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I am a partner in the Private Wealth Team in London specialising in Tax, Trusts and Estates. I advise high net worth individuals, families, trustees in the UK and abroad and beneficiaries or settlors of trusts. I also work with directors and shareholders in family run and owner managed businesses.
I have a particular interest in tax issues and strategic planning in relation to inheritance tax, trusts and estates. I advise on and implement structures to ensure a tax efficient and secure transition of assets and wealth to the next generation.
Through my experience I’ve also provided legal opinions for corporate entities and trustees and other law firms.
I wanted to develop a career that would be both intellectually stimulating and also enable me to work with people. A career in law enables me to help individuals and families whilst also collaborating with other professions. The UK is the most innovative and exercising legal landscape.
It’s rewarding to ensure that hard earned assets are protected and structured to allow inter-generational wealth to be maintained.
The personal element of my role is very rewarding. I’ve built long standing relationships across multiple generations with individuals and their families and I provide support in what is often a stressful, emotional or difficult time.
I’m a proud mother of three children. I enjoy current affairs, taking advantage of the capital’s thriving cultural experiences, park runs and getting out and about with my dog.
“There will almost definitely be a surge in probate applications because the fee increase is so big, executors should be careful about opening themselves up to claims by beneficiaries if they don’t act in a timely manner.
“Equally, executors can’t just apply for probate before the fee kicks in until all of the ducks are in a row when it comes to the estate, such as completing inheritance tax forms, making any necessary searches, and gathering and sending original documents to the Probate Registry - all of which takes precious time.
“If any of this is wrong it just creates more delays and can result in further claims, so executors must make sure no corners are cut to reach the ‘deadline’. Keeping beneficiaries in the loop at all times about potential delays and increase fees is vital.
“Our advice is not to delay and to get the grant of probate application in ahead of the fee hike if all of necessary information for the application to be successful is in place. If not, I’d recommend maintaining an open dialogue with the beneficiaries of the estate where possible. If expectations are managed and the work is completed at the cost of a higher fee, this is better than rushing and creating more problems down the line.”
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