Alison Lloyd > Moore Barlow > Lymington, England > Lawyer Profile
Moore Barlow Offices
48 HIGH STREET
LYMINGTON
SO41 9ZQ
England
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Alison Lloyd
Work Department
Private Wealth
Position
Alison is a partner and has worked in probate for over 25 years, and acts for executors and personal representatives – both private individuals and professionals – advising them on all aspects of probate. Her clients are often close family members or friends of a deceased person who have been appointed executor or personal representative. She also acts for professional executors, such as the partners at Moore Blatch.
Alison helps clients obtain the Grant of Representation / Probate to the deceased’s estate. She collates all information about the deceased’s assets and reports to the Inland Revenue where appropriate. She helps enable the deceased’s estate to be distributed as quickly and efficiently as possible either in accordance with the terms of the deceased’s will or under the intestacy rules. She also ensures that all appropriate reliefs and exemptions are claimed.
This can be a difficult time for clients. Alison adopts a sympathetic approach and is understanding and empathetic to her clients’ and their family’s needs.
Previously, Alison has undertaken will drafting, inheritance tax planning, court of protection applications, registering enduring powers of attorney and lasting powers of attorney, as well as estate administration so she has wide ranging experience in dealing with matters related to later life.
Memberships
Society of Trust and Estate Practitioners – Bournemouth branch committee member
Solicitors for the Elderly – South Central committee member
Lawyer Rankings
South East > Private client > Personal tax, trusts and probate: Hampshire
Counting SME businesses, HNWIs, and trustees amongst its key clients, the Moore Barlow private wealth team is recommended for its tax efficient succession planning. The group’s strong links with the contentious trust and estate department enable it to offer a comprehensive service on all elements of restructuring of assets and family trust matters. Southampton-based practice head, Naomi Wilkes, has extensive expertise in inheritance tax and estate planning matters, while Philip Whitcomb leads the rural law sub-group from Lymington. Fiona Heald also operates out of Lymington, focusing on lasting powers of attorney and financial abuse issues. Alison Lloyd acts for executors on probate matters, while Rebecca Sparrow regularly manages the property and financial affairs of clients who lack mental capacity.
Lawyer Rankings
Top Tier Firm Rankings
- Private client > Agriculture and estates
- Private client > Charities and not-for-profit
- Insurance > Clinical negligence: claimant
- Private client > Contentious trusts and probate
- Corporate and commercial > Corporate and commercial: Hampshire
- Employment > Employment: Kent, Surrey, Sussex
- Private client > Family: Hampshire
- Private client > Family: Kent, Surrey, Sussex
- Finance > Insolvency and corporate recovery
- Insurance > Personal injury: claimant
- Private client > Personal tax, trusts and probate: Hampshire
- Insurance > Professional negligence
- Real estate > Property litigation
Firm Rankings
- Dispute resolution > Commercial litigation: Hampshire
- Real estate > Commercial property: Hampshire
- Real estate > Commercial property: Kent, Surrey, Sussex
- Dispute resolution > Debt recovery
- Employment > Employment: Hampshire
- TMT (technology, media and telecoms) > IT and telecoms
- Private client > Personal tax, trusts and probate: Kent, Surrey, Sussex
- Dispute resolution > Commercial litigation: Kent, Surrey and Sussex
- Corporate and commercial > Corporate and commercial: Kent, Surrey, Sussex
- TMT (technology, media and telecoms) > Intellectual property
- Public sector > Public sector