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Richard is a solicitor in our Private Capital Department with over 3 years’ experience and works closely with clients to identify their needs and concerns.

Richard advises private individuals, business owners, farmers and trustees on all aspects of private capital work including:

  • Advising on and drafting Wills;
  • Advising clients on how to mitigate Inheritance tax on death by considering the destination of life policies and pension death benefits;
  • Advising clients on lifetime gifts (both those to individuals and in to trust);
  • Preparing powers of attorney – including Lasting Powers of Attorney and General Powers of Attorney;
  • Registering Lasting Powers of Attorney and Enduring Powers of Attorney with the Office of the Public Guardian;
  • Advising Deputies and Attorneys acting in the administration of the affairs of incapacitated individuals;
  • Advising clients on estate and succession planning to ensure that assets, both those owned personally and in businesses, pass to the next generation;
  • Advising on Inheritance Tax planning, in particular on the reliefs and exemptions available to individuals;
  • Advising clients in the administration of estates to ensure Personal Representatives fulfil their responsibilities and obligations, including obtaining Grants of Probate/Grants of Letters of Administration and accounting to H M Revenue and Customs for Inheritance Tax;
  • Advising beneficiaries of estates regarding their entitlement and in particular in redirecting entitlements under Deeds of Variation;
  • Advising on and drafting trusts, including trusts to protect assets from attack, trusts to utilise Inheritance Tax reliefs and trusts to earmark assets for the next generation;
  • Advising existing Trustees on their obligations and responsibilities and assisting in the administration of on-going trusts, including Disabled Beneficiary Trusts.

Richard is is a full member of the Society of Trust and Estate Practitioners (STEP) and is a member of the STEP North East and Cumbria branch committee.

Richard is also a committee member of the Northumberland Cricket League and an active member of the Junior Lawyers Division.

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Testimonials

  • "We received an excellent service. Richard was very clear in all communications and excelled at explaining the finer and complex legislation."

    - Client of Richard Marshall

  • "Richard focused on our wishes to draft our Wills. He patiently answered all of our questions to produce the final Will to our complete satisfaction. The service he provided was excellent and he has a very welcoming nature."

    - Client of Richard Marshall

  • "I was very happy with the prompt and professional level of service Richard provided."

    - Client of Richard Marshall

  • "Richard talked us through the steps required in preparing our Wills and setting up a Power of Attorney. I was very impressed by his friendly, informal and efficient manner."

    - Client of Richard Marshall