Inheritance Tax Planning Solicitors

In April 2025, Louise took up the role of Chair of the the firm.

Louise is also the Cranleigh office Partner and Head of the Trusts & Estates team at Hart Brown. Louise has extensive experience in a broad range of Private Client work.

Louise helps clients with all aspects of Private Client work and deals with the formation and administration of trusts, lifetime and post death planning and will drafting. She also works with other professional advisors to provide a complete package of advice.

Louise has considerable experience of applications for probate and estate administration often including complex issues and overseas assets. Additionally, she can help clients with Court of Protection matters including lasting powers of attorney and court applications for gifts.

"Louise Harrhy is highly experienced in probate applications and estate administration especially matters involving offshore assets. She is skilled in Court of Protection matters, including deputyships and lasting powers of attorney." (Chambers UK 2016)

"Louise Harrhy is a really driven and committed lawyer. She advises clients on a wide range of areas, including the creation of wills, the establishment of trusts and the administration of estates. Her work also incudes Court of Protection matters." (Chambers UK 2017)

Louise is also a member of The Society of Trust and Estate Practitioners.

What do clients say?

"Although having experience as an executor of simple family estates, I did not relish handling my friend’s estate without considerable legal input so my co-executor and I appointed Louise Harrhy at Hart Brown to advise us. Louise took great care in leading us through the complications of an estate that included substantial legacies to charities and the eventual sale and further distributions from a second property partly owned by the deceased. The documentation required by HMRC seemed a bureaucratic nightmare but became almost effortless with the help of Louise. I would recommend this firm and particularly Louise to avoid the dangers of not navigating the law and its complexities." - Google review

"Louise Harrhy acted for me and my daughter when we both had LPAs and I updated my Will. We found Louise to be patient, knowledgeable and very professional. We would have no hesitation in recommending her and Hart Brown who I am currently using for conveyancing." - Google review

"Having Louise Harrhy give me very sound professional advice on a previous occasion, I did not hesitate in approaching her to update my Will and to prepare LPA's on my behalf. Once again she expertly undertook all the required work and has left me completely satisfied and with peace of mind that all is in order.”

"I would like to record on a personal basis how much I have appreciated your prompt and professional help in my reaching my objective."

"Louise at Hart Brown helped me enormously in sorting out my deceased relatives affairs. I would not have been able to cope without her generous patience and understanding."

"Louise Harrhy was recommended to me as a highly professional and knowledgeable solicitor when I was seeking some advice on Estate Planning. This she certainly is and her advice regarding Wills, Trusts and LPAs has been reassuring and helpful in planning the way forward. I have been left with the impression of Hart Brown as a firm of solicitors that can be respected and trusted."

"I have had excellent attention from Louise Harrhy and her team at the Cranleigh Office recently, dealing with the Wills , Probate and Estate of 2 close relatives. These matters are never easy to deal with , but the combination of professionalism and kindness shown to me by Louise has been a huge help. I would not hesitate to recommend Hart Brown to anyone finding themselves needing help with such matters."

"I found Louise Harrhy to be very helpful and professional in her dealings with my late mother's estate. I would definitely recommend her and Hart Brown."

"Excellent!! Friendly and professional service by Louise Harrhy."

Jordan is a Partner with more than 8 years' post-qualified experience, specialising in Wills, lasting powers of attorney and the administration of trusts and estates. He is based in the Trusts & Estates department in Guildford and Woking.

Jordan studied law at the University of Southampton, graduating in 2013. Whilst completing his LPC on a part time basis, Jordan worked in the firm’s quality and compliance department as the firm’s Chief Internal Auditor, before commencing his training as a Solicitor in 2016.

What does Jordan regard as his specialism?

"The administration of estates and inheritance tax planning in equal measure. My experience of administering estates and calculating inheritance tax liabilities has provided me with valuable insight into how this particularly unpopular tax applies. This type of work has given me the tools to advise clients as to the steps they can take in advance to mitigate their exposure to inheritance tax. I pride myself on providing legal advice in a straightforward manner, cutting through the legal jargon. I always endeavour to work as efficiently as I can in order to provide the best level of service."

Jordan frequently receives great feedback from his clients:

"Thank you for your help, understanding and patience in dealing with our father's estate. We are pleased that all the paperwork and dealings with various Government departments & forms are now complete and so appreciate your guidance through this minefield. Your prompt replies, even so late in the evenings, were appreciated- and above our expectations."

"In updating our Wills after having prepared our double LPAs, Mr Jordan Page has shown an in-depth grasp of the subjects in question and the required work processes. He has been prompt and authoritative in dealing with all our questions and queries to our satisfaction and in the preparation and delivery of the required outputs. It was a pleasure dealing and interacting with him throughout."

"Just thought I’d email to say thank you really - it’s been a long 11 months but some of the horror stories I have heard from friends who have had to deal with these affairs makes us all realise how efficient and effective you have been so I'd like to thank you on behalf of all our family."

"“Thank you above all for all your exemplary and conscientious work on my mother’s estate, carried out with great patience and attention to every detail.”

“Thanks again for all your hard and conscientious work on the estate and then the will. You have made what could have been a stressful process extremely easy and constructive. I really appreciate the time you have devoted to helping me navigate this.”

"Hart Brown comes up trumps yet again"

“I appreciate your efforts and thank you for helping me to understand the process!”

"Thank you for your help, your ears will be burning, as I have been ringing your praises!!"

“Thank you for all your input, help and time - it has been much appreciated.”

“May I take this opportunity to thank you for your hard work and professionalism - it is a testament to all those who worked so hard on this case that it looks as though it will all be settled by the first year Anniversary. Quite remarkable!”

"I would like to place on record my appreciation of the efficient and quick service you have provided, particularly as I wished to have the new will in place before my departure on holiday."

“I have been impressed by the way you have dealt with the estate and the thorough way each step has been handled”

"Thank you for the way you have handled my father’s estate. It made a potentially difficult task stress free. You may recall that I was executor for my Scottish aunt’s estate at the same time - let’s just say that was a far more unpleasant experience".

Margaret is a Senior Associate and specialises in wills, the establishment and administration of trusts, probate, tax planning and powers of attorney.

Margaret joined Hart Brown in 2018, bringing with her a wealth of experience to the Trusts & Estates department in Cobham. She has worked as a Private Client lawyer in Surrey for over 30 years, and is also a member of STEP and the Law Society Private Client Section.

Susanna is a Senior Associate in our Trusts & Estates department in Cranleigh. Susanna had a previous career in Marketing and Business Development before pursuing her route to Law.

She was a College of Law (now University of Law) prize winner and qualified as a Solicitor in 2006.

Highly-experienced in a range of Private Client work, Susanna specialises in Wills, lasting powers of attorney, probate, administration of estates and Inheritance Tax planning.

Her estate administration work is wide and varied from simple estates to those of far greater complexity with foreign assets, business interests and gifts to charity. Aware that this work involves assisting clients at such a difficult and challenging time in their lives, Susanna provides practical and clear advice in a sensitive and empathetic manner, helping her clients to navigate through the complexities of the administration process as easily as possible.

Sunil is a Senior Associate within the Trusts & Estates team. He is based at the Cranleigh office. Since Sunil qualified as a solicitor, he has worked in firms with offices in Oxfordshire, Buckinghamshire, Berkshire and Surrey.

After graduating from Sussex University with a degree in Law with French, he decided to travel abroad for a year or so. Nineteen years later, after having set up an English language school/consultancy a stone’s throw from the Amalfi Coast, he returned to the UK to fulfil his childhood ambition of qualifying as a solicitor.

Sunil has worked in the Private Client field since 2011, specialising in Wills, Estate Administration, Lasting Powers of Attorney and Deputyship applications to the Court of Protection, all the while taking courses and qualifications to improve his skills and knowledge.

He is a full member of STEP (the Society of Trust and Estate Practitioners) and also achieved a distinction in the STEP Advanced Certificate in Will Preparation.

Other languages spoken: Italian

What do Sunil's clients say?

"We have been very pleased with the calm, friendly and professional service provided by Sunil. Everything was handled as promised and without any difficulty for us."

"A thoroughly professional service provided by Sunil. The documents that my wife and I received were clear and informative. We arranged to see Sunil at the Cranleigh office and the staff were welcoming and friendly. Everybody made us feel at home. We felt we could ask any questions that we wanted to and Sunil was knowledgeable and patient with his answers. We would definitely recommend Hart Brown to others needing advice."

"We contacted Hart Brown in Cranleigh and consulted Sunil about several matters concerning the Estate of my brother. Sunil was personable, knowledgeable and very helpful. The documents he prepared were clear, easy to understand and timely. We found him especially easy to deal with and would recommend Hart Brown to others seeking advice or support."

"Sunil helped me sort out my Will during a period that was very difficult. I found him to be very professional, but the added value was that he was very warm, gentle and patient. Thank you!"

"Professional, courteous and prompt service with clear communication with both office staff and solicitor involved."

"We received excellent support from Sunil, with sometimes complicated estate and trust matters. He was knowledgeable, calm and patient throughout the process. He was always quick to respond and took time to explain the process."

"All matters were very well taken care of. Many thanks."

Kerry is a barrister in our Woking office.

Kerry was called to the Bar (Middle Temple) in 1999. She practised at 3 Stone Buildings (now Three Stone following a merger) until 2018 when she took a planned career break to spend time with her young family. During her time at the Bar, she specialised in private client work, both contentious and non-contentious. She has a wealth of experience advising on: trusts and estates; Wills, LPAs, probate and family provision (1975 Act claims); related inheritance taxation and professional negligence claims; Court of Protection and Elder Law; and co-ownership disputes.

An experienced litigator and advocate, Kerry also qualified as a mediator in 2008 and is keen to work with clients to find sensible, cost-effective solutions to problems as they arise. She is experienced at advising clients across the spectrum, including HNW and UHNW clients.

Kerry was a full member of STEP from 2005 to 2017 and will be reactivating her membership in due course. She was a committee member of the STEP Mental Capacity SIG from 2016-2017.

Kerry is keen to give back to the community and was on the panel for the Bar Pro Bono Unit (now Advocate) from 2006-2017, volunteered at Surrey Law Centre and at Refugee Action Kingston. She is happy to give talks to the wider community, including care settings and at local schools.

What do Kerry's clients say?

"The professionalism, empathy and sensitivity of Kerry Dunn and her team was at a level that we have never encountered before. The first meeting lasted over two hours and not a moment was wasted... As matters stand, one day Hart Brown will be the sole trustee of a trust for one of our sons. Our experience so far gives us confidence that our son will be in good hands."

"...it’s such a relief. I feel like a big shadow has been lifted and I can move on. Thank you for all your help. I knew the instant I spoke to you that you were the right person to help us. I appreciated your understanding and compassion for our situation coupled with your extensive knowledge of the law and your no nonsense approach."

"We were treated very well. Kerry was so kind and understanding, could not have wished for better."

"Very thorough and clear, and responded well to my tight timetable and somewhat complex requirements."

Belinda is a Senior Associate in our Godalming office.

Belinda has over 15 years’ experience in advising private clients, specialising in dealing with a wide variety of matters including wills and testamentary issues, estate planning and the administration of estates and all Court of Protection matters such as Lasting Powers of Attorney and Deputyships.

In dealing efficiently with the legal processes, Belinda aims to put clients at their ease and by being sensitive to their situations, to provide clear advice in a way that clients are easily able to understand.

Belinda previously had experience at the Care Quality Commission, she has advised at the Citizens Advice Bureau and she has also represented clients at Court.

Belinda feels most rewarded by having satisfied and happy clients.

What do clients say?

"My thanks to Belinda Packer on behalf of myself and my family for her assistance in recently dealing with the Probate of my late mother's estate. She was professional and efficient throughout the process, which was greatly appreciated by all of us during that difficult time."

"Belinda was extremely good.... we told her what we wanted and she did the rest."

"We were so relieved to have our wills and power of attorney completed , Thank you."

"Belinda was extremely thorough and helpful and explained everything I needed to know about making a will and explained any queries I might have had."

Emily specialises in inheritance tax planning, the administration of estates, trusts, wills and lasting powers of attorney.

Emily takes the opportunity to write articles and has been published in the local, regional and national press.

Her clients are delighted by her kind approach and efficient way of dealing with their matters, regularly writing to the head of department to comment on how pleased they have been with the service.

Having trained in the City, Emily joined Hart Brown in 2004.

What do Emily's clients say?

"Hart Brown have assisted me in two cases one of them very complicated involving the complex estate of a late relative. Emily's help and guidance was essential in both cases and very much appreciated. I thoroughly recommend Hart Brown. Thank you Emily." - Google Review

"An extremely positive experience drawing up our wills with the help of the excellent Emily Wiggins at Hart Brown Godalming. Emily was kind, patient and clearly an expert in the field and she helped us navigate the inevitable, complicated legalese involved." - Google Review

"Excellent service, from the knowledge and professional advice given by Emily right through all the staff, secretaries and the accounts team alike. Everyone was just so nice to deal with, the whole experience was a pleasure culminating in a Will that absolutely met my request and legal requirements."

"Service and communication were efficient and helpful. Creating a will was a smooth process."

"Emily was very helpful and a pleasure to work with - she made the experience very easy we will happily recommend Hart Brown."

Alice is an Associate Solicitor in our Trusts and Estate department based in Cobham. Previously she worked as a Chartered Legal Executive for 2 years, specialising in the drafting of wills, probate and trusts.

Alice has experience working in a range of private client work including lasting powers of attorney, the administration of estates and inheritance tax planning. She combines technical knowledge and critical problem solving with practical, pragmatic and clear advice. Her approach recognises the sensitive nature of her work and the need to help clients navigate complex legal challenges in difficult times.

Prior to pursuing a career in the law, Alice worked in Parliament before moving into industry where she worked with large, global businesses as well as small SMEs advising on a range of legal and regulatory matters.

What do Alice's clients say?

"The service we received from Alice was excellent in every respect. She went through everything carefully and in detail and was very happy to discuss anything that we wanted to clarify. She was also very friendly and a pleasure to deal with. We would highly recommend her and Hart Brown to anyone needing these legal services."

"Thank you for the care and professional attention you have shown...You have helped us to secure our future. Thank you awfully for your patience, in modern parlance you are ‘amazing’."

Sandeep is a Solicitor in the Trusts and Estates team at Hart Brown, having qualified in December 2024. Based at our Guildford office, she brings valuable experience from working in both London and Surrey-based firms, offering a well-rounded perspective on her practice.

After earning a BSc in Chemistry with Medicinal Chemistry from Newcastle University in 2016, Sandeep pursued her legal qualifications at the University of Law, obtaining a Graduate Diploma in Law in 2019, followed by a Legal Practice Course and an MSc in Law, Business, and Management in 2022.

Sandeep specialises in a wide range of Private Client services, including Wills, Lasting Powers of Attorney, Probate, Estate Administration, and Inheritance Tax Planning.

Recognising the sensitive nature of this work, Sandeep is committed to providing clear, practical advice in a compassionate and accessible manner. She is dedicated to helping her clients navigate complex legal matters with ease and care during challenging times, ensuring they feel supported every step of the way.

Other languages spoken: Punjabi.

Feedback that Sandeep has received:

"Thank you so much for our meeting today it was really helpful and I especially would like to thank you for your empathy, understanding and simplicity in explaining the process of probate to me."

"Sandeep was very good. Perfect. Looked after me fantastically."

"It was a pleasure to do business with you and your team, I would recommend the company and you as you are so kind and helpful."

"Excellent service, friendly, informative and very helpful."

"Sandeep assisted me in redrafting my will following my divorce and drafting my LPAs. At all times, she was very professional and sensitive to my needs. I now feel confident that my legal affairs are in order."

"Excellent service. Thank you." - Google Review

Lindsay attended the University of Plymouth 1996-2000 and achieved a BA (Hons) Business Studies degree.

Lindsay’s first career was with the Police Force where she worked as a Police Officer between 2002 - 2015. After beginning her service on uniformed patrol, she became an accredited Detective Sergeant who specialised in the safeguarding of children and adults. She worked in a multi-agency environment with Surrey County Council’s social care teams and the NHS to protect the public, particularly in the context of domestic abuse.

Lindsay laterally developed her second career through her natural curiosity for the law and subsequent employment as a Paralegal in 2016. She studied to become a Solicitor at the same time. She has undertaken a Graduate Diploma in Law and the Legal Practice Course (LPC) with Masters in Law, Business and Management (MSc).

Lindsay joined our Trusts & Estates team in 2025 and specialises in Private Client matters including the drafting of Wills, Lasting Powers of Attorney and Estate Administration including Inheritance Tax. She has nine years’ experience to offer her clients, two of which are post qualification as a Solicitor.

Lindsay prides herself on being approachable, personable and professional.

Kayleigh joined Hart Brown in 2025 as a Chartered Legal Executive, having completed all three stages of the CILEX Professional Qualification to become a specialist Private Client lawyer.

Based in our Godalming office, Kayleigh has significant experience in the areas of Wills, Lasting Powers of Attorney, Deputyship applications, Probate, Estate Administration and Inheritance Tax planning.

Kayleigh formally qualified in 2021 but her experience spans a much longer period, having worked in various Private Client roles since 2013.

Kayleigh’s role often takes her into the local community where she enjoys meeting with other related organisations offering services that can benefit her clients.

In her spare time, Kayleigh enjoys spending time with her family, friends and likes to travel as much as she can.