Rebecca Rolfe

Wills, Trusts & Probate Team

Associate Solicitor

Rebecca Rolfe

Rebecca is an Associate Solicitor in the Wills, Trusts & Probate team and a fully accredited member of the Society for Trusts & Estate Practitioners (STEP). Rebecca has experience in a wide range of private client issues and she appreciates the importance of getting personal and tailored advice to help her clients plan for the future and deal with all legal issues surrounding death and incapacity.

Rebecca’s particular specialisms are
• Wills;
• Inheritance Tax;
• Lifetime, succession and estate planning advice;
• Lasting Powers of Attorney (LPAs);
• Court of Protection work including Deputyship Orders;
• Elderly client matters, including Care Fees;
• Estate Administration including Probate and Intestacy;
• Deeds of Variation;
• Trust creation and administration.

Recent highlights include
• Preparing Wills for a broad range of clients including business owners, landowners, those with children from previous relationships and elderly clients. Advising on the appointment of guardians and other provision for minor children.  Preparing English Wills for those with assets in England and other jurisdictions and ensuring that the English will dovetails with any provision abroad.

• Advising on tax efficient Wills to utilise available exemptions and reliefs, including Business Property and Agricultural Property Relief. Preparing Wills for those who want to benefit from the lower rate of inheritance tax by leaving a portion of their estate to charity. Advising on lifetime inheritance tax planning, including making outright gifts.

• Advising trustees on their duties and assisting with their appointment and retirement. Dealing with trust assets, including appointments to take advantage of tax and succession planning opportunities. Preparing declarations of trust between co-owners of property.

• Advising on all aspects of probate and estate administration. Dealing with a wide range of circumstances, including complex estates, for example, involving shares in private limited companies, agricultural assets and assets abroad. Advising on estates where the deceased died without leaving a Will and working with genealogists to identify beneficiaries. Applying for different forms of Grants of Representation, including where the deceased died domiciled abroad or where one of the appointed executors has lost capacity or died.

• Reporting inheritance tax on death and claiming applicable exemptions and reliefs. Advising on the disposal of assets during the administration and the capital gains tax implications, including possible planning opportunities. Advising beneficiaries on preparing Deeds of Variation to qualify for retrospective inheritance and capital gains tax treatment.

• Preparing and registering Lasting Powers of Attorney (LPAs) for both financial and health and care decisions. Revoking powers, including partial revocations of LPAs to remove attorneys. Advising attorneys on their duties and powers. Registering Enduring Powers of Attorney where the donor has lost capacity and making Deputyship applications to the Court of Protection.

Contact Rebecca: