Steele Raymond
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About Joe

Joe is a partner and head of the the firm's Wills, Trusts and Probate Team.

Joe has significant experience in a broad range of private client matters with over 20 years of experience in Wills, trusts and probate work.

Having qualified in 2002 at a multi-office firm in the Thames Valley, Joe held the position of partner before moving to the South Coast in 2012. She is a full member of the Society of Trust and Estate Practitioners (STEP) and currently sits on the local STEP committee.

Specialisms

  • Wills

  • Probate

  • Tax & Trusts

  • Lasting Powers of Attorney (LPAs)

  • Applications for Deputyship

  • Assisting with the management of personal financial affairs

In Practice

  • Advising HNW individuals on all aspects of Estate Planning

  • Preparations of Wills and LPAs for clients from all walks of life

  • Setting up and managing Trusts for wealth management and provision for families across generations

  • Probate and Estate administration, including acting in numerous multi-million pound estates with complex asset classes including heritage property.

Recommendations for Joe

“Steele Raymond have an exceptional private client team who always deliver exceptional advice and are at all times professional and courteous.”

The Legal 500

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