Based in our Milton Keynes office, Charlotte is part of our Private Wealth team, specialising in taking care of our high net worth clients and creating tax efficient succession plans.
With over 15 years of experience and a range of high-profile clients, Charlotte is able to advise across a range of areas with bespoke advice depending on each clients situation. She handles everything from estate management and heritage assets for multi-generational families and establishment figures to navigating literary estates. Charlotte works with business clients at each stage, from entrepreneurs and directors to those who have exited and retired.
Known for her multi-disciplinary collaborative approach, Charlotte works in tandem with her client’s other professional advisors to ensure that they get full, rounded and conflict-free advice. She goes the extra mile to be a trusted advisor and central point in coordinating specialists to ensure that a client’s planning “fits together”.
Charlotte’s knowledge of her client’s world means she can advise on any number of areas: the creation and drafting of wills, powers of attorney, family investment companies and trusts. She is also able to advise on the future, dealing with inheritance tax planning, probates and trust administration. Charlotte acts as attorney, executor and trustee for her clients when this is appropriate.
With a strong reputation in her field, Charlotte receives referrals from existing and returning clients. She is often sought after by their advisors, as well as other professionals such as auction houses and banks.
As a panel deputy for Court of Protection matters, Charlotte has experience in managing a diverse range of clients. This has ranged from children with birth injuries to those with acquired head injuries and elderly clients with dementia.
Prior to joining Rothley law, Charlotte was at Shoosmiths for 14 years, including a decade as head of Wealth Protection. She moved to Rothley with her Shoosmiths colleagues in June 2023. Charlotte is a member of the Society of Trust and Estate Practitioners.
Client feedback
“Charlotte Dunn is very knowledgeable, able to deal with complex matters and puts clients at ease. She is the ideal person for any such work because she always has an answer or knows how to look for it.”
“Charlotte Dunn is very impressive and easy to work with.
“Charlotte seeks to fully understand client’s circumstances to provide tailored solutions.
“Only a small percentage of estate practitioners have the depth of knowledge and experience of Charlotte Dunn
Professional highlights
- I advised on multimillion pound assets in lieu claims for inheritance tax purposes under the heritage asset legislation.
- I advised on and preparing loan agreements for part of a client’s art collection to be held by national bodies.
- I assisted with the establishment of a family investment company. I created complex structures around the shares 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.
- I assisted clients with the purchase of a yacht and the establishment of the vehicle in which to hold it.
- I advised 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.