Orlando is a Chartered Legal Executive specialising in all aspects of probate, wills and trusts, foreign domiciled estates, high net worth estates, and complex multi-jurisdictional asset portfolios, being personally recommended to the Greek embassy for his work. To this end, he has completed 3 of the 4 STEP exams and is a trained dementia friend.
Orlando’s experience includes:
- Simple wills
- Asset Protection wills
- Succession/bloodline planning wills
- Emergency wills
- Grant applications
- Full estate administration
- Ad hoc estate advice
- Advice on tax planning/varying estates
- Ancillary grant applications and re-seals
- Foreign domiciled UK Grant applications
- Trust administration
- Appointing new trustees
- Winding up trusts
Powers of attorney - both personal and for business.
Orlando prides himself in his customer-focused outcomes, listening to clients needs before using his wealth of experience to suggest the best paths forwards. Orlando is based in the midlands but is frequently in the west country and south-west London where he has established networks from previous firms.
Away from work, you’ll find Orlando where it’s cold, either playing or coaching ice hockey, skiing, or climbing mountains; although he’ll most likely be helping out at the family farm.