Morgan Trusts & Tax Planning

Morgan Trusts & Tax Planning Limited is a specialist firm of solicitors that provides expert advice on capital tax planning, trust creation and administration, Will preparation, and post-death estate administration. We also advise on powers of attorney, care of the elderly issues, and all matters related to the Office of the Public Guardian and Court of Protection. Our team consists of experienced solicitors and support staff who are dedicated to delivering exceptional service to our clients. With a strong focus on collaboration and a commitment to delivering prompt services, we work closely with clients and other professionals to ensure that all legal and financial matters are handled efficiently.

Our Services

We offer a comprehensive range of services, including trust creation and administration, Will preparation, probate services, powers of attorney, and care of the elderly. Our expertise also extends to land administration, particularly for farmers and landed estates. We understand the importance of timely and effective advice in these matters, ensuring that our clients receive the best possible support throughout the process.

Client Services

At Morgan Trusts & Tax Planning Limited, we pride ourselves on providing personalized client services. We take the time to understand each client's unique needs and goals, offering tailored advice and support. Our team is committed to building long-term relationships with our clients, ensuring that they feel supported and informed throughout the duration of our services.

Team

Our team consists of experienced solicitors and support staff who have worked together for many years. James Morgan, the managing director, has over 25 years of experience as a private client solicitor. Christina Attridge, Laura Howard, and Lucy Dickerson are all highly qualified in their respective fields, offering a range of expertise in private client matters. Suzanne Stokes and Dawn Williamson provide administrative support, ensuring that all aspects of our services run smoothly.