Zoë is Head of our Private Client Department and joined Beers initially as a locum solicitor in August 2021, having relocated from a firm in Hampshire where she was an equity Partner.
Zoë specialises in advising clients on Wills, Lasting Powers of Attorney, Administration of Estates, creation and administration of Trusts, Court of Protection, Deputyship matters and general tax advice.
As a fully qualified member of the Society of Trust and Estate Practitioners (STEP) and accredited member of Solicitors for the Elderly (SFE), she is able to advise clients on all aspects of their personal lifetime planning and tax queries, including protection for the more vulnerable and elderly clients.
Zoë has over ten years’ experience dealing with administration of estates and has advised on hundreds of probate and estate matters since qualifying. She is happy to see clients either in the office or in their homes, to ensure the process is as comfortable as possible for them.
Away from work Zoë can be found with her husband working on their 17th Century North Cornish cottage renovation project. When time allows, Zoë likes to escape to the coast for some open water swimming and is also a keen traveller with a love of exploring new countries and cultures.”
Kate joined Beers in July 2000 as an office assistant following her graduation from Agricultural College. Since joining Beers she has progressed through the ranks and has been part of the Private Client team since 2002. She is a valued and trusted member of the team. Kate continued her education with the Chartered Institute of Legal Executives (CILEX) and became an Associate Member of CILEX in 2012. Kate is also a member of the Solicitors for the Elderly.
Kate currently deals with all aspects of private client work to include Administration of Estates and Trusts, preparation of Wills and Lasting Powers of Attorney, registration of Enduring Powers of Attorneys, applications for Deputy Orders and management of clients financial affairs. This includes dealing with clients’ day to day finances, arranging payment of their bills and household expenses, settling their tax position and ensuring that their investments are properly managed.
