mental Health Act and dealt with proceedings before the Court of Protection. She therefore specialises in dealing with vulnerable people and capacity issues and also has an interest in advising those acting under a Power of Attorney.
Eleanor is based in Taunton but is happy to meet with clients at home or at our other offices.
Eleanor studied law at Cardiff University and is an accredited member of the Law Society’s Mental Health Scheme.
Nicholas Strong is a highly experienced Chartered Legal Executive with over 30 years’ practice. He joined Everys in 2002 and specialises in probate matters. Nicholas is skilful in resolving complicated issues, especially those arising out of intestacy. His diligence ensures that the estate is administered according to best practice including finalising tax affairs, arranging for the tax due on an estate to be paid, preparing the accounts for the estate and distributing money or gifts due to beneficiaries.
Nicholas is a Chartered Legal Executive (a practising fellow of the Chartered Institute of Legal Executives).
Naomi Woods qualified as a solicitor in 2010 and joined the Private Client department of Everys in 2016. Her expertise lies in tax planning, wills, estate administration, lasting powers of attorney, elderly client matters and advising businesses and farm owners on property relief and inheritance tax planning.
Naomi’s experience includes:
- Advising a client who has a share of a business about his will. This included drawing up a discretionary trust will with a detailed letter of wishes to ensure that the maximum amount of inheritance tax relief would be obtained upon the client’s death;
- Preparing a deed of variation for clients to ensure that an amount due to them passed directly to their children, thereby mitigating the amount of inheritance tax on their deaths. The deed also made sure that no capital gains tax was liable as a result of the transfer of assets; and
- Negotiation with HMRC over claims for agricultural property relief in farming estates.
Naomi is a Trusts and Estates Practioner (TEP) and is a full member of the Society for Trusts and Estate Practitioners (STEP), and Solicitors for the Elderly. She is also on the Education and Training Sub-committee for the Devon and Somerset Law Society.
Chris Lake first joined Everys in 2003 and stayed nine years before taking time out to fulfill a long-held dream to explore Australia and South East Asia. Upon his return to Everys in 2015, he continued with private client work and is now a Wills and Probate Practitioner advising on estate administration, probate, wills and lasting powers of attorney.
Chris is working towards his Chartered Institute of Legal Executives qualification.
With expert knowledge gained over a 30 year career, Alison Jessop is the person you need to speak to when it comes to matters of income and capital gains tax. She is an accomplished tax consultant and a specialist in minimising tax liabilities for individuals, trusts and estates.
Alison’s experience covers:
- Annual self assessment tax returns with online submission to HMRC;
- Annual reviews and income tax repayment claims;
- Annual trust tax returns;
- Capital Gains Tax calculations on the sale of shares and property;
- Agreement of tax position with HMRC to the date of death and tax
- returns where required; and
- Tax returns for periods of administration of an estate.