Tania is a Partner and a Solicitor specialising in complex Estate administration and strategic lifetime legal planning including drafting Wills for complex family or financial situations.
Tania’s particular areas of specialism include high value estates and the associated tax complexities and advising Executors concerning their duties and their personal responsibilities to prevent potential liabilities. She also advises beneficiaries about their options, in the light of an inheritance, including the benefits of Deeds of Variations.
Tania is a full member of STEP, Solicitors for the Elderly and the Law Society Probate Section.
Tania graduated from Staffordshire University with an Honours Degree in Business Studies and then went on to study law at the College of Law, Guildford. Tania grew up in Ferring and continues to live locally. She enjoys playing her trombone in a local band.
- BA (Hons) Business studies in 1993
- Fellow of Institute of Legal Executives in 2000
- Legal Practice Course (Distinction) in 2002
- Qualified as a solicitor in 2002
- Appointed as an Associate Solicitor in 2009
- Appointed a Partner in 2015
Mr S died leaving a Nil Rate Band Discretionary Trust in his Will. His surviving spouse worried about having sufficient funds to live on during her lifetime (unnecessarily) and also was concerned about IHT when she passed away. We arranged for the equity in the property to be placed into the Trust, thereby ensuring that the increase in the value of the property would be a burden for the Trust alone, whilst releasing the remaining “cash” assets of the estate. In this way, Mrs S could be sure that IHT is minimised, and that she had complete control over the cash assets during her lifetime.
Mrs W had inherited a property and wanted to set up a lifetime trust for the benefit of her minor daughter. We assisted Mrs W in setting up the Trust and advised her as to the tax implications of that Trust upon her own personal tax circumstances. We then arranged for Mrs W to receive advice from a local firm of Accountants who were able to assist her with the minutia of her tax arrangements, including the annual self-assessment tax return.
I first met Mrs L when she first moved to the local area to live with her sister after the passing of her husband. I prepared both Wills and Powers of Attorney for Mrs L and her sister and we chatted about their funeral wishes and long term lifetime arrangements. Mrs L’s sister became very poorly and moved into a care home, and alternative support was found for Mrs L. Mrs L’s sister sadly passed away, and I dealt with the administration of the estate, keeping Mrs L constantly up to date with information as she needed or wanted it, being sensitive to her own fragile state of health. Complex arrangements were put in place for the care of Mrs L, and eventually the Power of Attorney was activated and I started to deal with Mrs L’s finances. I remained in constant contact with her, and indeed enjoyed her company. Sadly, Mrs L has also now passed away, and I also dealt with the administration of her estate and have been in contact with other members of her family.
Tania’s hourly rate is £260 plus VAT
- Society of Estate and Trust Practitioners;
- Private Client Section of the Law Society,
- Solicitors for the Elderly
Thank you very much for handling my late mother’s estate in a most efficient and professional matter, I am most grateful.
Carpenter Box have been working for Bennett Griffin for many years. I have personally worked with Tania Clapham quite closely over the last 24 months, because we both deal with elderly clients who need representation during their lifetime and beyond. Tania is a reliable and trustworthy lady and well suited to dealing with families under difficult circumstances. Tania and her team provide an excellent and timely service to their clients. I have received great feedback from the clients I have referred to her, confirming the efficient and reasonably priced service she offers, and would have no hesitation in recommending Tania’s services to others.
Karen Thomas – Tax Associate, Carpenter Box Accountants
Carpenter Box have been working with Bennett Griffin for many years and recently started the joint venture Bennett Griffin Wealth Management (BGWM).
I have personally worked with Tania Clapham quite closely over the last few years, because we both deal with elderly clients who need representation during their lifetimes and beyond.
Tania Clapham is a reliable and trustworthy lady and well suited to dealing with families under difficult circumstances. Tania and her team provide an excellent and timely service to their clients. I have received great feedback from the clients I have referred to her, confirming the efficient and reasonably priced service she offers and would have no hesitation in recommending Tania’s services to others.
Karen Thomas - Tax Associate, Carpenter Box Accountants