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Finlay McBeth

“Navigating your options for your succession plans can be a headache at the best of times. My aim is to take careful consideration of your wants and needs and provide you with an efficient and effective pathway to breakdown the stresses involved with your later life planning.”

Finlay is a Paralegal specialising in Later Life Planning, Probate & Wills, and safeguarding vulnerable clients. His expertise ensures that clients receive tailored advice and compassionate assistance during challenging times.

As an assistant to senior fee earners, he provides valuable support in various aspects of legal practice. Finlay assists senior fee earners with estate administration, including drafting Wills and providing advice on inheritance tax and succession planning.

Additionally, he plays a crucial role in deputyship and general case management for vulnerable clients. This involves maintaining financial provisions in place for clients, such as dealing with government bodies in relation to payment entitlements, arranging payments, and addressing general issues and concerns raised by clients or relevant case workers.

Finlay enjoys client interaction and problem-solving. His commitment to resolving issues efficiently ensures that clients’ needs are met with empathy and professionalism.

Clients working with Finlay can expect compassionate service combined with efficient execution. He ensures that instructions and assistance are carried out in the most helpful and effective manner.

During his degree, Finlay gained practical experience in an employment law clinic, assisting with client meetings, drafting grievances, and managing cases. This background enhances his ability to support clients effectively.

Finlay mentors and guides the U13s youth football team at Ivybridge Town, fostering their skills and teamwork and beyond youth football, Finlay also serves as the chairman of a Sunday men’s football team. In this capacity, he handles practical and financial aspects of team management while actively playing for the same team.