Key to providing you with an outstanding service are the relationships formed, at all levels, between our team and our clients.
Our team has the experience to address and advise on all aspects of probate and estate administration. We take the time to understand your unique situation, providing a service that meets your requirements.
We have three Licensed Probate Practitioners, as well as qualified members of STEP (Society of Trust and Estate Practitioners) within our team, ensuring that we provide the most relevant and accurate advice on estate planning, inheritance tax and succession issues.
Clare joined M+A Partners in 2008 and was appointed as a Partner in 2010.
Clare acts for a range of clients including large and complex estates, farming companies and partnerships, individuals and trusts. Clare is Head of Tax at M+A Partners and a past Chair of the East Anglian Branch of the Chartered Institute of Taxation as well as a committee member for over thirteen years.
Clare trained as an accountant before deciding to specialise in tax. She is also a member of the Society of Trusts & Estate Practitioners and a licensed and regulated probate practitioner in her capacity as Head of Legal Services at M+A Partners.
Emma joined M+A Partners in 2017, having previously worked for a large national accountancy firm, with a focus on private client tax work.
Specialising in personal tax services for high net worth individuals, and those clients with very complex tax affairs, Emma is a Chartered Accountant and Chartered Tax Adviser, as well as a committee member for the East Anglian branch of CIOT and for STEP.
Emma is the driving force behind our probate and estates specialism, and has achieved her Advanced Certification in Will Preparation, providing an expert will writing service for clients and advising on tax issues in response to their particular needs.
Tessa joined M+A Partners in 2010, bringing with her a wealth of experience in personal tax and tax compliance and planning work.
Tessa is a Chartered Accountant and Licensed Probate Practitioner. Her areas of expertise include trusts and estates, non residency matters and complex CGT advisory work.
Tessa and her team work with solicitors in local firms, building strong networks in our market place and establishing our reputation as experts in this field.
An indication of fees for probate work and hourly rates for our experts can be found here.
Probate and Estate Administration