Probate and Estate Manager
Jo Goulding has been working in estate planning since 2017 and is currently studying with STEP.
Jo is our Probate and Estate Planning Manager and is likely to be your first point of contact. She manages all our probate and lasting power of attorney applications and will gather all the information required to enable a stress-free process for our clients.
Jo enjoys meeting with our clients and helping them at what is sometimes a difficult time.
Jo is involved in other areas of the business, including our clients’ trusts and accounts; she also provides company secretarial support for our clients.
She is based in our Abingdon office, and offers advice and support to clients across the UK.
Next steps
Find out more about probate and estate administration
For more details about our range of probate services, please get in touch through the form or download our Probate services brochure.
Meet our probate specialists in Abingdon
We are highly experienced and licensed probate practitioners, licensed by the Institute of Chartered Accountants in England and Wales (ICAEW), a licensing body for probate.
As full members of STEP (Society of Trust and Estate Practitioners) our services include probate activities, will writing, estate planning, applications for grants of probate, the administration of estates and the administration of trusts. We can advise on and minimise tax liability on Inheritance Tax and taxes related to trusts and estates.
We have the experience to ensure that the management of the estate will be handled professionally and sensitively. To find out how we can help you, please fill in the form below to contact one of our probate advisors in Abingdon.
Our probate specialists are based in Abingdon, Oxfordshire, and we have 4 offices across Berkshire, Oxfordshire and Wiltshire, and look after probate, estate, trust and tax clients from all across the UK.
