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.
"Kelly Greig as an industry leader in later life planning and specifically helping with matters where there may be issues of Court of Protection and undue influence." – Legal 500, 2021
"Highly rated for her abilities in dealing with complex issues of tax and succession, mental capacity and applications in the Court of Protection" - Legal 500, 2020
Various articles in the STEP journal, financial times and local publications.
I have also contributed to the Law Society's new Inheritance Tax Planning Handbook. The handbook is edited by Irwin Mitchell's John Bunker and Anthony Nixon, with contributions from colleagues across our Tax, Trusts and Estates, Corporate, and Wealth Management teams.