Sam Forshaw

Detail-oriented professional with expertise in Mental Health Fee Earning Support, legal document drafting, probate application support, financial administration and secretarial tasks. Typing proficiency of 110 wpm and strong financial acumen enhance ability to deliver high-quality legal results.

Uber Eats - Self employed - Reading

(2025-01)

Private Client Assistant - Taylor Rose - London

(2024-06 - 2025-01)

• Drafted various documents including wills, deeds of variation, declarations of trust and lasting powers of attorney.
• Drafted letters and called clients to take their instructions, give advice and address issues.
• Prepared IHT bundles.
• Completed PA1A forms
• Advised clients about the importance of including a statement with the will about reasonable provision for dependents.
• Completed appropriate forms for the closure of investment accounts.
• Prepared basic estate accounts.
• Utilised Lexis UK and Practical Law for efficient Legal Research.
• Opened files, maintained them and used case management system effectively.

Audio Typist/Paralegal - Albin and Co Solicitors Ltd - Reading

(2022-03 - 2024-06)

• Audio dictation, listening to recorded audio and typing letters and other documents including attendance notes and briefs to Counsel.
• Transcription of police interview tapes.
• Recording time worked by solicitors on Legal Software.
• Opening and maintaining case files on Legal Software including Police Station, Magistrates Court and Court duty files.
• Producing content for the firm's website.
• Handling business banking.
• Bringing post to the post office.
• Special prep, perusing unused disclosure on high profile criminal cases, identifying evidence beneficial or harmful to the defence.
• Reading large quantities of client notes for the Mental Health and Court of Protection department, applying relevant law and producing reports for solicitors to support them with their decision making.
• Identifying relevant video evidence files.

Telefundraiser - Guide dogs for the blind

(2019-01 - 2019-07)

• Raised money on a variety of telefundraising campaigns including Sponsor a Puppy.
• Won the award for telefundraiser of the week on a number of occasions and supported team effort in maximising funds raised.
• Demonstrated good communication skills over the telephone.
• Administrative calls.
• Trained and mentored junior team members to enhance fundraising techniques and strategies.
• Developed and maintained relationships with supporters to encourage ongoing contributions.

Cleaner - Office Cleaner Theale

(2016-01 - 2016-12)

Post-hours cleaning at an office.

Financial Administration Assistant - Sevilles Homecare Ltd

(2014-11 - 2015-12)

• Ensured all receipts were collected in and entered correctly to Quickbooks online bookkeeping software.
• Reconciliation of the business bank account.
• Liaising with the firm's accountant and planning for smoother account operations.
• Depositing money into business bank account.
• Took meeting minutes.

Solicitor Exams - Law - Reading (2025-06)

LLB - Law - Open University (2017-09 - 2020-06)

Level 6 Diploma in Probate Law and Practice - Probate Law - Council for Licenced Conveyancers (2023-06 - 2025-05)

Postgraduate Certificate in Humanities - Classical Studies - Open University (2021-09 - 2022-06)

NLE - Latin - National Latin Exam - United States (2026)

Will Writing Workshop - BPP

ITQ level 2 - NCFE (2014-01)

Administration Level 2 - NCFE (2014-01)

AAT (Accounting) Level 2 - Kaplan (2014-01)

Introduction Comparative Indo European Linguistics - Leiden University Coursera (2025)

Certificate in Word Processing and Production Level 1 (2014-01)

Mathematics Functional Skills Level 2 - City and Guilds (2018-01)

English Functional Skills Level 2 - NOCN (2011-01)