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Tracey Lane

FCILEx, TEP, Associate Director

Wills, Probate & Trusts

Tracey Lane

Specialist Wills & Probate Expertise

Over 15 years’ experience advising on wills, probate, intestacy and inheritance tax planning for clients with both straightforward and complex family circumstances.

 

STEP-Qualified Advisor

A full member of the Society of Trust and Estate Practitioners (STEP), bringing recognised expertise in trust and estate work and long-term planning.

Supportive & Down-to-Earth

Takes time to understand clients’ priorities and explains options in clear, accessible language, helping them make confident decisions about the future.



Practice areas

Tracey advises on all aspects of wills, probate and estate planning, from preparing simple and complex wills through to administering estates, including where there is no will in place.

She regularly helps clients with inheritance tax and estate planning, the use of trusts, Enduring and Lasting Powers of Attorney, and Court of Protection matters such as deputyship applications for those who can no longer manage their own affairs.

Key Specialisms

Wills – both simple and complex

Probate and estate administration

Intestacy and resolving estates without a will

Inheritance tax and estate planning

Enduring and Lasting Powers of Attorney

Court of Protection matters and deputyship applications