Private Client
Coodes' Private Client Department is regarded as one of the most established, respected and extensive in the Westcountry. From individuals to charitable and other trusts, Coodes represent the interests of a wide range of clients, giving the department a great breadth of experience and understanding.
David James, based at Liskeard, heads the department with a team extending across the firm's seven offices. The team includes members of the Society for Trust and Estate Practitioners, and devotes significant time to keeping abreast with current developments in a constantly changing area of the law.
Coodes is the only Cornish firm recommended in the Chambers & Partners Guide to the Legal Profession as experts in trusts and personal tax. 'Chambers' offers an independent opinion, based purely on research of the legal profession and interviews with their clients.
A taxing question
Taxation and personal finances are complex areas and it is becoming more important than ever to plan for the future efficiently.
Forward thinking
As a nation we are living longer. Advice and care for the elderly, setting up arrangements through power of attorney and administering the affairs of those unable to do so, is a growing element of the department's work.
For the benefit of clients, Coodes maintain close links with other relevant professionals, including accountants, financial advisers and investment managers.
Coodes' Private Client Department covers a wide range of areas including:
- Tax planning for individual of high net worth
- Preparation of simple and complex wills
- Winding up the estates of deceased persons
- Administration of family trusts
- Advising agricultural estates and other landowners
- Advising charities
- Powers of attorney
- Helping those incapable of administering their own affairs
- Advice as to long term care
For more information on Coodes' Private Client Department please contact:
Head of Department - David James • 01579 347600
St Austell - Jonathan Eade • 01726 874700
Truro - Sarah Painter • 01872 246200
Newquay - Lesley Kendall • 01637 878111
Liskeard - Sue Glencross • 01579 347600
Launceston - Gemma Cleave • 01566 772000
Holsworthy - Pam Johns • 01409 253425
Penzance - Louise Southwell • 01736 362294