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Deborah Beal

BA, TEP, Director

Wills, Trustsand Probate

Deborah Beal

Tax Planning

Deborah works with clients, often alongside other professional advisers, to plan their affairs in the most tax-efficient way possible.

 

Will Drafting

A professionally drafted Will is essential for anyone with significant assets or children. Deborah ensures your wishes are clearly captured and legally sound.

Bespoke Service

Deborah provides a personalised service for every client, taking time to understand individual circumstances before offering advice.

Practice areas

Deborah is a full member of STEP (Society of Trust and Estate Practitioners) and sits on the Committee of the Birmingham STEP branch, reflecting her standing and expertise within the private client profession.

Deborah specialises in Will preparation, Inheritance Tax planning and Trusts, and also advises on Powers of Attorney and estate administration. She works predominantly with high net worth individuals, business owners and farmers, and regularly collaborates with IFAs and accountants to ensure clients' affairs are arranged as efficiently as possible.

With 17 years' experience, Deborah's approach is to explain complex legal matters in clear, straightforward terms, helping clients understand their options and make confident decisions. Whether planning for the future, protecting assets during lifetime, or ensuring wishes are carried out after death, Deborah provides thorough, friendly and patient advice at every stage.

Key Specialisms

Deborah advises on the full range of Wills, Probate and Trust matters. She specialises in Will preparation and Inheritance Tax planning, Trust creation, administration and dissolution, and Declarations of Trust. She also handles Lasting Powers of Attorney, applications for Probate and Letters of Administration, and full estate administration.

Will preparation and Inheritance Tax planning

Trusts (creation, administration and dissolution)

Lasting Powers of Attorney

Probate and Letters of Administration

Estate administration

Declarations of Trust