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Sydney Mitchell LLP

CHATTOCK HOUSE, 346 STRATFORD ROAD, SHIRLEY, SOLIHULL, B90 3DN, ENGLAND
Tel:
Work 0121 746 3300
Fax:
Fax 0121 745 7650
DX:
13856 SHIRLEY-2
Email:
Web:
www.sydneymitchell.co.uk
Birmingham, Sheldon, Shirley

Tracy Creed

Tel:
Work 0121 746 3300
Email:
Web:
www.sydneymitchell.co.uk
Sydney Mitchell LLP

Work Department

Private client, wills and probate.

Position

Tracy is partner and head of the private client team. She has extensive experience in all areas of private client work including trusts, wills, probate, power of attorney, deputyship, inheritance tax planning, estate planning and care funding issues. Notable cases include Estate of RB (significant business and complex matters), KR+Wilson (care funding matter), Estate of G – multimillion complex matter. Tracy specialises in working with elderly clients and resolving care funding issues. She receives referrals from care homes, social services, personal referrals and other Solictiors to whom she has proved her ability to deal with matters in an effective manner. In previous Legal 500 testimonials Tracy is recognised for attracting praise from clients and the wills and probate team are referred to as being ‘extremely professional but also very personable’; ‘highly competent’ personal tax, trusts and probate team and regard Tracy as ‘very knowledgeable’. Tracy has delivered talks to a variety of care homes, financial advisers and the fire service. She has presented to the Society of Will Writers and the Institute of Professional Will Writers.

Career

Trained ILEX route; qualified as a solicitor in 2009. Sydney Mitchell (1999-2009); Standley and Co (2009-10); Probate Solicitors Limited (PSL) (2011-12); Sydney Mitchell, associate and made partner in 2015.

Education

Fairfield High School for Girls, Audenshaw, Manchester; Solihull Technical College, Sutton Coldfield College, De Montfort University Leicester; Filex 2004; CPE 2007, LPC 2009.


West Midlands: Private client

Personal tax, trusts and probate

Within: Personal tax, trusts and probate

Sydney Mitchell LLP's team has a wealth of experience of a wide range of private client matters, such as advice on succession planning for individuals and families (including small to medium-sized business owners). It has also recently had a significant increase in mandates from elderly clients, for whom the scope of the work includes advice on continuing health care (assessments and appeals), care placement and care funding. Tracy Creed leads the team.

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