Sally Smith

Associate

Having worked in Private Client Practice since 1997, Sally is ideally placed to advise on Estate and Succession Planning, Wills, Trusts, Administration of Estates; she also specialises in advising older and vulnerable clients in relation to Lasting Powers of Attorney and Court of Protection matters.

Areas of Expertise:

Sally has wide experience including:

Inheritance Tax and Estate planning, including complex and substantial estates comprising of business and agricultural assets; tax and succession planning through wills, trusts and deeds of variation;

Claims under the Inheritance (Provision for Family and Dependants) Act 1975; Validity of Wills; Executor’s and Trustee’s duties and responsibilities; Probate and administration of estates; a wide range of trusts, including discretionary, life interest and specialist trusts for disabled and vulnerable persons; and matters and trusts in connection with the family home.

Membership of Professional Bodies & Organisations:

Full member of Society of Trusts and Estates

Fellow of the Institute of Chartered Legal Executives

Interests:

Sally enjoys  reading, walking, travelling and cooking.