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Consultant Partner – Wills, Trusts & Succession Department

David Lawrence

David joined the firm in July 1991 and has played a significant and extensive role in the management of the firm over the last 3 decades. In addition, David founded the firm’s Lymington Office, and has latterly worked in the team preparing Wills, Lasting Powers of Attorney, and administering Estates.

Qualifications and Professional Memberships

  • Admitted as a Fellow of The Institute of Legal Executives, July 1985
  • Admitted as a Solicitor, December 1991
  • Became Partner of the firm, April 1994
  • Compliance Officer for Legal Practice, April 2013
  • Senior Partner, January 2017 to April 2024
  • Member of the Criminal Litigation Accreditation Scheme
  • Solicitor-Advocate, as holder of the Higher Courts (Criminal Advocacy) Qualification
  • Director of The Merriman Partnership Limited (trading as Merriman Solicitors), June 2023


Experience and Expertise

  • Over 42 years of working in law, initially as a Legal Executive, then as a Solicitor
  • Drafting Wills of all types, from simple low value estates to more complex higher value estates, with inheritance tax considerations and involving the creation of trusts
  • Preparing Lasting Powers of Attorney, including those for business owners
  • Registration of Enduring powers of Attorney
  • Preparing Declarations of Trusts as between property owners
  • Advising and assisting in relation to the post death administration of estates, from the registration of death to obtaining a grant of representation (with or without a will) and distribution as between beneficiaries
  • Advising on the taxation aspects of estate administration (Capital gains Tax, Inheritance Tax and Income Tax), including the preparation of Deeds of Variation
  • Departmental Supervisor
  • Advising as to anti-money laundering and bribery practices
  • Wide experience of different areas of High Street legal practice including, Dispute Resolution, Family law, Crime, residential conveyancing and commercial property work.