"I have worked with Susan Carlile for many years in both a personal and professional capacity.
Susan is extremely friendly and client care is her topmost priority, a quality that is very important to me given the sensitivity of the area in which she works.
I would recommend Susan to any of my clients, friends and family that require work on their wills and for her probate services".
Lisa Potter FCCA, Partner, Lambert Chapman LLP
Susan provides advice on a range of lifetime planning matters including wills and probate.
With over 25 years’ experience, the ability to proactively listen, offer measured and practical advice, Susan provides clients with the reassurance that their personal affairs are ordered, secure and tax effective.
“We have been recommending Susan to our clients for many years because we know her attention to detail and client care is of such high quality. We rely on Susan to treat our clients in the same way we would giving them a bespoke service because no two clients are the same”
– Julian Davey, Managing Director
of Oakfield Financial Services Limited.
Susan Advises On A Range Of Lifetime Planning Matters Including The Following
Wills including wills containing family and wealth protection trusts
Reducing liability to inheritance tax
Gifts including advising on trusts
Understanding and planning in respect of care needs
Powers of Attorney and Deputyship applications
Administration of personal affairs
Probate and administration of estates including full service administration or a reduced flexible assistance