Wealth Planning

Plan for now. Plan for the future

Wealth planning allows you to prepare for the expected and unexpected, ensuring simple transfers to future generations.

At Berrymans Solicitors, we advise our clients at all stages of life to ensure that the transition of wealth to future generations is as tax efficient and protected as you want it to be. We also work closely your other advisors to ensure that your whole needs are met.

Your Wealth Planning expert will advise you on:
  • Strategic advice on estate and business succession planning
  • Inheritance tax
  • How to provide for heirs, charities, religious organisations and other beneficiaries

Find out how we can help preserve your estate for future generations as smoothly as possible.

Speak withour Wealth Planning experts

Meet the Private Client Team


Donna Bothamley

Donna Bothamley

Donna joined Berrymans Solicitors in 2000 and has been a partner since 2008. Donna is the head of the Wills and Probate team. Donna has an in-depth level of experience in matters relating to Wills, probate, care funding and court of protection work. She offers practical, sensible advice to her clients when drafting their Wills and prides herself in providing an efficient, cost effective service. Donna has prepared Wills for all manner of clients and brings the same, personal touch to all of them. She advises families who need help and assistance with elderly vulnerable relatives.  Working with Donna, you will be provided with empathetic advice and clear guidance to ensure you achieve your objectives.

Donna has been a member of the Society of Trust and Estate Practitioners (STEP) since 2005 and is also a fully accredited member of Solicitors for the Elderly. Donna is a trained Dementia Friend and has undertaken Bereavement training.

Donna can help you with a wide range of issues including:

  • Drafting Wills and Codicils
  • Advising on inheritance tax planning and safeguarding of assets
  • Administering estates
  • Preparing Deeds of Variation
  • Preparing Powers of Attorney and Deputyship applications
  • Advising on the creation and administration of lifetime trusts and those arising on death
  • Elderly client advice including contested Statutory Will applications and contested Deputyship and Power of Attorney matters in the Court of Protection
  • Assisting clients where family members have lost capacity
  • Care funding issues

Donna is married with a young family and lives locally. She is an active member of the community sitting on committees in her local area and helps at local fundraising events. In her spare time she enjoys going to the gym, skiing and horse riding.

Get in touch to find out how Donna can help you.

Paul England

Paul England

Paul has been part of the Berrymans Solicitors’ Wills and Probate team since 1990 and qualified as a Chartered Legal Executive in 1992. Paul is extremely experienced in advising on both complex and high value estates and more straightforward matters. He advises in the preparation of Wills as well as the administering of estates following a death. Paul listens to his client’s objectives and gives good practical advice. Paul is a Dementia Friend and works sympathetically with those who have lost capacity.

Paul can help you with a wide range of issues including:

  • Drafting Wills and Codicils
  • Administering estates
  • Preparing Deeds of Variation
  • Preparing Powers of Attorney and Deputyship Applications
  • Assisting clients where family members have lost capacity

Paul grew up locally and is married with children. He is a regular at Coventry City football club, having seen many ups and downs. Paul is a keen runner and organises the Berrymans Solicitors’ team for the annual Two Castles Run. He has participated in many local charity runs as well as several marathons.

Get in touch to find out how Paul can help you with Wills and Probate.

Jessica McDonnell

Jessica McDonnell

Position: Senior Associate

Jessica joined the Private Client department at Berrymans Solicitors in 2014.

Jessica read Law at the University of Gloucestershire and completed the Legal Practice Course at the University of Law in Birmingham, before qualifying as a Solicitor in April 2020.

She can assist you with a range of issues including:

  • Advising Executors on the Administration of Estates
  • Preparing Lasting Powers of Attorney and Deputyship applications
  • Drafting Wills and Codicils
  • Preparing Deeds of Variation

Outside of work, Jessica is a keen runner and has completed several marathons and half marathons. She also enjoys taking part in the annual Two Castles Run, sponsored by Berrymans Solicitors.

Kayleigh Mullins

Kayleigh Mullins

Kayleigh is the newest member of the probate team and joined Berrymans Solicitors in 2021. She started her legal career back in 2013 as a legal assistant and has gained experience working at two other regional firms before joining Berrymans Solicitors as a paralegal.

Kayleigh can assist you with a wide range of matters including:

  • Drafting Wills and Codicils
  • Preparing Lasting Powers of Attorney and Deputyship applications
  • Advising clients when family members have lost capacity
  • Registering Enduring Powers of Attorney
  • Preparing Grant only applications in respect of estates

Kayleigh is efficient and sympathetic and understands the difficult family situations that can arise. She works closely with the head of department here at Berrymans Solicitors on more complex estate matters and is always happy to speak with clients to give advice and reassurance.

In her spare time, Kayleigh enjoys live music, reading and drawing.

 

Get in touch to find out how Kayleigh can help you with Wills and Probate.

 

T: + 44 161 3940532 E: [email protected]

Berrymans Solicitors is the trading name of Berrymans Solicitors LLP which is a Limited Liability Partnership – Company number 02675190. Incorporated on 6 January 1992. Registered Office: C/O Berrymans Lace Mawer, 2 New Bailey Square, Stanley Street, Salford, England, M3 5GS. Authorised and regulated by the Solicitors Regulation Authority. A reference to a partner of Berrymans Solicitors means a member or an employee, with partner status, of Berrymans Solicitors LLP. A list of partners is available for inspection at the Registered Office.

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