Welcome to Davidson Mahon Solicitors
We are a niche private client firm specialising in Wills, Powers of Attorney, Inheritance Tax planning, wealth preservation, succession planning for farmers and business owners, Trusts, Probate, obtaining Grants of Representation and Court of Protection matters.
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 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 offers exceptional client service and we look forward to looking after you for many years to come.
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 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 are a small firm that offers exceptional client service and we look forward to looking after you and your loved ones for many years to come.
Who we are
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. Kate is an Affiliate member of STEP and a member of the Law Society Private Client Section Advisory Committee.
Kate works with Accountants and Financial Advisers to ensure clients obtain practical advice so they can plan their future with confidence.
For Kate, exceptional client service is everything. Kate believes that it is extremely important in this area of law to understand your client’s needs and background in order to provide appropriate and practical advice and this means spending time with clients to ensure she has a clear understanding of their situation.
Kate wanted to create a firm that enabled her to offer her clients something more than most other firms; more time, flexibility for clients to see her at times to suit them, quality work and affordable fees.
Kate is happy to see clients at home, at work or a place which is convenient for her clients and at times to suit her clients too. Whilst most solicitor’s offices are open 9am to 5pm, this does not suit many clients who have full-time and demanding jobs. Kate fully appreciates this and is more than happy to see clients outside normal working hours and at weekends.
Kate strives to create long-lasting professional relationships with her clients and their families and also her referrers and looks forward to welcoming you to the firm where you can be sure of a warm and friendly welcome.
It’s not all work and no play…
When Kate isn’t working, she loves running and is hoping to complete a marathon in 2016. Kate completed 6 half marathons in 2014 to raise money for Katharine House Hospice and also a marathon over 4 cities in one day for the Leamington based charity, CORD.
If you pop round to see Kate and she isn’t working at her desk, you can often find her tending her chickens or walking her German Shepherd, Pasha. Kate loves the outdoors and would move her desk outside if she could! You may leave with a bit more than legal advice the next time you see her as she often has fresh eggs from her chickens (and there may be some bacon in the near future too)!
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. Caroline can see clients in their own homes, at the Davidson Mahon offices in Rugby or at Caroline’s home based office in Meriden.
Specialising in ‘Private Client Law’, Caroline advises individuals, families, businesses, farmers, and vulnerable adults on all aspects of their estate planning, asset preservation and succession. She deals with Wills, Powers of Attorney, Trusts (including co-ownership of property), Administration of Vulnerable Adult’s Affairs, Administration of Deceased’s Estates, Inheritance Tax Planning, Gifting, Asset Protection, and Court of Protection Applications / Procedures.
Caroline acknowledges how difficult it is for clients to evaluate and compare the myriad of providers, particularly for will writing (which is still an unregulated area of law). With recognised external accreditations, clients can be assured of the quality and integrity of the advice. Because of this, Caroline has worked hard to become a full member of the Society of Trust and Estate Practitioners, Solicitors for the Elderly and the Private Client Section of the Law Society. Caroline was one of the first solicitors in the Midlands region to obtain the Society of Trust and Estate Practitioners’ Advanced Certificate in Will Writing qualification in 2011.
Caroline is acutely aware how diverse clients’ circumstances are. Every family, business or farm has its own dynamics and she can tailor her advice, both legal and practical. Solutions are suggested and explained in a straight forward manner.
As a volunteer ‘Dementia Champion’ for the Alzheimer’s Society, Caroline regularly holds ‘Dementia Awareness’ presentations for local groups, businesses, and communities. The sessions are part of the Alzheimer’s social action movement to promote awareness and to promote understanding of how ‘it can be possible to live well with dementia’. Many of Caroline’s clients live and have lived with Dementia so she was naturally interested in understanding more about the condition. This interest was heightened greatly when this disease affected members of her own family.
Caroline lives with her mum, husband and daughter in Meriden where she grew up. She likes nothing more than wrapping up warm and trudging through the muddy fields on a cold day with her 3 dogs, perhaps with a stop at the local pub on the way. An avid baker, if you visit Caroline at her home office, you may get a piece of freshly baked cake with your cuppa! Caroline also plays golf and is now hoping to have more opportunity to play and significantly reduce her handicap!
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 and her husband and their menagerie of other animals.
Services we offer
Davidson Mahon Solicitors offers the full range of private client services which includes the following:
- Wills, Inheritance Tax and Future Planning
- Powers of Attorney
- Court of Protection
- Probate and Estate Administration
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.
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.
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.
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.
We can see you in your home, office or at a place convenient to you to discuss your requirements.
Thank you so much for your visits and sorting my will so quickly for me. Really have appreciated your help in making it simple. Home visits make the process less daunting.
Friendly and efficient and made the whole process so easy. Thank you.
The greatest part is that Kate came to our home. This was unexpected and contributed to a most friendly and relaxed experience. She took a personal interest in our situation and our family.
The ease with which I received pragmatic, straightforward advice made things more understandable for the lay person. Thank you Kate, you’re a star!
All matters were very well explained and all questions answered quickly to help us make decisions. Also completed very quickly. Excellent service and appreciated the home visit.
we were recommended to Davidson Mahon and now I understand why – excellent service.
Knowledge and professionalism throughout the service provided. We would recommend without hesitation.
Kate was willing to listen to my comments before advising me and she explained everything very clearly.
Helpful and in plain English (without jargon)! Being seen on a Saturday and at home was much appreciated.
Prompt and friendly attention – a very personal service.
Kate was so friendly and made us feel at ease and trust her immediately. She was very professional and knowledgeable.
Kate was very, very helpful and kind.
Ease of use! Meetings at our time and convenience including evenings. Also, Kate made a complicated subject easy to understand.
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The Rural Innovation Centre
Appointments by prior arrangement only.