People first, lawyers second.
We are a niche private client firm based in Warwickshire. Our specialisms include all aspects of estate planning including Wills, Powers of Attorney, Inheritance Tax planning, wealth preservation, succession planning for farmers and business owners and Trusts. We can advise on Probate and the administration of estates, obtaining Grants of Representation, estate disputes and Court of Protection matters.
Family Law Advice
Estate Planning Services
Probate and Estate Administration
Dealing with the death of a loved one can be a very difficult time. We offer a range of services to assist you from obtaining a Grant of Probate or Letters of Administration to carrying out the administration of an estate.
Wills, Inheritance Tax and Future Planning
A Will is one of the most important documents you should put in place to ensure your estate passes in accordance with your wishes and not in accordance with the Intestacy Rules, as set out in statute. Having a Will and planning for your future will make life a lot easier for those you leave behind.
Powers of Attorney
Court of Protection
We can assist in making applications to the Court of Protection for various matters from the appointment of a Deputy to making a Statutory Will for someone who has lost capacity.
Trusts can be a useful way of preserving your hard earned assets for future generations or to protect assets from means tested benefits. We can advise on the options available and prepare the appropriate trust documentation for you.
Contentious Probate Disputes
Legal disputes regarding Wills and inheritance has been increasing year on year, due in part to many complex family structures, individual's awareness of their legal rights and a greater wealth accumulation in later life.
At Davidson Mahon Solicitors, we treat our clients with warmth and empathy. We understand that seeing a solicitor can be daunting, especially when discussing matters such as divorce, Wills, the death of a loved one or succession planning for your business. You can be assured that you will be treated in a professional and attentive manner.
Flexibility is key for Davidson Mahon Solicitors and we work to fit in with you. We appreciate most people work during the day and only have evenings or weekends free and we can accommodate this by seeing you at times when it is convenient for you. If you would prefer an appointment outside normal working hours, please just ask.
We look after clients who are based in Warwickshire, West Midlands, Oxfordshire, Northamptonshire, Leicestershire and sometimes further afield.
We are a small firm that strives to offer exceptional client service and we look forward to looking after you for many years to come.
Who we are
SOLICITOR / DIRECTOR
Davidson Mahon Solicitors was set up by Kate Mahon. Kate was originally called to the Bar in 2006 and cross-qualified as a solicitor in 2009. Kate specialises in all aspects of private client work which includes preparing Wills, drawing up Trusts, administering estates, obtaining Grants of Probate, preparing Powers of Attorney, making applications to the Court of Protection and advising farmers and business owners on Inheritance Tax and succession planning.
Tel: 01926 358199
Caroline Bates TEP
Caroline joined her good friend Kate at Davidson Mahon as a consultant solicitor in December 2016. Previously she has been a partner in ‘big’ law firms but now wants to concentrate on providing a more bespoke and flexible service to her clients in a friendly, approachable, and affordable manner. Home visits, out of hours’ appointments and availability means Caroline can deliver quality advice to fit in with clients’ lives and for prices which offer excellent value for money.
Tel: 01676 938709
Sophie joined DM in August 2019 as a senior associate, reuniting with her former colleague Kate after completing over 11 years in practice in a large, regional law firm. Sophie thoroughly enjoys her area of specialism and is passionate about providing a personable and professional service to all clients. Recently noted as an associate to watch in a top legal directory, clients say that Sophie is ‘delightful – easy to talk to and extremely proficient at her job’ and ‘on the ball, quick to react, very approachable with a clear understanding of the client’s situation’..
PA TO CAROLINE BATES
After working for a large law firm for the last 17 years, Andrea joined her good friend Caroline in December 2018 as her personal assistant. Andrea has extensive experience in Wills, Trusts, Powers of Attorney and Probate matters. She strongly believes in providing a bespoke service for clients with a personal touch and is able to do this now she is working with Caroline. As far as Andrea is concerned, clients come first and she enjoys being able to provide this level of service.
Sharon Eyre TEP
Sharon joins her good friend Kate at Davidson Mahon solicitors as a Consultant Solicitor after knowing and working with Kate at a previous law firm. Sharon has worked in Kent and the MIdlands for the last 13 years specialises in all aspects of Contentious Probate Disputes including; contesting/defending a Will or Codicil, challenging the validity of a Will or Codicil, lack of capacity claims, issues of undue influence, dealing with difficult executors or feuding beneficiaries, intestate estates, proprietary estoppel, claims for reasonable financial provision under the Inheritance (Provision of Family and Dependants) Act 1975 and disputes over the administration or distribution of the deceased's estate.
Helen joined Davidson Mahon as a Consultant Solicitor in November 2020 having previously been a partner in two local law firms. Helen specialises in private client work and is able to advise clients in relation to making wills, inheritance tax planning, lasting powers of attorney, applications to the Court of Protection, estate administration and obtaining Grants of Probate.
Helen can also help clients understand their long-term care and funding options and assist with looking after the finances of elderly and vulnerable clients who need extra support. She can also help manage affairs under Deputyship Orders.
Hello, my name is Pasha and I am the office dog. I look after everyone and keep them company when they are in the office. I am very lucky as I get lots of attention and I’m taken for nice walks at lunchtime too. I like nothing more than chasing a ball or fetching a stick but my absolute favourite thing is swimming! When I am not in the office, I live with Kate, her husband and Tess.
What people say...
Prompt and friendly attention – a very personal service.
Helpful and in plain English (without jargon)! Being seen on a Saturday and at home was much appreciated.
Mr and Mrs J, Swindon
Kate was so friendly and made us feel at ease and trust her immediately. She was very professional and knowledgeable.
Mr and Mrs J, Brackley
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