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Oxford Probate & Wills Solicitors

Experienced Private Client & Estate Administration Solicitors

Our Expertise

If someone has passed away, our Oxford Wills, trusts and probate solicitors can help you. We can assist in the administration of estates of all sizes, including those with more difficult elements, such as ambiguous Wills, foreign assets, business or agricultural assets or disagreements between beneficiaries. Our Oxford lawyers’ lawyers’ technical expertise also means we can advise you on lifetime inheritance tax planning, including trusts and other structures, such as family investment companies. You can rely on Oxford‘s Private Client team to be sensitive yet pragmatic.

If you want to make a trust, we also offer a full trust service, from setting up a trust, managing a trust (including ensuring all compliance requirements are met, such as helping with FATCA, the Common Reporting Standard (‘CRS’), anti-money laundering regulations and the trust registration requirements), advising trustees on the options available to them, drafting trust accounts, making distributions from a trust and dealing with all the necessary tax reporting along the way, from annual trust tax returns to inheritance tax reporting on a trust ending.

Freeths’ dedicated wills, trusts and probate solicitors in Oxford will support you in organising, managing and safeguarding your interests. Our Oxford solicitors can help you make a will to fit your personal circumstances whatever they may be. We also have an award-winning Private Litigation team who can assist with contentious work and wills, trusts and probate disputes. You can rely on us to offer peace of mind.

Whether you’re an executor, trustee or beneficiary, call us on 0186 578 1000 to find out more.

Our process

Our Oxford Wills, trusts and probate solicitors will clearly explain this complex area of law. Whether you are creating a trust, need advice on managing wealth, or seek guidance on Wills and probate, we can help. We also seek to offer fixed fees for Wills and Trusts where possible, and will always agree our costs with you in advance, so there are no nasty surprises later.

If you require Oxford’s Contentious Trusts and Probate team, please contact Sarah Foster. They are experts in acting for individuals in inheritance tax, probate, trust and Wills disputes.

Why choose our Oxford Wills, Trusts & Probate Solicitors

  • Freeths’ Oxford office is located just a short drive away from Oxford city centre, being just inside the ring road with ease of parking
  • Our private client lawyers are friendly and approachable, helping to reduce stress at what can be a difficult time
  • We have a national reputation for advising executors, trustees and beneficiaries; all the lawyers in the private client team are members of the Society for Estate Practitioners, or working toward that qualification
  • Our top dispute resolution team are on hand to advise on family disagreements or when matters turn contentious
  • You can trust our lawyers’ credentials – many are top rated by the legal directories

Key contacts

Louise Lewis's Profile

Louise Lewis

Partner & Joint Head of Oxford Trusts, Estates and Tax Team

Lisa Mark-Bell's Profile

Lisa Mark-Bell

Director & Joint Head of Oxford Trusts, Estates and Tax Team

Oxford Wills, Trusts & Probate Solicitors

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FAQs

Louise Lewis and Lisa Mark-Bell – Private Client Solicitors based in Oxford

Louise Lewis is listed as a Recommended Lawyer in the Legal 500 (2021 edition) and advises many high net worth individuals on estate planning to protect wealth through the generations. She acts as an executor and trustee of estates and trusts, and can advise on inheritance tax.

Lisa Mark-Bell is recognised as a Rising Star by the Legal 500 (2022 edition). Lisa is dual qualified as a solicitor and chartered tax adviser and her speciality is tax and trust planning, trust management and complex estate administrations. She is a member of the Society of Trust and Estate Practitioners and lectures widely on tax and trust matters.

Louise, Lisa and their teams advise owners and trustees of landed estates, trustees of foreign trusts and cases involving trust litigation. They act as Independent Administrators and Trustees and as Judicial Trustees.

Examples of wills, trusts and probate cases in Oxford

  • Assisting clients with estate planning, very often in an international context.
  • Drafting Wills to include trusts to provide provision for the testator’s spouse (allowing the spouse the use of the assets in his or her lifetime), while still ensuring the assets are ultimately inherited by the testator’s children and are protected for the next generation.
  • Supporting inter-generational family trusts, acting as a trustee and also advising trustees of their responsibilities.
  • Managing the administration of a disputed intestate estate by Court appointment, the estate not having been properly administered over several decades. We worked with the Contentious Probate and Trusts team to take court proceedings against the former administrators for the recovery of assets belonging to the estate.
  • Estate planning for a landed family, including protection of agricultural value for inheritance tax purposes. This involved the creation of trusts of non-agricultural assets and preparation of complex Wills to preserve the estate for future generations.

Testimonials

  • “Jane Maitland is highly regarded for her private client expertise and her client manner. ‘She’s very accessible,’ says a source, ‘I’ve never found...

    Client testimonial

  • “Nigel Roots is ‘technically experienced, professional and competent. I would recommend Nigel, he was perfectly good at explaining the law, he was...

    Chambers & Partners

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Whatever your legal needs, our wide ranging expertise is here to support you and your business, so let’s start your legal journey today and get you in touch with the right lawyer to get you started.

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