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Kelly Greig

Partner

Biography

I deal with all aspects of Private Client work to include succession planning for businesses, administration of estates with domestic and international assets, tax and trusts, and legal issues affecting the elderly including advice on long term care funding. I have a particular interest in mental capacity law and the Court of Protection.

I am also one of only 68 solicitors nationwide to be elected to sit of the Office of the Public Guardian’s national panel of professional deputies to work with people who lack the ability to make decisions about their finances.

My cases typically require bespoke arrangements or remedies to meet the particular needs of the client, whether this be in the provision of tax or trust advice, or whether a client might find themselves unable to manage their own affairs and require a medical or care support framework to be implemented and managed.

What inspired you to get into law?

My mum would say that my argumentative streak made me the perfect candidate for a career as a Lawyer. However I wanted a challenging career in an area that is always changing and affects all areas of life. I like meeting people and therefore I was particularly drawn to the private client aspect and I like numbers, which is probably why I ended up giving tax advice and dealing with people’s finances.

What is the most rewarding aspect of your role?

I act for some of the most vulnerable members of our society with regards to my court of protection work. I am often appointed as a deputy, when a previous deputy or attorney has been removed for misappropriation or mismanagement of funds, alternatively I am be appointed in situations where an individual has been lacking mental capacity for some time and therefore their financial affairs have not been managed and are often in disarray.

There can then be some complex issues to unravel but ultimately we get to a position where there is a structured plan in place, both in terms of finances and care. I find this particularly rewarding knowing that the best interests of the individual are being met.

With regard to the wealth management aspect of my job, I enjoy using my skills and knowledge to advise clients on a complex area of law and coming up with creative solutions and helping them make the best decisions in respect of their wealth and families inheritance.

What do you do away from the office?

Away from the office I am generally known as mum. I have 2 young, energetic boys who like to be entertained and taken to their weekend clubs. In my spare time I enjoy running and I am a member of the Hedge End Running Club. I have completed a number of marathons and half marathons throughout the UK & Europe.

Testimonials

Legal 500: "A Court of Protection expert noted for her ‘invaluable depth of knowledge and advice’"

Publications

Various articles in the STEP journal, financial times and local publications


Read My Comments On The Latest News

  • 10/10/2018
    ‘Planning For Care Home Fees Should Be Up There With Paying Into A Pension’, Irwin Mitchell Private Wealth Argues

    “Care home fees are always something that gets pushed to the back of one’s mind. People think because it’s so far in the future, dedicating funds to it can wait while other big life spends happen like paying off a mortgage and bringing up children. This is leaving the public woefully unprepared for paying for a care home when they need it. “The reality is that planning for care home fees should be up there with paying into a pension. The most basic personal finance advice advises paying into a pension as early as you can – so much so that the government introduced auto-enrolment schemes which will soon be increasing their minimum payment percentages. So why aren’t care home fees accounted for this early on as well?”

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  • 03/07/2018
    Buzz Aldrin Suing Family For Misuse Of Finances: ‘LPA Abuse On The Rise’, Warn Lawyers

    “Abuse of LPAs is increasing year on year as they become more common and sadly it’s much more prevalent than people realise. Every week there is a new story on an elderly or vulnerable person whose entire life savings have been drained in a matter of months, but these reports only scratch the surface. “There is a complete lack of understanding surrounding LPAs and just how much power they give to a third party. They’re designed to help people but it can easily turn the other way if specialist help isn’t involved.”

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  • 23/06/2017
    Private Wealth Experts Welcome Government’s Decision ‘To Ditch Dementia Tax’

    “As the election showed, funding for social care is a crucial and emotional issue for a huge number of families and it is only going to increase in importance over the next few years as people live even longer due to medical advances. “Many will be relieved that the so-called “Dementia Tax” policy from the Conservative manifesto has been dropped, with there being wide acknowledgement that the proposal had a number of flaws and ultimately served to raise a huge number of questions. “With all of this in mind, it is important that the consultation announced today helps to bring about a solution as soon as possible. “Planning for later life is something that we all have to consider, and it is simply not the case that a person only needs to write a will and have a pension in place. There are a range of issues to consider, from care fees and inheritance tax thresholds to lasting power of attorney and mental capacity. Each of these needs to be given serious thought. “It is hoped that the government’s further scrutiny of this area and the potential reformation of social care funding will prove to be a catalyst and kick-start those difficult conversations between family and friends.”

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