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
Will drafting
Estate planning and succession planning advice
Trusts: creation and administration
Estate administration: What to do when someone dies
Lasting Powers of Attorney
Deputyship and Court of Protection applications
Disputes over wills and contentious probate matters
For more information contact sioned.thomas@rdplaw.co.uk or call 01633 603096
Client Feedback
Client of Katie Love
"Absolutely amazing service – cannot recommend highly enough."
Client of Katie Love
"Very approachable, clear detailed explanations and efficient."
Client of Sioned Thomas
"Sioned Thomas has always been very easy to approach and has shown us a great deal of patience."
Client of Sioned Thomas
"Provides a highly personal service and always strives to understand the detailed background to all the issues."
Meet the Team
Sioned Thomas
Director
Email: Click Here
Testimonials:
Sioned is listed as a Leading Individual in the Legal 500 and ranked in the Chambers & Partners for her Agriculture work.
"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
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
Associate – GCILEx
Katie is a Graduate of the Chartered Institute of Legal Executives and a member of RDP’s WIQS-accredited Private Client team.
She is an Affiliate of the Society of Trust and Estates Practitioners and a student member of Solicitors for the Elderly. She acts for individuals on a range of matters and also acts for charities in relation to legacy management.
Katie has strong links with other professionals, accountants and independent financial advisors throughout South Wales. She practices in all private client areas, 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, including wills, lasting powers of attorney 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.
Sam Saysell
Trainee Solicitor
Email: Click Here
Sam Saysell
Trainee Solicitor
Sam became a trainee solicitor in April 2022, having worked within RDP’s Real Estate and Private Client teams since September 2020.
Sam currently remains within the Private Client team, dealing with areas such as wills, lasting powers of attorney and estate administration services.