A Government report published on 24 September 2021 outlined plans to overhaul tipping and...
I believe it’s important to understand my client’s needs and objectives in order to provide clear, practical advice. I always endeavour to understand the whole picture to provide my clients with tailored advice. I am based in our Colchester office and am available for a free 15 minute chat over the phone on 01206 217360.
I enjoy meeting with clients and helping them through difficult situations, particularly following a bereavement. Work in the Wills, Trusts and Probate team is varied and I enjoy identifying the issues and coming up with potential solutions and options available to my clients.
My work involves preparing wills, trusts, and probate applications, administering estates, preparing and registering lasting powers of attorney, the registration of enduring powers of attorney, and tax and estate planning.
I obtained a History degree from Exeter University before converting to law to complete the Graduate Diploma in Law and going on to obtain a Law degree. I trained at a law firm based in their Bishop’s Stortford and Cambridge offices, qualifying as a solicitor in September 2014. Throughout my training contract I also gained experience in rural, commercial property and employment law. I am a Dementia Friend and provide advice and guidance to elderly clients and their families, also advising clients requiring estate and succession planning, in particular relating to business assets.
In my free time I enjoy reading, shopping, eating out and spending time with my friends, family and my Dachshund, called Simon!
Wills, Trusts and Probate Team - Colchester
Our team's friendly approach ensures that clients are put at ease and made aware that they will be looked after. All members of the team are happy to discuss a client’s needs over the telephone for an initial 15 minutes at no cost. Once it is established what a client needs, fixed fees are almost always available to provide certainty to our clients.
What our clients say
Thank you for all the work you have carried out for us; we feel very assured that we had you to take us through the myriad of paperwork in such a professional and friendly manner. We would certainly recommend you to any of our friends who are contemplating making wills and lasting powers of attorney
Thank you so much for all your help and support during a very difficult time. You have been amazing and dealt swiftly with every issue, and there were a few! Our very best wishes to you.
We are extremely grateful for the way in which Joanna and the staff attended to the updating of our wills - professional yet personal and attentive to our requirements. The advice given was very helpful and resulted in their speedy preparation and completion.
Thank you for your expert help and kindness at a difficult time.
Birkett Long were the solicitors who had been dealing with my mother in her forming her will. Consequently after her death they agreed to operate as my agent to undertake all the necessary legal aspects of gaining probate etc for myself as the sole executor. Their service was excellent, both in the promptness and clarity of what was required. The personal approach given by Joanna was second to none and I would have no hesitation in recommending this company on the basis of my personal experience.
I have used the services of Birkett Long over the past 17 years, for a variety of problems and have always been most pleased with the way these have been dealt with. Their knowledge and helpful manner have reassured me and I would not hesitate to recommend them.
A smooth efficient service. Joanna made everything clear every step of the way. All my questions were clearly and succinctly answered. I was made to feel that I was important as a customer and nothing was too much trouble. I would recommend Joanna without hesitation.