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Our Offices

Simon O’Leary

Wills, Trusts & Tax Associate

01244 405544
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About Simon O’Leary

Simon’s work includes wills, estate administration, tax and trust matters. His experience mainly focuses on lifetime tax and asset planning through the preparation of wills and trusts, but he also has experience in long-term care-fees planning, and the implementation and use of powers of attorney. Simon is qualified as a full member of STEP (The Society of Trust and Estate Practitioners).

Thank you very much for all your help Simon. It is comforting to know that all these important documents are now in place.


Thank you for your kindness in our first meeting through your expert advice and counsel to X since last November. I greatly appreciate the care and compassion that you continue to extend to X and by extension to me.


I have been very satisfied with the way you dealt with the preparation of our wills and thank you for an efficient and friendly service.


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