Sally Smith

Associate

Having worked in Private Client Practice since 1997, Sally is ideally placed to advise on Probate, Wills and Trusts, with particular expertise in: inheritance tax and capital gains tax planning; working with a wide range of clients including farmers, landed estates and business owners; 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:

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; 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

Testimonials:

‘The service I received from all the staff I came into contact with at the the Ludlow Branch was exemplary.  Sally’s knowledge was outstanding … and a great asset to the company.  I will definitely use your company again and will recommend you to anyone who needs legal advice.’

‘Sally, I can’t thank you enough for all that you’ve done for us.  You’ve been friendly and professional while giving us confidence that everything was being dealt with, allowing us to come to terms with the loss of our dad’

‘Dear Sally, just a brief note to thank you for your kind attention over the last ten months.  I very much appreciated your sensitivity and good advice.’