WELCOME TO WILLS & ESTATE PLANNING LTD

WILLS & ESTATE PLANNING LTD

Dawn Clarkson

Dawn Clarkson is pleased to offer a professional and competitively priced probate service, trading as Wills and Estate Planning Ltd.

Dawn is one of the first accountants in the North of England to be accredited and licensed by the Institute of Chartered Accountants in England and Wales to provide this service. Previously it has been a service reserved for solicitors and the legal departments of the major banks.

We are an affiliate member of STEP (Society of Trust and Estate Practitioners), a worldwide professional organisation. Our service offers you the peace of mind that your interests are being protected by a trusted organisation.

Our Services:

Wills & Estate Planning

We provide a discreet Wills and Estate Planning service. We will walk you though every aspect of writing your will to make sure your wishes are completely fulfilled.

Probate

The level of service and support that you require from Wills and Estate Planning Ltd can be agreed at the outset. This is flexible and we can do as much or as little as required.

Lasting Power of Attorney

A Lasting Power of Attorney (LPA) is a way of giving someone you trust, your attorney, the legal authority to make decisions on your behalf. We can make all the necessary arrangements.

Family Business Planning

When it comes to your Family Business Advising and Succession Planning, we can help with  all the issues regarding succession – and the long term future of the business.

Meet the Team:

TERRY NEWMAN

Terry is an Arsenal supporting Londoner exiled in North Yorkshire since 2000. He has had a varied career including working at Claridges Hotel in London for 5 Years to working in Brussels for 9 months on an IT project.

Terry joined Dawn Clarkson Associates in February 2012 bringing a wealth of experience from the Accounting Industry, before joining Wills and Estate Planning Ltd in 2016 as client manager.

Terry specialises in relation to issues affecting you and your family, providing support with Will writing, Probate administration, elderly client issues and Powers of Attorney.

He enjoys walking out in the countryside, a complete change of scene from where he came from originally.

DAWN CLARKSON (FMAAT ATT)

Dawn is the driving force behind Wills and Estate Planning Ltd, establishing a legal service alongside Dawn Clarkson Associates, accountants and business advisors, offering a quality client centred service.
An affiliate member of the Society of Trust and Estate Practioners, Dawn specialises in Wills advice, Inheritance Tax planning and Family Succession planning, following many years of business coaching experience assisting family businesses.
As well as spending time building positive client relationships, away from the office, Dawn enjoys adventure travelling with her husband, Chris, ranging from white water rafting in the Andes to trekking in the Him

 

PENN SHEWRING

Penn moved to North Yorkshire 20 years ago after living in France, Switzerland, Holland, Monaco and London.

Penn has a vast wealth of experience and has worked for the United Nations, Total Oil Marine and small investment companies in London. Penn was the office manager at Premiere Care based in Leyburn for 9 years before joining us in January 2016 to assist Dawn and administering Wills and Estate Planning Ltd.

Out of the office Penn enjoys reading, walking her dog, and renovating her cottage and garden with her partner David.

What Our Clients Say:

The team take time to listen and understand what I need and present their recommendations in an easily understood way without complicated jargon.
Keith Garrard

Contact Us

Wills and Estate Planning Ltd,
Thornborough Hall,
Leyburn,
North Yorkshire DL8 5AB

Tel: 01969 623092

Email: dawn@willsandestateplanning.co.uk

What our Clients Say
The team take time to listen and understand what I need and present their recommendations in an easily understood way without complicated jargon.
Keith Garrard
About

Wills and Estate Planning ltd is licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.

Details of our probate accreditation can be viewed at icaew.com/probate under reference number C004760414