Charlotte is a Wealth Protection solicitor with over 12 years’ experience working for High Net Worth clients, on all aspects of tax and succession planning. She provides bespoke, strategic, solution-based advice to clients, in a friendly and understandable manner.
Charlotte is experienced in the administration of complex estate administrations including intestate and cross-jurisdictional estates. Charlotte’s also advises on Deeds of Variation and appropriations for tax efficiency, and advising Executors on all aspects of Inheritance Tax and Capital Gains Tax together with dealing with the Income Tax affairs for estates.
Charlotte deals with advising and preparing simple and complex Wills for clients, to assist with complex family circumstances and for tax efficiency. Charlotte’s work also involves advising upon capacity issues and preparing both general purpose and Lasting Powers of Attorney.