• Thank you for all your help and advice. I would recommend you to anyone needing a good solicitor
  • Professional and friendly service!
  • Always most helpful, knowledgeable and understanding. Very pleasant and efficient
  • Thank you very much for all of the work that you have done, delighted with the speed with which matters were concluded

Tanya Beattie

Solicitor

Tanya joined the firm in April 2019 and is a member of the private client team based at our Gravesend office. After qualifying as a solicitor in 2011, Tanya started her career as a residential conveyancer, but since 2018 she has worked in private client.

Tanya's areas of specialism are the preparation of wills and powers of attorney, inheritance tax planning, estate administration and advising on and assisting with applications to the Court of Protection.

Recent case study - "Tanya met a very ill very ill to take instructions for her will. The client told her one of the adult children lived with her but was not able to manage their finances independently. Tanya explained to her client the different types of wills I could prepare and based on her family circumstances it was agreed that she would prepare a discretionary trust will. This arrangement would enable her adult child to continue to live in the family home after her death, but with the capital in the trust being protected for other beneficiaries. Tanya prepared a letter of wishes that accompanied the will, setting out her intentions in relation to the trust and the distribution of her estate. This meant that instead of the adult child receiving inheritance immediately, the trustees could release money as and when the beneficiary needed them, preventing the beneficiary from squandering their inheritance.

The client died a month later and since then Tanya have been helping the trustees deal with her estate and meet all their regulatory obligations as trustees. The trustees have been able to support the adult child who continues to live in the property and they are working together to see if the beneficiary might be able to live more independently.

When taking will instructions, Tanya asks lots of questions about a client’s family as each family is different and one type of will may be suitable for one family but not for another. Getting to know her clients and listening to their desired outcomes, is a key aspect of her role."

Read more Wills & Probate case studies.

What Tanya says:

I started my legal career by studying Law and Accountancy at the University of Dundee. After graduating in 2004, I spent a number of years specialising in residential conveyancing before qualifying as a solicitor in 2011. After I qualified I became interested in private client and in 2018 decided to retrain and specialise in this area of law.

I am a full member (TEP) of the Society of Trust and Estate Practitioners after completing the STEP diploma with a distinction in July 2020.

What makes me different from other lawyers is the varied scope I have on law firm services. Being a kind and considerate lawyer in times of high emotion and stress can really put people at ease, explaining everything in simple terms is the key to a trusting relationship with my clients.

Outside of work I enjoy crafting and working with metal clay to create unique pieces of jewellery. I also regularly attend local dementia groups and I am proud to be a dementia friend.

If I were not a lawyer, I would be…

A jeweller, I find the whole process of making jewellery very calming and it satisfies my perfectionist streak.

If I were stranded on a desert island and could take 3 pieces of music with me, they would be…

I would take three books by Rachel Abbott. A page turning psychological thriller would make me forget I was stranded!

Articles written by Tanya Beattie:

New Year, New You?