Charlotte is based in our Milton Keynes officed and is a member of our Private Wealth team. Charlotte is a high net worth specialist and acts for a wide range of clients the majority of which require bespoke tax efficient succession planning advice. She is ranked as a notable practitioner in Chambers and features in their High Net Worth Guide.
Charlotte’s high-profile clients include establishment figures, those with landed estates and heritage assets (often acting for multiple generations of the family), those with literary estates, directors and business owners / entrepreneurs as well as those who have exited their businesses and retired.
Used to taking a multi-disciplinary collaborative approach, Charlotte will work with her clients’ other professional advisors to ensure that they get the full, rounded advice they need. She goes the extra mile and for many of them is their trusted advisor and the central point in coordinating the different specialists to make sure that their planning “fits together”. She advises on and drafts Wills, powers of attorney, family investment companies, personal investment companies and trusts as well as advising and on and dealing with inheritance tax planning, probates and trust administration. Charlotte acts as attorney, executor and trustee for her clients when this is appropriate.
Charlotte’s main sources of work are existing and returning clients, referrals from them as well as from colleagues across the firm, the accountants, financial advisors she works with as well as other professionals such as auction houses and private banks. Given her reputation, Charlotte also receives referrals from solicitors and counsel to act as an independent executor / trustee on contentious or conflicted matters.
Charlotte is also a panel deputy for Court of Protection matters and has experience in managing the affairs of clients as diverse as children with birth injuries, those with acquired head injuries and elderly clients with dementia.
Prior to joining Rothley law, Charlotte was at Shoosmiths for 14 years, 10 of those as head of the Wealth protection department. She moved to Rothley with her Shoosmiths colleagues in June 2023.
Charlotte is a member of the Society of Trust and Estate Practitioners.
Professional highlights:
- Advising on multimillion pound assets in lieu claims for inheritance tax purposes under the heritage asset legislation.
- Advising on and preparing loan agreements for part of a client’s art collection to be held by national bodies for the nation to view.
- Assisting with the establishment of a family investment company with complex structures around the shares so as to preserve the capital value of the company for one class of beneficiary and control with another and the ongoing administration around this as the company embarked on various acquisitions and development projects.
- Assisting clients with the purchase of a yacht and the establishment of the vehicle in which to hold it.
- Advising a trustee in their individual capacity as regards various proposals to restructure the trust and insert new entities into the arrangements to save significant amounts of income tax.