Home | Leanne Wootton and Rob Beale

Leanne Wootton

Leanne joined Morris Owen in June 1994 and has been a tax consultant since March 2005. Leanne is an affiliate of the Society of Trust and Estate Practitioners, a Chartered Tax Adviser and a Certified Accountant.

Having passed the probate and estate assessment, Morris Owen are licensed to carry out the reserved activity of non-contentious probate.

Leanne runs a large portfolio of private individuals and specialises in the area of inheritance tax, trusts and estates.  She has experience dealing in dealing with probate and estates having assisted many executors in fulfilling their duties and obligations and dealing with estates on their behalf’s.

Email

Telephone 01793 603900

Rob Beale

Rob joined Morris Owen in 1990 and became a partner in 1998. Rob is a Chartered Tax Adviser and a Chartered Accountant.

Having passed the probate and estate assessment, Morris Owen are licensed to carry out the reserved activity of non-contentious probate.

Rob runs a general portfolio but has particular specialisms tax planning for individuals.  He has acted in the capacity of an executor and has experience in dealing with estates and obtaining probate.

Email

Telephone 01793 603900

Mobile 07711 335711

Details of our probate accreditation can be viewed at icaew.com/probate under reference number C005394193 and information regarding our diversity report can be found here

Get in touch

We’re always happy to hear from new and existing clients