ºÚÁÏÉç

ºÚÁÏÉç the event 

The Advancement team at the ºÚÁÏÉç, together with Guildford-based solicitors , present this free online lunchtime event for alumni, offering practical guidance on will writing and estate planning.  

Whether you’re considering writing your first will, or wondering whether an existing will still reflects your wishes and circumstances, this free webinar offers an opportunity to hear practical guidance from UK legal experts and ask questions. 

This practical session will cover topics including:  

• When and why a will should be written or updated  

• Choosing an executor  

• How to identify the type of will you need  

• How property ownership affects estate planning   

• The role of trusts   

• UK tax matters including any changes brought about by the Autumn Statement and gifts to charity  

• There will also be a live Q&A with the solicitors.   

 Note: the presentation is for information purposes only and should not be interpreted as personal recommendations or legal advice.   

 ºÚÁÏÉç the speakers

Stevens & Bolton LLP  

Based in Guildford, Stevens & Bolton works with businesses, individuals and families in the UK and internationally, with its Private Client team providing advice across a wide range of personal legal and estate-planning matters. 

Olivia Parrott, Senior Associate at Stevens & Bolton 

Olivia advises clients on lifetime planning and estate administration, with particular experience in wills, trusts, powers of attorney and tax and trust matters. 

Grace Rodgers, Associate at Stevens & Bolton 

Grace advises individuals, families, executors and trustees on private client matters, specialising in tax and trusts, wills, succession planning, probate, estate administration and lasting powers of attorney. 

If you have any questions about this event, please contact Hannah Whitaker, Senior Advancement Manager at h.whitaker@surrey.ac.uk