Family businesses that trade as partnerships or sole traders are being urged to plan ahead in case...
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
Sally enjoys reading, walking, travelling and cooking.