Jennifer Margrave Solicitors
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For many years Jennifer Margrave Solicitors LLP has provided legal advice to older people and their families, specialising in living with dementia, wills and trusts, provision of care and asset protection. Jennifer Margrave set up the practice in 1995 and was later joined by Joanne Mason and Julie Orgill. Following Jennifer's retirement Joanne and Julie continue as the partners of the firm.

Jennifer is now a consultant. A team of legal and support staff offer a vast wealth of knowledge relating to wills and inheritance tax planning, lasting powers of attorneys, probate and trusts, asset protection and advice on funding for nursing care. We have conveyancers who can offer assistance with buying or selling property where there is no mortgage involved.

Court of Protection matters are also undertaken which may include applications for deputyships when no power of attorney is in place or statutory will applications. We also manage the affairs of those who have nobody else to do so; acting either under a power of attorney or being appointed by the Court.
Services
We are an independent firm with no connection to any large organisation whereby we have work referred to us for a fee that we pay; we do not pay commission to any other organisation to be included in a list of preferred firms.
We are pleased to say that most of our clients are referred to us by other clients, from our website or other direct, personal contact.
This means that we ensure we are acting only for you and have no other reason to advise you on a particular course, except in your best interests.
In accordance with the SRA requirements we bi-annually carry out equality and diversity surveys on our employees from anonymous data that is provided by them.
Employees are free to decline to complete the survey or have the option to choose 'prefer not to say' to any of the questions.
From the anonymised date we are able to conclude they fall into the various protected characteristic types as defined by the Equality Act 2010 (sex, age, race, religion, disability etc).
Due to the risk of employees being identified through this anonymous data and the staff profiles set out on our website we are unable to publish more specific details without breaching the Data Protection Act 2018.
Before we meet you will receive our Terms of Business and this will outline details of how the firm operates and details of our charges.
Many of our charges are fixed so you will know what to expect.
We are authorised and regulated by the Solicitors Regulation Authority and are required to comply with their code of conduct.
At the initial meeting you will be expected to provide identification, usually your passport or driving licence, and a utility account not less than three months old.
The costs for our initial meeting will be included in the fee for any work that is covered by our fee sheets.
A will is a document, prepared in a formal way, in which you can specify what happens to your assets after you die.
All wills should have an appointment of executors*; these are people who will do the day to day work to gather in your assets, pay any debts and pay the balance to the beneficiaries*.
Sometimes if spouses/civil partners leave everything to each other, the remaining spouse/civil partner is both executor and beneficiary.
A will does not come into effect until death; they can be changed or amended (by another document called a codicil) at any time until death if the person has mental capacity.
We are authorised by the Solicitors Regulation Authority to assist in providing general investment advice but we will not make specific recommendations or sell you any products.
What we aim to do is give you an overall picture of what is available; discuss with you your aims and objectives, and how these might be achieved.
This might mean making a simple tax-planning will which would not affect the investments you already have in place or it might mean carrying out lifetime restructuring - it will be up to you how you wish to deal with the matter.
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