Individuals
Our Individuals team has been offering advice on all aspects of wealth management for decades. From inheritance planning through to the creation and management of trusts and the administration of estates and probate, we are able to ensure that the fruits of your labour are safeguarded and preserved, both during your life and for the benefit of your descendants.
We guarantee that our practice will provide high quality will drafting, probate and estate administration services.
Our Services
Estate Planning & Succession Planning
Deeds of variation and renunciation
Trusts: creation and administration
Estate administration: What to do when someone dies
Deputyship and Court of Protection applications
Disputes over wills and contentious probate matters
For more information contact sioned.thomas@rdplaw.co.uk, call 01633 413500 or complete the Enquiry form on this page.
Client Feedback
Meet the Team
Katie Love
Associate – GCILEx
Email: Click Here
Testimonials:
"Absolutely amazing service - cannot recommend highly enough."
"Excellent service, very professional"
"Prompt and friendly service"
"Very approachable, clear detailed explanations and efficient"
Katie Love
Chartered Legal Executive – FCILEX
Katie (FCILEx) is a Lawyer and an Associate in the firm’s WIQS accredited private client team.
She is an Affiliate of the Society of Trust and Estates Practitioners (‘STEP’) and sits on the committee for the STEP Wales branch. Katie is also a member of Full Member of Solicitors for the Elderly.
Katie acts for individuals on a range of matters and also acts for charities in relation to legacy management. Shas strong links with other professionals, accountants and independent financial advisors throughout South Wales. She practices in all areas of private client including Court of Protection matters but with a focus on three core areas:
Estate planning
Katie acts for individuals in relation to all aspects of estate planning to include Wills, Lasting Powers of Attorneys and later life planning. She also advises in relation to ongoing attorney management.
Estate administration
Katie has a breadth of experience in estate administration with an emphasis on intestacies and complex estates. She deals with both excepted and high-value estates and has experience handling estates consisting of Agricultural and Business assets.
Trust implementation and management
Katie advises individuals in relation to various trusts with a focus on inheritance tax planning and management. She also advises and acts for trustees.
Sioned Thomas
Director
Email: Click Here
Sioned is listed as a Leading Individual in the Legal 500 and ranked in the Chambers & Partners for her Agriculture work.
Testimonials:
"Very proactive." Legal 500, 2022
"Sioned Thomas has always been very easy to approach and has shown us a great deal of patience." Legal 500, 2021, client testimonial
"Thorough and approachable." Legal 500, 2021
"Very detailed, meticulous and knowledgeable." Chambers & Partners
"Professional, very approachable and efficient." Chambers & Partners
“Provides a highly personal service and always strives to understand the detailed background to all the issues.” Legal 500
“Provides a first-class service when dealing with rural matters.” Legal 500
Sioned Thomas
Director
Sioned is head of RDP’s Private Client and Agricultural teams.
Private Client:
Sioned deals with succession planning for high-net-worth clients, including advising on wills and setting up and administering trusts.
She deals with complex estate administration, with a particular focus on the agricultural sector.
She also deals with lasting powers of attorney and deputyship applications.
Charities:
Sioned is well-versed in setting up new charities, and advising existing charities on matters such as sale and purchase of land and legacy management.
Agriculture:
Sioned deals with acquisition, sales and refinancing of farms and farmland, farm business tenancies and partnership agreements and, because of her private client experience, is able to take a holistic approach to farm succession planning and the impact of changes to the future of the farming business.
Sioned is STEP-qualified and a fluent Welsh speaker.
- Dealing with an application for succession tenancy under the Agricultural Holdings Act 1986
- Purchase of 200-acre land holding in South wales with complex access and easement provisions
- Acting in the administration of an estate of clients with various land holdings and business assets with successful agricultural relief claim
- Sale of various barns forming part of a large farm holding for development
- Sale of 100-acre farm with listed farmhouse and buildings
- Succession planning for farming family who had diversified to include partnership agreements, farm business tenancies, shareholders agreements, wills, lasting powers of attorney and sale of property
Sam Saysell
Solicitor
Email: Click Here
Sam Saysell
Solicitor
Sam became a trainee solicitor in April 2022, having worked within RDP’s Real Estate and Private Client teams since September 2020.
Sam remained within the Private Client team for the first seat of his training contract and gained experience in the Dispute Resolution team before re-joining the Private Client team in April 2023.
Sam qualified as a solicitor in the Private Client team in October 2023, dealing with areas such as Wills, Lasting Powers of Attorney and estate administration services.
Victoria Sturt
Trainee Solicitor
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Victoria Sturt
Trainee Solicitor
Victoria is an trainee solicitor in RDP’s Private Client team.
Victoria joined RDP in July 2022 as a paralegal in the Dispute Resolution, having over 10 years previous experience within Criminal and Prison Law practice.
Victoria commenced her period of recognised training in October 2023 and currently sits within our Private Client team. Victoria’s work includes assisting in will drafting and estate planning, estate administration, trust implementation and management and Powers of Attorney and deputyship applications.
