David Morgan

Legal Director - Head of Estates

01384 327367

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About me Expertise Experience

About me

"I am an experienced probate practitioner with an interest in dealing with complex estate administrations which include contentious aspects and involved asset structures.”

I am proud to lead a team of experienced probate practitioners at Higgs LLP and enjoy providing technical guidance to find solutions to any problems which may arise.

I joined Higgs in 2015, having previously worked in the Trust and Administration department of a high street Bank since 1998.

The matters I deal with range in complexity from straightforward grant of probate applications, to multi-million-pound estates with overseas assets, business or agricultural property and contentious aspects. I have an in-depth technical knowledge of the issues that may arise in the administration of estates meaning I can provide early guidance on identifying and addressing any risks that may impact on how an estate is administered.

I act for both professional and lay executors and aim to ensure our clients have a clear understanding of their options on any complex legal issues to make the process of fulfilling their duties and responsibilities less daunting.

I am a full member of the Society of Trust and Estate Practitioners

Expertise

Wills, trusts, probate

Probate and estate administration

Experience

Dealing with high value estate with business and agricultural assets – arranging appropriate and compliant valuations and agreeing the Inheritance Tax position with HM Revenue & Customs
Navigating the administration of multi-generational estates requiring multiple consecutive applications for Grants of Letters of Administration to the Court
Providing advice to independent Executors, including their appointment via the Court, in complex and contentious administrations

More about me

Favourite film

Forrest Gump

Favourite food

Difficult to choose between malt loaf and crisps

Favourite place

Sitting on the beach, listening to the ocean with my wife and children

Interests

Dinghy sailing

Latest insights

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2 min read

News

New partnership with Winston’s Wish

We are proud to announce our new partnership with Winston’s Wish, the UK's first children and young people’s bereavement charity.

24 April 2024

3 min read

Article

Is an increase in 'DIY wills' a factor in contested wills?

The Law Society has recently published an article regarding the increase in will disputes, attributing it, at least in part, to the rise in the number of "DIY wills".

23 October 2023